Holdings
Nutshell Asset Management Ltd
As of Jun 30, 2026, Nutshell Asset Management Ltd reported 40 positions worth US$280M. Largest: Nvidia Corporation, Adobe Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 115K | US$22.9M | +5,363 | Jun 30, 2026 |
| Adobe Inc. | 106K | US$21.8M | +53,662 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 41,440 | US$19.8M | +15,660 | Jun 30, 2026 |
| Zoetis Inc. | 252K | US$18.1M | new | Jun 30, 2026 |
| Microsoft Corp. | 35,880 | US$13.4M | −2,988 | Jun 30, 2026 |
| Fortinet, Inc. | 86,641 | US$13.3M | −57,140 | Jun 30, 2026 |
| Idexx Laboratories, Inc. | 25,130 | US$13.2M | +19,230 | Jun 30, 2026 |
| Applovin Corporation | 25,530 | US$13.2M | new | Jun 30, 2026 |
| Intuit Inc. | 45,914 | US$12M | +36,724 | Jun 30, 2026 |
| Rollins, Inc. | 252K | US$10.5M | +215K | Jun 30, 2026 |