J. Stern & Co. LLP 13F Holdings

CIK 0002011335 · LONDON, X0

As of Sep 30, 2025, J. Stern & Co. LLP reported 42 positions worth .3B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology910,704 69.9M12.86%
AMPHENOL CORP-CL AAPHTechnology805,073$99.6M7.54%
META PLATFORMS INCMETACommunication Services130,418$95.8M7.25%
ALPHABET INCGOOGEquity392,166$95.5M7.23%
AMAZON.COM INCAMZNEquity425,078$93.3M7.06%
EATON CORP PLCETNIndustrials233,451$87.4M6.61%
MASTERCARD INCMAFinancial Services135,354$77.0M5.83%
RTX CORPRTXEquity379,016$63.4M4.80%
XYLEM INCXYLIndustrials365,733$53.9M4.08%
INTERCONTINENTAL EXCHANGE INCICEFinancial Services309,218$52.1M3.94%
HONEYWELL INTERNATIONAL INCHONIndustrials233,326$49.1M3.72%
WALT DISNEY CODISCommunication Services416,322$47.7M3.61%
SALESFORCE INCCRMTechnology196,159$46.5M3.52%
ABBOTT LABORATORIESABTHealthcare313,558$42.0M3.18%
OTIS WORLDWIDE CORPOTISIndustrials441,160$40.3M3.05%
ZOETIS INCZTSHealthcare192,076$28.1M2.13%
THERMO FISHER SCIENTIFIC INCTMOHealthcare54,227$26.3M1.99%
AMERICAN TOWER CORPAMTReal Estate133,542$25.7M1.94%
LAM RESEARCH CORPLRCXTechnology88,094 1.8M0.89%
ALPHABET INCGOOGLEquity42,804 0.4M0.79%
CADENCE DESIGN SYSTEMS INCCDNSTechnology28,786 0.1M0.77%
VISA INC-CLASS A SHARESVFinancial Services26,816$9.2M0.69%
ESTEE LAUDER COMPANIES INCELConsumer Defensive93,461$8.2M0.62%
BOOKING HOLDINGS INCBKNGIndustrials1,475$8.0M0.60%
BLOCK INCXYZTechnology107,455$7.8M0.59%