Mirabaud Asset Management Ltd 13F Holdings

CIK 0001680493 · LONDON, X0

As of Sep 30, 2025, Mirabaud Asset Management Ltd reported 38 positions worth $206.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology35,328 8.2M8.81%
NVIDIA CORPNVDATechnology77,731 4.1M6.85%
JPMORGAN CHASE & COJPMFinancial Services44,453 4.0M6.80%
AMAZON.COM INCAMZNEquity54,418 2.1M5.86%
ALPHABET INCGOOGLEquity49,419 2.1M5.85%
CME GROUP INCCMEFinancial Services40,418 1.0M5.34%
AMERICAN EXPRESS COAXPFinancial Services25,014$8.6M4.15%
NETFLIX INCNFLXCommunication Services7,049$8.5M4.12%
TJX COMPANIES INCTJXConsumer Cyclical58,857$8.4M4.10%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology30,318$8.3M4.02%
CRH PUBLIC LTD COCRHBasic Materials70,920$8.1M3.94%
WASTE CONNECTIONS INCWCNIndustrials43,940$7.7M3.71%
S&P GLOBAL INCSPGIFinancial Services14,764$7.3M3.52%
UNION PACIFIC CORPUNPIndustrials26,640$6.3M3.05%
MASTERCARD INCMAFinancial Services10,551$6.0M2.91%
HOME DEPOT INCHDConsumer Cyclical14,721$6.0M2.90%
PALO ALTO NETWORKS INCPANWTechnology22,464$4.6M2.22%
TRANSUNIONTRUIndustrials51,463$4.4M2.13%
NEXTERA ENERGY INCNEEUtilities57,376$4.4M2.12%
SERVICENOW INCNOWTechnology3,978$3.7M1.81%
CARLISLE COMPANIES INCCSLBasic Materials10,219$3.4M1.66%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology10,488$2.9M1.42%
BROADCOM INCAVGOTechnology8,633$2.8M1.37%
DIGITAL REALTY TRUST INCDLRReal Estate13,566$2.3M1.12%
ABBVIE INCABBVEquity10,278$2.3M1.11%