Mirabaud Asset Management Ltd Top Holdings and 13F Report (2025) About Mirabaud Asset Management LtdInvestment ActivityMirabaud Asset Management Ltd has $214.98 million in total holdings as of December 31, 2024.Mirabaud Asset Management Ltd owns shares of 43 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 6.51% of the portfolio was purchased this quarter.About 49.46% of the portfolio was sold this quarter.This quarter, Mirabaud Asset Management Ltd has purchased 46 new stocks and bought additional shares in 16 stocks.Mirabaud Asset Management Ltd sold shares of 20 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $17,810,573Amazon.com $13,471,859Taiwan Semiconductor Manufacturing $13,195,882NVIDIA $12,729,374JPMorgan Chase & Co. $10,640,167 Largest New Holdings this Quarter FERGUSON ENTERPRISES INC $1,578,363 Holding Largest Purchases this Quarter CRH PLC 37,343 shares (about $3.45M)FERGUSON ENTERPRISES INC 9,093 shares (about $1.58M)Microsoft 3,324 shares (about $1.41M)Netflix 1,484 shares (about $1.34M)JPMorgan Chase & Co. 5,094 shares (about $1.22M) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 308,967 shares (about $61.91M)ICICI Bank 235,548 shares (about $7.10M)Amazon.com 21,237 shares (about $4.70M)TJX Companies 17,617 shares (about $2.13M)NVIDIA 13,180 shares (about $1.81M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMirabaud Asset Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$17,810,573$1,412,135 ▲8.6%41,9248.3%Computer and TechnologyAMZNAmazon.com$13,471,859$4,699,748 ▼-25.9%60,8766.3%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$13,195,882$61,913,898 ▼-82.4%65,8516.1%Computer and TechnologyNVDANVIDIA$12,729,374$1,812,118 ▼-12.5%92,5845.9%Computer and TechnologyJPMJPMorgan Chase & Co.$10,640,167$1,219,096 ▲12.9%44,4604.9%FinanceWCNWaste Connections$9,691,645$824,868 ▼-7.8%56,6204.5%Business ServicesNFLXNetflix$9,079,936$1,336,238 ▲17.3%10,0844.2%Consumer DiscretionaryCRH PLC$8,744,220$3,452,734 ▲65.3%94,5734.1%ORDTJXTJX Companies$8,603,808$2,133,243 ▼-19.9%71,0534.0%Retail/WholesaleGOOGLAlphabet$8,029,403$439,470 ▲5.8%41,9863.7%Computer and TechnologyAXPAmerican Express$7,271,502$1,547,603 ▼-17.5%24,4563.4%FinanceTRUTransUnion$7,127,281$999,103 ▲16.3%76,8443.3%Business ServicesUNHUnitedHealth Group$6,703,4680.0%13,2013.1%MedicalHDHome Depot$6,365,623$369,180 ▼-5.5%16,3463.0%Retail/WholesaleMAMastercard$6,304,498$700,558 ▼-10.0%11,9962.9%Business ServicesCMECME Group$6,131,377$953,672 ▼-13.5%26,4822.9%FinanceNEENextEra Energy$6,044,0580.0%84,2262.8%UtilitiesNOWServiceNow$4,989,362$1,664,544 ▼-25.0%4,6732.3%Computer and TechnologySPGIS&P Global$4,691,3480.0%9,4202.2%Business ServicesAVGOBroadcom$4,290,383$604,498 ▼-12.3%18,2122.0%Computer and TechnologyCSLCarlisle Companies$4,226,433$594,665 ▲16.4%11,4642.0%Multi-Sector ConglomeratesDLRDigital Realty Trust$3,164,030$137,980 ▲4.6%17,9551.5%FinanceABBVAbbVie$2,960,3360.0%16,8011.4%MedicalMPWRMonolithic Power Systems$2,946,416$674,881 ▼-18.6%4,8811.4%Computer and TechnologyINFYInfosys$2,781,285$195,099 ▲7.5%125,8501.3%Computer and TechnologyACNAccenture$2,677,162$769,486 ▲40.3%7,5951.2%Computer and TechnologyWMSAdvanced Drainage Systems$2,603,1960.0%22,6701.2%ConstructionCMICummins$2,362,220$393,007 ▼-14.3%6,7801.1%Auto/Tires/TrucksPGProcter & Gamble$1,943,591$149,546 ▼-7.1%11,6320.9%Consumer StaplesBRBroadridge Financial Solutions$1,940,879$141,840 ▲7.9%8,6070.9%Business ServicesFERGUSON ENTERPRISES INC$1,578,363$1,578,363 ▲New Holding9,0930.7%COMMON STOCK NEWCLXClorox$1,554,636$220,015 ▼-12.4%9,6310.7%Consumer StaplesMRKMerck & Co., Inc.$1,549,032$365,838 ▲30.9%15,7470.7%MedicalWSOWatsco$1,503,185$132,466 ▼-8.1%3,1660.7%ConstructionAMTAmerican Tower$1,464,820$246,684 ▲20.3%8,0520.7%FinanceUNPUnion Pacific$1,370,385$694,532 ▲102.8%6,0160.6%TransportationSCIService Co. International$1,348,240$138,568 ▼-9.3%16,8910.6%Consumer StaplesIBMInternational Business Machines$1,166,444$359,448 ▲44.5%5,2960.5%Computer and TechnologyBEKEKE$1,130,754$727,100 ▼-39.1%61,3540.5%Computer and TechnologyIBNICICI Bank$1,056,539$7,097,064 ▼-87.0%35,0660.5%FinanceTUTELUS$811,846$53,626 ▲7.1%60,3440.4%UtilitiesHDBHDFC Bank$562,2510.0%8,7660.3%FinanceITUBItaú Unibanco$362,320$240,810 ▼-39.9%72,4640.2%FinanceNVONovo Nordisk A/S$0$8,835,981 ▼-100.0%00.0%MedicalINTUIntuit$0$4,873,623 ▼-100.0%00.0%Computer and TechnologyTTETotalEnergies$0$3,687,543 ▼-100.0%00.0%Oils/EnergyKBKB Financial Group$0$1,943,289 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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