The Analysis of Mirabaud Asset Management Ltd's Holdings
Currently, Mirabaud Asset Management Ltd holds 38 types of securities in its portfolio with a total value $206.2M. In the most recent quarter, they have increased their positions in UNP (+21.5K shares, valued at $5.1M), TSM (+9.4K shares, valued at $2.6M), FERG (+4.5K shares, valued at $1.0M); decreased their positions in NOW (-6.3K shares, valued at $6.0M), MSFT (-9.0K shares, valued at $4.6M), CRH (-24.8K shares, valued at $2.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP35.3K shares-20.32%2025-09-302025-11-13
NVDA NVIDIA CORPORATION77.7K shares-5.49%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.44.5K shares0.00%2025-09-302025-11-13 AMZN AMAZON COM INC54.4K shares0.00%2025-09-302025-11-13 GOOGL ALPHABET INC49.4K shares0.00%2025-09-302025-11-13 CME CME GROUP INC40.4K shares-9.83%2025-09-302025-11-13 AXP AMERICAN EXPRESS CO25.0K shares-8.59%2025-09-302025-11-13 NFLX NETFLIX INC7.0K shares-15.48%2025-09-302025-11-13 TJX TJX COS INC NEW58.9K shares0.00%2025-09-302025-11-13 TSM TAIWAN SEMICONDUCTOR MFG LTD30.3K shares44.86%2025-09-302025-11-13 CRH CRH PLC70.9K shares-25.94%2025-09-302025-11-13 WCN WASTE CONNECTIONS INC43.9K shares-8.61%2025-09-302025-11-13 SPGI S&P GLOBAL INC14.8K shares0.00%2025-09-302025-11-13 UNP UNION PAC CORP26.6K shares421.23%2025-09-302025-11-13 MA MASTERCARD INCORPORATED10.6K shares0.00%2025-09-302025-11-13 HD HOME DEPOT INC14.7K shares1.38%2025-09-302025-11-13 PANW PALO ALTO NETWORKS INC22.5K shares1.75%2025-09-302025-11-13 TRU TRANSUNION51.5K shares0.00%2025-09-302025-11-13 NEE NEXTERA ENERGY INC57.4K shares0.00%2025-09-302025-11-13 NOW SERVICENOW INC4.0K shares-61.40%2025-09-302025-11-13 CSL CARLISLE COS INC10.2K shares0.00%2025-09-302025-11-13 IBM INTERNATIONAL BUSINESS MACHS10.5K shares23.37%2025-09-302025-11-13 AVGO BROADCOM INC8.6K shares-33.05%2025-09-302025-11-13 DLR DIGITAL RLTY TR INC13.6K shares16.93%2025-09-302025-11-13 ABBV ABBVIE INC10.3K shares-9.30%2025-09-302025-11-13 FERG FERGUSON ENTERPRISES INC9.8K shares82.83%2025-09-302025-11-13 ADI ANALOG DEVICES INC8.9K shares17.94%2025-09-302025-11-13 CMI CUMMINS INC4.8K shares-30.18%2025-09-302025-11-13 INFY INFOSYS LTD103.2K shares-16.29%2025-09-302025-11-13 ACN ACCENTURE PLC IRELAND6.7K shares31.22%2025-09-302025-11-13 AMT AMERICAN TOWER CORP NEW7.3K shares0.00%2025-09-302025-11-13 BR BROADRIDGE FINL SOLUTIONS IN5.8K shares0.00%2025-09-302025-11-13 WSO WATSCO INC3.3K shares-11.57%2025-09-302025-11-13 SCI SERVICE CORP INTL13.0K shares0.00%2025-09-302025-11-13 PG PROCTER AND GAMBLE CO7.0K shares0.00%2025-09-302025-11-13 MRK MERCK & CO INC13.4K shares0.00%2025-09-302025-11-13 TU TELUS CORPORATION65.4K shares46.19%2025-09-302025-11-13 CLX CLOROX CO DEL5.5K shares0.00%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available