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CIK: 0001680493
Total reported value
$120.2M
$120.2M
43 檔
56.4%
In Q4 2024, Mirabaud Asset Management Ltd's U.S. equity holdings reached a combined market value of $120.2M, distributed across 43 disclosed stock positions.
In Q4 2024, Mirabaud Asset Management Ltd adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 4 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, TSM) accounted for 56.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
FERG
市值: $1.6M
Top Position Liquidated / Trimmed
NVO
前期市值: $8.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.28% | -1.94% | +8.61% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.27% | -2.12% | -25.86% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 6.14% | -4.39% | -82.43% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.92% | -2.14% | -12.46% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.95% | -4.78% | +12.94% | |
| 6 | WCN | Waste Connections Inc | Stock-Industrials | 4.51% | — | -7.84% | |
| 7 | NFLX | Netflix Inc | Stock-Comm Services | 4.22% | +0.76% | NEW | |
| 8 | CRH | CRH plc | Stock-Materials | 4.07% | -3.12% | EXIT | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 4.00% | -1.56% | -19.87% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.73% | +0.35% | +5.79% | |
| 11 | AXP | American Express Co | Stock-Financials | 3.38% | -1.55% | -17.55% | |
| 12 | TRU | Transunion | Stock-Financials | 3.32% | — | +16.30% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.12% | — | — | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 2.96% | +1.93% | -5.48% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 2.93% | -1.10% | EXIT | |
| 16 | CME | Cme Group Inc | Stock-Financials | 2.85% | -5.22% | -13.46% | |
| 17 | NEE | Nextera Energy Inc | Stock-Utilities | 2.81% | -1.37% | — | |
| 18 | NOW | Servicenow Inc | Stock-Tech | 2.32% | — | -25.02% | |
| 19 | SPGI | S&p Global Inc | Stock-Financials | 2.18% | — | — | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 2.00% | -3.00% | -12.35% | |
| 21 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.97% | +0.57% | +16.37% | |
| 22 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.47% | -0.30% | +4.56% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 1.38% | -1.95% | — | |
| 24 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 1.37% | — | -18.64% | |
| 25 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 1.29% | — | +7.54% | |
| 26 | ACN | Accenture plc | Stock-Tech | 1.25% | — | +40.34% | |
| 27 | WMS | Advanced Drainage Systems In | Stock-Industrials | 1.21% | — | — | |
| 28 | CMI | Cummins Inc | Stock-Industrials | 1.10% | -0.56% | -14.26% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.90% | -0.12% | -7.14% | |
| 30 | BR | Broadridge Financial Solutio | Stock-Tech | 0.90% | +0.21% | +7.88% | |
| 31 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.73% | -3.33% | — | |
| 32 | CLX | Clorox Company | Stock-Consumer Staples | 0.72% | -0.61% | EXIT | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.72% | -0.73% | +30.92% | |
| 34 | WSO | Watsco Inc | Stock-Industrials | 0.70% | -0.21% | -8.10% | |
| 35 | AMT | American Tower CORP | Stock-Real Estate | 0.68% | -0.21% | +20.25% | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.64% | -4.31% | +102.76% | |
| 37 | SCI | Service CORP International | Stock-Consumer Disc | 0.63% | -0.82% | EXIT | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.54% | +0.78% | +44.54% | |
| 39 | BEKE | Ke Holdings Inc-adr | Stock-Other | 0.53% | — | -39.14% | |
| 40 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 0.49% | — | -87.04% | |
| 41 | TU | Telus CORP | Stock-Other | 0.38% | — | +7.07% | |
| 42 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.26% | — | — | |
| 43 | ITUB | Itau Unibanco H-spon Prf Adr | Stock-Financials | 0.17% | — | -39.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRH | CRH plc | +1.9% | +65.25% | Add |
| 2 | NFLX | Netflix Inc | +1.7% | +17.26% | Add |
| 3 | JPM | Jpmorgan Chase & Co | +1.5% | +12.94% | Add |
| 4 | MSFT | Microsoft CORP | +1.5% | +8.61% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +1.1% | +5.79% | Add |
| 6 | FERG | Ferguson Enterprises Inc | +0.7% | NEW | New buy |
| 7 | NVDA | Nvidia CORP | +0.6% | -12.46% | Trim |
| 8 | AVGO | Broadcom Inc | +0.5% | -12.35% | Trim |
| 9 | TRU | Transunion | +0.5% | +16.30% | Add |
| 10 | ACN | Accenture plc | +0.5% | +40.34% | Add |
| 11 | UNP | Union Pacific CORP | +0.3% | +102.76% | Add |
| 12 | DLR | Digital Realty Trust Inc | +0.3% | +4.56% | Add |
| 13 | MA | Mastercard Inc - A | +0.2% | -10.00% | Trim |
| 14 | IBM | Intl Business Machines CORP | +0.2% | +44.54% | Add |
| 15 | INFY | Infosys Ltd-sp Adr | +0.2% | +7.54% | Add |
| 16 | BR | Broadridge Financial Solutio | +0.2% | +7.88% | Add |
| 17 | SPGI | S&p Global Inc | +0.2% | — | Unchanged |
| 18 | MRK | Merck & Co. Inc. | +0.2% | +30.92% | Add |
| 19 | CSL | Carlisle Cos Inc | +0.2% | +16.37% | Add |
| 20 | HD | Home Depot Inc | +0.1% | -5.48% | Trim |
| 21 | CME | Cme Group Inc | +0.1% | -13.46% | Trim |
| 22 | AXP | American Express Co | +0.1% | -17.55% | Trim |
| 23 | NOW | Servicenow Inc | +0.1% | -25.02% | Trim |
| 24 | CMI | Cummins Inc | 0% | -14.26% | Trim |
| 25 | AMT | American Tower CORP | 0% | +20.25% | Add |
| 26 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 27 | SCI | Service CORP International | 0% | -9.32% | Trim |
| 28 | HDB | Hdfc Bank Ltd-adr | 0% | — | Unchanged |
| 29 | WCN | Waste Connections Inc | 0% | -7.84% | Trim |
| 30 | PG | Procter & Gamble Co/the | — | -7.14% | Trim |
| 31 | WSO | Watsco Inc | — | -8.10% | Trim |
| 32 | TU | Telus CORP | 0% | +7.07% | Add |
| 33 | CLX | Clorox Company | 0% | -12.40% | Trim |
| 34 | UNH | Unitedhealth Group Inc | -0.1% | — | Unchanged |
| 35 | AMZN | Amazon.com Inc | -0.1% | -25.86% | Trim |
| 36 | NEE | Nextera Energy Inc | -0.1% | — | Unchanged |
| 37 | ITUB | Itau Unibanco H-spon Prf Adr | -0.2% | -39.93% | Trim |
| 38 | WMS | Advanced Drainage Systems In | -0.3% | — | Unchanged |
| 39 | TJX | Tjx Companies Inc | -0.3% | -19.87% | Trim |
| 40 | BEKE | Ke Holdings Inc-adr | -0.3% | -39.14% | Trim |
| 41 | KB | Kb Financial Group Inc-adr | -0.8% | EXIT | Sold out |
| 42 | MPWR | Monolithic Power Systems Inc | -0.9% | -18.64% | Trim |
| 43 | TSM | Taiwan Semiconductor-sp Adr | -1.3% | -82.43% | Trim |
| 44 | IBN | Icici Bank Ltd-spon Adr | -1.4% | -87.04% | Trim |
| 45 | TTEN | Totalenergies Se -spon Adr | -1.5% | EXIT | Sold out |
| 46 | INTU | Intuit Inc | -2% | EXIT | Sold out |
| 47 | NVO | Novo-nordisk A/s-spons Adr | -3.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Mirabaud Asset Management Ltd reported a total U.S. public equity portfolio value of $120.2M across 43 disclosed positions in Q4 2024.
During Q4 2024, Mirabaud Asset Management Ltd's top holdings by market value included MSFT (8.3%)、AMZN (6.3%)、TSM (6.1%). The largest single position, MSFT, represented 8.3% of total portfolio value.
In Q4 2024, Mirabaud Asset Management Ltd made 41 total portfolio adjustments, initiating 1 new buys, adding to 16 positions, trimming 20 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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