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CIK: 0001680493
Total reported value
$120.2M
$120.2M
40 檔
60.0%
According to the latest 13F quarterly dataset, Mirabaud Asset Management Ltd managed an equity portfolio of $120.2M at the end of Q2 2025, spanning 40 distinct U.S. exchange-listed positions.
In Q2 2025, Mirabaud Asset Management Ltd adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 10.24% | -1.94% | +2.69% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.04% | -2.14% | +11.07% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.94% | -4.78% | +1.78% | |
| 4 | CME | Cme Group Inc | Stock-Financials | 5.74% | -5.22% | +13.08% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.66% | -2.12% | -16.93% | |
| 6 | NFLX | Netflix Inc | Stock-Comm Services | 5.14% | +0.76% | NEW | |
| 7 | NOW | Servicenow Inc | Stock-Tech | 4.91% | — | +39.11% | |
| 8 | WCN | Waste Connections Inc | Stock-Industrials | 4.16% | — | +36.11% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.11% | +0.35% | +16.10% | |
| 10 | CRH | CRH plc | Stock-Materials | 4.08% | -3.12% | EXIT | |
| 11 | AXP | American Express Co | Stock-Financials | 4.04% | -1.55% | +25.19% | |
| 12 | SPGI | S&p Global Inc | Stock-Financials | 3.56% | — | +16.11% | |
| 13 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.38% | -1.56% | -16.56% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 2.70% | -1.10% | EXIT | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 2.49% | +1.93% | -6.93% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.23% | -4.39% | -6.83% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.14% | — | +13.32% | |
| 18 | TRU | Transunion | Stock-Financials | 2.09% | — | -20.70% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.06% | -1.83% | — | |
| 20 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 1.93% | — | +16.12% | |
| 21 | NEE | Nextera Energy Inc | Stock-Utilities | 1.89% | -1.37% | +16.10% | |
| 22 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.78% | +0.57% | -10.21% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.62% | -3.00% | +42.54% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.15% | +0.78% | -9.77% | |
| 25 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 1.06% | — | -23.18% | |
| 26 | CMI | Cummins Inc | Stock-Industrials | 1.05% | -0.56% | -5.18% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.96% | -1.95% | -5.57% | |
| 28 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.93% | -0.30% | -35.38% | |
| 29 | ADI | Analog Devices Inc | Stock-Tech | 0.83% | -0.59% | — | |
| 30 | WSO | Watsco Inc | Stock-Industrials | 0.75% | -0.21% | +37.21% | |
| 31 | AMT | American Tower CORP | Stock-Real Estate | 0.74% | -0.21% | -0.94% | |
| 32 | ACN | Accenture plc | Stock-Tech | 0.70% | — | -47.29% | |
| 33 | BR | Broadridge Financial Solutio | Stock-Tech | 0.65% | +0.21% | -5.55% | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.55% | -4.31% | -5.56% | |
| 35 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.55% | -3.33% | -5.55% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.12% | -40.26% | |
| 37 | SCI | Service CORP International | Stock-Consumer Disc | 0.49% | -0.82% | EXIT | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | -0.73% | +36.88% | |
| 39 | TU | Telus CORP | Stock-Other | 0.33% | — | -5.57% | |
| 40 | CLX | Clorox Company | Stock-Consumer Staples | 0.31% | -0.61% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PANW | Palo Alto Networks Inc | +2.1% | NEW | New buy |
| 2 | NOW | Servicenow Inc | +1.8% | +39.11% | Add |
| 3 | NVDA | Nvidia CORP | +1.8% | +11.07% | Add |
| 4 | MSFT | Microsoft CORP | +1.7% | +2.69% | Add |
| 5 | AXP | American Express Co | +1% | +25.19% | Add |
| 6 | ADI | Analog Devices Inc | +0.8% | NEW | New buy |
| 7 | AVGO | Broadcom Inc | +0.8% | +42.54% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.7% | +16.10% | Add |
| 9 | WCN | Waste Connections Inc | +0.6% | +36.11% | Add |
| 10 | MPWR | Monolithic Power Systems Inc | +0.5% | +16.12% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.4% | +1.78% | Add |
| 12 | CME | Cme Group Inc | +0.3% | +13.08% | Add |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -6.83% | Trim |
| 14 | SPGI | S&p Global Inc | +0.2% | +16.11% | Add |
| 15 | NEE | Nextera Energy Inc | +0.1% | +16.10% | Add |
| 16 | FERG | Ferguson Enterprises Inc | +0.1% | -5.55% | Trim |
| 17 | WSO | Watsco Inc | 0% | +37.21% | Add |
| 18 | MRK | Merck & Co. Inc. | 0% | +36.88% | Add |
| 19 | CRH | CRH plc | — | +8.26% | Add |
| 20 | TU | Telus CORP | 0% | -5.57% | Trim |
| 21 | NFLX | Netflix Inc | 0% | -21.26% | Trim |
| 22 | IBM | Intl Business Machines CORP | -0.1% | -9.77% | Trim |
| 23 | AMT | American Tower CORP | -0.1% | -0.94% | Trim |
| 24 | UNP | Union Pacific CORP | -0.1% | -5.56% | Trim |
| 25 | BR | Broadridge Financial Solutio | -0.1% | -5.55% | Trim |
| 26 | CMI | Cummins Inc | -0.2% | -5.18% | Trim |
| 27 | MA | Mastercard Inc - A | -0.2% | +4.50% | Add |
| 28 | SCI | Service CORP International | -0.2% | -23.21% | Trim |
| 29 | CSL | Carlisle Cos Inc | -0.3% | -10.21% | Trim |
| 30 | HDB | Hdfc Bank Ltd-adr | -0.3% | EXIT | Sold out |
| 31 | ABBV | Abbvie Inc | -0.3% | -5.57% | Trim |
| 32 | DLR | Digital Realty Trust Inc | -0.4% | -35.38% | Trim |
| 33 | HD | Home Depot Inc | -0.4% | -6.93% | Trim |
| 34 | INFY | Infosys Ltd-sp Adr | -0.5% | -23.18% | Trim |
| 35 | PG | Procter & Gamble Co/the | -0.5% | -40.26% | Trim |
| 36 | ITUB | Itau Unibanco H-spon Prf Adr | -0.5% | EXIT | Sold out |
| 37 | IBN | Icici Bank Ltd-spon Adr | -0.6% | EXIT | Sold out |
| 38 | TRU | Transunion | -0.7% | -20.70% | Trim |
| 39 | CLX | Clorox Company | -0.8% | -61.33% | Trim |
| 40 | ACN | Accenture plc | -0.8% | -47.29% | Trim |
| 41 | AMZN | Amazon.com Inc | -0.9% | -16.93% | Trim |
| 42 | TJX | Tjx Companies Inc | -1% | -16.56% | Trim |
| 43 | WMS | Advanced Drainage Systems In | -1.3% | EXIT | Sold out |
| 44 | UNH | Unitedhealth Group Inc | -1.4% | +13.32% | Add |
| 45 | BEKE | Ke Holdings Inc-adr | -1.5% | 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 40 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, JPM) accounted for 60.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
PANW
市值: $4.4M
Top Position Liquidated / Trimmed
BEKE
前期市值: $2.9M
During Q2 2025, Mirabaud Asset Management Ltd's top holdings by market value included MSFT (10.2%)、NVDA (6.0%)、JPM (5.9%). The largest single position, MSFT, represented 10.2% of total portfolio value.
In Q2 2025, Mirabaud Asset Management Ltd made 45 total portfolio adjustments, initiating 2 new buys, adding to 17 positions, trimming 21 holdings, and fully liquidating 5 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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