The Analysis of Mirabaud Asset Management Ltd's Holdings
Currently, Mirabaud Asset Management Ltd holds 43 types of securities in its portfolio with a total value $215.9M. In the most recent quarter, they have increased their positions in UNH (+13.2K shares, valued at $7.0M), MSFT (+10.2K shares, valued at $4.2M), NOW (+3.5K shares, valued at $3.5M); decreased their positions in UNP (-21.2K shares, valued at $5.3M), TSM (-14.7K shares, valued at $3.1M), NVDA (-11.1K shares, valued at $1.5M); initiated new positions in UNH (+13.2K shares, valued at $7.0M), MPWR (+4.9K shares, valued at $3.4M), WMS (+22.7K shares, valued at $2.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP45.5K shares28.78%2025-12-312026-02-04
AMZN AMAZON COM INC60.9K shares11.87%2025-12-312026-02-04 JPM JPMORGAN CHASE & CO.43.9K shares-1.17%2025-12-312026-02-04 WCN WASTE CONNECTIONS INC56.6K shares28.86%2025-12-312026-02-04 CRH PLC CRH PLC98.0K shares38.24%2025-12-312026-02-04 NFLX NETFLIX INC9.2K shares30.08%2025-12-312026-02-04 CME CME GROUP INC37.1K shares-8.29%2025-12-312026-02-04 TJX TJX COS INC NEW71.1K shares20.72%2025-12-312026-02-04 NVDA NVIDIA CORPORATION66.6K shares-14.33%2025-12-312026-02-04 ALPHABET INC ALPHABET INC42.0K shares-15.04%2025-12-312026-02-04 NOW SERVICENOW INC7.5K shares87.61%2025-12-312026-02-04 TRU TRANSUNION76.8K shares49.32%2025-12-312026-02-04 UNH UNITEDHEALTH GROUP INC13.2K sharesnew addition2025-12-312026-02-04 SPGI S&P GLOBAL INC12.8K shares-13.24%2025-12-312026-02-04 AXP AMERICAN EXPRESS CO22.0K shares-11.98%2025-12-312026-02-04 HD HOME DEPOT INC16.3K shares11.04%2025-12-312026-02-04 MA MASTERCARD INCORPORATED12.0K shares13.70%2025-12-312026-02-04 NEE NEXTERA ENERGY INC62.8K shares9.42%2025-12-312026-02-04 CSL CARLISLE COS INC11.5K shares12.18%2025-12-312026-02-04 INFY INFOSYS LTD160.6K shares55.50%2025-12-312026-02-04 MPWR MONOLITHIC PWR SYS INC4.9K sharesnew addition2025-12-312026-02-04 TSM TAIWAN SEMICONDUCTOR MFG LTD15.6K shares-48.60%2025-12-312026-02-04 DLR DIGITAL RLTY TR INC18.0K shares32.35%2025-12-312026-02-04 ABBV ABBVIE INC15.4K shares49.92%2025-12-312026-02-04 WMS ADVANCED DRAIN SYS INC DEL22.7K sharesnew addition2025-12-312026-02-04 BEKE KE HLDGS INC143.8K sharesnew addition2025-12-312026-02-04 CMI CUMMINS INC6.8K shares40.61%2025-12-312026-02-04 CLX CLOROX CO DEL14.3K shares158.63%2025-12-312026-02-04 BR BROADRIDGE FINL SOLUTIONS IN8.6K shares47.15%2025-12-312026-02-04 IBM INTERNATIONAL BUSINESS MACHS7.9K shares-24.48%2025-12-312026-02-04 PG PROCTER AND GAMBLE CO11.7K shares67.38%2025-12-312026-02-04 BROADCOM INC BROADCOM INC7.0K shares-18.38%2025-12-312026-02-04 AMT AMERICAN TOWER CORP NEW8.1K shares10.73%2025-12-312026-02-04 WSO WATSCO INC3.2K shares-2.05%2025-12-312026-02-04 UNP UNION PAC CORP5.4K shares-79.68%2025-12-312026-02-04 SCI SERVICE CORP INTL16.9K shares30.22%2025-12-312026-02-04 ITUB ITAU UNIBANCO HLDG S A172.4K sharesnew addition2025-12-312026-02-04 IBN ICICI BANK LIMITED35.1K sharesnew addition2025-12-312026-02-04 TU TELUS CORPORATION60.3K shares-7.67%2025-12-312026-02-04 HDB HDFC BANK LTD8.8K sharesnew addition2025-12-312026-02-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available