Mirabaud Asset Management Ltd Top Holdings and 13F Report (2025) About Mirabaud Asset Management LtdInvestment ActivityMirabaud Asset Management Ltd has $214.72 million in total holdings as of June 30, 2025.Mirabaud Asset Management Ltd owns shares of 40 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 10.92% of the portfolio was purchased this quarter.About 10.86% of the portfolio was sold this quarter.This quarter, Mirabaud Asset Management Ltd has purchased 43 new stocks and bought additional shares in 17 stocks.Mirabaud Asset Management Ltd sold shares of 21 stocks and completely divested from 5 stocks this quarter.Largest Holdings Microsoft $21,988,492NVIDIA $12,974,464JPMorgan Chase & Co. $12,762,901CME Group $12,315,293Amazon.com $12,151,539 Largest New Holdings this Quarter 697435105 - Palo Alto Networks $4,428,184 Holding032654105 - Analog Devices $1,786,204 Holding Largest Purchases this Quarter Palo Alto Networks 22,078 shares (about $4.43M)ServiceNow 2,898 shares (about $2.96M)Waste Connections 12,756 shares (about $2.37M)Analog Devices 7,538 shares (about $1.79M)American Express 5,506 shares (about $1.75M) Largest Sales this Quarter Netflix 2,252 shares (about $2.98M)Amazon.com 11,088 shares (about $2.48M)TJX Companies 11,677 shares (about $1.44M)Accenture 4,566 shares (about $1.35M)TransUnion 13,431 shares (about $1.17M) 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$21,988,492$575,290 ▲2.7%44,33710.2%Computer and TechnologyNVDANVIDIA$12,974,464$1,293,077 ▲11.1%82,2476.0%Computer and TechnologyJPMJPMorgan Chase & Co.$12,762,901$223,372 ▲1.8%44,4535.9%FinanceCMECME Group$12,315,293$1,424,081 ▲13.1%44,8225.7%FinanceAMZNAmazon.com$12,151,539$2,475,950 ▼-16.9%54,4185.7%Retail/WholesaleNFLXNetflix$11,034,821$2,979,666 ▼-21.3%8,3405.1%Consumer DiscretionaryNOWServiceNow$10,538,083$2,962,973 ▲39.1%10,3074.9%Computer and TechnologyWCNWaste Connections$8,938,444$2,371,340 ▲36.1%48,0824.2%Business ServicesGOOGLAlphabet$8,822,774$1,223,466 ▲16.1%49,4194.1%Computer and TechnologyCRH PLC$8,764,413$668,920 ▲8.3%95,7654.1%ORDAXPAmerican Express$8,679,587$1,746,448 ▲25.2%27,3644.0%FinanceSPGIS&P Global$7,643,470$1,060,270 ▲16.1%14,7643.6%FinanceTJXTJX Companies$7,261,777$1,440,708 ▼-16.6%58,8573.4%Retail/WholesaleMAMastercard$5,806,426$249,845 ▲4.5%10,5512.7%Business ServicesHDHome Depot$5,354,105$398,977 ▼-6.9%14,5202.5%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$4,783,742$350,626 ▼-6.8%20,9292.2%Computer and TechnologyUNHUnitedHealth Group$4,590,593$539,706 ▲13.3%14,8512.1%MedicalTRUTransUnion$4,490,661$1,171,989 ▼-20.7%51,4632.1%Business ServicesPANWPalo Alto Networks$4,428,184$4,428,184 ▲New Holding22,0782.1%Computer and TechnologyMPWRMonolithic Power Systems$4,141,641$574,839 ▲16.1%5,6271.9%Computer and TechnologyNEENextEra Energy$4,067,385$564,072 ▲16.1%57,3761.9%UtilitiesCSLCarlisle Companies$3,825,380$434,983 ▼-10.2%10,2191.8%Multi-Sector ConglomeratesAVGOBroadcom$3,472,999$1,036,459 ▲42.5%12,8941.6%Computer and TechnologyIBMInternational Business Machines$2,462,740$266,524 ▼-9.8%8,5011.1%Computer and TechnologyINFYAmerican Noble Gas$2,284,109$689,277 ▼-23.2%123,3321.1%Computer and TechnologyCMICummins$2,249,422$122,796 ▼-5.2%6,9061.0%Auto/Tires/TrucksABBVAbbVie$2,065,937$121,783 ▼-5.6%11,3321.0%MedicalDLRDigital Realty Trust$1,988,119$1,088,650 ▼-35.4%11,6020.9%FinanceADIAnalog Devices$1,786,204$1,786,204 ▲New Holding7,5380.8%Computer and TechnologyWSOWatsco$1,611,122$436,937 ▲37.2%3,6910.8%ConstructionAMTAmerican Tower$1,583,696$15,027 ▼-0.9%7,2720.7%FinanceACNAccenture$1,503,891$1,349,070 ▼-47.3%5,0900.7%Computer and TechnologyBRBroadridge Financial Solutions$1,400,543$82,371 ▼-5.6%5,8490.7%Computer and TechnologyUNPUnion Pacific$1,182,737$69,654 ▼-5.6%5,1110.6%TransportationFERGUSON ENTERPRISES INC$1,172,840$68,888 ▼-5.5%5,3800.5%COMMON STOCK NEWPGProcter & Gamble$1,113,105$750,063 ▼-40.3%6,9630.5%Consumer StaplesSCIService Corporation International$1,059,082$320,068 ▼-23.2%12,9710.5%Consumer StaplesMRKMerck & Co., Inc.$1,057,567$284,918 ▲36.9%13,3700.5%MedicalTUTELUS$708,121$41,801 ▼-5.6%44,7050.3%UtilitiesCLXClorox$656,581$1,041,523 ▼-61.3%5,5110.3%Consumer StaplesBEKEKE$0$2,917,479 ▼-100.0%00.0%Computer and TechnologyWMSAdvanced Drainage Systems$0$2,435,266 ▼-100.0%00.0%ConstructionIBNICICI Bank$0$1,100,371 ▼-100.0%00.0%FinanceITUBItau Unibanco$0$999,363 ▼-100.0%00.0%FinanceHDBHDFC Bank$0$579,696 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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