Positano Wealth Management Ltd Top Holdings and 13F Report (2026) About Positano Wealth Management LtdInvestment ActivityPositano Wealth Management Ltd has $135.16 million in total holdings as of March 31, 2026.Positano Wealth Management Ltd owns shares of 24 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 19.85% of the portfolio was purchased this quarter.About 7.47% of the portfolio was sold this quarter.This quarter, Positano Wealth Management Ltd has purchased 21 new stocks and bought additional shares in 9 stocks.Positano Wealth Management Ltd sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings Alphabet $21,177,644NVIDIA $21,163,789Microsoft $16,509,952Visa $14,779,838Chubb $13,318,804 Largest New Holdings this Quarter 90353T100 - Uber Technologies $764,616 Holding461202103 - Intuit $747,585 Holding36118L106 - Futu $327,677 Holding363576109 - Arthur J. Gallagher & Co. $13,861 Holding Largest Purchases this Quarter Microsoft 24,550 shares (about $9.09M)Salesforce 29,546 shares (about $5.52M)NVIDIA 20,660 shares (about $3.60M)Visa 9,883 shares (about $2.99M)Micron Technology 8,041 shares (about $2.72M) Largest Sales this Quarter Adobe 14,401 shares (about $3.50M)Alphabet 8,483 shares (about $2.44M)Marriott International 7,411 shares (about $2.42M)Apple 2,251 shares (about $571.28K)Chubb 1,546 shares (about $503.89K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPositano Wealth Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$21,177,644$2,439,372 â–¼-10.3%73,64615.7%Computer and TechnologyNVDANVIDIA$21,163,789$3,603,104 â–²20.5%121,35215.7%Computer and TechnologyMSFTMicrosoft$16,509,952$9,087,673 â–²122.4%44,60112.2%Computer and TechnologyVVisa$14,779,838$2,987,038 â–²25.3%48,90110.9%Business ServicesCBChubb$13,318,804$503,888 â–¼-3.6%40,8649.9%FinanceMARMarriott International$10,248,084$2,423,916 â–¼-19.1%31,3337.6%Consumer DiscretionaryCRMSalesforce$7,867,394$5,515,352 â–²234.5%42,1465.8%Computer and TechnologyMUMicron Technology$7,680,117$2,716,572 â–²54.7%22,7335.7%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$6,820,507$504,221 â–²8.0%20,1825.0%Computer and TechnologyQCOMQualcomm$4,368,990$54,474 â–¼-1.2%33,9263.2%Computer and TechnologyHPEHewlett Packard Enterprise$4,295,062$542,273 â–²14.4%180,3893.2%Computer and TechnologyAVGOBroadcom$2,186,3790.0%7,0641.6%Computer and TechnologyAAPLApple$1,254,484$571,281 â–¼-31.3%4,9430.9%Computer and TechnologyUBERUber Technologies$764,616$764,616 â–²New Holding10,6300.6%Computer and TechnologyINTUIntuit$747,585$747,585 â–²New Holding1,7290.6%Computer and TechnologyFISERV INC$654,422$19,084 â–¼-2.8%11,7280.5%COMATHMAutohome$440,990$30,415 â–¼-6.5%25,3880.3%Computer and TechnologyMETAMeta Platforms$377,034$10,870 â–¼-2.8%6590.3%Computer and TechnologyFUTUFutu$327,677$327,677 â–²New Holding2,3960.2%Business ServicesCIENCiena$95,505$5,435 â–¼-5.4%2460.1%Computer and TechnologyMKLMarkel Group$24,883$7,656 â–²44.4%130.0%Multi-Sector ConglomeratesADBEAdobe$23,579$3,500,631 â–¼-99.3%970.0%Computer and TechnologySPGIS&P Global$17,439$12,760 â–²272.7%410.0%FinanceAJGArthur J. Gallagher & Co.$13,861$13,861 â–²New Holding640.0%FinanceBEKEKE$0$532,042 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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