Mirabaud Asset Management Ltd: 13F holdings
CIK 16804932026Q2
| Positions | 49 |
|---|
| Reported value | $120.2m |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 49 (+17 vs prior quarter) |
|---|
| Reported value | $120.2m (-1.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 40,341 | $7.9m | 6.5% |
| GOOGL ALPHABET INC | 19,459 | $6.9m | 5.7% |
| AAPL APPLE INC | 23,536 | $6.6m | 5.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 12,291 | $5.6m | 4.7% |
| MSFT MICROSOFT CORP | 15,089 | $5.6m | 4.6% |
| RY ROYAL BK CDA | 20,921 | $4.3m | 3.6% |
| HD HOME DEPOT INC | 12,083 | $4.2m | 3.5% |
| AMZN AMAZON COM INC | 15,899 | $3.8m | 3.2% |
| JNJ JOHNSON & JOHNSON | 13,825 | $3.6m | 3.0% |
| MCD MCDONALDS CORP | 12,522 | $3.3m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1680493")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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