Mirabaud Asset Management Ltd

Est. AUM

$121.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$11.0M	34683	9.04%	SOLE
2	NVIDIA CORPORATION	COM	$10.5M	63795	8.68%	SOLE
3	CME GROUP INC	COM	$8.4M	28292	6.94%	SOLE
4	JPMORGAN CHASE & CO	COM	$8.4M	29497	6.90%	SOLE
5	MICROSOFT CORP	COM	$8.0M	22218	6.57%	SOLE
6	BROADCOM INC	COM	$6.9M	23627	5.71%	SOLE
7	ALPHABET INC	CAP STK CL A	$6.5M	23816	5.37%	SOLE
8	AMAZON COM INC	COM	$6.4M	32023	5.30%	SOLE
9	FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$5.6M	24876	4.58%	SOLE
10	UNION PAC CORP	COM	$5.4M	22584	4.45%	SOLE
11	ABBVIE INC	COM	$5.3M	25045	4.40%	SOLE
12	NEXTERA ENERGY INC	COM	$4.8M	52142	3.95%	SOLE
13	TJX COS INC NEW	COM	$3.8M	24709	3.17%	SOLE
14	CRH PLC	ORD	$3.8M	37179	3.12%	SOLE
15	PALO ALTO NETWORKS INC	COM	$3.8M	24308	3.09%	SOLE
16	AMERICAN EXPRESS CO	COM	$3.7M	12501	3.06%	SOLE
17	HOME DEPOT INC	COM	$1.9M	6022	1.60%	SOLE
18	CARLISLE COS INC	COM	$1.6M	5051	1.36%	SOLE
19	MERCK & CO INC	COM	$1.5M	12619	1.23%	SOLE
20	CUMMINS INC	COM	$1.4M	2757	1.16%	SOLE
21	INTERNATIONAL BUSINESS MACHS	COM	$1.4M	5827	1.14%	SOLE
22	WATSCO INC	COM	$1.3M	3851	1.11%	SOLE
23	MASTERCARD INCORPORATED	CL A	$1.3M	2695	1.10%	SOLE
24	FREEPORT MCMORAN INC	CL B	$1.3M	22974	1.03%	SOLE
25	DIGITAL RLTY TR INC	COM	$1.2M	6905	1.00%	SOLE
26	AMERICAN TOWER CORP	COM	$1.2M	6833	0.96%	SOLE
27	ANALOG DEVICES INC	COM	$1.0M	3413	0.85%	SOLE
28	SERVICE CORP INTL	COM	$994K	12188	0.82%	SOLE
29	PROCTER & GAMBLE CO	COM	$947K	6543	0.78%	SOLE
30	CLOROX CO DEL	COM	$743K	7252	0.61%	SOLE
31	MEDTRONIC PLC	SHS	$562K	6556	0.46%	SOLE
32	BROADRIDGE FINL SOLUTIONS IN	COM	$546K	3338	0.45%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.