Mirabaud Asset Management Ltd

LONDON, X0 · CIK 1680493 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLondon

$120.2m reported value -1.0% vs Q1 2026

49positions

43.1%in top 10

21 new 6 added 22 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	40,341	$7.9m6.54%	6.54%	Reduced -23.5k	-23,454 -36.8%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	19,459	$6.9m5.72%	5.72%	Reduced -4.4k	-4,357 -18.3%
3	APPLE INC COM AAPL	AAPL	23,536	$6.6m5.52%	5.52%	New
4	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	12,291	$5.6m4.65%	4.65%	Reduced -22.4k	-22,392 -64.6%
5	MICROSOFT CORP COM MSFT	MSFT	15,089	$5.6m4.63%	4.63%	Reduced -7.1k	-7,129 -32.1%
6	ROYAL BK CDA COM RY	RY	20,921	$4.3m3.56%	3.56%	New
7	HOME DEPOT INC COM HD	HD	12,083	$4.2m3.53%	3.53%	Added +6.1k	+6,061 100.7%
8	AMAZON COM INC COM AMZN	AMZN	15,899	$3.8m3.18%	3.18%	Reduced -16.1k	-16,124 -50.4%
9	JOHNSON & JOHNSON COM JNJ	JNJ	13,825	$3.6m2.97%	2.97%	New
10	MCDONALDS CORP COM MCD	MCD	12,522	$3.3m2.78%	2.78%	New
11	BROADCOM INC COM AVGO	AVGO	8,747	$3.3m2.71%	2.71%	Reduced -14.9k	-14,880 -63.0%
12	NEXTERA ENERGY INC COM NEE	NEE	34,926	$3.1m2.58%	2.58%	Reduced -17.2k	-17,216 -33.0%
13	ABBVIE INC COM ABBV	ABBV	11,588	$2.9m2.45%	2.45%	Reduced -13.5k	-13,457 -53.7%
14	GOLDMAN SACHS GROUP INC COM GS	GS	2,819	$2.9m2.39%	2.39%	New
15	BANK AMERICA CORP COM BAC	BAC	48,571	$2.8m2.34%	2.34%	New
16	MICRON TECHNOLOGY INC COM MU	MU	2,379	$2.7m2.27%	2.27%	New
17	META PLATFORMS INC CL A META	META	4,767	$2.7m2.23%	2.23%	New
18	TESLA INC COM TSLA	TSLA	6,232	$2.6m2.13%	2.13%	New
19	JPMORGAN CHASE & CO COM JPM	JPM	7,738	$2.5m2.12%	2.12%	Reduced -21.8k	-21,759 -73.8%
20	ASTRAZENECA PLC ORD AZN	AZN	12,669	$2.4m2.00%	2.00%	New
21	CARLISLE COS INC COM CSL	CSL	6,133	$2.3m1.93%	1.93%	Added +1.1k	+1,082 21.4%
22	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	8,298	$2.3m1.92%	1.92%	Added +2.5k	+2,471 42.4%
23	TEXAS INSTRS INC COM TXN	TXN	7,500	$2.1m1.78%	1.78%	New
24	STARBUCKS CORP COM SBUX	SBUX	20,263	$2.1m1.75%	1.75%	New
25	CME GROUP INC COM CME	CME	9,447	$2.1m1.72%	1.72%	Reduced -18.8k	-18,845 -66.6%
26	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,668	$2.0m1.65%	1.65%	New
27	CATERPILLAR INC COM CAT	CAT	1,897	$2.0m1.63%	1.63%	New
28	TJX COS INC NEW COM TJX	TJX	12,834	$1.9m1.61%	1.61%	Reduced -11.9k	-11,875 -48.1%
29	VISA INC COM CL A V	V	5,317	$1.8m1.51%	1.51%	New
30	AMERICAN EXPRESS CO COM AXP	AXP	5,317	$1.8m1.51%	1.51%	Reduced -7.2k	-7,184 -57.5%
31	CISCO SYS INC COM CSCO	CSCO	14,776	$1.7m1.45%	1.45%	New
32	FREEPORT-MCMORAN INC CL B FCX	FCX	26,519	$1.6m1.36%	1.36%	Added +3.5k	+3,545 15.4%
33	INTEL CORP COM INTC	INTC	11,997	$1.6m1.31%	1.31%	New
34	PALO ALTO NETWORKS INC COM PANW	PANW	4,547	$1.5m1.26%	1.26%	Reduced -19.8k	-19,761 -81.3%
35	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	6,312	$1.5m1.25%	1.25%	Reduced -18.6k	-18,564 -74.6%
36	QUALCOMM INC COM QCOM	QCOM	7,306	$1.4m1.15%	1.15%	New
37	ORACLE CORP COM ORCL	ORCL	8,876	$1.3m1.09%	1.09%	New
38	GE VERNOVA INC COM GEV	GEV	1,097	$1.2m1.01%	1.01%	New
39	WATSCO INC COM WSO	WSO	2,647	$1.1m0.90%	0.90%	Reduced -1.2k	-1,204 -31.3%
40	MEDTRONIC PLC SHS MDT	MDT	12,932	$1.0m0.87%	0.87%	Added +6.4k	+6,376 97.2%
41	NETFLIX INC COM NFLX	NFLX	12,452	$918.7k0.76%	0.76%	New
42	AMERICAN TOWER CORP NEW COM AMT	AMT	5,363	$904.6k0.75%	0.75%	Reduced -1.5k	-1,470 -21.5%
43	DIGITAL RLTY TR INC COM DLR	DLR	4,425	$843.3k0.70%	0.70%	Reduced -2.5k	-2,480 -35.9%
44	BROADRIDGE FINL SOLUTIONS IN COM BR	BR	5,869	$794.9k0.66%	0.66%	Added +2.5k	+2,531 75.8%
45	PROCTER AND GAMBLE CO COM PG	PG	5,331	$791.4k0.66%	0.66%	Reduced -1.2k	-1,212 -18.5%
46	CUMMINS INC COM CMI	CMI	1,045	$722.2k0.60%	0.60%	Reduced -1.7k	-1,712 -62.1%
47	MERCK & CO INC COM MRK	MRK	4,675	$604.9k0.50%	0.50%	Reduced -7.9k	-7,944 -63.0%
48	ANALOG DEVICES INC COM ADI	ADI	798	$312.6k0.26%	0.26%	Reduced -2.6k	-2,615 -76.6%
49	UNION PAC CORP COM UNP	UNP	627	$171.0k0.14%	0.14%	Reduced -22.0k	-21,957 -97.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CRH PLC CRH	CRH	37,179	$3.8m37.2k shares
MASTERCARD INCORPORATED MA	MA	2,695	$1.3m2.7k shares
SERVICE CORP INTL SCI	SCI	12,188	$993.8k12.2k shares
CLOROX CO DEL CLX	CLX	7,252	$742.8k7.3k shares