Mirabaud Asset Management Ltd — 13F holdings

Mirabaud Asset Management Ltd reported 49 holdings worth $120M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $7.87M (6.5%)
2. GOOGL ALPHABET INC — $6.88M (5.7%)
3. AAPL APPLE INC — $6.63M (5.5%)
4. TSM TAIWAN SEMICONDUCTOR MFG LTD — $5.59M (4.7%)
5. MSFT MICROSOFT CORP — $5.56M (4.6%)
6. RY ROYAL BK CDA — $4.28M (3.6%)
7. HD HOME DEPOT INC — $4.24M (3.5%)
8. AMZN AMAZON COM INC — $3.82M (3.2%)
9. JNJ JOHNSON & JOHNSON — $3.57M (3.0%)
10. MCD MCDONALDS CORP — $3.35M (2.8%)