Impact Asset Management GmbH — 13F holdings

Impact Asset Management GmbH reported 75 holdings worth $255M in its 13F filing for Q1 2025, filed August 14, 2025.

Largest positions

1. MSFT MICROSOFT CORP — $15.2M (6.0%)
2. GOOG ALPHABET INC — $14.0M (5.5%)
3. MA MASTERCARD INCORPORATED — $11.6M (4.5%)
4. V Visa Inc — $11.1M (4.3%)
5. LLY ELI LILLY & CO — $8.08M (3.2%)
6. TSM TAIWAN SEMICONDUCTOR MFG LTD — $7.62M (3.0%)
7. AAPL APPLE INC — $7.22M (2.8%)
8. AVGO BROADCOM INC — $7.12M (2.8%)
9. MELI Mercadolibre Inc — $7.02M (2.8%)
10. ICE INTERCONTINENTAL EXCHANGE IN — $6.97M (2.7%)