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Mirabaud Asset Management Ltd

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13F filer, CIK 1680493, LONDON, United Kingdom

Mirabaud Asset Management Ltd reported $191,192,838 across 43 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 51.1% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001680493-25-000003

Period
2025-03-31
Reported value
$191M
Holdings
43
Top 10 weight
51.1%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CMEadded+13,157$3.45M
NOWadded+2,736$2.18M
SPGIadded+3,296$1.66M
BEKEadded+80,340$1.65M
IBMadded+4,125$1.01M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TSMreduced-43,388-$7.17M
WCNreduced-21,294-$4.11M
NEEreduced-34,807-$2.45M
NVDAreduced-18,534-$2.03M
AVGOreduced-9,166-$1.55M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001680493-25-000003, largest first. % of portfolio is the value over $191,192,838, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,600 shares; 2024Q4: 41,924 shares; 2025Q1: 43,177 shares 43,177$16.4M8.55%+1,253Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,113 shares; 2024Q4: 60,876 shares; 2025Q1: 65,506 shares 65,506$12.6M6.6%+4,630Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,366 shares; 2024Q4: 44,460 shares; 2025Q1: 43,675 shares 43,675$10.6M5.55%-785Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,601 shares; 2024Q4: 26,482 shares; 2025Q1: 39,639 shares 39,639$10.4M5.44%+13,157Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 10,084 shares; 2025Q1: 10,592 shares 10,592$9.89M5.17%+508Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,670 shares; 2024Q4: 71,053 shares; 2025Q1: 70,534 shares 70,534$8.34M4.36%-519Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,764 shares; 2024Q4: 92,584 shares; 2025Q1: 74,050 shares 74,050$8.12M4.25%-18,534Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,230 shares; 2024Q4: 94,573 shares; 2025Q1: 88,456 shares 88,456$7.8M4.08%-6,117Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,439 shares; 2024Q4: 56,620 shares; 2025Q1: 35,326 shares 35,326$6.81M3.56%-21,294Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,201 shares; 2024Q4: 13,201 shares; 2025Q1: 13,105 shares 13,105$6.76M3.54%-96Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,688 shares; 2024Q4: 41,986 shares; 2025Q1: 42,566 shares 42,566$6.57M3.44%+580Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,420 shares; 2024Q4: 9,420 shares; 2025Q1: 12,716 shares 12,716$6.39M3.34%+3,296Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,232 shares; 2024Q4: 4,673 shares; 2025Q1: 7,409 shares 7,409$5.91M3.09%+2,736Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,661 shares; 2024Q4: 24,456 shares; 2025Q1: 21,858 shares 21,858$5.8M3.04%-2,598Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,294 shares; 2024Q4: 16,346 shares; 2025Q1: 15,602 shares 15,602$5.59M2.92%-744Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,329 shares; 2024Q4: 11,996 shares; 2025Q1: 10,097 shares 10,097$5.46M2.85%-1,899Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,072 shares; 2024Q4: 76,844 shares; 2025Q1: 64,894 shares 64,894$5.34M2.79%-11,950Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,851 shares; 2024Q4: 11,464 shares; 2025Q1: 11,381 shares 11,381$3.9M2.04%-83Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,818 shares; 2024Q4: 65,851 shares; 2025Q1: 22,463 shares 22,463$3.71M1.94%-43,388Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,226 shares; 2024Q4: 84,226 shares; 2025Q1: 49,419 shares 49,419$3.48M1.82%-34,807Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,412 shares; 2024Q4: 7,595 shares; 2025Q1: 9,656 shares 9,656$2.94M1.54%+2,061Timeline
BEKEKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,806 shares; 2024Q4: 61,354 shares; 2025Q1: 141,694 shares 141,694$2.92M1.53%+80,340Timeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,022 shares; 2024Q4: 125,850 shares; 2025Q1: 160,550 shares 160,550$2.92M1.53%+34,700Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,999 shares; 2024Q4: 4,881 shares; 2025Q1: 4,846 shares 4,846$2.81M1.47%-35Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,172 shares; 2024Q4: 17,955 shares; 2025Q1: 17,955 shares 17,955$2.55M1.33%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,801 shares; 2024Q4: 16,801 shares; 2025Q1: 12,000 shares 12,000$2.46M1.29%-4,801Timeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,670 shares; 2024Q4: 22,670 shares; 2025Q1: 22,505 shares 22,505$2.44M1.27%-165Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,664 shares; 2024Q4: 5,296 shares; 2025Q1: 9,421 shares 9,421$2.3M1.2%+4,125Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,908 shares; 2024Q4: 6,780 shares; 2025Q1: 7,283 shares 7,283$2.29M1.2%+503Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,994 shares; 2024Q4: 9,631 shares; 2025Q1: 14,253 shares 14,253$2.08M1.09%+4,622Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,527 shares; 2024Q4: 11,632 shares; 2025Q1: 11,655 shares 11,655$1.96M1.02%+23Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,696 shares; 2024Q4: 8,052 shares; 2025Q1: 7,341 shares 7,341$1.58M0.83%-711Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,778 shares; 2024Q4: 18,212 shares; 2025Q1: 9,046 shares 9,046$1.53M0.8%-9,166Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,978 shares; 2024Q4: 8,607 shares; 2025Q1: 6,193 shares 6,193$1.47M0.77%-2,414Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3,166 shares; 2025Q1: 2,690 shares 2,690$1.35M0.71%-476Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,627 shares; 2024Q4: 16,891 shares; 2025Q1: 16,891 shares 16,891$1.35M0.7%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,967 shares; 2024Q4: 6,016 shares; 2025Q1: 5,412 shares 5,412$1.26M0.66%-604Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,614 shares; 2024Q4: 35,066 shares; 2025Q1: 35,066 shares 35,066$1.1M0.58%0Timeline
ITUBITAU UNIBANCO HLDG S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,626 shares; 2024Q4: 72,464 shares; 2025Q1: 181,044 shares 181,044$999K0.52%+108,580Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,093 shares; 2025Q1: 5,696 shares 5,696$914K0.48%-3,397Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,028 shares; 2024Q4: 15,747 shares; 2025Q1: 9,768 shares 9,768$872K0.46%-5,979Timeline
TUTELUS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,358 shares; 2024Q4: 60,344 shares; 2025Q1: 47,344 shares 47,344$676K0.35%-13,000Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,766 shares; 2024Q4: 8,766 shares; 2025Q1: 8,766 shares 8,766$580K0.3%0Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001680493-25-000003 base2025-05-14acceptance time not in the bulk data set