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Mirabaud Asset Management Ltd

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13F filer, CIK 1680493, LONDON, United Kingdom

Mirabaud Asset Management Ltd reported $214,722,990 across 40 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-07. Its ten largest share positions make up 56.02% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002033031-25-000008

Period
2025-06-30
Reported value
$215M
Holdings
40
Top 10 weight
56.02%
New
2
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PANWnew+22,078$4.43M
NOWadded+2,898$2.96M
WCNadded+12,756$2.37M
ADInew+7,538$1.79M
AXPadded+5,506$1.75M

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
NFLXreduced-2,252-$2.98M
BEKEexited-141,694-$2.92M
AMZNreduced-11,088-$2.48M
WMSexited-22,505-$2.44M
TJXreduced-11,677-$1.44M

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, Q2 2025

Share positions as resolved from 13F-HR 0002033031-25-000008, largest first. % of portfolio is the value over $214,722,990, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,600 shares; 2024Q4: 41,924 shares; 2025Q1: 43,177 shares; 2025Q2: 44,337 shares 44,337$22M10.24%+1,160Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,764 shares; 2024Q4: 92,584 shares; 2025Q1: 74,050 shares; 2025Q2: 82,247 shares 82,247$13M6.04%+8,197Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,366 shares; 2024Q4: 44,460 shares; 2025Q1: 43,675 shares; 2025Q2: 44,453 shares 44,453$12.8M5.94%+778Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,601 shares; 2024Q4: 26,482 shares; 2025Q1: 39,639 shares; 2025Q2: 44,822 shares 44,822$12.3M5.74%+5,183Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,113 shares; 2024Q4: 60,876 shares; 2025Q1: 65,506 shares; 2025Q2: 54,418 shares 54,418$12.2M5.66%-11,088Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 10,084 shares; 2025Q1: 10,592 shares; 2025Q2: 8,340 shares 8,340$11M5.14%-2,252Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,232 shares; 2024Q4: 4,673 shares; 2025Q1: 7,409 shares; 2025Q2: 10,307 shares 10,307$10.5M4.91%+2,898Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,439 shares; 2024Q4: 56,620 shares; 2025Q1: 35,326 shares; 2025Q2: 48,082 shares 48,082$8.94M4.16%+12,756Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,688 shares; 2024Q4: 41,986 shares; 2025Q1: 42,566 shares; 2025Q2: 49,419 shares 49,419$8.82M4.11%+6,853Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,230 shares; 2024Q4: 94,573 shares; 2025Q1: 88,456 shares; 2025Q2: 95,765 shares 95,765$8.76M4.08%+7,309Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,661 shares; 2024Q4: 24,456 shares; 2025Q1: 21,858 shares; 2025Q2: 27,364 shares 27,364$8.68M4.04%+5,506Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,420 shares; 2024Q4: 9,420 shares; 2025Q1: 12,716 shares; 2025Q2: 14,764 shares 14,764$7.64M3.56%+2,048Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,670 shares; 2024Q4: 71,053 shares; 2025Q1: 70,534 shares; 2025Q2: 58,857 shares 58,857$7.26M3.38%-11,677Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,329 shares; 2024Q4: 11,996 shares; 2025Q1: 10,097 shares; 2025Q2: 10,551 shares 10,551$5.81M2.7%+454Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,294 shares; 2024Q4: 16,346 shares; 2025Q1: 15,602 shares; 2025Q2: 14,520 shares 14,520$5.35M2.49%-1,082Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,818 shares; 2024Q4: 65,851 shares; 2025Q1: 22,463 shares; 2025Q2: 20,929 shares 20,929$4.78M2.23%-1,534Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,201 shares; 2024Q4: 13,201 shares; 2025Q1: 13,105 shares; 2025Q2: 14,851 shares 14,851$4.59M2.14%+1,746Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,072 shares; 2024Q4: 76,844 shares; 2025Q1: 64,894 shares; 2025Q2: 51,463 shares 51,463$4.49M2.09%-13,431Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,078 shares 22,078$4.43M2.06%newTimeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,999 shares; 2024Q4: 4,881 shares; 2025Q1: 4,846 shares; 2025Q2: 5,627 shares 5,627$4.14M1.93%+781Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,226 shares; 2024Q4: 84,226 shares; 2025Q1: 49,419 shares; 2025Q2: 57,376 shares 57,376$4.07M1.89%+7,957Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,851 shares; 2024Q4: 11,464 shares; 2025Q1: 11,381 shares; 2025Q2: 10,219 shares 10,219$3.83M1.78%-1,162Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,778 shares; 2024Q4: 18,212 shares; 2025Q1: 9,046 shares; 2025Q2: 12,894 shares 12,894$3.47M1.62%+3,848Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,664 shares; 2024Q4: 5,296 shares; 2025Q1: 9,421 shares; 2025Q2: 8,501 shares 8,501$2.46M1.15%-920Timeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,022 shares; 2024Q4: 125,850 shares; 2025Q1: 160,550 shares; 2025Q2: 123,332 shares 123,332$2.28M1.06%-37,218Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,908 shares; 2024Q4: 6,780 shares; 2025Q1: 7,283 shares; 2025Q2: 6,906 shares 6,906$2.25M1.05%-377Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,801 shares; 2024Q4: 16,801 shares; 2025Q1: 12,000 shares; 2025Q2: 11,332 shares 11,332$2.07M0.96%-668Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,172 shares; 2024Q4: 17,955 shares; 2025Q1: 17,955 shares; 2025Q2: 11,602 shares 11,602$1.99M0.93%-6,353Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,538 shares 7,538$1.79M0.83%newTimeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3,166 shares; 2025Q1: 2,690 shares; 2025Q2: 3,691 shares 3,691$1.61M0.75%+1,001Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,696 shares; 2024Q4: 8,052 shares; 2025Q1: 7,341 shares; 2025Q2: 7,272 shares 7,272$1.58M0.74%-69Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,412 shares; 2024Q4: 7,595 shares; 2025Q1: 9,656 shares; 2025Q2: 5,090 shares 5,090$1.5M0.7%-4,566Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,978 shares; 2024Q4: 8,607 shares; 2025Q1: 6,193 shares; 2025Q2: 5,849 shares 5,849$1.4M0.65%-344Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,967 shares; 2024Q4: 6,016 shares; 2025Q1: 5,412 shares; 2025Q2: 5,111 shares 5,111$1.18M0.55%-301Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,093 shares; 2025Q1: 5,696 shares; 2025Q2: 5,380 shares 5,380$1.17M0.55%-316Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,527 shares; 2024Q4: 11,632 shares; 2025Q1: 11,655 shares; 2025Q2: 6,963 shares 6,963$1.11M0.52%-4,692Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,627 shares; 2024Q4: 16,891 shares; 2025Q1: 16,891 shares; 2025Q2: 12,971 shares 12,971$1.06M0.49%-3,920Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,028 shares; 2024Q4: 15,747 shares; 2025Q1: 9,768 shares; 2025Q2: 13,370 shares 13,370$1.06M0.49%+3,602Timeline
TUTELUS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,358 shares; 2024Q4: 60,344 shares; 2025Q1: 47,344 shares; 2025Q2: 44,705 shares 44,705$708K0.33%-2,639Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,994 shares; 2024Q4: 9,631 shares; 2025Q1: 14,253 shares; 2025Q2: 5,511 shares 5,511$657K0.31%-8,742Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BEKEKE HLDGS INC141,694$2.92Mshares
WMSADVANCED DRAIN SYS INC DEL22,505$2.44Mshares
IBNICICI BK LTD35,066$1.1Mshares
ITUBITAU UNIBANCO HLDG S A181,044$999Kshares
HDBHDFC BANK LTD8,766$580Kshares

How Q2 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 0002033031-25-000008 base2025-08-07acceptance time not in the bulk data set