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Mirabaud Asset Management Ltd

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13F filer, CIK 1680493, LONDON, United Kingdom

Mirabaud Asset Management Ltd reported $215,908,846 across 43 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-04. Its ten largest share positions make up 50.72% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001680493-26-000004

Period
2025-12-31
Reported value
$216M
Holdings
43
Top 10 weight
50.72%
New
7
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
UNHnew+13,201$7.05M
MSFTadded+10,168$4.18M
NOWadded+3,485$3.52M
MPWRnew+4,881$3.41M
WMSnew+22,670$2.88M

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
UNPreduced-21,228-$5.26M
PANWexited-22,464-$4.58M
TSMreduced-14,734-$3.08M
ADIexited-8,890-$2.18M
NVDAreduced-11,136-$1.48M

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, Q4 2025

Share positions as resolved from 13F-HR 0001680493-26-000004, largest first. % of portfolio is the value over $215,908,846, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,600 shares; 2024Q4: 41,924 shares; 2025Q1: 43,177 shares; 2025Q2: 44,337 shares; 2025Q3: 35,328 shares; 2025Q4: 45,496 shares 45,496$18.7M8.67%+10,168Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,113 shares; 2024Q4: 60,876 shares; 2025Q1: 65,506 shares; 2025Q2: 54,418 shares; 2025Q3: 54,418 shares; 2025Q4: 60,876 shares 60,876$14.2M6.56%+6,458Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,366 shares; 2024Q4: 44,460 shares; 2025Q1: 43,675 shares; 2025Q2: 44,453 shares; 2025Q3: 44,453 shares; 2025Q4: 43,931 shares 43,931$12.1M5.6%-522Timeline
WCNWASTE CONNECTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,439 shares; 2024Q4: 56,620 shares; 2025Q1: 35,326 shares; 2025Q2: 48,082 shares; 2025Q3: 43,940 shares; 2025Q4: 56,620 shares 56,620$10.8M4.98%+12,680Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,230 shares; 2024Q4: 94,573 shares; 2025Q1: 88,456 shares; 2025Q2: 95,765 shares; 2025Q3: 70,920 shares; 2025Q4: 98,038 shares 98,038$10.1M4.68%+27,118Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 10,084 shares; 2025Q1: 10,592 shares; 2025Q2: 8,340 shares; 2025Q3: 7,049 shares; 2025Q4: 9,169 shares 9,169$9.24M4.28%+2,120Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,601 shares; 2024Q4: 26,482 shares; 2025Q1: 39,639 shares; 2025Q2: 44,822 shares; 2025Q3: 40,418 shares; 2025Q4: 37,066 shares 37,066$8.96M4.15%-3,352Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,670 shares; 2024Q4: 71,053 shares; 2025Q1: 70,534 shares; 2025Q2: 58,857 shares; 2025Q3: 58,857 shares; 2025Q4: 71,053 shares 71,053$8.86M4.1%+12,196Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,764 shares; 2024Q4: 92,584 shares; 2025Q1: 74,050 shares; 2025Q2: 82,247 shares; 2025Q3: 77,731 shares; 2025Q4: 66,595 shares 66,595$8.84M4.1%-11,136Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,688 shares; 2024Q4: 41,986 shares; 2025Q1: 42,566 shares; 2025Q2: 49,419 shares; 2025Q3: 49,419 shares; 2025Q4: 41,986 shares 41,986$7.78M3.6%-7,433Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,232 shares; 2024Q4: 4,673 shares; 2025Q1: 7,409 shares; 2025Q2: 10,307 shares; 2025Q3: 3,978 shares; 2025Q4: 7,463 shares 7,463$7.53M3.49%+3,485Timeline
TRUTRANSUNIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,072 shares; 2024Q4: 76,844 shares; 2025Q1: 64,894 shares; 2025Q2: 51,463 shares; 2025Q3: 51,463 shares; 2025Q4: 76,844 shares 76,844$7.22M3.34%+25,381Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,201 shares; 2024Q4: 13,201 shares; 2025Q1: 13,105 shares; 2025Q2: 14,851 shares; 2025Q3: not reported; 2025Q4: 13,201 shares 13,201$7.05M3.26%newTimeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,420 shares; 2024Q4: 9,420 shares; 2025Q1: 12,716 shares; 2025Q2: 14,764 shares; 2025Q3: 14,764 shares; 2025Q4: 12,809 shares 12,809$6.92M3.21%-1,955Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,661 shares; 2024Q4: 24,456 shares; 2025Q1: 21,858 shares; 2025Q2: 27,364 shares; 2025Q3: 25,014 shares; 2025Q4: 22,018 shares 22,018$6.82M3.16%-2,996Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,294 shares; 2024Q4: 16,346 shares; 2025Q1: 15,602 shares; 2025Q2: 14,520 shares; 2025Q3: 14,721 shares; 2025Q4: 16,346 shares 16,346$6.81M3.15%+1,625Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,329 shares; 2024Q4: 11,996 shares; 2025Q1: 10,097 shares; 2025Q2: 10,551 shares; 2025Q3: 10,551 shares; 2025Q4: 11,996 shares 11,996$6.77M3.14%+1,445Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,226 shares; 2024Q4: 84,226 shares; 2025Q1: 49,419 shares; 2025Q2: 57,376 shares; 2025Q3: 57,376 shares; 2025Q4: 62,782 shares 62,782$4.42M2.05%+5,406Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,851 shares; 2024Q4: 11,464 shares; 2025Q1: 11,381 shares; 2025Q2: 10,219 shares; 2025Q3: 10,219 shares; 2025Q4: 11,464 shares 11,464$4.1M1.9%+1,245Timeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,022 shares; 2024Q4: 125,850 shares; 2025Q1: 160,550 shares; 2025Q2: 123,332 shares; 2025Q3: 103,245 shares; 2025Q4: 160,550 shares 160,550$3.53M1.63%+57,305Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,999 shares; 2024Q4: 4,881 shares; 2025Q1: 4,846 shares; 2025Q2: 5,627 shares; 2025Q3: not reported; 2025Q4: 4,881 shares 4,881$3.41M1.58%newTimeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,412 shares; 2024Q4: 7,595 shares; 2025Q1: 9,656 shares; 2025Q2: 5,090 shares; 2025Q3: 6,679 shares; 2025Q4: 8,598 shares 8,598$3.35M1.55%+1,919Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,818 shares; 2024Q4: 65,851 shares; 2025Q1: 22,463 shares; 2025Q2: 20,929 shares; 2025Q3: 30,318 shares; 2025Q4: 15,584 shares 15,584$3.25M1.51%-14,734Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,172 shares; 2024Q4: 17,955 shares; 2025Q1: 17,955 shares; 2025Q2: 11,602 shares; 2025Q3: 13,566 shares; 2025Q4: 17,955 shares 17,955$2.97M1.38%+4,389Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,801 shares; 2024Q4: 16,801 shares; 2025Q1: 12,000 shares; 2025Q2: 11,332 shares; 2025Q3: 10,278 shares; 2025Q4: 15,409 shares 15,409$2.96M1.37%+5,131Timeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,670 shares; 2024Q4: 22,670 shares; 2025Q1: 22,505 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,670 shares 22,670$2.88M1.33%newTimeline
BEKEKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,806 shares; 2024Q4: 61,354 shares; 2025Q1: 141,694 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,806 shares 143,806$2.8M1.3%newTimeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,908 shares; 2024Q4: 6,780 shares; 2025Q1: 7,283 shares; 2025Q2: 6,906 shares; 2025Q3: 4,822 shares; 2025Q4: 6,780 shares 6,780$2.53M1.17%+1,958Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,994 shares; 2024Q4: 9,631 shares; 2025Q1: 14,253 shares; 2025Q2: 5,511 shares; 2025Q3: 5,511 shares; 2025Q4: 14,253 shares 14,253$2.11M0.98%+8,742Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,978 shares; 2024Q4: 8,607 shares; 2025Q1: 6,193 shares; 2025Q2: 5,849 shares; 2025Q3: 5,849 shares; 2025Q4: 8,607 shares 8,607$2.08M0.96%+2,758Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,664 shares; 2024Q4: 5,296 shares; 2025Q1: 9,421 shares; 2025Q2: 8,501 shares; 2025Q3: 10,488 shares; 2025Q4: 7,921 shares 7,921$2.02M0.93%-2,567Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,527 shares; 2024Q4: 11,632 shares; 2025Q1: 11,655 shares; 2025Q2: 6,963 shares; 2025Q3: 6,963 shares; 2025Q4: 11,655 shares 11,655$1.97M0.91%+4,692Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,778 shares; 2024Q4: 18,212 shares; 2025Q1: 9,046 shares; 2025Q2: 12,894 shares; 2025Q3: 8,633 shares; 2025Q4: 7,046 shares 7,046$1.66M0.77%-1,587Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,696 shares; 2024Q4: 8,052 shares; 2025Q1: 7,341 shares; 2025Q2: 7,272 shares; 2025Q3: 7,272 shares; 2025Q4: 8,052 shares 8,052$1.56M0.72%+780Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3,166 shares; 2025Q1: 2,690 shares; 2025Q2: 3,691 shares; 2025Q3: 3,264 shares; 2025Q4: 3,197 shares 3,197$1.51M0.7%-67Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,967 shares; 2024Q4: 6,016 shares; 2025Q1: 5,412 shares; 2025Q2: 5,111 shares; 2025Q3: 26,640 shares; 2025Q4: 5,412 shares 5,412$1.34M0.62%-21,228Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,627 shares; 2024Q4: 16,891 shares; 2025Q1: 16,891 shares; 2025Q2: 12,971 shares; 2025Q3: 12,971 shares; 2025Q4: 16,891 shares 16,891$1.31M0.61%+3,920Timeline
ITUBITAU UNIBANCO HLDG S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,626 shares; 2024Q4: 72,464 shares; 2025Q1: 181,044 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 172,365 shares 172,365$1.04M0.48%newTimeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,093 shares; 2025Q1: 5,696 shares; 2025Q2: 5,380 shares; 2025Q3: 9,836 shares; 2025Q4: 5,696 shares 5,696$1.04M0.48%-4,140Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,028 shares; 2024Q4: 15,747 shares; 2025Q1: 9,768 shares; 2025Q2: 13,370 shares; 2025Q3: 13,370 shares; 2025Q4: 11,768 shares 11,768$1.02M0.47%-1,602Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,614 shares; 2024Q4: 35,066 shares; 2025Q1: 35,066 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,066 shares 35,066$1.02M0.47%newTimeline
TUTELUS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,358 shares; 2024Q4: 60,344 shares; 2025Q1: 47,344 shares; 2025Q2: 44,705 shares; 2025Q3: 65,355 shares; 2025Q4: 60,344 shares 60,344$880K0.41%-5,011Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,766 shares; 2024Q4: 8,766 shares; 2025Q1: 8,766 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,766 shares 8,766$532K0.25%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
PANWPALO ALTO NETWORKS INC22,464$4.58Mshares
ADIANALOG DEVICES INC8,890$2.18Mshares

How Q4 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 0001680493-26-000004 base2026-02-04acceptance time not in the bulk data set