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Mirabaud Asset Management Ltd

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13F filer, CIK 1680493, LONDON, United Kingdom

Mirabaud Asset Management Ltd reported $121,380,262 across 32 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-13. Its ten largest share positions make up 63.54% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001680493-26-000005

Period
2026-03-31
Reported value
$121M
Holdings
32
Top 10 weight
63.54%
New
4
Sold out
15

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TSMadded+19,099$6.04M
AVGOadded+16,581$4.87M
FERGadded+19,180$4.29M
UNPadded+17,172$4.11M
PANWnew+24,308$3.75M

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
WCNexited-56,620-$10.8M
NFLXexited-9,169-$9.24M
MSFTreduced-23,278-$8.36M
NOWexited-7,463-$7.53M
TRUexited-76,844-$7.22M

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 2026

Share positions as resolved from 13F-HR 0001680493-26-000005, largest first. % of portfolio is the value over $121,380,262, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 34,683 shares 34,683$11M9.04%+19,099Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 63,795 shares 63,795$10.5M8.68%-2,800Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 28,292 shares 28,292$8.42M6.94%-8,774Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 29,497 shares 29,497$8.37M6.9%-14,434Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 22,218 shares 22,218$7.98M6.57%-23,278Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 23,627 shares 23,627$6.93M5.71%+16,581Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 23,816 shares 23,816$6.51M5.37%-18,170Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 32,023 shares 32,023$6.44M5.3%-28,853Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 24,876 shares 24,876$5.56M4.58%+19,180Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 22,584 shares 22,584$5.4M4.45%+17,172Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 25,045 shares 25,045$5.34M4.4%+9,636Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 52,142 shares 52,142$4.8M3.95%-10,640Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 24,709 shares 24,709$3.85M3.17%-46,344Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 37,179 shares 37,179$3.79M3.12%-60,859Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,078 shares; 2025Q3: 22,464 shares; 2025Q4: not reported; 2026Q1: 24,308 shares 24,308$3.75M3.09%newTimeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,501 shares 12,501$3.72M3.06%-9,517Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,022 shares 6,022$1.95M1.6%-10,324Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,051 shares 5,051$1.65M1.36%-6,413Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,619 shares 12,619$1.49M1.23%+851Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,757 shares 2,757$1.41M1.16%-4,023Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,827 shares 5,827$1.38M1.14%-2,094Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,851 shares 3,851$1.34M1.11%+654Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,695 shares 2,695$1.33M1.1%-9,301Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,974 shares 22,974$1.26M1.03%newTimeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,905 shares 6,905$1.21M1%-11,050Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,833 shares 6,833$1.16M0.96%-1,219Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,538 shares; 2025Q3: 8,890 shares; 2025Q4: not reported; 2026Q1: 3,413 shares 3,413$1.03M0.85%newTimeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,188 shares 12,188$994K0.82%-4,703Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,543 shares 6,543$947K0.78%-5,112Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,252 shares 7,252$743K0.61%-7,001Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,556 shares 6,556$562K0.46%newTimeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,338 shares 3,338$546K0.45%-5,269Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
WCNWASTE CONNECTIONS INC56,620$10.8Mshares
NFLXNETFLIX INC.9,169$9.24Mshares
NOWSERVICENOW INC7,463$7.53Mshares
TRUTRANSUNION76,844$7.22Mshares
UNHUNITEDHEALTH GROUP INC13,201$7.05Mshares
SPGIS&P GLOBAL INC12,809$6.92Mshares
INFYINFOSYS LTD160,550$3.53Mshares
MPWRMONOLITHIC PWR SYS INC4,881$3.41Mshares
ACNACCENTURE PLC IRELAND8,598$3.35Mshares
WMSADVANCED DRAIN SYS INC DEL22,670$2.88Mshares
BEKEKE HLDGS INC143,806$2.8Mshares
ITUBITAU UNIBANCO HLDG S A172,365$1.04Mshares
IBNICICI BK LTD35,066$1.02Mshares
TUTELUS CORPORATION60,344$880Kshares
HDBHDFC BANK LTD8,766$532Kshares

How Q1 2026 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 0001680493-26-000005 base2026-05-13acceptance time not in the bulk data set