Long-term investor

Mirabaud Asset Management LTD @mirabaudassetmanagementl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001680493).

Record

  • Tracked since 2025-06-30 (454 days), 125 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +10.5%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 6.5% · long · since 2025-06-30
  • GOOGL · 5.7% · long · since 2025-06-30
  • AAPL · 5.5% · long · since 2026-06-30
  • TSM · 4.7% · long · since 2025-06-30
  • MSFT · 4.6% · long · since 2025-06-30
  • 780087102 · 3.6% · long · since 2026-06-30
  • HD · 3.5% · long · since 2025-06-30
  • AMZN · 3.2% · long · since 2025-06-30
  • JNJ · 3.0% · long · since 2026-06-30
  • MCD · 2.8% · long · since 2026-06-30
  • AVGO · 2.7% · long · since 2025-06-30
  • NEE · 2.6% · long · since 2025-06-30

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