Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MSFTMicrosoft Corp | $137.5M | 2.6% | +1778.8% |
| GOOGLAlphabet Inc | $108.7M | 2.1% | +1310.4% |
| NVDANvidia Corporation | $96.7M | 1.8% | +249.9% |
| AMATApplied Matls Inc | $92.8M | 1.8% | +609.5% |
| GOOGAlphabet Inc | $89.0M | 1.7% | +4367.3% |
| Anglogold Ashanti PLCCUSIP G0378L100 | $85.9M | 1.6% | +3729.3% |
| AAPLApple Inc | $57.7M | 1.1% | +575.1% |
| AMZNAmazon Com Inc | $56.7M | 1.1% | +1594.4% |
| TJXTjx Cos Inc New | $51.6M | 1.0% | +10340.5% |
| LRCXLam Research Corp | $51.3M | 1.0% | +1721.8% |
| UNHUnitedhealth Group Inc | $50.0M | 1.0% | +21585.0% |
| CSCOCisco Sys Inc | $49.9M | 1.0% | +731.5% |
| Exxon Mobil CorpCUSIP 30231G102 | $45.4M | 0.9% | +873.3% |
| Seagate Technology Hldngs PlCUSIP G7997R103 | $45.3M | 0.9% | +5146.5% |
| CATCaterpillar Inc | $41.1M | 0.8% | +409.1% |
| AVGOBroadcom Inc | $40.1M | 0.8% | +258.5% |
| AMDAdvanced Micro Devices Inc | $34.4M | 0.7% | +1418.0% |
| CMICummins Inc | $32.4M | 0.6% | +3593.6% |
| MRVLMarvell Technology Inc | $32.3M | 0.6% | +8814.6% |
| JNJJohnson & Johnson | $32.2M | 0.6% | +671.3% |
| BEBloom Energy Corp | $32.2M | 0.6% | +964.0% |
| LLYEli Lilly & Co | $31.7M | 0.6% | +1493.2% |
| WDCWestern Digital Corp | $31.3M | 0.6% | +5656.2% |
| ANETArista Networks Inc | $29.9M | 0.6% | +1695.8% |
| MPWRMonolithic Pwr Sys Inc | $29.4M | 0.6% | +599.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WDCWestern Digital Corp | December 31, 2025 | +270.8% | $31.3M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | December 31, 2025 | +250.4% | $45.3M |
| BEBloom Energy Corp | December 31, 2025 | +248.4% | $32.2M |
| AMATApplied Matls Inc | December 31, 2025 | +181.3% | $92.8M |
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $34.4M |
| LRCXLam Research Corp | December 31, 2025 | +153.1% | $51.3M |
| TERTeradyne Inc | December 31, 2025 | +150.0% | $27.5M |
| VRTVertiv Holdings Co | December 31, 2025 | +106.7% | $29.2M |
| CATCaterpillar Inc | December 31, 2025 | +85.9% | $41.1M |
| TXNTexas Instrs Inc | December 31, 2025 | +71.8% | $27.0M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $8.7M
- OTEXOpen Text Corp was $1.4M
- Dupont De Nemours IncCUSIP 26614N102 was $1.0M
- ITGartner Inc was $996K
- Carnival CorpCUSIP 143658300 was $540K
- IONSOnis Pharmaceuticals Inc was $182K
- Tevanato Group S P ACUSIP T9224W109 was $178K
- ANDEAndersons Inc was $128K
- Valaris LtdCUSIP G9460G101 was $94K
- Noble Corp PLCCUSIP G65431127 was $82K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.5% | +14.8% |
| March 31, 2026 | −3.6% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Fideuram Asset Management (Ireland) dac Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2109923&type=13F-HR&dateb=&owner=include&count=40CIK 2109923
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2109923/000210992326000003/Filed July 23, 2026 · accession 0002109923-26-000003