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Portfolio (Quarterly) Guide ↗

Mirabaud Asset Management Ltd

· CIK 0001680493
13F Portfolio $120M AUM 49 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 6 Added 22 Reduced 4 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NFLX NETFLIX INC. Communication Services 12,452.0 $919K 0.76% NEW $73.78 +8.2%
Page 2 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.8%
Financial Services 15.1%
Consumer Cyclical 15.0%
Healthcare 8.8%
Communication Services 8.7%
Industrials 6.5%
Utilities 3.6%
Real Estate 1.5%
Basic Materials 1.4%
Consumer Defensive 0.7%