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Portfolio (Quarterly) Guide ↗

ICICI Prudential Asset Management Co Ltd

· CIK 0001697850
13F Portfolio $833M AUM 155 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 105 Added 18 Reduced 7 Exited
Page 4 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WDC WESTERN DIGITAL CORP Technology 5,618.0 $1.5M 0.18% +131.0 +2.4% $270.49 +96.2%
62 MELI MERCADOLIBRE INC Consumer Cyclical 840.0 $1.5M 0.17% +27.0 +3.3% $1729.02 -1.9%
63 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,391.0 $1.4M 0.17% +85.0 +2.0% $327.07 +17.9%
64 MRVL MARVELL TECHNOLOGY INC Technology 14,437.0 $1.4M 0.17% +602.0 +4.3% $99.05 +106.8%
65 ADP AUTOMATIC DATA PROCESSING IN Industrials 6,672.0 $1.4M 0.16% +181.0 +2.8% $203.18 +8.2%
66 REGN REGENERON PHARMACEUTICALS Healthcare 1,721.0 $1.3M 0.16% +64.0 +3.9% $772.64 -19.6%
67 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 13,895.0 $1.3M 0.15% +348.0 +2.6% $92.31 -3.3%
68 CDNS CADENCE DESIGN SYSTEM INC Technology 4,575.0 $1.3M 0.15% +207.0 +4.7% $277.87 +34.5%
69 CSX CSX CORP Industrials 30,817.0 $1.3M 0.15% +932.0 +3.1% $41.05 +11.6%
70 SNPS SYNOPSYS INC Technology 3,174.0 $1.3M 0.15% +193.0 +6.5% $396.48 +21.2%
71 AEP AMERICAN ELEC PWR CO INC Utilities 8,963.0 $1.2M 0.14% +392.0 +4.6% $131.08 -2.5%
72 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 16,212.0 $1.2M 0.14% +532.0 +3.4% $72.46 +21.4%
73 ROST ROSS STORES INC Consumer Cyclical 5,360.0 $1.2M 0.14% +141.0 +2.7% $216.63 +4.9%
74 PDD PDD HOLDINGS INC Consumer Cyclical 11,069.0 $1.1M 0.14% +350.0 +3.3% $102.18 -18.7%
75 WBD WARNER BROS DISCOVERY INC Communication Services 41,098.0 $1.1M 0.14% +1K +3.3% $27.46 -1.2%
76 CTAS CINTAS CORP Industrials 6,627.0 $1.1M 0.14% +178.0 +2.8% $169.14 +2.3%
77 DASH DOORDASH INC Communication Services 6,794.0 $1.0M 0.12% +273.0 +4.2% $150.15 +4.4%
78 PCAR PACCAR INC Industrials 8,715.0 $1.0M 0.12% +286.0 +3.4% $115.50 -2.8%
79 BKR BAKER HUGHES COMPANY Energy 16,377.0 $1000K 0.12% +541.0 +3.4% $61.05 +6.0%
80 FANG DIAMONDBACK ENERGY INC Energy 4,674.0 $924K 0.11% +76.0 +1.6% $197.79 -1.8%
Page 4 of 6  ·  105 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 41.0%
Consumer Defensive 11.2%
Healthcare 10.6%
Industrials 10.4%
Consumer Cyclical 9.2%
Communication Services 7.8%
Basic Materials 3.9%
Financial Services 3.4%
Energy 1.3%
Utilities 0.6%