Portfolio (Quarterly)
Guide ↗
Mirabaud Asset Management (France) SAS
· CIK 0002033031| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | PENGUIN SOLUTIONS INC | — | 22,306,000 | $21.9M | 11.18% | SOLD |
| 2 | — | TRIP COM GROUP LTD | — | 20,800,000 | $21.5M | 10.97% | SOLD |
| 3 | — | GUIDEWIRE SOFTWARE INC | — | 21,500,000 | $21.3M | 10.89% | SOLD |
| 4 | — | AKAMAI TECHNOLOGIES INC | — | 18,500,000 | $21.1M | 10.78% | SOLD |
| 5 | — | ITRON INC | — | 21,220,000 | $20.9M | 10.65% | SOLD |
| 6 | — | TETRA TECH INC NEW | — | 10,000,000 | $10.5M | 5.34% | SOLD |