Portfolio (Quarterly) Guide ↗

Stenham Asset Management (UK) Plc

· CIK 0002093782

13F Portfolio $90M AUM 16 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 4 Added 11 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ZTS	ZOETIS INC	Healthcare	34,550	$5.1M	4.91%	SOLD

Sector Allocation

Financial Services 24.2%

Technology 23.2%

Consumer Cyclical 22.0%

Industrials 18.4%

Healthcare 7.2%

Communication Services 4.9%