Stenham Asset Management (UK) Plc
CIK 2093782
13F portfolio (2025-Q4)
$80M
Positions
15
As reported on this filer's Form 13F for 2025-Q4, filed 2026-05-15. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end.
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD |
| 2 | MSFT | MICROSOFT CORP |
| 3 | AMZN | AMAZON COM INC |
| 4 | UNP | UNION PAC CORP |
| 5 | HLT | HILTON WORLDWIDE HLDGS INC |
Top holdings — weights and history with Pro
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