Sign in

Nutshell Asset Management LTD

CIK:0002021442
Asset Manager
$456M AUM
24 holdings
London, United Kingdom
Founded:2023
3 employees
Latest filing:Jun 30, 2025

Nutshell Asset Management Ltd is a UK-based asset management firm headquartered in London. Founded in recent years, the firm employs approximately 3 professionals, including experienced investment leaders and quantitative researchers. Nutshell serves institutional and sophisticated investors, operating primarily through pooled investment vehicles with a focus on global equity strategies, and has earned industry recognitions such as Morningstar 5-star and top Citywire ratings.

Investment Strategy

Nutshell Asset Management employs a proactive, research-driven global investment approach. The firm emphasizes investing in high-quality, growing companies at attractive relative values using proprietary models refined over two decades. With a strong focus on capital preservation, Nutshell looks for resilient businesses that demonstrate sustained growth, seeking to deliver returns that consistently outperform peers. The investment process combines quantitative analysis and trend identification to capture global opportunities, while risk management is central to portfolio construction.

Top Buys
B
BILSPDR SERIES TRUST
+$31.2M
M
MEDPMEDPACE HLDGS INC
+$12.8M
T
TSMTAIWAN SEMICONDUCTOR MFG LTD
+$4.7M
F
FIFISERV INC
+$3.2M
C
CPRTCOPART INC
+$3.1M
Top Sells
M
MSFTMICROSOFT CORP
-$12.3M
A
AVGOBROADCOM INC
-$12.3M
F
FLOTISHARES TR
-$10.8M
M
METAMETA PLATFORMS INC
-$8.4M
N
NKENIKE INC
-$7.9M

Top Holdings

B
BILSPDR SERIES TRUST
+18.6%$31.2M
F
FTNTFORTINET INC
+8.2%$13.8M
A
ADBEADOBE INC
+7.8%$13.2M
M
MEDPMEDPACE HLDGS INC
+7.6%$12.8M
G
GOOGLALPHABET INC
+6.8%$11.5M

Equity Positions (24)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
B
BIL
SPDR SERIES TRUST18.56%$31.2M340,000$91.73$91.73+$31.2M
F
FTNT
FORTINET INC8.20%$13.8M130,254$95.04$105.72-$646.3K
A
ADBE
ADOBE INC7.84%$13.2M34,065$418.26$386.88-$7.3M
M
MEDP
MEDPACE HLDGS INC7.64%$12.8M40,929$313.86$313.86+$12.8M
G
GOOGL
ALPHABET INC6.84%$11.5M65,214$178.00$176.23-$2.0M

Industry Allocation

SERVICES-BUSINESS SERVICES, NEC
+15.8%
SERVICES-PREPACKAGED SOFTWARE
+11.5%
SEMICONDUCTORS & RELATED DEVICES
+10.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+8.4%
COMPUTER PERIPHERAL EQUIPMENT, NEC
+8.2%