Nutshell Asset Management LTD
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.
Latest 13F Filing Activity
Nutshell Asset Management LTD filed their most recent 13F report on Jun 30, 2025 disclosing 24 equity positions with a total 13F market value of $168M. The fund increased holdings in SPDR Series Trust, Medpace HLDGS Inc., Taiwan Semiconductor MFG LTD among other positions. Nutshell Asset Management LTD reduced exposure to Microsoft Corp., Broadcom Inc., Ishares TR among others.
Top Holdings
Equity Positions (24)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIL | SPDR SERIES TRUST | 18.56% | $31.2M | 340,000 | $91.73 | $91.73 | +$31.2M |
F FTNT | FORTINET INC | 8.20% | $13.8M | 130,254 | $95.04 | $105.72 | -$646.3K |
A ADBE | ADOBE INC | 7.84% | $13.2M | 34,065 | $418.26 | $386.88 | -$7.3M |
M MEDP | MEDPACE HLDGS INC | 7.64% | $12.8M | 40,929 | $313.86 | $313.86 | +$12.8M |
G GOOGL | ALPHABET INC | 6.84% | $11.5M | 65,214 | $178.00 | $176.23 | -$2.0M |