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Mirabaud Asset Management LTD

CIK:0001680493
Asset Manager
$28M AUM
40 holdings
London, United Kingdom
Founded:1982
104 employees
Latest filing:Jun 30, 2025

Mirabaud Asset Management Ltd is the asset management arm of the Mirabaud Group, headquartered in London, United Kingdom, with a presence in Geneva, Zürich, Paris, Madrid, Luxembourg, and Milan. It is an independent asset manager focused on active investing in equities, fixed income, and private assets. Established as a private limited company in 1982, Mirabaud Asset Management provides investment solutions to institutional and wholesale investors globally. The firm has approximately 95–104 employees.

Investment Strategy

Mirabaud Asset Management pursues an active management approach focused on high-conviction, sustainable investment strategies across equities, fixed income, and private assets, including real estate and agriculture. The firm emphasizes active stock-picking for developed, emerging, and global equity markets, an unconstrained and flexible approach to fixed income, and specialized opportunities in alternative and private assets. Its strategy centers on providing tailored, sustainable solutions through independent, expert research, nimble risk management, and a commitment to long-term value creation for its clients.

Latest 13F Filing Activity

Mirabaud Asset Management LTD filed their most recent 13F report on Jun 30, 2025 disclosing 40 equity positions with a total 13F market value of $215M. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Servicenow Inc. among other positions. Mirabaud Asset Management LTD reduced exposure to Ke HLDGS Inc., Advanced Drain SYS Inc. Del, Unitedhealth Group Inc. among others.

Top Buys
M
MSFTMICROSOFT CORP
+$5.6M
N
NVDANVIDIA CORPORATION
+$4.9M
N
NOWSERVICENOW INC
+$4.6M
P
PANWPALO ALTO NETWORKS INC
+$4.4M
A
AXPAMERICAN EXPRESS CO
+$2.9M
Top Sells
B
BEKEKE HLDGS INC
-$2.9M
W
WMSADVANCED DRAIN SYS INC DEL
-$2.4M
U
UNHUNITEDHEALTH GROUP INC
-$2.2M
A
ACNACCENTURE PLC IRELAND
-$1.4M
C
CLXCLOROX CO DEL
-$1.4M

Top Holdings

M
MSFTMICROSOFT CORP
+10.2%$22.0M
N
NVDANVIDIA CORPORATION
+6.0%$13.0M
J
JPMJPMORGAN CHASE & CO.
+5.9%$12.8M
C
CMECME GROUP INC
+5.7%$12.3M
A
AMZNAMAZON COM INC
+5.7%$12.2M

Equity Positions (40)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MICROSOFT CORP10.24%$22.0M44,337$382.61$497.41+$5.6M
NVIDIA CORPORATION6.04%$13.0M82,247$60.33$157.99+$4.9M
JPMORGAN CHASE & CO.5.94%$12.8M44,453$210.80$289.91+$2.2M
CME GROUP INC5.74%$12.3M44,822$234.17$275.62+$1.9M
AMAZON COM INC5.66%$12.2M54,418$165.06$219.39-$472.8K

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+13.3%
SERVICES-PREPACKAGED SOFTWARE
+10.6%
NATIONAL COMMERCIAL BANKS
+6.8%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+5.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.8%