Positano Wealth Management Ltd
24 holdingsFiling period: 2026-03-31Current AUM: $170.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 73.6K | $21.2M | $26.2M | 15.42% | -8,483 | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 121.4K | $21.2M | $24.4M | 14.32% | +20.7K | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 44.6K | $16.5M | $20.7M | 12.19% | +24.6K | 2026-03-31 |
| 4 | V | VISA INC | 48.9K | $14.8M | $17.9M | 10.53% | +9.9K | 2026-03-31 |
| 5 | — | CHUBB LTD SWITZ | 40.9K | $13.3M | $13.3M | 7.83% | -1,546 | 2026-03-31 |
| 6 | MAR | MARRIOTT INTL INC NEW | 31.3K | $10.2M | $11.7M | 6.87% | -7,411 | 2026-03-31 |
| 7 | CRM | SALESFORCE INC | 42.1K | $7.9M | $7.8M | 4.56% | +29.5K | 2026-03-31 |
| 8 | MU | MICRON TECHNOLOGY INC | 22.7K | $7.7M | $18.7M | 11.00% | +8.0K | 2026-03-31 |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 20.2K | $6.8M | $8.2M | 4.80% | +1.5K | 2026-03-31 |
| 10 | QCOM | QUALCOMM INC | 33.9K | $4.4M | $5.0M | 2.94% | -423 | 2026-03-31 |
| 11 | HPE | HEWLETT PACKARD ENTERPRISE C | 180.4K | $4.3M | $8.6M | 5.08% | +22.8K | 2026-03-31 |
| 12 | AVGO | BROADCOM INC | 7.1K | $2.2M | $2.7M | 1.62% | -- | 2026-03-31 |
| 13 | AAPL | APPLE INC | 4.9K | $1.3M | $1.5M | 0.90% | -2,251 | 2026-03-31 |
| 14 | UBER | UBER TECHNOLOGIES INC | 10.6K | $764K | $747K | 0.44% | -- | 2026-03-31 |
| 15 | INTU | INTUIT | 1.7K | $747K | $546K | 0.32% | -- | 2026-03-31 |
| 16 | FISV | FISERV INC | 11.7K | $654K | $632K | 0.37% | -342 | 2026-03-31 |
| 17 | ATHM | AUTOHOME INC | 25.4K | $440K | $588K | 0.35% | -1,751 | 2026-03-31 |
| 18 | META | META PLATFORMS INC | 659 | $377K | $367K | 0.22% | -19 | 2026-03-31 |
| 19 | FUTU | FUTU HLDGS LTD | 2.4K | $327K | $251K | 0.15% | -- | 2026-03-31 |
| 20 | CIEN | CIENA CORP | 246 | $95K | $92K | 0.05% | -14 | 2026-03-31 |
| 21 | MKL | MARKEL GROUP INC | 13 | $24K | $24K | 0.01% | +4 | 2026-03-31 |
| 22 | ADBE | ADOBE INC | 97 | $23K | $24K | 0.01% | -14,401 | 2026-03-31 |
| 23 | SPGI | S&P GLOBAL INC | 41 | $17K | $16K | 0.01% | +30 | 2026-03-31 |
| 24 | AJG | GALLAGHER ARTHUR J & CO | 64 | $13K | $15K | 0.01% | -- | 2026-03-31 |
← Scroll →