J. Stern & Co. LLP
Q1 2025 13F Holdings
- Locationlondon, X0
- Num holdings
36
- Value ($000)
$1,043,544
- Date Filed05/14/2025
- Form type13F-HR
- CIK0002011335
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA Nvidia | COM | 67066G104 | $101.60M | 10 % | 937,455 | ||
AMZN Amazon | COM | 023135106 | $73.76M | 7 % | 387,699 | ||
MA Mastercard | COM | 57636Q104 | $71.51M | 7 % | 130,460 | ||
META Meta | COM | 30303M102 | $71.16M | 7 % | 123,468 | ||
GOOG Alphabet Class C | COM | 02079K107 | $61.48M | 6 % | 393,476 | ||
Eaton | COM | G29183103 | $60.97M | 6 % | 224,298 | ||
HON Honeywell | COM | 438516106 | $55.65M | 5 % | 262,799 | ||
APH Amphenol | COM | 032095101 | $55.43M | 5 % | 845,119 | ||
CRM Salesforce | COM | 79466L302 | $53.09M | 5 % | 197,840 | ||
RTX RTX | COM | 75513E101 | $48.25M | 5 % | 364,274 |
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