J. Stern & Co. LLP
Q2 2025 13F Holdings
- Locationlondon, X0
- Num holdings
37
- Value ($000)
$1,170,672
- Date Filed08/14/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA Nvidia | COM | 67066G104 | $135.05M | 12 % | 966,556 | ||
META Meta | CL A | 30303M102 | $84.57M | 7 % | 127,476 | ||
AMZN Amazon | COM | 023135106 | $82.45M | 7 % | 399,162 | ||
APH Amphenol | CLASS A | 032095101 | $78.21M | 7 % | 871,809 | ||
Eaton | SHS | G29183103 | $76.89M | 7 % | 231,164 | ||
MA Mastercard | CL A | 57636Q104 | $75.65M | 7 % | 134,351 | ||
GOOG Alphabet Class C | CAP STK CL C | 02079K107 | $69.51M | 6 % | 404,199 | ||
HON Honeywell | COM | 438516106 | $59.66M | 5 % | 264,375 | ||
CRM Salesforce | COM | 79466L302 | $55.63M | 5 % | 203,767 | ||
ICE Intercontinental Exchange | COM | 45866F104 | $51.04M | 4 % | 285,546 |
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