J. Stern & Co. LLP

Q3 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    42

  • Value ($000)

    $1,321,582

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0002011335
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

Nvidia

COM
67066G104
$169.92M
13 %

910,704

A
APH

Amphenol

CLASS A
032095101
$99.63M
8 %

805,073

M
META

Meta

CL A
30303M102
$95.78M
7 %

130,418

G
GOOG

Alphabet Class C

CAP STK CL C
02079K107
$95.51M
7 %

392,166

A
AMZN

Amazon

COM
023135106
$93.33M
7 %

425,078

---

Eaton

SHS
G29183103
$87.37M
7 %

233,451

M
MA

Mastercard

CL A
57636Q104
$76.99M
6 %

135,354

R
RTX

RTX

COM
75513E101
$63.42M
5 %

379,016

X
XYL

Xylem

COM
98419M100
$53.95M
4 %

365,733

I
ICE

Intercontinental Exchange

COM
45866F104
$52.10M
4 %

309,218

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