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J. Stern & Co. LLP

Q1 2026 13F Holdings

  • Location
    london, X0
  • Num holdings

    49

  • Value ($000)

    $1,031,576

  • Date Filed
    05/15/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$108.02M
11 %

619,354

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$91.1M
9 %

317,586

A
AMZN

AMAZON COM INC

COM
023135106
$72.56M
7 %

348,386

A
APH

AMPHENOL CORP

CL A
032095101
$63.1M
6 %

499,402

H
HON

HONEYWELL INTL INC

COM
438516106
$62.2M
6 %

275,175

---

EATON CORP PLC

SHS
G29183103
$61.36M
6 %

171,546

M
META

META PLATFORMS INC

CL A
30303M102
$61.35M
6 %

107,238

M
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$59.26M
6 %

118,604

R
RTX

RTX CORPORATION

COM
75513E101
$58.27M
6 %

302,098

I
ICE

INTERCONTINENTAL EXCHANGE IN

COM
45866F104
$53.48M
5 %

340,021

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