Stenham Asset Management (UK) Plc - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Stenham Asset Management (UK) Plc held in its portfolio 15 assets valued at $89,765,516 (i.e. $89.77M).

The most valuable assets in the portfolio included: TAIWAN SEMICONDUCTOR MFG LTD ($17.69M), MICROSOFT CORP ($7.11M), and AMAZON COM INC ($6.86M).

The chart below shows the top 10 valuable assets, and the table below shows the top 15 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Stenham Asset Management (UK) Plc Portfolio

TAIWAN SEMICONDUCTOR MFG LTD

MICROSOFT CORP

AMAZON COM INC

UNION PAC CORP

HILTON WORLDWIDE HLDGS INC

DANAHER CORPORATION

VISA INC

MASTERCARD INCORPORATED

FERRARI N V

AMERICAN FINL GROUP INC OHIO

Stenham Asset Management (UK) Plc - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
TAIWAN SEMICONDUCTOR MFG LTD	58200	17686398	SPONSORED ADS
MICROSOFT CORP	14700	7109214	COM
AMAZON COM INC	29700	6855354	COM
UNION PAC CORP	27917	6457853	COM
HILTON WORLDWIDE HLDGS INC	20150	5788088	COM
DANAHER CORPORATION	25150	5757338	COM
VISA INC	14800	5190508	COM CL A
MASTERCARD INCORPORATED	9050	5166464	CL A
FERRARI N V	13350	4933626	COM
AMERICAN FINL GROUP INC OHIO	34700	4742796	COM
FERGUSON ENTERPRISES INC	20200	4497126	COMMON STOCK NEW
CME GROUP INC	15350	4191778	COM
META PLATFORMS INC	5950	3927536	CL A
SYNOPSYS INC	7950	3734274	COM
GE AEROSPACE	12100	3727163	COM NEW