SPENCE ASSET MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IOT | 511K | $18.11M |
 | UTI | 308K | $8.04M |
 | UBER | 159K | $12.96M |
 | AMZN | 139K | $32.10M |
 | NFLX | 137K | $12.88M |
 | BSX | 135K | $12.84M |
 | NOW | 122K | $18.62M |
 | GOOG | 119K | $37.30M |
 | V | 113K | $39.51M |
 | PLD | 112K | $14.28M |
 | NVDA | 105K | $19.50M |
 | ACGL | 94K | $9.03M |
 | GWRE | 78K | $15.64M |
 | TEM | 73K | $4.28M |
 | MA | 68K | $38.89M |
 | MSFT | 59K | $28.49M |
 | ISRG | 55K | $30.95M |
 | PLTR | 53K | $9.49M |
 | TYL | 40K | $18.20M |
 | HOOD | 37K | $4.14M |
Samsara Inc.
IOT
Shares Held
511K
Value
$18.11M
Universal Technical Institute, Inc.
UTI
Shares Held
308K
Value
$8.04M
Uber Technologies, Inc.
UBER
Shares Held
159K
Value
$12.96M
Amazon.com, Inc.
AMZN
Shares Held
139K
Value
$32.10M
Netflix, Inc.
NFLX
Shares Held
137K
Value
$12.88M
Boston Scientific Corporation
BSX
Shares Held
135K
Value
$12.84M
ServiceNow, Inc.
NOW
Shares Held
122K
Value
$18.62M
Alphabet Inc.
GOOG
Shares Held
119K
Value
$37.30M
Visa Inc.
V
Shares Held
113K
Value
$39.51M
Prologis, Inc.
PLD
Shares Held
112K
Value
$14.28M
NVIDIA Corporation
NVDA
Shares Held
105K
Value
$19.50M
Arch Capital Group Ltd.
ACGL
Shares Held
94K
Value
$9.03M
Guidewire Software, Inc.
GWRE
Shares Held
78K
Value
$15.64M
Tempus AI, Inc.
TEM
Shares Held
73K
Value
$4.28M
Mastercard Incorporated
MA
Shares Held
68K
Value
$38.89M
Microsoft Corporation
MSFT
Shares Held
59K
Value
$28.49M
Intuitive Surgical, Inc.
ISRG
Shares Held
55K
Value
$30.95M
Palantir Technologies Inc.
PLTR
Shares Held
53K
Value
$9.49M
Tyler Technologies, Inc.
TYL
Shares Held
40K
Value
$18.20M
Robinhood Markets, Inc.
HOOD
Shares Held
37K
Value
$4.14M