SPENCE ASSET MANAGEMENT
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NFLX | 319K | $30.66M |
 | UTI | 293K | $10.57M |
 | BSX | 177K | $11.09M |
 | UBER | 152K | $10.91M |
 | AMZN | 132K | $27.55M |
 | NEE | 131K | $12.15M |
 | NOW | 117K | $12.24M |
 | PLD | 106K | $14.01M |
 | NVDA | 100K | $17.48M |
 | ACGL | 90K | $8.61M |
 | GOOG | 89K | $25.49M |
 | V | 79K | $23.79M |
 | MSFT | 65K | $23.96M |
 | PLTR | 53K | $7.70M |
 | ISRG | 53K | $24.26M |
 | MA | 47K | $23.67M |
 | GS | 32K | $26.75M |
 | IDXX | 30K | $16.70M |
 | TPL | 20K | $9.62M |
 | IOT | 16K | $521.00K |
Netflix, Inc.
NFLX
Shares Held
319K
Value
$30.66M
Universal Technical Institute, Inc.
UTI
Shares Held
293K
Value
$10.57M
Boston Scientific Corporation
BSX
Shares Held
177K
Value
$11.09M
Uber Technologies, Inc.
UBER
Shares Held
152K
Value
$10.91M
Amazon.com, Inc.
AMZN
Shares Held
132K
Value
$27.55M
NextEra Energy, Inc.
NEE
Shares Held
131K
Value
$12.15M
ServiceNow, Inc.
NOW
Shares Held
117K
Value
$12.24M
Prologis, Inc.
PLD
Shares Held
106K
Value
$14.01M
NVIDIA Corporation
NVDA
Shares Held
100K
Value
$17.48M
Arch Capital Group Ltd.
ACGL
Shares Held
90K
Value
$8.61M
Alphabet Inc.
GOOG
Shares Held
89K
Value
$25.49M
Visa Inc.
V
Shares Held
79K
Value
$23.79M
Microsoft Corporation
MSFT
Shares Held
65K
Value
$23.96M
Palantir Technologies Inc.
PLTR
Shares Held
53K
Value
$7.70M
Intuitive Surgical, Inc.
ISRG
Shares Held
53K
Value
$24.26M
Mastercard Incorporated
MA
Shares Held
47K
Value
$23.67M
The Goldman Sachs Group, Inc.
GS
Shares Held
32K
Value
$26.75M
IDEXX Laboratories, Inc.
IDXX
Shares Held
30K
Value
$16.70M
Texas Pacific Land Corporation
TPL
Shares Held
20K
Value
$9.62M
Samsara Inc.
IOT
Shares Held
16K
Value
$521.00K