SPENCE ASSET MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IOT | 526K | $19.58M |
 | WAY | 421K | $15.96M |
 | VERX | 337K | $8.36M |
 | UTI | 317K | $10.33M |
 | UBER | 159K | $15.60M |
 | AMZN | 143K | $31.35M |
 | BSX | 141K | $13.80M |
 | GOOG | 124K | $30.13M |
 | V | 116K | $39.76M |
 | ACGL | 98K | $8.93M |
 | GWRE | 79K | $18.12M |
 | TEM | 72K | $5.84M |
 | MA | 69K | $39.34M |
 | MSFT | 60K | $31.06M |
 | ISRG | 55K | $24.77M |
 | GS | 34K | $26.71M |
 | IDXX | 31K | $19.90M |
 | TYL | 27K | $14.20M |
 | NOW | 25K | $22.78M |
 | NFLX | 14K | $16.25M |
Samsara Inc.
IOT
Shares Held
526K
Value
$19.58M
Waystar Holding Corp.
WAY
Shares Held
421K
Value
$15.96M
Vertex, Inc.
VERX
Shares Held
337K
Value
$8.36M
Universal Technical Institute, Inc.
UTI
Shares Held
317K
Value
$10.33M
Uber Technologies, Inc.
UBER
Shares Held
159K
Value
$15.60M
Amazon.com, Inc.
AMZN
Shares Held
143K
Value
$31.35M
Boston Scientific Corporation
BSX
Shares Held
141K
Value
$13.80M
Alphabet Inc.
GOOG
Shares Held
124K
Value
$30.13M
Visa Inc.
V
Shares Held
116K
Value
$39.76M
Arch Capital Group Ltd.
ACGL
Shares Held
98K
Value
$8.93M
Guidewire Software, Inc.
GWRE
Shares Held
79K
Value
$18.12M
Tempus AI, Inc.
TEM
Shares Held
72K
Value
$5.84M
Mastercard Incorporated
MA
Shares Held
69K
Value
$39.34M
Microsoft Corporation
MSFT
Shares Held
60K
Value
$31.06M
Intuitive Surgical, Inc.
ISRG
Shares Held
55K
Value
$24.77M
The Goldman Sachs Group, Inc.
GS
Shares Held
34K
Value
$26.71M
IDEXX Laboratories, Inc.
IDXX
Shares Held
31K
Value
$19.90M
Tyler Technologies, Inc.
TYL
Shares Held
27K
Value
$14.20M
ServiceNow, Inc.
NOW
Shares Held
25K
Value
$22.78M
Netflix, Inc.
NFLX
Shares Held
14K
Value
$16.25M