SILPHIUM ASSET MANAGEMENT LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 46K | $8.53M |
 | EQT | 36K | $1.96M |
 | AMZN | 25K | $5.84M |
 | AAPL | 24K | $6.48M |
 | WMT | 23K | $2.52M |
 | GOOGL | 22K | $7.02M |
 | CP | 21K | $1.55M |
 | MGA | 17K | $890.11K |
 | MSFT | 16K | $7.67M |
 | HQY | 13K | $1.23M |
 | TJX | 11K | $1.71M |
 | AVGO | 11K | $3.84M |
 | IBKR | 11K | $697.57K |
 | APH | 10K | $1.34M |
 | JCI | 9K | $1.14M |
 | TRMB | 9K | $676.47K |
 | TER | 8K | $1.61M |
 | IQV | 7K | $1.63M |
 | WM | 7K | $1.58M |
 | CME | 6K | $1.62M |
NVIDIA Corporation
NVDA
Shares Held
46K
Value
$8.53M
EQT Corporation
EQT
Shares Held
36K
Value
$1.96M
Amazon.com, Inc.
AMZN
Shares Held
25K
Value
$5.84M
Apple Inc.
AAPL
Shares Held
24K
Value
$6.48M
Walmart Inc.
WMT
Shares Held
23K
Value
$2.52M
Alphabet Inc.
GOOGL
Shares Held
22K
Value
$7.02M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
21K
Value
$1.55M
Magna International Inc.
MGA
Shares Held
17K
Value
$890.11K
Microsoft Corporation
MSFT
Shares Held
16K
Value
$7.67M
HealthEquity, Inc.
HQY
Shares Held
13K
Value
$1.23M
The TJX Companies, Inc.
TJX
Shares Held
11K
Value
$1.71M
Broadcom Inc.
AVGO
Shares Held
11K
Value
$3.84M
Interactive Brokers Group, Inc.
IBKR
Shares Held
11K
Value
$697.57K
Amphenol Corporation
APH
Shares Held
10K
Value
$1.34M
Johnson Controls International plc
JCI
Shares Held
9K
Value
$1.14M
Trimble Inc.
TRMB
Shares Held
9K
Value
$676.47K
Teradyne, Inc.
TER
Shares Held
8K
Value
$1.61M
IQVIA Holdings Inc.
IQV
Shares Held
7K
Value
$1.63M
Waste Management, Inc.
WM
Shares Held
7K
Value
$1.58M
CME Group Inc.
CME
Shares Held
6K
Value
$1.62M