SILPHIUM ASSET MANAGEMENT LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 67K | $12.53M |
 | GOOGL | 50K | $12.18M |
 | CP | 50K | $3.69M |
 | BRO | 48K | $4.53M |
 | AAPL | 36K | $9.24M |
 | AMZN | 35K | $7.60M |
 | TJX | 31K | $4.49M |
 | WMT | 28K | $2.89M |
 | HQY | 24K | $2.31M |
 | MSFT | 24K | $12.20M |
 | TXN | 19K | $3.43M |
 | ETN | 14K | $5.40M |
 | HD | 14K | $5.49M |
 | WM | 13K | $2.85M |
 | BIDU | 13K | $1.65M |
 | CRM | 12K | $2.85M |
 | AVGO | 11K | $3.72M |
 | META | 11K | $8.07M |
 | CME | 11K | $2.85M |
 | MA | 9K | $4.89M |
NVIDIA Corporation
NVDA
Shares Held
67K
Value
$12.53M
Alphabet Inc.
GOOGL
Shares Held
50K
Value
$12.18M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
50K
Value
$3.69M
Brown & Brown, Inc.
BRO
Shares Held
48K
Value
$4.53M
Apple Inc.
AAPL
Shares Held
36K
Value
$9.24M
Amazon.com, Inc.
AMZN
Shares Held
35K
Value
$7.60M
The TJX Companies, Inc.
TJX
Shares Held
31K
Value
$4.49M
Walmart Inc.
WMT
Shares Held
28K
Value
$2.89M
HealthEquity, Inc.
HQY
Shares Held
24K
Value
$2.31M
Microsoft Corporation
MSFT
Shares Held
24K
Value
$12.20M
Texas Instruments Incorporated
TXN
Shares Held
19K
Value
$3.43M
Eaton Corporation plc
ETN
Shares Held
14K
Value
$5.40M
The Home Depot, Inc.
HD
Shares Held
14K
Value
$5.49M
Waste Management, Inc.
WM
Shares Held
13K
Value
$2.85M
Baidu, Inc.
BIDU
Shares Held
13K
Value
$1.65M
Salesforce, Inc.
CRM
Shares Held
12K
Value
$2.85M
Broadcom Inc.
AVGO
Shares Held
11K
Value
$3.72M
Meta Platforms, Inc.
META
Shares Held
11K
Value
$8.07M
CME Group Inc.
CME
Shares Held
11K
Value
$2.85M
Mastercard Incorporated
MA
Shares Held
9K
Value
$4.89M