
STENAHM ASSET MANAGMENT LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | NVDA | 62K | $11.51M |
![]() | AER | 45K | $6.45M |
![]() | AMZN | 40K | $9.25M |
![]() | HON | 37K | $7.30M |
![]() | UNP | 34K | $7.79M |
![]() | PCG | 31K | $496.56K |
![]() | TLN | 22K | $8.06M |
![]() | TSM | 10K | $3.00M |
![]() | CRH | 8K | $1.05M |
![]() | TKO | 5K | $1.11M |
![]() | DHR | 2K | $428.08K |
![]() | BRK-B | 2K | $938.45K |
![]() | GE | 2K | $486.69K |
![]() | HLT | 2K | $448.11K |
![]() | CME | 1K | $393.24K |
![]() | MSFT | 1K | $686.74K |
![]() | MA | 1K | $633.68K |
![]() | RACE | 940 | $347.39K |

NVIDIA Corporation
NVDA
Shares Held
62K
Value
$11.51M

AerCap Holdings N.V.
AER
Shares Held
45K
Value
$6.45M

Amazon.com, Inc.
AMZN
Shares Held
40K
Value
$9.25M

Honeywell International Inc.
HON
Shares Held
37K
Value
$7.30M

Union Pacific Corporation
UNP
Shares Held
34K
Value
$7.79M

Pacific Gas & Electric Co.
PCG
Shares Held
31K
Value
$496.56K

Talen Energy Corporation
TLN
Shares Held
22K
Value
$8.06M

Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
10K
Value
$3.00M

CRH plc
CRH
Shares Held
8K
Value
$1.05M

TKO Group Holdings, Inc.
TKO
Shares Held
5K
Value
$1.11M

Danaher Corporation
DHR
Shares Held
2K
Value
$428.08K

Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$938.45K

GE Aerospace
GE
Shares Held
2K
Value
$486.69K

Hilton Worldwide Holdings Inc.
HLT
Shares Held
2K
Value
$448.11K

CME Group Inc.
CME
Shares Held
1K
Value
$393.24K

Microsoft Corporation
MSFT
Shares Held
1K
Value
$686.74K

Mastercard Incorporated
MA
Shares Held
1K
Value
$633.68K

Ferrari N.V.
RACE
Shares Held
940
Value
$347.39K
