NUTSHELL ASSET MANAGEMENT LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FTNT | 238K | $20.00M |
 | CPRT | 90K | $4.06M |
 | TW | 90K | $9.98M |
 | NVDA | 81K | $15.17M |
 | GOOGL | 49K | $12.01M |
 | ADBE | 40K | $14.03M |
 | ADP | 39K | $11.39M |
 | CALM | 36K | $3.42M |
 | MA | 32K | $18.17M |
 | DECK | 21K | $2.08M |
 | ORLY | 20K | $2.18M |
 | JKHY | 20K | $2.95M |
 | MSFT | 20K | $10.24M |
 | MEDP | 19K | $9.62M |
 | TSM | 19K | $5.19M |
 | V | 17K | $5.92M |
 | MSCI | 16K | $8.82M |
 | ACN | 14K | $3.51M |
 | CHKP | 9K | $1.86M |
 | META | 7K | $5.10M |
Fortinet, Inc.
FTNT
Shares Held
238K
Value
$20.00M
Copart, Inc.
CPRT
Shares Held
90K
Value
$4.06M
Tradeweb Markets Inc.
TW
Shares Held
90K
Value
$9.98M
NVIDIA Corporation
NVDA
Shares Held
81K
Value
$15.17M
Alphabet Inc.
GOOGL
Shares Held
49K
Value
$12.01M
Adobe Inc.
ADBE
Shares Held
40K
Value
$14.03M
Automatic Data Processing, Inc.
ADP
Shares Held
39K
Value
$11.39M
Cal-Maine Foods, Inc.
CALM
Shares Held
36K
Value
$3.42M
Mastercard Incorporated
MA
Shares Held
32K
Value
$18.17M
Deckers Outdoor Corporation
DECK
Shares Held
21K
Value
$2.08M
O'Reilly Automotive, Inc.
ORLY
Shares Held
20K
Value
$2.18M
Jack Henry & Associates, Inc.
JKHY
Shares Held
20K
Value
$2.95M
Microsoft Corporation
MSFT
Shares Held
20K
Value
$10.24M
Medpace Holdings, Inc.
MEDP
Shares Held
19K
Value
$9.62M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
19K
Value
$5.19M
Visa Inc.
V
Shares Held
17K
Value
$5.92M
MSCI Inc.
MSCI
Shares Held
16K
Value
$8.82M
Accenture plc
ACN
Shares Held
14K
Value
$3.51M
Check Point Software Technologies Ltd.
CHKP
Shares Held
9K
Value
$1.86M
Meta Platforms, Inc.
META
Shares Held
7K
Value
$5.10M