NUTSHELL ASSET MANAGEMENT LTD
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FTNT | 144K | $11.75M |
 | APH | 122K | $15.44M |
 | NVDA | 109K | $19.07M |
 | ANET | 82K | $10.10M |
 | TW | 70K | $8.19M |
 | ADBE | 53K | $12.82M |
 | QLYS | 41K | $3.57M |
 | MSFT | 39K | $14.39M |
 | ROL | 37K | $1.98M |
 | RMD | 36K | $8.18M |
 | MA | 32K | $15.76M |
 | TSM | 26K | $8.71M |
 | ADP | 16K | $3.33M |
 | AVGO | 15K | $4.64M |
 | ORLY | 12K | $1.10M |
 | GOOGL | 11K | $3.27M |
 | V | 10K | $2.96M |
 | INTU | 9K | $3.97M |
 | DPZ | 8K | $2.87M |
 | MSCI | 8K | $4.27M |
Fortinet, Inc.
FTNT
Shares Held
144K
Value
$11.75M
Amphenol Corporation
APH
Shares Held
122K
Value
$15.44M
NVIDIA Corporation
NVDA
Shares Held
109K
Value
$19.07M
Arista Networks, Inc.
ANET
Shares Held
82K
Value
$10.10M
Tradeweb Markets Inc.
TW
Shares Held
70K
Value
$8.19M
Adobe Inc.
ADBE
Shares Held
53K
Value
$12.82M
Qualys, Inc.
QLYS
Shares Held
41K
Value
$3.57M
Microsoft Corporation
MSFT
Shares Held
39K
Value
$14.39M
Rollins, Inc.
ROL
Shares Held
37K
Value
$1.98M
ResMed Inc.
RMD
Shares Held
36K
Value
$8.18M
Mastercard Incorporated
MA
Shares Held
32K
Value
$15.76M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
26K
Value
$8.71M
Automatic Data Processing, Inc.
ADP
Shares Held
16K
Value
$3.33M
Broadcom Inc.
AVGO
Shares Held
15K
Value
$4.64M
O'Reilly Automotive, Inc.
ORLY
Shares Held
12K
Value
$1.10M
Alphabet Inc.
GOOGL
Shares Held
11K
Value
$3.27M
Visa Inc.
V
Shares Held
10K
Value
$2.96M
Intuit Inc.
INTU
Shares Held
9K
Value
$3.97M
Domino's Pizza, Inc.
DPZ
Shares Held
8K
Value
$2.87M
MSCI Inc.
MSCI
Shares Held
8K
Value
$4.27M