Stock Taper

NUTSHELL ASSET MANAGEMENT LTD

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Rollins, Inc.ROL251.88K$10.51M
Zoetis Inc.ZTS251.59K$18.08M
NVIDIA CorporationNVDA114.69K$22.95M
Adobe Inc.ADBE106.41K$21.82M
ExlService Holdings, Inc.EXLS90.85K$2.35M
Fortinet, Inc.FTNT86.64K$13.31M
Netflix, Inc.NFLX61.38K$4.38M
Brown & Brown, Inc.BRO58.74K$3.77M
Amphenol CorporationAPH58.49K$10.31M
Tradeweb Markets Inc.TW49.49K$4.93M
Intuit Inc.INTU45.91K$11.98M
Taiwan Semiconductor Manufacturing Company LimitedTSM41.44K$19.79M
O'Reilly Automotive, Inc.ORLY40.87K$3.76M
Deckers Outdoor CorporationDECK36K$3.57M
Microsoft CorporationMSFT35.88K$13.38M
Accenture plcACN28.75K$3.58M
AppLovin CorporationAPP25.53K$13.15M
IDEXX Laboratories, Inc.IDXX25.13K$13.23M
Verisk Analytics, Inc.VRSK20K$3.59M
Mastercard IncorporatedMA18.95K$9.73M