J. Stern & Co. LLP
Q3 2025 13F Holdings
- Locationlondon, X0
- Num holdings
42
- Value ($000)
$1,321,582
- Date Filed11/14/2025
- Form type13F-HR
- CIK0002011335
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA Nvidia | COM | 67066G104 | $169.92 M | 13 % | 910,704 | ||
APH Amphenol | CLASS A | 032095101 | $99.63 M | 8 % | 805,073 | ||
META Meta | CL A | 30303M102 | $95.78 M | 7 % | 130,418 | ||
GOOG Alphabet Class C | CAP STK CL C | 02079K107 | $95.51 M | 7 % | 392,166 | ||
AMZN Amazon | COM | 023135106 | $93.33 M | 7 % | 425,078 | ||
Eaton | SHS | G29183103 | $87.37 M | 7 % | 233,451 | ||
MA Mastercard | CL A | 57636Q104 | $76.99 M | 6 % | 135,354 | ||
RTX RTX | COM | 75513E101 | $63.42 M | 5 % | 379,016 | ||
XYL Xylem | COM | 98419M100 | $53.95 M | 4 % | 365,733 | ||
ICE Intercontinental Exchange | COM | 45866F104 | $52.10 M | 4 % | 309,218 |
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