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J. Stern & Co. LLP

Q4 2025 13F Holdings

  • Location
    london, X0
  • Num holdings

    43

  • Value ($000)

    $1,173,367

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0002011335
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

Nvidia

COM
67066G104
$125.76M
11 %

125,760,307

G
GOOG

Alphabet Class C

CAP STK CL C
02079K107
$112.09M
10 %

112,091,870

A
AMZN

Amazon

COM
023135106
$87.98M
8 %

87,982,814

A
APH

Amphenol

CL A
032095101
$76.77M
7 %

76,769,791

M
MA

Mastercard

CL A
57636Q104
$72.6M
6 %

72,597,097

M
META

Meta

CL A
30303M102
$69.65M
6 %

69,650,056

R
RTX

RTX

COM
75513E101
$62.42M
5 %

62,421,841

---

Eaton

SHS
G29183103
$59.03M
5 %

59,031,051

I
ICE

Intercontinental Exchange

COM
45866F104
$54.11M
5 %

54,107,273

H
HON

Honeywell

COM
438516106
$53.21M
5 %

53,209,042

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