J. Stern & Co. LLP

Q4 2024 13F Holdings

  • Location
    london, X0
  • Num holdings

    39

  • Value ($000)

    $1,061,718

  • Date Filed
    02/14/2025
  • 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 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

Nvidia

COMMON
$115.32M
11 %

858,753

AMZN
AMZN

Amazon

COMMON
$78.32M
7 %

356,971

GOOG
GOOG

Alphabet Class C

CAP STK CL C
$69.08M
7 %

362,751

---

Eaton

SHS
$67.90M
6 %

204,513

META
META

Meta

CL A
$65.79M
6 %

112,369

MA
MA

Mastercard

CL A
$63.81M
6 %

121,185

CRM
CRM

Salesforce

COMMON
$60.14M
6 %

179,884

HON
HON

Honeywell

COMMON
$54.05M
5 %

239,274

APH
APH

Amphenol

CL A
$53.73M
5 %

773,698

---

Alcon

ORD SHS
$43.33M
4 %

510,692

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