Fideuram Asset Management (Ireland) dac

13F filer · CIK 0002109923

Reported Jul 23, 2026

Net buyer this quarter

13F portfolio value$5.26BU.S. long equity reported on 13F

Positions738306 new · 15 closed

Net flow last quarter+$4.42BBuys minus sells

Top 10 positions weight15.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 2026738 positions
MSFTMicrosoft Corp	$137M	2.61%	0.00%	+1778.8%	Q4 2025
GOOGLAlphabet Inc.	$109M	2.07%	0.00%	+1310.4%	Q4 2025
NVDANvidia Corp	$96.7M	1.84%	0.00%	+249.9%	Q4 2025
AMATApplied Materials Inc	$92.8M	1.76%	0.02%	+609.5%	Q4 2025
GOOGAlphabet Inc.	$89M	1.69%	Not reported	+4367.3%	Q4 2025
AUAngloGold Ashanti PLC	$85.9M	1.63%	0.03%	+3729.3%	Q1 2026
AAPLApple Inc.	$57.7M	1.10%	0.00%	+575.1%	Q4 2025
AMZNAmazon Com Inc	$56.7M	1.08%	0.00%	+1594.4%	Q4 2025
TJXTJX Companies Inc	$51.6M	0.98%	0.03%	+10340.5%	Q4 2025
LRCXLam Research Corp	$51.3M	0.97%	0.01%	+1721.8%	Q4 2025
UNHUnitedhealth Group Inc	$50M	0.95%	0.01%	+21585.0%	Q4 2025
CSCOCisco Systems, Inc.	$49.9M	0.95%	0.01%	+731.5%	Q4 2025
XOMExxonMobil Holdings Corp	$45.4M	0.86%	0.01%	+873.3%	Q4 2025
STXSeagate Technology Holdings plc	$45.3M	0.86%	0.03%	+5146.5%	Q4 2025
CATCaterpillar Inc	$41.1M	0.78%	0.01%	+409.1%	Q4 2025
AVGOBroadcom Inc.	$40.1M	0.76%	0.00%	+258.5%	Q4 2025
AMDAdvanced Micro Devices Inc	$34.4M	0.65%	0.01%	+1418.0%	Q4 2025
CMICummins Inc	$32.4M	0.62%	0.04%	+3593.6%	Q4 2025
MRVLMarvell Technology, Inc.	$32.3M	0.61%	0.02%	+8814.6%	Q4 2025
JNJJohnson & Johnson	$32.2M	0.61%	0.01%	+671.3%	Q4 2025
BEBloom Energy Corp	$32.2M	0.61%	0.04%	+964.0%	Q4 2025
LLYELI LILLY & Co	$31.7M	0.60%	0.00%	+1493.3%	Q4 2025
WDCWestern Digital Corp	$31.3M	0.59%	0.02%	+5656.2%	Q4 2025
ANETArista Networks, Inc.	$29.9M	0.57%	0.02%	+1695.8%	Q4 2025
MPWRMonolithic Power Systems, Inc.	$29.4M	0.56%	0.04%	+599.6%	Q4 2025
VRTVertiv Holdings Co	$29.2M	0.55%	0.02%	+1167.7%	Q4 2025
ARMArm Holdings PLC	$29.1M	0.55%	0.01%	Not reported	Q4 2025
TERTeradyne, Inc	$27.5M	0.52%	0.04%	+763.6%	Q4 2025
TXNTexas Instruments Inc	$27M	0.51%	0.01%	+737.8%	Q4 2025
GILDGilead Sciences, Inc.	$26.5M	0.50%	0.02%	+3630.3%	Q4 2025
ABBVAbbVie Inc.	$25.9M	0.49%	0.01%	+772.3%	Q4 2025
ADSKAutodesk, Inc.	$25.5M	0.48%	0.05%	+2866.1%	Q4 2025
PWRQuanta Services, Inc.	$25.1M	0.48%	0.02%	+105.4%	Q4 2025
PGPROCTER & GAMBLE Co	$24.1M	0.46%	0.01%	+137.6%	Q4 2025
CVXChevron Corp	$24.1M	0.46%	0.01%	+968.6%	Q4 2025
MUMicron Technology Inc	$23.8M	0.45%	0.00%	+584.5%	Q4 2025
CRWDCrowdStrike Holdings, Inc.	$22.9M	0.43%	0.01%	+5200.8%	Q4 2025
ACNAccenture plc	$22.6M	0.43%	0.02%	+3311.3%	Q4 2025
PEverpure, Inc.	$22.6M	0.43%	0.08%	Not reported	Q4 2025
CRUSCirrus Logic, Inc.	$22.3M	0.42%	0.26%	New	Q2 2026
MSMorgan Stanley	$21.4M	0.41%	0.01%	+2851.1%	Q4 2025
NEENextera Energy Inc	$21.4M	0.41%	0.01%	+570.4%	Q4 2025
HWMHowmet Aerospace Inc.	$21.4M	0.41%	0.02%	+3675.2%	Q4 2025
INCYIncyte Corp	$20.9M	0.40%	0.11%	Not reported	Q4 2025
GMGeneral Motors Co	$20.8M	0.40%	0.03%	+22961.9%	Q4 2025
NEMNEWMONT Corp	$20.7M	0.39%	0.02%	+653.3%	Q4 2025
ETNEaton Corp plc	$20.6M	0.39%	0.01%	+2988.6%	Q4 2025
PHParker-Hannifin Corp	$20.3M	0.39%	0.02%	+6903.1%	Q4 2025
CCitigroup Inc	$20.1M	0.38%	0.01%	+106.3%	Q4 2025
SYKStryker Corp	$19.9M	0.38%	0.02%	+7286.5%	Q4 2025

Q1 2026Reported May 11, 2026445 positions
NVDANvidia Corp	$24.4M	3.11%	0.00%	-57.3%	Q4 2025
METAMeta Platforms, Inc.	$18.5M	2.35%	Not reported	-4.6%	Q4 2025
CWCurtiss Wright Corp	$17.4M	2.21%	0.07%	New	Q1 2026
URIUnited Rentals, Inc.	$14.9M	1.89%	0.03%	+416.7%	Q4 2025
PGPROCTER & GAMBLE Co	$10.7M	1.36%	0.00%	+60.4%	Q4 2025
WELLWelltower Inc.	$10.1M	1.29%	0.01%	+683.4%	Q4 2025
RYRoyal Bank of Canada	$10.1M	1.28%	0.00%	New	Q1 2026
WMTWalmart Inc.	$10.1M	1.28%	0.00%	+26.8%	Q4 2025
ELEstee Lauder Companies Inc	$9.39M	1.19%	Not reported	+2018400.0%	Q4 2025
AVGOBroadcom Inc.	$9.2M	1.17%	0.00%	-67.8%	Q4 2025
AMATApplied Materials Inc	$8.94M	1.14%	0.00%	-62.3%	Q4 2025
HONHoneywell International Inc	$8.69M	1.10%	0.01%	-16.8%	Q4 2025
MTBM&T Bank Corp	$8.39M	1.07%	0.03%	+4390.6%	Q4 2025
CCitigroup Inc	$8.39M	1.07%	0.00%	-2.2%	Q4 2025
AAPLApple Inc.	$8.04M	1.02%	0.00%	-88.4%	Q4 2025
PWRQuanta Services, Inc.	$7.91M	1.01%	0.01%	+799.3%	Q4 2025
KEYSKeysight Technologies, Inc.	$7.79M	0.99%	0.02%	+58197.9%	Q4 2025
KOCoca Cola Co	$7.34M	0.93%	0.00%	+20.3%	Q4 2025
DEDeere & Co	$7.27M	0.92%	0.00%	+338.7%	Q4 2025
USBUS Bancorp \de\	$7.24M	0.92%	0.01%	+448.2%	Q4 2025
GOOGLAlphabet Inc.	$7.18M	0.91%	0.00%	-84.6%	Q4 2025
MSFTMicrosoft Corp	$7.09M	0.90%	0.00%	-83.4%	Q4 2025
PANWPalo Alto Networks Inc	$6.94M	0.88%	0.00%	+21.2%	Q4 2025
CMECme Group Inc.	$6.74M	0.86%	0.01%	+204.3%	Q4 2025
CEGConstellation Energy Corp	$6.72M	0.85%	0.01%	+276.6%	Q4 2025
STLDSteel Dynamics Inc	$6.72M	0.85%	0.03%	+210.9%	Q4 2025
LINLinde PLC	$6.64M	0.84%	0.00%	+81.6%	Q4 2025
UBERUber Technologies, Inc	$6.62M	0.84%	0.00%	+11.6%	Q4 2025
RSGRepublic Services, Inc.	$6.39M	0.81%	0.01%	+63183.3%	Q4 2025
VMCVulcan Materials CO	$6.24M	0.79%	0.02%	+1350.4%	Q4 2025
ORealty Income Corp	$6.14M	0.78%	0.01%	+902.5%	Q4 2025
IDXXIdexx Laboratories Inc	$5.92M	0.75%	0.01%	+824.5%	Q4 2025
SPGIS&P Global Inc.	$5.85M	0.74%	0.00%	+248.9%	Q4 2025
CATCaterpillar Inc	$5.84M	0.74%	0.00%	-11.6%	Q4 2025
DUKDuke Energy CORP	$5.82M	0.74%	0.01%	+350.6%	Q4 2025
GSGoldman Sachs Group Inc	$5.39M	0.69%	0.00%	-7.1%	Q4 2025
AEPAmerican Electric Power Co Inc	$5.39M	0.69%	0.01%	+746.8%	Q4 2025
AUAngloGold Ashanti PLC	$5.38M	0.68%	0.00%	New	Q1 2026
MMM3m Co	$5.38M	0.68%	0.01%	+301.6%	Q4 2025
ADBEAdobe Inc.	$5.34M	0.68%	0.00%	+74.0%	Q4 2025
ODFLOld Dominion Freight Line, Inc.	$5.33M	0.68%	0.01%	+111.7%	Q4 2025
PMPhilip Morris International Inc.	$5.28M	0.67%	0.00%	+13.7%	Q4 2025
NTRNutrien Ltd.	$5.04M	0.64%	0.01%	New	Q1 2026
BACBank of America Corp	$4.95M	0.63%	0.00%	-33.9%	Q4 2025
UNPUnion Pacific Corp	$4.89M	0.62%	0.00%	+30.0%	Q4 2025
HUBBHubbell Inc	$4.85M	0.62%	0.02%	+66707.1%	Q4 2025
MSIMotorola Solutions, Inc.	$4.81M	0.61%	0.01%	+5.2%	Q4 2025
XOMExxonMobil Holdings Corp	$4.79M	0.61%	0.00%	-57.3%	Q4 2025
NOWServiceNow, Inc.	$4.78M	0.61%	0.00%	+677.8%	Q4 2025
CRHCRH Public Ltd Co	$4.76M	0.61%	0.01%	+413.7%	Q4 2025

Q4 2025Reported Feb 10, 2026667 positions
AAPLApple Inc.	$63.6M	5.05%	0.00%	New	Q4 2025
MSFTMicrosoft Corp	$42.4M	3.37%	0.00%	New	Q4 2025
NVDANvidia Corp	$39.2M	3.11%	0.00%	New	Q4 2025
GOOGLAlphabet Inc.	$26.9M	2.13%	0.00%	New	Q4 2025
AMZNAmazon Com Inc	$26.3M	2.09%	0.00%	New	Q4 2025
CRMSalesforce, Inc.	$24.5M	1.94%	0.01%	New	Q4 2025
TERTeradyne, Inc	$22.9M	1.82%	0.09%	New	Q4 2025
PLTRPalantir Technologies Inc.	$20.1M	1.60%	0.01%	New	Q4 2025
METAMeta Platforms, Inc.	$19.9M	1.58%	Not reported	New	Q4 2025
PHMPultegroup Inc	$19.4M	1.54%	0.08%	New	Q4 2025
AVGOBroadcom Inc.	$18.7M	1.48%	0.00%	New	Q4 2025
DHIHorton D R Inc	$17.2M	1.36%	0.04%	New	Q4 2025
ADSKAutodesk, Inc.	$16.2M	1.29%	0.03%	New	Q4 2025
MRKMerck & Co., Inc.	$15.8M	1.25%	0.01%	New	Q4 2025
SNOWSnowflake Inc.	$15.8M	1.25%	0.02%	New	Q4 2025
TSLATesla, Inc.	$15.2M	1.21%	0.00%	New	Q4 2025
AMATApplied Materials Inc	$15.1M	1.20%	0.01%	New	Q4 2025
DHRDanaher Corp	$14.2M	1.13%	0.01%	New	Q4 2025
LLYELI LILLY & Co	$14.2M	1.13%	0.00%	New	Q4 2025
ABBVAbbVie Inc.	$13.1M	1.04%	0.00%	New	Q4 2025
LENLennar Corp	$12.9M	1.02%	Not reported	New	Q4 2025
JNJJohnson & Johnson	$12.4M	0.99%	0.00%	New	Q4 2025
VVisa Inc.	$12.1M	0.96%	0.00%	New	Q4 2025
GILDGilead Sciences, Inc.	$12M	0.96%	0.01%	New	Q4 2025
HDHome Depot, Inc.	$11.5M	0.92%	0.00%	New	Q4 2025
JPMJPMorgan Chase & Co	$10.8M	0.86%	0.00%	New	Q4 2025
PDDPDD Holdings Inc.	$10.5M	0.83%	0.00%	New	Q4 2025
CFLTConfluent, Inc.	$9.1M	0.72%	0.35%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$9.05M	0.72%	Not reported	New	Q4 2025
REGNRegeneron Pharmaceuticals, Inc.	$8.86M	0.70%	0.01%	New	Q4 2025
PEPPepsico Inc	$8.37M	0.66%	0.00%	New	Q4 2025
HONHoneywell International Inc	$8.35M	0.66%	0.01%	New	Q4 2025
XOMExxonMobil Holdings Corp	$8.1M	0.64%	0.00%	New	Q4 2025
CTASCintas Corp	$7.94M	0.63%	0.01%	New	Q4 2025
NFLXNetflix Inc	$7.68M	0.61%	0.00%	New	Q4 2025
MAMastercard Inc	$7.6M	0.60%	0.00%	New	Q4 2025
CRWDCrowdStrike Holdings, Inc.	$7.43M	0.59%	0.01%	New	Q4 2025
PGPROCTER & GAMBLE Co	$7.36M	0.58%	0.00%	New	Q4 2025
TECHBIO-TECHNE Corp	$7.17M	0.57%	0.07%	New	Q4 2025
BIDUBaidu, Inc.	$7.05M	0.56%	Not reported	New	Q4 2025
BACBank of America Corp	$7M	0.56%	0.00%	New	Q4 2025
ORCLOracle Corp	$6.98M	0.55%	0.00%	New	Q4 2025
IBMInternational Business Machines Corp	$6.98M	0.55%	0.00%	New	Q4 2025
ANETArista Networks, Inc.	$6.83M	0.54%	0.00%	New	Q4 2025
TMOThermo Fisher Scientific Inc.	$6.66M	0.53%	0.00%	New	Q4 2025
FTNTFortinet, Inc.	$6.57M	0.52%	0.01%	New	Q4 2025
WMTWalmart Inc.	$6.49M	0.52%	0.00%	New	Q4 2025
HSAIHesai Group	$6.28M	0.50%	0.23%	New	Q4 2025
XYZBlock, Inc.	$6.18M	0.49%	Not reported	New	Q4 2025
COSTCostco Wholesale Corp	$6.1M	0.48%	0.00%	New	Q4 2025

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