DUTCH ASSET Corp
Net buyer this quarter
$201M
91
+$12.1M
48.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMD | $22.2M | 11.06% | 0.00% | -22.2% | Q4 2025 |
 GOOG | $16M | 7.95% | Not reported | +3.2% | Q4 2025 |
 TSM | $11.2M | 5.57% | 0.00% | +2.3% | Q4 2025 |
 MSFT | $9.5M | 4.73% | 0.00% | +59.9% | Q4 2025 |
 TSLA | $8.84M | 4.40% | 0.00% | +6.7% | Q4 2025 |
 IBKR | $6.94M | 3.45% | 0.03% | +22.5% | Q4 2025 |
 NVDA | $6.78M | 3.37% | 0.00% | +3.1% | Q4 2025 |
 AMZN | $5.92M | 2.94% | 0.00% | +12.0% | Q4 2025 |
 MOD | $5.3M | 2.64% | 0.04% | +6.1% | Q4 2025 |
| GOOGL | $4.84M | 2.41% | 0.00% | +5.3% | Q4 2025 |
 QQQ | $4.29M | 2.13% | Not reported | +0.1% | Q4 2025 |
 BRK.B | $3.96M | 1.97% | Not reported | +65.5% | Q4 2025 |
 V | $3.94M | 1.96% | 0.00% | +13.9% | Q4 2025 |
 META | $3.67M | 1.82% | Not reported | +8.7% | Q4 2025 |
 MELI | $3.53M | 1.76% | 0.00% | +73.0% | Q4 2025 |
 ONTO | $2.8M | 1.39% | 0.02% | -14.1% | Q4 2025 |
 INTU | $2.62M | 1.30% | 0.00% | +136.4% | Q1 2026 |
 AAPL | $2.44M | 1.21% | 0.00% | +3.7% | Q4 2025 |
 AVGO | $2.35M | 1.17% | 0.00% | +10.6% | Q4 2025 |
 ORCL | $2.23M | 1.11% | 0.00% | +34.6% | Q4 2025 |
 GLW | $2.16M | 1.08% | 0.00% | +3.5% | Q4 2025 |
 AMAT | $2.08M | 1.03% | 0.00% | +4.3% | Q4 2025 |
 JPM | $1.99M | 0.99% | 0.00% | +5.1% | Q4 2025 |
 LRCX | $1.89M | 0.94% | 0.00% | +4.5% | Q4 2025 |
 GEV | $1.71M | 0.85% | 0.00% | +9.0% | Q4 2025 |
 NOW | $1.61M | 0.80% | 0.00% | New | Q2 2026 |
 ETN | $1.39M | 0.69% | 0.00% | +3.9% | Q4 2025 |
 IBM | $1.39M | 0.69% | 0.00% | Not reported | Q4 2025 |
 FLS | $1.36M | 0.68% | 0.01% | +6.1% | Q4 2025 |
 EMR | $1.25M | 0.62% | 0.00% | +6.0% | Q1 2026 |
 CRH | $1.21M | 0.60% | 0.00% | -1.1% | Q4 2025 |
 FTI | $1.2M | 0.60% | 0.00% | +3.6% | Q4 2025 |
 GE | $1.19M | 0.59% | 0.00% | +2.1% | Q4 2025 |
 CAT | $1.14M | 0.57% | 0.00% | +15.8% | Q4 2025 |
 TMO | $1.09M | 0.54% | 0.00% | +6.5% | Q4 2025 |
 KLAC | $973K | 0.48% | 0.00% | +10.9% | Q4 2025 |
 ADBE | $938K | 0.47% | 0.00% | +52.0% | Q1 2026 |
 PWR | $842K | 0.42% | 0.00% | -52.9% | Q4 2025 |
 STRL | $817K | 0.41% | 0.00% | -43.0% | Q4 2025 |
 AMGN | $805K | 0.40% | 0.00% | +5.3% | Q1 2026 |
 MA | $770K | 0.38% | 0.00% | +26.2% | Q4 2025 |
 SCHW | $715K | 0.36% | 0.00% | Not reported | Q4 2025 |
 ANET | $591K | 0.29% | 0.00% | +11.9% | Q4 2025 |
 CBRS | $505K | 0.25% | Not reported | New | Q2 2026 |
 XONE | $494K | 0.25% | 0.04% | Not reported | Q4 2025 |
 XOM | $463K | 0.23% | 0.00% | +18.4% | Q1 2026 |
 LOW | $426K | 0.21% | 0.00% | +3.9% | Q1 2026 |
 QCOM | $419K | 0.21% | 0.00% | -80.6% | Q4 2025 |
 GRAL | $419K | 0.21% | 0.01% | -14.0% | Q4 2025 |
 NFLX | $389K | 0.19% | 0.00% | +29.0% | Q4 2025 |
| Q1 2026 | |||||
| GOOG | $12.6M | 8.45% | Not reported | +10.6% | Q4 2025 |
| AMD | $10M | 6.73% | 0.00% | +13.2% | Q4 2025 |
| TSM | $7.75M | 5.21% | 0.00% | +11.5% | Q4 2025 |
| TSLA | $7.32M | 4.92% | 0.00% | +23.4% | Q4 2025 |
| MSFT | $5.9M | 3.96% | 0.00% | +70.9% | Q4 2025 |
| NVDA | $5.73M | 3.85% | 0.00% | +16.0% | Q4 2025 |
| AMZN | $4.62M | 3.10% | 0.00% | +21.0% | Q4 2025 |
| IBKR | $4.37M | 2.93% | 0.03% | +22.3% | Q4 2025 |
| MOD | $4.05M | 2.72% | 0.04% | +122.2% | Q4 2025 |
| GOOGL | $3.7M | 2.48% | 0.00% | +23.9% | Q4 2025 |
| META | $3.43M | 2.30% | Not reported | +67.9% | Q4 2025 |
| QQQ | $3.36M | 2.26% | Not reported | +1.2% | Q4 2025 |
| V | $3.05M | 2.05% | 0.00% | +28.1% | Q4 2025 |
| BRK.B | $2.29M | 1.54% | Not reported | +56.8% | Q4 2025 |
| MELI | $2.08M | 1.40% | 0.00% | +194.4% | Q4 2025 |
| AAPL | $2.06M | 1.39% | 0.00% | +12.1% | Q4 2025 |
| INTU | $1.83M | 1.23% | 0.00% | New | Q1 2026 |
| ONTO | $1.76M | 1.18% | 0.02% | +17.3% | Q4 2025 |
| AVGO | $1.74M | 1.17% | 0.00% | +18.1% | Q4 2025 |
| JPM | $1.7M | 1.14% | 0.00% | +13.6% | Q4 2025 |
| ORCL | $1.66M | 1.12% | 0.00% | +45.3% | Q4 2025 |
| QCOM | $1.51M | 1.01% | 0.00% | +28.2% | Q4 2025 |
| PWR | $1.36M | 0.92% | 0.00% | +27.0% | Q4 2025 |
| FLS | $1.27M | 0.86% | 0.01% | +99.3% | Q4 2025 |
| FTI | $1.21M | 0.81% | 0.00% | +18.3% | Q4 2025 |
| CRH | $1.2M | 0.81% | 0.00% | +23.2% | Q4 2025 |
| IBM | $1.2M | 0.81% | 0.00% | +32.6% | Q4 2025 |
| GEV | $1.16M | 0.78% | 0.00% | +28.1% | Q4 2025 |
| ETN | $1.13M | 0.76% | 0.00% | +19.7% | Q4 2025 |
| GLW | $1.11M | 0.75% | 0.00% | -8.4% | Q4 2025 |
| EMR | $1.08M | 0.73% | 0.00% | New | Q1 2026 |
| TMO | $1M | 0.67% | 0.00% | +33.2% | Q4 2025 |
| AMAT | $942K | 0.63% | 0.00% | -25.2% | Q4 2025 |
| LRCX | $894K | 0.60% | 0.00% | +19.8% | Q4 2025 |
| GE | $886K | 0.60% | 0.00% | +26.3% | Q4 2025 |
| AMGN | $743K | 0.50% | 0.00% | New | Q1 2026 |
| ADBE | $731K | 0.49% | 0.00% | New | Q1 2026 |
| SCHW | $728K | 0.49% | 0.00% | +24.0% | Q4 2025 |
| STRL | $696K | 0.47% | 0.01% | -10.0% | Q4 2025 |
| CAT | $654K | 0.44% | 0.00% | +50.3% | Q4 2025 |
| MA | $594K | 0.40% | 0.00% | +25.6% | Q4 2025 |
| XONE | $495K | 0.33% | 0.04% | Not reported | Q4 2025 |
| XOM | $485K | 0.33% | 0.00% | New | Q1 2026 |
 GWRE | $485K | 0.33% | 0.00% | +14.3% | Q4 2025 |
 PFE | $454K | 0.30% | 0.00% | +70.1% | Q4 2025 |
| LOW | $439K | 0.29% | 0.00% | New | Q1 2026 |
 TW | $432K | 0.29% | 3669.00% | -70.4% | Q4 2025 |
| KLAC | $429K | 0.29% | 0.00% | +23.3% | Q4 2025 |
| NFLX | $406K | 0.27% | 0.00% | +31.1% | Q4 2025 |
 BSVN | $384K | 0.26% | 0.05% | -29.6% | Q4 2025 |
| Q4 2025 | |||||
| GOOG | $12.4M | 9.58% | Not reported | New | Q4 2025 |
| AMD | $9.31M | 7.17% | 0.00% | New | Q4 2025 |
| TSLA | $7.18M | 5.53% | 0.00% | New | Q4 2025 |
| TSM | $6.25M | 4.81% | 0.00% | New | Q4 2025 |
| NVDA | $5.28M | 4.07% | 0.00% | New | Q4 2025 |
| MSFT | $4.51M | 3.47% | 0.00% | New | Q4 2025 |
| AMZN | $4.23M | 3.26% | 0.00% | New | Q4 2025 |
| QQQ | $3.53M | 2.72% | Not reported | New | Q4 2025 |
| IBKR | $3.42M | 2.64% | 0.02% | New | Q4 2025 |
| GOOGL | $3.25M | 2.50% | 0.00% | New | Q4 2025 |
| V | $2.76M | 2.13% | 0.00% | New | Q4 2025 |
| META | $2.35M | 1.81% | Not reported | New | Q4 2025 |
| AAPL | $1.97M | 1.52% | 0.00% | New | Q4 2025 |
| AVGO | $1.65M | 1.27% | 0.00% | New | Q4 2025 |
| JPM | $1.64M | 1.26% | 0.00% | New | Q4 2025 |
| QCOM | $1.56M | 1.20% | 0.00% | New | Q4 2025 |
| BRK.B | $1.53M | 1.18% | Not reported | New | Q4 2025 |
| ORCL | $1.52M | 1.17% | 0.00% | New | Q4 2025 |
 EQT | $1.48M | 1.14% | 0.00% | New | Q4 2025 |
| TW | $1.33M | 1.03% | 12382.00% | New | Q4 2025 |
| CRH | $1.16M | 0.89% | 0.00% | New | Q4 2025 |
| ONTO | $1.16M | 0.89% | 0.02% | New | Q4 2025 |
| MOD | $1.12M | 0.87% | 0.02% | New | Q4 2025 |
| IBM | $1.11M | 0.85% | 0.00% | New | Q4 2025 |
 BKR | $1.05M | 0.81% | 0.00% | New | Q4 2025 |
| AMAT | $947K | 0.73% | 0.00% | New | Q4 2025 |
| TMO | $889K | 0.68% | 0.00% | New | Q4 2025 |
| ETN | $838K | 0.65% | 0.00% | New | Q4 2025 |
| PWR | $825K | 0.64% | 0.00% | New | Q4 2025 |
| MELI | $824K | 0.63% | 0.00% | New | Q4 2025 |
| GLW | $782K | 0.60% | 0.00% | New | Q4 2025 |
| GE | $761K | 0.59% | 0.00% | New | Q4 2025 |
| GEV | $680K | 0.52% | 0.00% | New | Q4 2025 |
| FTI | $657K | 0.51% | 0.00% | New | Q4 2025 |
| SCHW | $624K | 0.48% | 0.00% | New | Q4 2025 |
| FLS | $603K | 0.46% | 0.01% | New | Q4 2025 |
| LRCX | $598K | 0.46% | 0.00% | New | Q4 2025 |
| STRL | $581K | 0.45% | 0.01% | New | Q4 2025 |
| GWRE | $570K | 0.44% | 0.00% | New | Q4 2025 |
| BSVN | $547K | 0.42% | 0.07% | New | Q4 2025 |
| MA | $540K | 0.42% | 0.00% | New | Q4 2025 |
| GRAL | $532K | 0.41% | 0.02% | New | Q4 2025 |
| XONE | $495K | 0.38% | 0.04% | New | Q4 2025 |
 TEAM | $448K | 0.35% | Not reported | New | Q4 2025 |
 SITE | $380K | 0.29% | 0.01% | New | Q4 2025 |
 IESC | $379K | 0.29% | 0.00% | New | Q4 2025 |
| CAT | $352K | 0.27% | 0.00% | New | Q4 2025 |
 BA | $352K | 0.27% | 0.00% | New | Q4 2025 |
 MNDY | $324K | 0.25% | 0.00% | New | Q4 2025 |
| ANET | $315K | 0.24% | 0.00% | New | Q4 2025 |