Positano Wealth Management Ltd
Net buyer this quarter
$185M
24
+$11.2M
93.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOGL | $26.9M | 14.54% | 0.00% | +2.1% | Q4 2025 |
 MU | $26.7M | 14.44% | 0.00% | +1.7% | Q4 2025 |
 NVDA | $25.8M | 13.94% | 0.00% | +6.1% | Q4 2025 |
 MSFT | $20.6M | 11.16% | 0.00% | +24.0% | Q4 2025 |
 V | $19.7M | 10.66% | 0.00% | +17.4% | Q4 2025 |
 CB | $19.3M | 10.45% | 0.01% | +38.7% | Q4 2025 |
 TSM | $9.72M | 5.26% | 0.00% | +0.8% | Q4 2025 |
 CRM | $8.53M | 4.62% | 0.01% | +29.2% | Q4 2025 |
 HPE | $8.14M | 4.40% | 0.01% | Not reported | Q4 2025 |
 MAR | $8.01M | 4.33% | 0.01% | -31.0% | Q4 2025 |
 QCOM | $3.15M | 1.70% | 0.00% | -49.8% | Q4 2025 |
 AVGO | $2.67M | 1.44% | 0.00% | Not reported | Q4 2025 |
 MKL | $1.76M | 0.95% | 0.01% | +6815.4% | Q4 2025 |
 UBER | $1.15M | 0.62% | 0.00% | +50.5% | Q1 2026 |
 INTU | $857K | 0.46% | 0.00% | +90.0% | Q1 2026 |
 FISV | $575K | 0.31% | 0.00% | Not reported | Q4 2025 |
 FUTU | $480K | 0.26% | 0.00% | +113.8% | Q1 2026 |
 META | $393K | 0.21% | Not reported | +5.9% | Q4 2025 |
 AJG | $220K | 0.12% | 0.00% | +1395.3% | Q1 2026 |
 CIEN | $121K | 0.07% | 0.00% | Not reported | Q4 2025 |
 AAPL | $23.1K | 0.01% | 0.00% | -98.4% | Q4 2025 |
 ADBE | $19.9K | 0.01% | 0.00% | Not reported | Q4 2025 |
 SPGI | $16.7K | 0.01% | 0.00% | Not reported | Q4 2025 |
 AAOI | $11.9K | 0.01% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| GOOGL | $21.2M | 15.67% | 0.00% | -10.3% | Q4 2025 |
| NVDA | $21.2M | 15.66% | 0.00% | +20.5% | Q4 2025 |
| MSFT | $16.5M | 12.22% | 0.00% | +122.4% | Q4 2025 |
| V | $14.8M | 10.94% | 0.00% | +25.3% | Q4 2025 |
| CB | $13.3M | 9.85% | 0.01% | -3.7% | Q4 2025 |
| MAR | $10.2M | 7.58% | 0.01% | -19.1% | Q4 2025 |
| CRM | $7.87M | 5.82% | 0.00% | +234.5% | Q4 2025 |
| MU | $7.68M | 5.68% | 0.00% | +54.7% | Q4 2025 |
| TSM | $6.82M | 5.05% | 0.00% | +8.0% | Q4 2025 |
| QCOM | $4.37M | 3.23% | 0.00% | -1.2% | Q4 2025 |
| HPE | $4.3M | 3.18% | 0.01% | +14.5% | Q4 2025 |
| AVGO | $2.19M | 1.62% | 0.00% | Not reported | Q4 2025 |
| AAPL | $1.25M | 0.93% | 0.00% | -31.3% | Q4 2025 |
| UBER | $765K | 0.57% | 0.00% | New | Q1 2026 |
| INTU | $748K | 0.55% | 0.00% | New | Q1 2026 |
| FISV | $654K | 0.48% | 0.00% | -2.8% | Q4 2025 |
 ATHM | $441K | 0.33% | 0.01% | -6.5% | Q4 2025 |
| META | $377K | 0.28% | Not reported | -2.8% | Q4 2025 |
| FUTU | $328K | 0.24% | 0.00% | New | Q1 2026 |
| CIEN | $95.5K | 0.07% | 0.00% | -5.4% | Q4 2025 |
| MKL | $24.9K | 0.02% | 0.00% | +44.4% | Q4 2025 |
| ADBE | $23.6K | 0.02% | 0.00% | -99.3% | Q4 2025 |
| SPGI | $17.4K | 0.01% | 0.00% | +272.7% | Q4 2025 |
| AJG | $13.9K | 0.01% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| GOOGL | $25.7M | 20.09% | 0.00% | New | Q4 2025 |
| NVDA | $18.8M | 14.68% | 0.00% | New | Q4 2025 |
| V | $13.7M | 10.69% | 0.00% | New | Q4 2025 |
| CB | $13.2M | 10.35% | 0.01% | New | Q4 2025 |
| MAR | $12M | 9.39% | 0.01% | New | Q4 2025 |
| MSFT | $9.7M | 7.58% | 0.00% | New | Q4 2025 |
| QCOM | $5.88M | 4.59% | 0.00% | New | Q4 2025 |
| TSM | $5.68M | 4.44% | 0.00% | New | Q4 2025 |
| ADBE | $5.07M | 3.97% | 0.00% | New | Q4 2025 |
| MU | $4.19M | 3.28% | 0.00% | New | Q4 2025 |
| HPE | $3.79M | 2.96% | 0.01% | New | Q4 2025 |
| CRM | $3.34M | 2.61% | 0.00% | New | Q4 2025 |
| AVGO | $2.44M | 1.91% | 0.00% | New | Q4 2025 |
| AAPL | $1.96M | 1.53% | 0.00% | New | Q4 2025 |
| FISV | $811K | 0.63% | 0.00% | New | Q4 2025 |
| ATHM | $604K | 0.47% | 0.01% | New | Q4 2025 |
 BEKE | $532K | 0.42% | Not reported | New | Q4 2025 |
| META | $448K | 0.35% | Not reported | New | Q4 2025 |
| CIEN | $60.8K | 0.05% | 0.00% | New | Q4 2025 |
| MKL | $19.3K | 0.02% | 0.00% | New | Q4 2025 |
| SPGI | $5.75K | 0.00% | 0.00% | New | Q4 2025 |