Positano Wealth Management Ltd
Top Portfolio Positions
24 positions ·
$135,158,619 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
73,646 | $21,177,643 | 15.67% | |
| NVDA |
Nvidia Corp
Technology
|
121,352 | $21,163,788 | 15.66% | |
| MSFT |
Microsoft Corp
Technology
|
44,601 | $16,509,952 | 12.22% | |
| V |
Visa Inc.
Financial Services
|
48,901 | $14,779,838 | 10.94% | |
| CB |
Chubb Ltd
Financial Services
|
40,864 | $13,318,803 | 9.85% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
31,333 | $10,248,084 | 7.58% | |
| CRM |
Salesforce, Inc.
Technology
|
42,146 | $7,867,393 | 5.82% | |
| MU |
Micron Technology Inc
Technology
|
22,733 | $7,680,116 | 5.68% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
20,182 | $6,820,506 | 5.05% | |
| QCOM |
Qualcomm Inc/De
Technology
|
33,926 | $4,368,990 | 3.23% |
Portfolio Trend
2 quarters · across all stocks
Holdings in ATHM
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $440,989 | 25,388 | Shares | Sole | 2026-06-08 | |
| 2025-12-31 | $604,114 | 27,139 | Shares | Sole | 2026-06-08 | |
| No 13F history on record for this holder in this stock. | ||||||