KAMES CAPITAL plc

CIK
1539994
City
EDINBURGH
State / Country
X0

Top Portfolio Positions

160 positions · $7,312,289,294 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
2,892,848 $504,512,691 6.90%
MSFT
Microsoft Corp
Technology
1,331,614 $492,923,554 6.74%
AAPL
Apple Inc.
Technology
1,682,057 $426,889,246 5.84%
AVGO
Broadcom Inc.
Technology
1,230,382 $380,815,532 5.21%
AMZN
Amazon Com Inc
Consumer Cyclical
1,642,739 $342,133,251 4.68%
GOOGL
Alphabet Inc.
Communication Services
966,488 $277,923,289 3.80%
META
Meta Platforms, Inc.
Communication Services
323,653 $185,171,590 2.53%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology
534,903 $180,770,468 2.47%
JPM
Jpmorgan Chase & Co
Financial Services
560,897 $164,993,461 2.26%
MRK
Merck & Co., Inc.
Healthcare
1,274,506 $153,310,326 2.10%

Portfolio Trend

24 quarters · across all stocks

Holdings in CARG

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Report Date Value (USD) Shares
2026-03-31 $1,876,155 55,100