Transmarket Holdings LP
Top Portfolio Positions
29 positions ·
$61,357,563 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GSK |
GSK plc
Healthcare
|
222,457 | $12,277,401 | 20.01% |
| BP |
Bp Plc
Energy
|
120,982 | $5,686,154 | 9.27% |
| NVS |
Novartis Ag
Healthcare
|
35,075 | $5,357,706 | 8.73% |
| AEG |
Aegon Ltd.
Financial Services
|
665,613 | $4,832,350 | 7.88% |
| PUK |
Prudential Plc
Financial Services
|
168,481 | $4,789,914 | 7.81% |
| SEE |
SEALED AIR CORP/DE
Consumer Cyclical
|
87,890 | $3,695,774 | 6.02% |
| VOD |
Vodafone Group Public Ltd Co
Communication Services
|
235,689 | $3,540,048 | 5.77% |
| DEO |
Diageo Plc
Consumer Defensive
|
43,057 | $3,205,593 | 5.22% |
| FOLD |
AMICUS THERAPEUTICS, INC.
Healthcare
|
218,778 | $3,163,529 | 5.16% |
| AL |
SUMISHO AIR LEASE CORP
Industrials
|
35,727 | $2,320,111 | 3.78% |
Portfolio Trend
Holdings in NVS
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,357,706 | 35,075 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $307,174 | 2,228 | Shares | Sole | 2026-05-13 | |
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