Transmarket Holdings LP
Top Portfolio Positions
29 positions ·
$61,357,563 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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
2 quarters · across all stocks
Holdings in PSO
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $720,294 | 51,303 | Shares | Sole | 2026-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||