KAMES CAPITAL plc
Top Portfolio Positions
161 positions ·
$7,364,824,469 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
2,892,848 | $504,512,691 | 6.85% | |
| MSFT |
Microsoft Corp
Technology
|
1,331,614 | $492,923,554 | 6.69% | |
| AAPL |
Apple Inc.
Technology
|
1,682,057 | $426,889,246 | 5.80% | |
| AVGO |
Broadcom Inc.
Technology
|
1,230,382 | $380,815,532 | 5.17% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,642,739 | $342,133,251 | 4.65% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
966,488 | $277,923,289 | 3.77% | |
| META |
Meta Platforms, Inc.
Communication Services
|
323,653 | $185,171,590 | 2.51% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
534,903 | $180,770,468 | 2.45% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
560,897 | $164,993,461 | 2.24% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
1,274,506 | $153,310,326 | 2.08% |
Portfolio Trend
24 quarters · across all stocks
Holdings in SEDG
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,012,157 | 333,245 | Shares | Sole | 2026-04-16 | |
| 2024-03-31 | $2,328,853 | 32,810 | Shares | Sole | 2026-04-10 | |
| 2023-12-31 | $3,071,016 | 32,810 | Shares | Sole | 2026-04-10 | |
| 2023-06-30 | $51,756,341 | 192,367 | Shares | Sole | 2026-04-10 | |
| 2023-03-31 | $84,423,024 | 277,753 | Shares | Sole | 2025-09-02 | |
| 2022-12-31 | $82,958,168 | 292,859 | Shares | Sole | 2023-10-19 | |
| 2022-09-30 | $68,964,664 | 297,955 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $81,512,851 | 297,840 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $105,653,221 | 327,739 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $79,411,691 | 283,037 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $64,913,655 | 244,754 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $66,192,273 | 239,506 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $66,167,538 | 230,196 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $127,175,064 | 398,518 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $110,116,746 | 461,996 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $74,416,195 | 536,217 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $41,169,018 | 502,797 | Shares | Sole | 2020-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||