KAMES CAPITAL plc

CIK

1539994

City

EDINBURGH

State / Country

Stock

VCYT — Veracyte, Inc.

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%

24 quarters · across all stocks

24 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,520,655	326,627	-33.3%	Shares	Sole	2026-04-16
2025-12-31	$20,604,497	489,418	+19.5%	Shares	Sole	2026-01-29
2025-09-30	$14,061,602	409,601	+34.8%	Shares	Sole	2025-10-31
2025-06-30	$8,213,876	303,880	-53.4%	Shares	Sole	2026-04-10
2025-03-31	$19,354,689	652,772	-3.4%	Shares	Sole	2026-04-10
2024-12-31	$26,761,719	675,801	-5.5%	Shares	Sole	2026-04-10
2024-09-30	$24,333,459	714,849	-5.8%	Shares	Sole	2026-04-10
2024-06-30	$16,452,969	759,251	+89.2%	Shares	Sole	2026-04-10
2024-03-31	$8,891,700	401,250	+15.1%	Shares	Sole	2026-04-10
2023-12-31	$9,586,217	348,463	-22.3%	Shares	Sole	2026-04-10
2023-06-30	$11,424,186	448,535	+23.5%	Shares	Sole	2026-04-10
2023-03-31	$8,096,572	363,075	-20.0%	Shares	Sole	2025-09-02
2022-12-31	$10,773,491	454,003	0.0%	Shares	Sole	2023-10-19
2022-09-30	$7,536,449	454,003	+3.6%	Shares	Sole	2022-10-18
2022-06-30	$8,723,582	438,371	-6.9%	Shares	Sole	2022-07-12
2022-03-31	$12,980,259	470,811	+5.1%	Shares	Sole	2022-04-28
2021-12-31	$18,462,173	448,111	+29.1%	Shares	Sole	2022-01-24
2021-09-30	$16,117,128	346,978	+28.0%	Shares	Sole	2021-10-28
2021-06-30	$10,836,179	271,040	+74.5%	Shares	Sole	2021-07-28
2021-03-31	$8,347,805	155,308	-51.1%	Shares	Sole	2021-05-07
2020-12-31	$15,547,993	317,695	+42.6%	Shares	Sole	2021-01-25
2020-09-30	$7,236,497	222,730	-4.7%	Shares	Sole	2020-10-30
2020-06-30	$6,055,212	233,792	-0.5%	Shares	Sole	2020-08-06
2020-03-31	$5,709,446	234,860	—	Shares	Sole	2020-04-30
No 13F history on record for this holder in this stock.