Ashburton (Jersey) Ltd

données du 31/12/2024

Capitalisation

$ 226.670 M -17.79 %

Période de détention moyenne

2 ans

Performance

$ 166.801 M 92.99 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans Ashburton (Jersey) Ltd

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2024/12/31 MSFT MICROSOFT CORP 13.22% 29.961 M $ 71082 2024/06/30 -523.318 K $ -2.09 %
2024/12/31 V VISA INC-CLASS A SHARES 10.15% 23.018 M $ 72831 2024/06/30 2.210 M $ 14.80 %
2024/12/31 NVDA NVIDIA CORP 5.99% 13.576 M $ 101094 2024/06/30 2.964 M $ 10.98 %
2024/12/31 GOOG ALPHABET INC-CL C 5.05% 11.449 M $ 60119 2024/06/30 2.934 M $ 13.80 %
2024/12/31 ETN EATON CORP PLC 4.56% 10.341 M $ 31160 2024/09/30 35.871 K $ 0.13 %
2024/12/31 AMZN AMAZON.COM INC 4.27% 9.670 M $ 44078 2024/06/30 2.765 M $ 17.86 %
2024/12/31 ACN ACCENTURE PLC-CL A 4.05% 9.189 M $ 26122 2024/12/31 0.000 $ 0.00 %
2024/12/31 JPM JPMORGAN CHASE & CO 3.64% 8.241 M $ 34377 2024/06/30 2.509 M $ 13.93 %
2024/12/31 PG PROCTER & GAMBLE CO/THE 3.29% 7.468 M $ 44543 2024/12/31 0.000 $ 0.00 %
2024/12/31 KO COCA-COLA CO/THE 3.23% 7.332 M $ 117769 2024/06/30 -112.569 K $ -13.39 %
2024/12/31 ABT ABBOTT LABORATORIES 3.15% 7.138 M $ 63103 2024/12/31 0.000 $ 0.00 %
2024/12/31 BRK-B BERKSHIRE HATHAWAY INC-CL B 2.87% 6.501 M $ 14342 2024/06/30 -276.135 K $ -1.53 %
2024/12/31 GOOGL ALPHABET INC-CL A 2.86% 6.484 M $ 34255 2024/06/30 170.153 K $ 14.04 %
2024/12/31 UNH UNITEDHEALTH GROUP INC 2.85% 6.456 M $ 12762 2024/06/30 -22.069 K $ -13.54 %
2024/12/31 AAPL APPLE INC 2.84% 6.444 M $ 25734 2024/06/30 1.260 M $ 7.70 %
2024/12/31 NXPI NXP SEMICONDUCTORS NV 2.31% 5.246 M $ 25240 2024/09/30 -2.112 M $ -13.85 %
2024/12/31 BKNG BOOKING HOLDINGS INC 1.98% 4.496 M $ 905 2024/12/31 0.000 $ 0.00 %
2024/12/31 PYPL PAYPAL HOLDINGS INC 1.88% 4.250 M $ 49794 2024/06/30 809.247 K $ 9.45 %
2024/12/31 AXON AXON ENTERPRISE INC 1.85% 4.186 M $ 7043 2024/06/30 1.599 M $ 48.77 %
2024/12/31 CRM SALESFORCE INC 1.80% 4.084 M $ 12214 2024/12/31 0.000 $ 0.00 %
2024/12/31 OTIS OTIS WORLDWIDE CORP 1.60% 3.621 M $ 39099 2024/12/31 0.000 $ 0.00 %
2024/12/31 HD HOME DEPOT INC 1.57% 3.564 M $ 9161 2024/06/30 -399.090 K $ -3.96 %
2024/12/31 META META PLATFORMS INC-CLASS A 1.55% 3.511 M $ 5996 2024/12/31 0.000 $ 0.00 %
2024/12/31 SLB SCHLUMBERGER LTD 1.54% 3.488 M $ 90963 2024/06/30 -838.422 K $ -8.37 %
2024/12/31 JNJ JOHNSON & JOHNSON 1.44% 3.259 M $ 22534 2024/06/30 -1.022 M $ -10.77 %
2024/12/31 PM PHILIP MORRIS INTERNATIONAL 1.26% 2.854 M $ 23712 2024/12/31 0.000 $ 0.00 %
2024/12/31 AMD ADVANCED MICRO DEVICES 1.24% 2.800 M $ 23177 2024/06/30 -1.001 M $ -27.10 %
2024/12/31 HAL HALLIBURTON CO 1.15% 2.604 M $ 95779 2024/06/30 -467.503 K $ -6.21 %
2024/12/31 SCHW SCHWAB (CHARLES) CORP 0.96% 2.172 M $ 29341 2024/06/30 1.332 M $ 14.40 %
2024/12/31 MS MORGAN STANLEY 0.94% 2.138 M $ 17005 2024/06/30 384.728 K $ 20.57 %
2024/12/31 TJX TJX COMPANIES INC 0.77% 1.753 M $ 14508 2024/06/30 47.493 K $ 2.80 %
2024/12/31 EXPE EXPEDIA GROUP INC 0.66% 1.496 M $ 8028 2024/06/30 328.699 K $ 26.15 %
2024/12/31 AMBA AMBARELLA INC 0.45% 1.019 M $ 14015 2024/09/30 228.864 K $ 30.11 %
2024/12/31 MRK MERCK & CO. INC. 0.40% 916.000 K $ 9210 2024/06/30 -138.575 K $ -12.27 %
2024/12/31 ENPH ENPHASE ENERGY INC 0.40% 912.000 K $ 13284 2024/06/30 -470.491 K $ -39.87 %
2024/12/31 NFLX NETFLIX INC 0.39% 882.000 K $ 990 2024/12/31 0.000 $ 0.00 %
2024/12/31 PDD PDD HOLDINGS INC 0.38% 862.000 K $ 8891 2024/09/30 -354.070 K $ -25.98 %
2024/12/31 ALGN ALIGN TECHNOLOGY INC 0.33% 750.000 K $ 3597 2024/06/30 -171.421 K $ -18.67 %
2024/12/31 TRIP TRIPADVISOR INC 0.26% 583.000 K $ 39456 2024/06/30 11.838 K $ 1.99 %
2024/12/31 PTEN PATTERSON-UTI ENERGY INC 0.26% 578.000 K $ 69996 2024/06/30 45.745 K $ 7.70 %
2024/12/31 T AT&T INC 0.18% 410.000 K $ 17988 2024/06/30 15.002 K $ 3.48 %
2024/12/31 DUOL DUOLINGO 0.18% 399.000 K $ 1230 2024/09/30 51.918 K $ 15.05 %
2024/12/31 LLY ELI LILLY & CO 0.05% 118.000 K $ 153 2024/06/30 -17.432 K $ -12.91 %
2024/12/31 MA MASTERCARD INC - A 0.05% 111.000 K $ 211 2024/12/31 0.000 $ 0.00 %
2024/12/31 PLTR PALANTIR TECHNOLOGIES INC-A 0.05% 107.000 K $ 1410 2024/06/30 54.186 K $ 106.25 %
2024/12/31 TSLA TESLA INC 0.04% 101.000 K $ 250 2024/06/30 42.662 K $ 55.41 %
2024/12/31 BLK BLACKROCK INC 0.04% 80.000 K $ 78 2024/12/31 0.000 $ 0.00 %
2024/12/31 CRWD CROWDSTRIKE HOLDINGS INC - A 0.02% 42.000 K $ 123 2024/06/30 7.587 K $ 22.32 %
2024/12/31 RIVN RIVIAN AUTOMOTIVE INC-A 0.00% 6.000 K $ 415 2024/06/30 863.000 $ 21.58 %
2024/12/31 FSLY FASTLY INC - CLASS A 0.00% 3.000 K $ 269 2024/06/30 503.000 $ 25.15 %
2024/12/31 DNA GINKGO BIOWORKS HOLDINGS INC 0.00% 1.000 K $ 125 2024/09/30 208.000 $ 20.88 %
2024/12/31 DOCU DOCUSIGN INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2024/12/31 BLK BLACKROCK FINANCE INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2024/12/31 ADBE ADOBE INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2024/12/31 IBIT ISHARES BITCOIN TRUST ETF 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2024/12/31 ECL ECOLAB INC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2024/12/31 CMCSA COMCAST CORP-CLASS A 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2024/12/31 FBTC FIDELITY WISE ORIGIN BITCOIN 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %