Spear Holdings RSC Ltd

data from 30/09/2025

Capitalization

$ 1.779 B 30.20 %

Average holding period

2 ans

Performance

$ 228.571 M 18.11 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Spear Holdings RSC Ltd

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 FXI Ishares China Large-Cap Etf 14.95% 265.825 M $ 6461482 2025/06/30 22.517 M $ 11.92 %
2025/09/30 MSFT Microsoft Corp 8.19% 145.751 M $ 281400 2025/03/31 3.584 M $ 4.13 %
2025/09/30 AMZN Amazon.com Inc 7.95% 141.403 M $ 644000 2025/03/31 103.924 K $ 0.08 %
2025/09/30 SHW Sherwin-Williams Co 7.80% 138.816 M $ 400900 2025/03/31 1.356 M $ 0.84 %
2025/09/30 NVDA NVIDIA Corp 7.65% 136.091 M $ 729400 2025/03/31 26.188 M $ 18.10 %
2025/09/30 TRU TransUnion 6.81% 121.038 M $ 1444709 2025/06/30 -2.212 M $ -4.80 %
2025/09/30 TMO Thermo Fisher Scientific Inc 6.17% 109.770 M $ 226321 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPY SPDR S&P 500 ETF Trust 6.12% 108.920 M $ 163500 2025/09/30 0.000 $ 0.00 %
2025/09/30 DHR Danaher Corp 5.61% 99.757 M $ 503161 2025/03/31 294.756 K $ 0.36 %
2025/09/30 NU Nu Holdings Ltd 4.81% 85.605 M $ 5347000 2025/06/30 7.487 M $ 16.69 %
2025/09/30 META Meta Platforms Inc 4.65% 82.691 M $ 112600 2025/03/31 -207.760 K $ -0.50 %
2025/09/30 EFX Equifax Inc 4.32% 76.754 M $ 299200 2025/09/30 0.000 $ 0.00 %
2025/09/30 TSM Taiwan Semiconductor Manufacturing Co Ltd 3.84% 68.286 M $ 244500 2025/03/31 15.523 M $ 23.31 %
2025/09/30 INTU Intuit Inc 2.96% 52.652 M $ 77100 2025/03/31 0.000 $ 0.00 %
2025/09/30 MELI MercadoLibre Inc 2.82% 50.127 M $ 21450 2025/03/31 -3.528 M $ -10.59 %
2025/09/30 IT Gartner Inc 1.95% 34.646 M $ 131800 2025/06/30 -14.663 M $ -34.97 %
2025/09/30 LLY Eli Lilly and Co 1.95% 34.633 M $ 45390 2025/06/30 -879.395 K $ -2.12 %
2025/09/30 SPGI S&P Global Inc 1.46% 25.892 M $ 53199 2025/03/31 -5.612 M $ -7.70 %
2025/09/30 V Visa Inc 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 UNH UnitedHealth Group Inc 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 AVGO Broadcom Inc 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 FICO Fair Isaac Corp 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 GE General Electric Co 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %