Stenham Asset Management LTD Purchases and Sells in Q2 2025

Stenham Asset Management LTD

$229 Billion
Q2 2025

Top Buys

Incresed Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RACE	4.47K + 58.05%	$397.86 - $499.02 $1.78M - $2.23M	12.2K $5.97B
ZTS	13.5K + 80.84%	$144.41 - $170.3 $1.95M - $2.3M	30.2K $4.71B
GE	640 + 2.89%	$166.81 - $257.39 $107K - $165K	22.8K $5.86B
HLT	550 + 2.17%	$201.28 - $266.34 $111K - $146K	25.9K $6.89B
DHR	6.67K + 25.95%	$174.64 - $205.16 $1.16M - $1.37M	32.4K $6.39B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CNM	133K New	$44.53 - $60.36 $5.92M - $8.03M	133K $8.03B
AER	60.2K New	$88.97 - $117.24 $5.36M - $7.06M	60.2K $7.04B
CME	15.7K New	$252.37 - $290.71 $3.97M - $4.58M	15.7K $4.34B
META	2.85K New	$484.66 - $738.09 $1.38M - $2.1M	2.85K $2.1B
GOOG	7.43K New	$146.58 - $180.01 $1.09M - $1.34M	7.43K $1.32B

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	-35.5K - 53.2%	$167.32 - $223.3 $5.94M - $7.93M	31.2K $6.85B
CRH.L	-52.2K - 86.13%	N/A	8.4K $771M
CANADIAN PACIFIC KANSAS CITY	-76.2K - 39.98%	N/A	114K $9.07B
UNP	-3.7K - 16.34%	$208.27 - $238.46 $771K - $882K	19K $4.36B
TKO GROUP HOLDINGS INC	-11.5K - 22.55%	N/A	39.5K $7.19B
TSM	-15.8K - 26.88%	$141.37 - $228.57 $2.24M - $3.62M	43.1K $9.76B

Activity Summary All Purchases 10 New Holdings 5 Increased Positions 5 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stenham Asset Management LTD, based on Form 13F filings with the SEC.

News

Stay updated on Stenham Asset Management LTD with notifications on news.