StockDriftsStockDriftsTop 50 Fideuram Asset Management (Ireland) dac Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 2.62% | 317.2K | $137.5M | +1778.82%(+300.32K) | $373.16(+34.73%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.07% | 309.8K | $108.7M | +1310.42%(+287.86K) | $312.78(+12.37%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.84% | 464.7K | $96.7M | +249.85%(+331.89K) | $183.75(+19.98%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 1.77% | 191.1K | $92.8M | +609.47%(+164.17K) | $481.88(+10.72%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.7% | 252.8K | $89.0M | +4367.30%(+247.19K) | $312.46(+12.17%) | 2026-06-30 | |
| AU | ANGLOGOLD ASHANTI PLC | 1.64% | 126.4K | $85.9M | +3729.27%(+123.07K) | $85.87(+13.36%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.1% | 199.5K | $57.7M | +575.06%(+169.99K) | $267.29(+14.73%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.08% | 222.9K | $56.7M | +1594.35%(+209.71K) | $219.97(+24.99%) | 2026-06-30 | |
| TJX | TJX COS INC NEW | 0.98% | 327.3K | $51.6M | +10340.48%(+324.17K) | $153.60(+3.09%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 0.98% | 155.4K | $51.3M | +1721.82%(+146.91K) | $307.62(+2.21%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.42% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.05% |
Fideuram Asset Management (Ireland) dac reports $5.26B in US-listed equity holdings across 738 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (2.6%), GOOGL (2.1%) and NVDA (1.8%). The top 20 holdings account for 23.45% of reported assets. Its disclosed equity book has returned +10.42% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Fideuram Asset Management (Ireland) dac, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Fideuram Asset Management (Ireland) dac’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109923). View Fideuram Asset Management (Ireland) dac’s 13F filings on SEC