Positano Wealth Management Ltd Q1 2026 Filing

Filed June 8, 2026

Portfolio Value

$5.9B

Holdings

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (21 positions)

#	Stock	Shares	Value	% Portfolio
1	HPEHEWLETT PACKARD ENTERPRISE C	157,614	$3.8B	64.66%
2	FISVFISERV INC	12,070	$810.7M	13.85%
3	ATHMAUTOHOME INC	27,139	$604.1M	10.32%
4	BEKEKE HLDGS INC	33,759	$532.0M	9.09%
5	GOOGLALPHABET INC	82,129	$25.7M	0.44%
6	NVDANVIDIA CORPORATION	100,692	$18.8M	0.32%
7	VVISA INC	39,018	$13.7M	0.23%
8	CBCHUBB LTD SWITZ	42,410	$13.2M	0.23%
9	MARMARRIOTT INTL INC NEW	38,744	$12.0M	0.21%
10	MSFTMICROSOFT CORP	20,051	$9.7M	0.17%
11	QCOMQUALCOMM INC	34,349	$5.9M	0.10%
12	TSMTAIWAN SEMICONDUCTOR MANUFAC	18,690	$5.7M	0.10%
13	ADBEADOBE INC	14,498	$5.1M	0.09%
14	MUMICRON TECHNOLOGY INC	14,692	$4.2M	0.07%
15	CRMSALESFORCE INC	12,600	$3.3M	0.06%
16	AVGOBROADCOM INC	7,064	$2.4M	0.04%
17	AAPLAPPLE INC	7,194	$2.0M	0.03%
18	METAMETA PLATFORMS INC	678	$448K	0.01%
19	CIENCIENA CORP	260	$61K	0.00%
20	MKLMARKEL GROUP INC	9	$19K	0.00%
21	SPGIS&P GLOBAL INC	11	$6K	0.00%