J. STERN & CO. LLP

PrivateCIK: 2011335
Location

LONDON, X0

49
Positions
$1.03B
Total AUM (reported)
6.11M
Total Shares

Allocation by class

TOTAL AUM$1.03B49 positions
COM$606.82M58.8%
CL A$211.90M20.5%
CAP STK CL C$91.10M8.8%
SHS$62.90M6.1%
CL B$41.41M4.0%
COM NEW$6.12M0.6%
CL B NEW$4.67M0.5%

Portfolio Concentration

Top 326.3%4–1040.6%11–2530.5%Rest2.6%TOP 1067.0%0%100%
Top 3$271.68M26.3%
4–10$419.02M40.6%
11–25$314.34M30.5%
Rest$26.53M2.6%

Top 3 weight

26.3%

Top 10 weight

67.0%

Voting Authority Distribution

Total shares with voting rights: 6.11M

Sole

Full voting authority

6.11M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole49
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings49
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares619.35K
TypeSH
Market value$108.02M
10.47%
Sole
619.35K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares317.59K
TypeSH
Market value$91.10M
8.83%
Sole
317.59K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares348.39K
TypeSH
Market value$72.56M
7.03%
Sole
348.39K
Shared
0.00
None
0.00

AMPHENOL CORP

SOLE
CL A
Shares499.40K
TypeSH
Market value$63.10M
6.12%
Sole
499.40K
Shared
0.00
None
0.00

HONEYWELL INTL INC

SOLE
COM
Shares275.18K
TypeSH
Market value$62.20M
6.03%
Sole
275.18K
Shared
0.00
None
0.00

EATON CORP PLC

SOLE
SHS
Shares171.55K
TypeSH
Market value$61.36M
5.95%
Sole
171.55K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares107.24K
TypeSH
Market value$61.35M
5.95%
Sole
107.24K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares118.60K
TypeSH
Market value$59.26M
5.74%
Sole
118.60K
Shared
0.00
None
0.00

RTX CORPORATION

SOLE
COM
Shares302.10K
TypeSH
Market value$58.27M
5.65%
Sole
302.10K
Shared
0.00
None
0.00

INTERCONTINENTAL EXCHANGE IN

SOLE
COM
Shares340.02K
TypeSH
Market value$53.48M
5.18%
Sole
340.02K
Shared
0.00
None
0.00

NIKE INC

SOLE
CL B
Shares771.22K
TypeSH
Market value$40.74M
3.95%
Sole
771.22K
Shared
0.00
None
0.00

AMERICAN TOWER CORP

SOLE
COM
Shares215.98K
TypeSH
Market value$37.27M
3.61%
Sole
215.98K
Shared
0.00
None
0.00

XYLEM INC

SOLE
COM
Shares287.07K
TypeSH
Market value$34.31M
3.33%
Sole
287.07K
Shared
0.00
None
0.00

SALESFORCE INC

SOLE
COM
Shares183.37K
TypeSH
Market value$34.23M
3.32%
Sole
183.37K
Shared
0.00
None
0.00

DISNEY WALT CO

SOLE
COM
Shares339.63K
TypeSH
Market value$32.73M
3.17%
Sole
339.63K
Shared
0.00
None
0.00

ABBOTT LABORATORIES

SOLE
COM
Shares315.96K
TypeSH
Market value$32.44M
3.14%
Sole
315.96K
Shared
0.00
None
0.00

OTIS WORLDWIDE CORP

SOLE
COM
Shares394.87K
TypeSH
Market value$30.44M
2.95%
Sole
394.87K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares54.85K
TypeSH
Market value$26.96M
2.61%
Sole
54.85K
Shared
0.00
None
0.00

ZOETIS INC

SOLE
CL A
Shares192.19K
TypeSH
Market value$22.72M
2.20%
Sole
192.19K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares9.76K
TypeSH
Market value$4.67M
0.45%
Sole
9.76K
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares19.66K
TypeSH
Market value$4.20M
0.41%
Sole
19.66K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares4.52K
TypeSH
Market value$4.16M
0.40%
Sole
4.52K
Shared
0.00
None
0.00

CADENCE DESIGN SYSTEM INC

SOLE
COM
Shares12.52K
TypeSH
Market value$3.48M
0.34%
Sole
12.52K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares10.25K
TypeSH
Market value$3.10M
0.30%
Sole
10.25K
Shared
0.00
None
0.00

MCDONALDS CORP

SOLE
COM
Shares9.34K
TypeSH
Market value$2.90M
0.28%
Sole
9.34K
Shared
0.00
None
0.00
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