Filed: 5/13/2026ACC: 0001770632-26-000002
📋 What this filing means
QUILTER PLC filed this quarterly 13F‑HR report disclosing 124 equity positions with a total reported market value of $5.70B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
124
Positions
$5.70B
Total AUM (reported)
30.41M
Total Shares
Allocation by class
COM$4.47B78.6%
CL A$351.33M6.2%
CAP STK CL A$311.47M5.5%
COM CL A$244.47M4.3%
CL B NEW$118.37M2.1%
CL A COM STK$97.20M1.7%
SHS$27.85M0.5%
Portfolio Concentration
Top 3$1.19B21.0%
4–10$1.56B27.3%
11–25$1.72B30.1%
Rest$1.23B21.6%
Top 3 weight
21.0%
Top 10 weight
48.3%
Voting Authority Distribution
Total shares with voting rights: 32.61M
Sole
Full voting authority
32.61M
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)
Sole124
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings124
Rows:
MICROSOFT CORP
SOLEShares1.15M
TypeSH
Market value$426.50M
7.49%
Sole
1.15M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares2.33M
TypeSH
Market value$405.61M
7.12%
Sole
2.33M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.74M
TypeSH
Market value$362.15M
6.36%
Sole
1.74M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.08M
TypeSH
Market value$311.47M
5.47%
Sole
1.08M
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.21M
TypeSH
Market value$306.54M
5.38%
Sole
1.21M
Shared
0.00
None
0.00
VISA INC
SOLEShares808.87K
TypeSH
Market value$244.47M
4.29%
Sole
808.87K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares718.36K
TypeSH
Market value$211.31M
3.71%
Sole
718.36K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares836.94K
TypeSH
Market value$170.26M
2.99%
Sole
836.94K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares1.04M
TypeSH
Market value$166.89M
2.93%
Sole
1.04M
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares1.50M
TypeSH
Market value$144.20M
2.53%
Sole
1.50M
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares1.19M
TypeSH
Market value$142.75M
2.51%
Sole
1.19M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares288.04K
TypeSH
Market value$141.58M
2.49%
Sole
288.04K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares243.71K
TypeSH
Market value$139.44M
2.45%
Sole
243.71K
Shared
0.00
None
0.00
ROCKWELL AUTOMATION INC
SOLEShares360.85K
TypeSH
Market value$129.50M
2.27%
Sole
360.85K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares247.02K
TypeSH
Market value$118.37M
2.08%
Sole
0.00
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares114.53K
TypeSH
Market value$112.27M
1.97%
Sole
114.53K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares537.48K
TypeSH
Market value$111.20M
1.95%
Sole
537.48K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares521.06K
TypeSH
Market value$109.44M
1.92%
Sole
521.06K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares991.42K
TypeSH
Market value$108.53M
1.91%
Sole
991.42K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares822.69K
TypeSH
Market value$107.79M
1.89%
Sole
822.69K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares1.41M
TypeSH
Market value$107.12M
1.88%
Sole
1.41M
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares613.65K
TypeSH
Market value$104.11M
1.83%
Sole
613.65K
Shared
0.00
None
0.00
ARES MANAGEMENT CORPORATION
SOLEShares890.88K
TypeSH
Market value$97.20M
1.71%
Sole
890.88K
Shared
0.00
None
0.00
INTUIT
SOLEShares220.41K
TypeSH
Market value$95.30M
1.67%
Sole
220.41K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
SOLEShares529.21K
TypeSH
Market value$91.79M
1.61%
Sole
529.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 1.15M | SH | $426.50M 7.49% | 1.15M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.33M | SH | $405.61M 7.12% | 2.33M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.74M | SH | $362.15M 6.36% | 1.74M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.08M | SH | $311.47M 5.47% | 1.08M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.21M | SH | $306.54M 5.38% | 1.21M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 808.87K | SH | $244.47M 4.29% | 808.87K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 718.36K | SH | $211.31M 3.71% | 718.36K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 836.94K | SH | $170.26M 2.99% | 836.94K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 1.04M | SH | $166.89M 2.93% | 1.04M | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 1.50M | SH | $144.20M 2.53% | 1.50M | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 1.19M | SH | $142.75M 2.51% | 1.19M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 288.04K | SH | $141.58M 2.49% | 288.04K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 243.71K | SH | $139.44M 2.45% | 243.71K | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 360.85K | SH | $129.50M 2.27% | 360.85K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 247.02K | SH | $118.37M 2.08% | 0.00 | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 114.53K | SH | $112.27M 1.97% | 114.53K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 537.48K | SH | $111.20M 1.95% | 537.48K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 521.06K | SH | $109.44M 1.92% | 521.06K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 991.42K | SH | $108.53M 1.91% | 991.42K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 822.69K | SH | $107.79M 1.89% | 822.69K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 1.41M | SH | $107.12M 1.88% | 1.41M | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 613.65K | SH | $104.11M 1.83% | 613.65K | 0.00 | 0.00 |
ARES MANAGEMENT CORPORATIONSOLE | CL A COM STK | 890.88K | SH | $97.20M 1.71% | 890.88K | 0.00 | 0.00 |
INTUITSOLE | COM | 220.41K | SH | $95.30M 1.67% | 220.41K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 529.21K | SH | $91.79M 1.61% | 529.21K | 0.00 | 0.00 |
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