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Positano Wealth Management Ltd Last Quarter Change: USA Stocks, Added

Positano Wealth Management Ltd quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Positano Wealth Management Ltd opened 1 positions, added to 12, reduced 3, sold out of 0 and left 6 unchanged. The largest increase in value was MU (+$19,000,142); the largest decrease was MAR (-$2,241,116).

  • MU: Country of operation United States; Class COM; Shares 2026-03-31 22,733; Shares 2026-06-30 23,114.
  • CB: Country of operation —; Class COM; Shares 2026-03-31 40,864; Shares 2026-06-30 56,689.
  • GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2026-03-31 73,646; Shares 2026-06-30 75,168.
  • V: Country of operation United States; Class COM CL A; Shares 2026-03-31 48,901; Shares 2026-06-30 57,425.

Two Form 13F-HR filings compared (SEC CIK 2137428): 2026-03-31 (filed 2026-06-08) and 2026-06-30 (filed 2026-07-20). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
MU
MICRON TECHNOLOGY INC
United StatesCOM22,73323,114+381$7,680,117$26,680,259+$19,000,142
CB
CHUBB LTD SWITZ
COM40,86456,689+15,825$13,318,804$19,316,210+$5,997,406
GOOGL
ALPHABET INC
United StatesCAP STK CL A73,64675,168+1,522$21,177,644$26,862,788+$5,685,144
V
VISA INC
United StatesCOM CL A48,90157,425+8,524$14,779,838$19,701,943+$4,922,105
NVDA
NVIDIA CORPORATION
United StatesCOM121,352128,783+7,431$21,163,789$25,768,190+$4,604,401
MSFT
MICROSOFT CORP
United StatesCOM44,60155,310+10,709$16,509,952$20,631,736+$4,121,784
MKL
MARKEL GROUP INC
United StatesCOM13899+886$24,883$1,755,756+$1,730,873
CRM
SALESFORCE INC
United StatesCOM42,14654,462+12,316$7,867,394$8,532,017+$664,623
UBER
UBER TECHNOLOGIES INC
United StatesCOM10,63016,000+5,370$764,616$1,154,560+$389,944
AJG
GALLAGHER ARTHUR J & CO
United StatesCOM64957+893$13,861$219,698+$205,837
INTU
INTUIT
United StatesCOM1,7293,285+1,556$747,585$857,385+$109,800
META
META PLATFORMS INC
United StatesCL A659698+39$377,034$393,176+$16,142

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