Adviser Profile
| As of Date | 01/04/2025 |
| Registration status | Registration Changed to NUTSHELL ASSET MANAGEMENT LIMITED |
| ADV Location | SEVENOAKS, United Kingdom |
| Contact Info | +44 xxxxxxx |
| Websites |
| AUM* | 165,000,000 |
| of that, discretionary | 165,000,000 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 82,500,000 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
- Outside the United States
- Outside the United States
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- Performance-based fees
Reported AUM
165M
141M
118M
94M
71M
47M
24M
2024
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$22,948,722 | % Position8.00% | $ Change20.00% | # Change5.00% |
| Stck Ticker00724F101 | Stock NameADOBE INC | $ Position$21,816,793 | % Position7.00% | $ Change70.00% | # Change102.00% |
| Stck Ticker874039100 | Stock NameTAIWAN SEMICONDUCTOR MANUFAC | $ Position$19,790,501 | % Position7.00% | $ Change127.00% | # Change61.00% |
| Stck Ticker98978V103 | Stock NameZOETIS INC | $ Position$18,079,329 | % Position6.00% | $ Change | # Change |
| Stck Ticker03831W108 | Stock NameAPPLOVIN CORP | $ Position$13,153,822 | % Position4.00% | $ Change | # Change |
| Stck Ticker34959E109 | Stock NameFORTINET INC | $ Position$13,309,790 | % Position4.00% | $ Change13.00% | # Change-40.00% |
| Stck Ticker45168D104 | Stock NameIDEXX LABS INC | $ Position$13,229,437 | % Position4.00% | $ Change299.00% | # Change326.00% |
| Stck Ticker775711104 | Stock NameROLLINS INC | $ Position$10,513,262 | % Position4.00% | $ Change432.00% | # Change581.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$13,383,958 | % Position4.00% | $ Change-7.00% | # Change-8.00% |
| Stck Ticker461202103 | Stock NameINTUIT | $ Position$11,983,554 | % Position4.00% | $ Change202.00% | # Change400.00% |