Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Impact Asset Management GmbH (CIK 2068799) reported $253.1M across 70 reported positions in its SEC 13F filing for 2024-12-31. Largest positions: MSFT ($21.1M, 8.35%), AVGO ($12.2M, 4.84%), MA ($12.1M, 4.80%), TSM ($11.1M, 4.40%), V ($9.6M, 3.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $21.1M | 8.35% | 50,141 | Added |
| 2 | AVGO | BROADCOM INC | $12.2M | 4.84% | 52,810 | Trimmed |
| 3 | MA | MASTERCARD INCORPORATED | $12.1M | 4.80% | 23,056 | Trimmed |
| 4 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $11.1M | 4.40% | 56,330 | Trimmed |
| 5 | V | VISA INC | $9.6M | 3.78% | 30,290 | Trimmed |
| 6 | EQIX | EQUINIX INC | $7.9M | 3.13% | 8,405 | Trimmed |
| 7 | LLY | ELI LILLY & CO | $7.3M | 2.90% | 9,520 | Added |
| 8 | MCO | MOODYS CORP | $6.9M | 2.72% | 14,560 | Trimmed |
| 9 | PNC | PNC FINL SVCS GROUP INC | $6.9M | 2.71% | 35,540 | Added |
| 10 | AAPL | APPLE INC | $6.5M | 2.56% | 25,901 | Trimmed |
| 11 | LOW | LOWES COS INC | $6.5M | 2.56% | 26,255 | Trimmed |
| 12 | SPGI | S&P GLOBAL INC | $6.2M | 2.45% | 12,450 | Trimmed |
| 13 | MELI | MERCADOLIBRE INC | $6.2M | 2.44% | 3,630 | Trimmed |
| 14 | SNPS | SYNOPSYS INC | $6.0M | 2.38% | 12,390 | Hold |
| 15 | ANET | ARISTA NETWORKS INC | $6.0M | 2.38% | 54,500 | New |
| 16 | ICE | INTERCONTINENTAL EXCHANGE IN | $5.8M | 2.31% | 39,170 | New |
| 17 | C | CITIGROUP INC | $5.8M | 2.30% | 82,700 | New |
| 18 | WM | WASTE MGMT INC DEL | $5.7M | 2.25% | 28,265 | Trimmed |
| 19 | ABBV | ABBVIE INC | $5.4M | 2.12% | 30,250 | Trimmed |
| 20 | VRTX | VERTEX PHARMACEUTICALS INC | $5.2M | 2.05% | 12,890 | Trimmed |
| 21 | PANW | PALO ALTO NETWORKS INC | $5.2M | 2.04% | 28,420 | New |
| 22 | NOW | SERVICENOW INC | $5.1M | 2.01% | 4,805 | Trimmed |
| 23 | TJX | TJX COS INC NEW | $4.8M | 1.91% | 39,990 | New |
| 24 | AXP | AMERICAN EXPRESS CO | $4.8M | 1.88% | 16,040 | Trimmed |
| 25 | MRVL | MARVELL TECHNOLOGY INC | $4.7M | 1.85% | 42,300 | New |
Source: SEC Form 13F filings · as of 2024-12-31