account_balance
Investment manager · 13F filer · SEC CIK 1923769
Grafton Street Partners Management Company, LLC
Reported value$181Mas of Jun 30, 2026
Positions10 0 new, 1 sold out
Top 10 weight100.0%TSM alone is 18%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 10 stocks.
TSMTaiwan Semiconductor Manufacturing Co Ltd
18.2%Trimmed −8%
GOOGLAlphabet Inc.
18.1%Trimmed −10%
TPGTPG Inc.
14.7%Added +13%
NOWServiceNow, Inc.
10.8%
MSFTMicrosoft Corp
9.6%
ELVElevance Health, Inc.
8.9%Trimmed −13%
TEAMAtlassian Corp
7.5%
VVisa Inc.
5.1%
SESea Ltd
4.3%+26%
MAMastercard Inc
2.9%
TSMTaiwan Semiconductor Manufacturing Co Ltd
18.2%Trimmed −8%
GOOGLAlphabet Inc.
18.1%Trimmed −10%
TPGTPG Inc.
14.7%+13%
NOWServiceNow, Inc.
10.8%
MSFTMicrosoft Corp
9.6%
ELVElevance Health, Inc.
8.9%
TEAM7.5%V5.1%SEMABox size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 10 as a list
TSM Taiwan Semiconductor Manufacturing Co Ltd 18.2% Trimmed −8%GOOGL Alphabet Inc. 18.1% Trimmed −10%TPG TPG Inc. 14.7% Added +13%NOW ServiceNow, Inc. 10.8% HeldMSFT Microsoft Corp 9.6% HeldELV Elevance Health, Inc. 8.9% Trimmed −13%TEAM Atlassian Corp 7.5% HeldV Visa Inc. 5.1% HeldSE Sea Ltd 4.3% Added +26%MA Mastercard Inc 2.9% Added +11%
What changed
Biggest moves since Mar 31, 2026
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