account_balance
Investment manager · 13F filer · SEC CIK 2040608
Camrose Capital Investment Partners LLP
Reported value$885Mas of Jun 30, 2026
Positions10 0 new, 0 sold out
Top 10 weight100.0%TXN alone is 14%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 10 stocks.
TXNTexas Instruments Inc
14.0%Trimmed −8%
CNMCore & Main, Inc.
13.7%Added +10%
MAMastercard Inc
12.3%Added +18%
HLTHilton Worldwide Holdings Inc.
12.1%Added +7%
SPGIS&P Global Inc.
11.2%Added +16%
MLMMartin Marietta Materials Inc
9.5%Added +7%
EXPDExpeditors International of Washington Inc
8.8%Added +7%
YUMYum Brands Inc
8.7%Added +7%
ADPAutomatic Data Processing Inc
4.9%Added +7%
ROPRoper Technologies Inc
4.8%Added +7%
TXNTexas Instruments Inc
14.0%Trimmed −8%
CNMCore & Main, Inc.
13.7%Added +10%
MAMastercard Inc
12.3%
HLTHilton Worldwide Holdings Inc.
12.1%
SPGIS&P Global Inc.
11.2%+16%
MLMMartin Marietta Materials Inc
9.5%
EXPDExpeditors International of Washington Inc
8.8%+7%
YUMYum Brands Inc
8.7%+7%
ADP4.9%ROP4.8%Box 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
TXN Texas Instruments Inc 14.0% Trimmed −8%CNM Core & Main, Inc. 13.7% Added +10%MA Mastercard Inc 12.3% Added +18%HLT Hilton Worldwide Holdings Inc. 12.1% Added +7%SPGI S&P Global Inc. 11.2% Added +16%MLM Martin Marietta Materials Inc 9.5% Added +7%EXPD Expeditors International of Washington Inc 8.8% Added +7%YUM Yum Brands Inc 8.7% Added +7%ADP Automatic Data Processing Inc 4.9% Added +7%ROP Roper Technologies Inc 4.8% Added +7%
What changed
Biggest moves since Mar 31, 2026
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