Quilter Plc

Quilter Plc declares $3.7B in 27 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 55.6% of its $6.6B 13F portfolio. Largest positions: NVIDIA (0.01% of the company) and Alphabet (0.01% of the company). Over time: $3.7B in 27 of these companies for Q2 2026, against $646.1M in 21 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $289.8M and sold $137.8M of these stocks, at the quarter's prices: a net purchase of $151.9M; 4 new positions and 1 sold out.

Performance of its AI picks

The AI-stock portfolio Quilter Plc declared for Q2 2026 (Form 13F), held unchanged, returned +9.0% in Q3 2026 (SMH -7.1%), ranked 177 of 1,783 active managers. Over the last 12 months, quarter after quarter: +34.0% (SMH +87.2%), ranked 405 of 1,359 active managers. Over three years, quarter after quarter: +130.3% (SMH +325.8%). Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

1. NVIDIA (NVDA) — $527.4M: 2.6M shares, 0.01% of the company, 7.9% of its portfolio (added this quarter); held since Q4 2019 or earlier
2. Alphabet (GOOGL) — $444.2M: 1.2M shares, 0.01% of the company, 6.7% of its portfolio (added this quarter); held since Q4 2019 or earlier
3. AMD (AMD) — $432.1M: 743,855 shares, 0.05% of the company, 6.5% of its portfolio (trimmed this quarter); held since Q1 2024
4. Microsoft (MSFT) — $426.2M: 1.1M shares, 0.02% of the company, 6.4% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
5. Amazon (AMZN) — $418.0M: 1.8M shares, 0.02% of the company, 6.3% of its portfolio (added this quarter); held since Q1 2024
6. Apple (AAPL) — $354.3M: 1.2M shares, 0.01% of the company, 5.3% of its portfolio (added this quarter); held since Q1 2024
7. Palo Alto Networks (PANW) — $325.9M: 955,609 shares, 0.12% of the company, 4.9% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
8. Meta Platforms (META) — $155.6M: 276,153 shares, 0.01% of the company, 2.3% of its portfolio (added this quarter); held since Q4 2019 or earlier
9. KLA (KLAC) — $127.1M: 421,271 shares, 0.03% of the company, 1.9% of its portfolio (new position this quarter)
10. Broadcom (AVGO) — $124.4M: 329,315 shares, 0.01% of the company, 1.9% of its portfolio (added this quarter); held since Q2 2025
11. Equinix (EQIX) — $117.8M: 113,004 shares, 0.11% of the company, 1.8% of its portfolio (trimmed this quarter); held since Q3 2023
12. Micron (MU) — $93.8M: 81,297 shares, 0.01% of the company, 1.4% of its portfolio (added this quarter); held since Q1 2020
13. NextEra Energy (NEE) — $90.7M: 1.0M shares, 0.05% of the company, 1.4% of its portfolio (added this quarter); held since Q4 2020
14. Caterpillar (CAT) — $34.8M: 32,701 shares, 0.01% of the company, 0.52% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
15. Intuit (INTU) — $13.1M: 50,036 shares, 0.02% of the company, 0.20% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier

By sector

• Cloud & AI giants — $1.8B, 49% of its AI holdings, 5 companies
• Chips & compute — $1.1B, 29% of its AI holdings, 5 companies
• AI software — $345.6M, 9% of its AI holdings, 5 companies
• Equipment & test — $129.5M, 4% of its AI holdings, 4 companies
• Power, electrical & cooling — $126.0M, 3% of its AI holdings, 3 companies
• Neoclouds & data centers — $117.8M, 3% of its AI holdings, 1 company
• Memory & storage — $93.8M, 3% of its AI holdings, 1 company
• Interconnect — $1.4M, 0% of its AI holdings, 2 companies
• Optics — $221,460.00, 0% of its AI holdings, 1 company

Biggest changes this quarter

• opened a position in KLA (KLAC): +$127.1M at the quarter's price
• added to NVIDIA (NVDA): +$62.0M at the quarter's price
• trimmed AMD (AMD): -$54.1M at the quarter's price
• trimmed Intuit (INTU): -$44.5M at the quarter's price
• added to Broadcom (AVGO): +$30.4M at the quarter's price
• trimmed Palo Alto Networks (PANW): -$29.1M at the quarter's price
• added to Alphabet (GOOGL): +$28.1M at the quarter's price
• added to Meta Platforms (META): +$18.3M at the quarter's price
• added to NextEra Energy (NEE): +$11.0M at the quarter's price
• added to Apple (AAPL): +$4.8M at the quarter's price

Other holders of this size

• GREAT LAKES ADVISORS, LLC — $3.7B in 99 of these companies
• Circle Wealth Management, LLC — $3.7B in 57 of these companies
• Allen Investment Management, LLC — $3.7B in 36 of these companies
• Beacon Pointe Advisors, LLC — $3.7B in 132 of these companies
• REGIONS FINANCIAL CORP — $3.7B in 100 of these companies
• HARVARD MANAGEMENT CO INC — $3.8B in 10 of these companies
• Elo Mutual Pension Insurance Co — $3.7B in 85 of these companies
• Groupe la Francaise — $3.8B in 73 of these companies

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