NESN-SW

NESN-SW

NESN-SW

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2024 Q4 Dec 31, 2024 Aquamarine Fund - 18.6% 1211 HK, MV FP, NESN SW, RACE IM, SRG -
2022 Q4 Dec 31, 2022 Aquamarine Fund - -21.0% 1211 HK, AXP, BAC, BRK/A, CDLX, CVNA, GOOG, IEX IN, MKL, NESN SW, OXY, RACE IM, ROKU, SNOW, SQ, TSLA -
2021 Q4 Dec 31, 2021 Aquamarine Fund - 23.8% 1211 HK, AAPL, AMZN, AXP, BAC, BRK/A, FDJ FP, GOOG, IEX IN, MA, MSFT, NESN SW, NET, TSLA, WE, ZM -
2020 Q4 Dec 31, 2020 Aquamarine Fund - 11.3% 1211 HK, AMZN, AVB, AXP, BAC, BRK/A, GME, MA, NESN SW, NGLX, RACE IM, SRG, STLA -
2015 Q4 Dec 31, 2015 Aquamarine Fund - -16.0% ATGE, BRK/A, CHK, MSFT, NESN SW, RLS SP -
2023 Q4 Dec 1, 2024 Polen Capital – Global SMID Company Growth 3.5% 9.5% ABT, ADP, ALGN, AMZN, AON, EL, NESN SW, NVO, SAP, WDAY -
2025 Q3 Oct 23, 2025 Semper Augustus 3.3% 19.7% BRK/A, GOOG, HEIO NA, NESN SW, PM capital preservation, cash flow, durability, Financial Strength, Quality NESN SW
PM
GOOG
2025 Q3 Oct 14, 2025 Harding Loevner International Equity 6.6% 22.4% 2413 JP, CATL, NESN SW, TSM financials, growth, healthcare, Quality, technology
2024 Q3 Sep 30, 2024 ClearBridge Investments International Growth ADR Strategy 5.7% 0.0% 4543 JP, 7936 JP, 8766 JP, CPG, NESN SW -
2024 Q3 Sep 30, 2024 Harding Loevner International Equity 9.5% 11.5% 6690 HK, ATD CN, HDB, MELI, NESN SW, NVO, OR FP, SU FP, TSM -
2024 Q3 Sep 30, 2024 Matrix Dividend Income 0.0% 0.0% DUK, NESN SW -
2024 Q3 Sep 30, 2024 American Century International Growth Fund 6.6% 0.0% 669 HK, 6981 JP, 7011 JP, ASML, BVI FP, CLNX SM, ICON, NESN SW, NVO, ONON -
2025 Q1 Mar 31, 2025 Mar Vista Global Equity Fund -3.0% -3.0% AVGO, BRK/A, CRM, MSFT, NESN SW, NVDA, SAF FP -
2024 Q1 Mar 31, 2024 Lansdowne Partners European Fund 7.0% 7.0% ASML NA, EL FP, IBE SM, KBC BB, LDO IM, NESN SW, REL LN, SIKA SW -
2024 Q4 Feb 24, 2025 Mar Vista Global Equity Fund -3.3% 12.7% AMT, AMZN, ASML, AVGO, CRM, DIS, NESN SW, NZM GR -

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 27, 2026 Fund Letters Christopher P. Bloomstran Nestlé S.A. Consumer Staples Packaged Foods & Meats Bull Swiss Exchange buybacks, Consumerstaples, dividend, Execution, Glp1, innovation, margin, Marketing, Nutrition, turnaround
Jan 21, 2026 Fund Letters Alan Pullen Nestlé S.A. Consumer Staples Packaged Foods Bull Swiss Exchange brands, consumer staples, Defensiveness, Pricingpower, scale
Jan 8, 2026 Fund Letters Abdulaziz A.Alnaim Nestlé SA Consumer Staples Packaged Foods & Meats Bull Swiss Exchange brands, Coffee, compounding, Petcare, Pricing

BSD Shareholders of NESN-SW

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.

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