Crake Asset Management LLP - Q42025 Holdings

Crake Asset Management LLP holds 17 stocks with a total portfolio value of $ 2.55B as of Q42025. In Q42025, Crake Asset Management LLP added 3 new positions, increased stakes in 7 stocks, reduced 5 holdings, and fully exited 1 position. The largest holding is Microsoft Corp (MSFT), representing 22.85% of the total portfolio.