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Portfolio (Quarterly) Guide ↗

ICICI Prudential Asset Management Co Ltd

· CIK 0001697850
13F Portfolio $833M AUM 155 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 105 Added 18 Reduced 7 Exited
Page 3 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MAS MASCO CORP Industrials 121,764.0 $7.4M 0.88% +61K +101.4% $60.37 +14.6%
42 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 7,356.0 $7.3M 0.88% +244.0 +3.4% $996.43 +0.8%
43 EWJ ISHARES INC 82,850.0 $7.0M 0.84% $84.40 +8.8%
44 ZTS ZOETIS INC Healthcare 58,050.0 $6.9M 0.82% +29K +100.2% $118.21 -32.5%
45 NFLX NETFLIX INC. Communication Services 69,971.0 $6.7M 0.81% +2K +2.9% $96.15 -9.9%
46 HII HUNTINGTON INGALLS INDS INC Industrials 17,318.0 $6.6M 0.79% -12K -40.3% $379.90 -15.7%
47 MU MICRON TECHNOLOGY INC Technology 18,652.0 $6.3M 0.76% +592.0 +3.3% $337.84 +168.6%
48 MCHI ISHARES TR 99,781.0 $5.6M 0.67% $56.18 -2.7%
49 PLTR PALANTIR TECHNOLOGIES INC Technology 37,975.0 $5.6M 0.67% +1K +3.6% $146.28 -5.6%
50 AMD ADVANCED MICRO DEVICES INC Technology 27,019.0 $5.5M 0.66% +891.0 +3.4% $203.43 +144.3%
51 BA BOEING CO Industrials 27,522.0 $5.5M 0.66% -13K -31.3% $199.03 +13.5%
52 IEX IDEX CORP Industrials 28,741.0 $5.4M 0.65% -23K -44.1% $189.55 +9.3%
53 TMO THERMO FISHER SCIENTIFIC INC Healthcare 10,821.0 $5.3M 0.64% $491.53 -3.3%
54 NOC NORTHROP GRUMMAN CORP Industrials 7,560.0 $5.2M 0.62% -2K -16.6% $682.24 -18.8%
55 CSCO CISCO SYS INC Technology 65,459.0 $5.1M 0.61% +2K +3.2% $77.59 +53.1%
56 ILF ISHARES TR 142,143.0 $5.1M 0.61% -12K -7.8% $35.54 -1.4%
57 LPLA LPL FINL HLDGS INC Financial Services 16,478.0 $5.0M 0.59% +9K +108.6% $300.83 -10.1%
58 MSI MOTOROLA SOLUTIONS INC Technology 11,050.0 $4.8M 0.58% $433.97 -5.8%
59 WST WEST PHARMACEUTICAL SVSC INC Healthcare 19,118.0 $4.8M 0.58% $250.64 +26.8%
60 EPAM EPAM SYS INC Technology 35,323.0 $4.8M 0.57% $135.40 -24.5%
Page 3 of 8  ·  155 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.0%
Consumer Defensive 11.2%
Healthcare 10.6%
Industrials 10.4%
Consumer Cyclical 9.2%
Communication Services 7.8%
Basic Materials 3.9%
Financial Services 3.4%
Energy 1.3%
Utilities 0.6%