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Latest DE BURLO GROUP INC Stock Portfolio

$546Million | No. of Holdings #90

DE BURLO GROUP INC Performance

2026 Q2+17.94%
YTD+10.70%
2025+12.94%

About DE BURLO GROUP INC and 13F Hedge Fund Stock Holdings

DE BURLO GROUP INC is a hedge fund based in Boston, MA. On 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, DE BURLO GROUP INC reported an equity portfolio of $546.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of DE BURLO GROUP INC are AMD, AAPL, GOOG. The fund has invested 8.3% of it's portfolio in ADVANCED MICRO DEVICES INC and 6.6% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off MASIMO CORP (MASI), ABBOTT LABORATORIES (ABT) and VANECK ETF TRUST (AFK) stocks. They significantly reduced their stock positions in STRYKER CORPORATION (SYK), MICRON TECHNOLOGY INC (MU) and EQT CORP (EQT). DE BURLO GROUP INC opened new stock positions in ENTREPRENEURSHARES SERIES TR (ENTR), ASTERA LABS INC and UNITY SOFTWARE INC (U). The fund showed a lot of confidence in some stocks as they added substantially to TERADYNE INC (TER), IREN LIMITED (IREN) and RIOT PLATFORMS INC (RIOT).
DE BURLO GROUP INC Equity Portfolio Value
Last Reported on: 13 Aug, 2026
$546Million
  as of Aug 13, 2026

DE BURLO GROUP INC Annual Return Estimates Vs S&P 500

Our best estimate is that DE BURLO GROUP INC made a return of 17.94% in the last quarter. In trailing 12 months, it's portfolio return was 18.5%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
entrepreneurshares series tr25,828,400
astera labs inc7,148,700
unity software inc4,830,020
amphenol corp4,372,740
cleanspark inc2,992,940
qualcomm inc2,759,650
New stocks bought by DE BURLO GROUP INC

Additions

Ticker% Inc.
teradyne inc116
iren limited80.32
riot platforms inc60.72
amazon com inc18.14
berkshire hathaway inc del10.88
alphabet inc3.58
oreilly automotive inc1.91
weyerhaeuser co1.11
Additions to existing portfolio by DE BURLO GROUP INC

Reductions

Ticker% Reduced
stryker corporation-63.91
micron technology inc-51.8
eqt corp-40.71
intuit-39.16
visa inc-29.9
advanced micro devices inc-29.32
solaris energy infras inc-26.55
automatic data processing in-25.6
DE BURLO GROUP INC reduced stake in above stock

Sold off

Ticker$ Sold
masimo corp-1,387,740
vaneck etf trust-275,393
abbott laboratories-280,597
royal gold inc-229,041
DE BURLO GROUP INC got rid off the above stocks

Sector Distribution

DE BURLO GROUP INC has about 35.1% of it's holdings in Technology sector.

  • Technology
  • Others
  • Healthcare
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Industrials
  • Consumer Defensive
  • Real Estate
  • Energy
  • Utilities
Sector%
Technology35.1
Others16.3
Healthcare12.8
Communication Services8.2
Consumer Cyclical7.7
Financial Services7.6
Industrials4.4
Consumer Defensive2.9
Real Estate1.9
Energy1.8
Utilities1.1

Market Cap. Distribution

DE BURLO GROUP INC has about 81% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP53.5
LARGE-CAP27.5
UNALLOCATED16.3
MID-CAP1.8

Stocks belong to which Index?

About 78.8% of the stocks held by DE BURLO GROUP INC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50076.2
Others21.2
RUSSELL 20002.6
Top 5 Winners (%)%
MU
micron technology inc
179.1 %
AMD
advanced micro devices inc
158.4 %
PANW
palo alto networks inc
112.5 %
CRWD
crowdstrike hldgs inc
95.5 %
IART
integra lifesciences hldgs c
90.7 %
Top 5 Winners ($)$
AMD
advanced micro devices inc
35.5 M
LLY
eli lilly & co
7.4 M
GOOG
alphabet inc
6.8 M
MU
micron technology inc
6.8 M
AAPL
apple inc
4.5 M
Top 5 Losers (%)%
INTU
intuit
-31.9 %
NFLX
netflix inc.
-25.7 %
LULU
lululemon athletica inc
-25.4 %
XOM
exxon mobil corp
-19.4 %
ADSK
autodesk inc
-16.8 %
Top 5 Losers ($)$
INTU
intuit
-4.2 M
ADSK
autodesk inc
-2.5 M
MCK
mckesson corp
-2.5 M
EQT
eqt corp
-1.2 M
COST
costco wholesale corporation
-0.8 M

DE BURLO GROUP INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of DE BURLO GROUP INC

DE BURLO GROUP INC has 90 stocks in it's portfolio. About 48.3% of the portfolio is in top 10 stocks. INTU proved to be the most loss making stock for the portfolio. AMD was the most profitable stock for DE BURLO GROUP INC last quarter.

$546.64MTotal Value
94.00Positions
13 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of DE BURLO GROUP INC, last reported on 13 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
DE BURLO GROUP INC's holding in Vaneck Etf Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
DE BURLO GROUP INC's holding in Asml Hldg Nv over time
1.02%2,810
$5.59M
1.02%
unchanged 0 percentunchanged