Scopus Asset Management,
$2.9B 13F equity value
160 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| LIN | LINDE PLC | 309,512 | $153M | 5.3% |
| ESI | ELEMENT SOLUTIONS INC | 3,102,366 | $106M | 3.6% |
| CRH | CRH PLC | 1,002,596 | $105M | 3.6% |
| AMZN | AMAZON COM INC | 458,750 | $96M | 3.3% |
| SPOT | SPOTIFY TECHNOLOGY S A | 155,871 | $76M | 2.6% |
| NVDA | NVIDIA CORPORATION | 432,500 | $75M | 2.6% |
| PEP | PEPSICO INC | 456,875 | $71M | 2.4% |
| PG | PROCTER & GAMBLE CO | 433,750 | $63M | 2.2% |
| META | META PLATFORMS INC | 105,900 | $61M | 2.1% |
| MDLZ | MONDELEZ INTL INC | 1,049,496 | $60M | 2.1% |
Track Scopus Asset Management,'s 13F portfolio: $2.9B in reported holdings, 160 positions. Top holdings and quarterly changes on SentiSense.