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ICICI Prudential Asset Management Co Ltd

Q2 2025 · 13F-HR

ICICI Prudential Asset Management Co Ltdholdings as filed

Filed 2025-08-11 · accession 0001085146-25-004776

$802.7M
Reported value
156
Positions
2025-06-30
Period end
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The Brief · ICICI Prudential Asset Management Co Ltd · Q2 2025

AI · grounded in 13F

ICICI Prudential Asset Management Co Ltd established a new position in VTRS valued at $80.5M. The fund also initiated new stakes in CTSH for $59.2M and ASHR for $44M. Additional new positions include MSFT at $38.5M, AMZN at $22M, and NVDA at $19.6M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92556V106VTRSVIATRIS INC$80.5M10.0%9,016,076CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$59.2M7.38%759,238CommonSOLE
233051879ASHRDBX ETF TR$44.0M5.48%1,596,210CommonSOLE
594918104MSFTMICROSOFT CORP$38.5M4.79%77,369CommonSOLE
023135106AMZNAMAZON COM INC$22.0M2.74%100,280CommonSOLE
67066G104NVDANVIDIA CORPORATION$19.6M2.45%124,296CommonSOLE
037833100AAPLAPPLE INC$15.6M1.94%76,084CommonSOLE
02079K107GOOGALPHABET INC$13.1M1.63%73,786CommonSOLE
00724F101ADBEADOBE INC$11.6M1.45%29,998CommonSOLE
29414B104EPAMEPAM SYS INC$11.3M1.41%63,926CommonSOLE
11135F101AVGOBROADCOM INC$10.9M1.36%39,614CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$10.3M1.28%47,000CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$10.2M1.28%42,405CommonSOLE
518439104ELLAUDER ESTEE COS INC$10.2M1.27%126,462CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$9.4M1.17%12,877CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$9.3M1.16%125,938CommonSOLE
654106103NKENIKE INC$9.2M1.15%129,580CommonSOLE
717081103PFEPFIZER INC$8.8M1.10%362,963CommonSOLE
902973304USBUS BANCORP DEL$8.8M1.09%194,027CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$8.6M1.07%93,999CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$8.5M1.05%37,889CommonSOLE
097023105BABOEING CO$8.4M1.05%40,082CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$8.2M1.02%69,528CommonSOLE
254687106DISDISNEY WALT CO$8.2M1.02%66,073CommonSOLE
30303M102METAMETA PLATFORMS INC$8.2M1.02%11,060CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$8.1M1.01%49,700CommonSOLE
038222105AMATAPPLIED MATLS INC$8.1M1.00%44,057CommonSOLE
235851102DHRDANAHER CORPORATION$7.9M0.98%40,000CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$7.6M0.95%249,045CommonSOLE
115637209BF/BBROWN FORMAN CORP$7.6M0.94%281,600CommonSOLE
89400J107TRUTRANSUNION$7.4M0.92%83,791CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$7.3M0.91%72,600CommonSOLE
64110L106NFLXNETFLIX INC$7.1M0.89%5,333CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$7.1M0.88%96,486CommonSOLE
090572207BIOBIO RAD LABS INC$6.8M0.85%28,316CommonSOLE
031162100AMGNAMGEN INC$6.6M0.83%23,738CommonSOLE
79466L302CRMSALESFORCE INC$6.5M0.81%23,945CommonSOLE
871607107SNPSSYNOPSYS INC$6.3M0.79%12,344CommonSOLE
68389X105ORCLORACLE CORP$6.3M0.78%28,633CommonSOLE
46434G822EWJISHARES INC$6.2M0.77%82,850CommonSOLE
609207105MDLZMONDELEZ INTL INC$6.2M0.77%91,227CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$6.1M0.77%87,280CommonSOLE
88160R101TSLATESLA INC$5.9M0.73%18,540CommonSOLE
46429B671MCHIISHARES TR$5.9M0.73%106,281CommonSOLE
512807306LRCXLAM RESEARCH CORP$5.9M0.73%60,150CommonSOLE
713448108PEPPEPSICO INC$5.8M0.72%43,683CommonSOLE
02079K305GOOGLALPHABET INC$5.8M0.72%32,647CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$5.5M0.69%5,560CommonSOLE
922475108VEEVVEEVA SYS INC$5.4M0.67%18,691CommonSOLE
22052L104CTVACORTEVA INC$5.3M0.66%70,840CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$5.0M0.63%55,080CommonSOLE
58933Y105MRKMERCK & CO INC$4.8M0.60%60,800CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$4.8M0.60%24,226CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$4.8M0.59%11,720CommonSOLE
052769106ADSKAUTODESK INC$4.7M0.59%15,256CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$4.6M0.58%9,260CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$4.6M0.58%15,017CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$4.5M0.56%97,849CommonSOLE
880770102TERTERADYNE INC$4.5M0.56%50,217CommonSOLE
747525103QCOMQUALCOMM INC$4.3M0.54%27,124CommonSOLE
45167R104IEXIDEX CORP$4.3M0.54%24,541CommonSOLE
464288737KXIISHARES TR$4.2M0.53%64,610CommonSOLE
189054109CLXCLOROX CO DEL$4.1M0.51%34,100CommonSOLE
464287390ILFISHARES TR$4.0M0.50%154,143CommonSOLE
49177J102KVUEKENVUE INC$4.0M0.50%190,060CommonSOLE
46434V456IQLTISHARES TR$4.0M0.49%91,455CommonSOLE
574599106MASMASCO CORP$3.9M0.48%60,464CommonSOLE
74348A467NOBLPROSHARES TR$3.9M0.48%38,501CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3.9M0.48%28,360CommonSOLE
20030N101CMCSACOMCAST CORP NEW$3.9M0.48%108,093CommonSOLE
17275R102CSCOCISCO SYS INC$3.4M0.43%49,630CommonSOLE
872590104TMUST-MOBILE US INC$3.4M0.42%14,230CommonSOLE
92189F106GDXVANECK ETF TRUST$3.2M0.40%61,760CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$2.9M0.36%20,320CommonSOLE
461202103INTUINTUIT$2.8M0.34%3,495CommonSOLE
98138H101WDAYWORKDAY INC$2.7M0.34%11,207CommonSOLE
09062X103BIIBBIOGEN INC$2.7M0.33%21,288CommonSOLE
92189F700MOOVANECK ETF TRUST$2.6M0.32%34,942CommonSOLE
46138E800CQQQINVESCO EXCH TRADED FD TR II$2.5M0.31%55,928CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2.4M0.30%4,492CommonSOLE
882508104TXNTEXAS INSTRS INC$2.4M0.29%11,385CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$2.4M0.29%407CommonSOLE
N07059210ASMLASML HOLDING N V$2.2M0.27%2,695CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$2.1M0.27%49,330CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$2.0M0.25%47,800CommonSOLE
438516106HONHONEYWELL INTL INC$1.9M0.23%8,054CommonSOLE
82509L107SHOPSHOPIFY INC$1.8M0.22%15,266CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.7M0.22%15,589CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.7M0.22%14,006CommonSOLE
655663102NDSNNORDSON CORP$1.7M0.21%8,000CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1.7M0.21%8,356CommonSOLE
58733R102MELIMERCADOLIBRE INC$1.7M0.21%635CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.6M0.20%3,121CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.6M0.20%5,087CommonSOLE
482480100KLACKLA CORP$1.5M0.18%1,657CommonSOLE
032654105ADIANALOG DEVICES INC$1.5M0.18%6,219CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.4M0.18%3,218CommonSOLE
03831W108APPAPPLOVIN CORP$1.3M0.17%3,856CommonSOLE
855244109SBUXSTARBUCKS CORP$1.3M0.16%14,242CommonSOLE
594972408MSTRMICROSTRATEGY INC$1.3M0.16%3,180CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$1.3M0.16%3,928CommonSOLE
25809K105DASHDOORDASH INC$1.2M0.15%4,996CommonSOLE
458140100INTCINTEL CORP$1.2M0.15%54,668CommonSOLE
172908105CTASCINTAS CORP$1.1M0.14%5,060CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$1.1M0.14%24,868CommonSOLE
464287325IXJISHARES TR$1.1M0.14%12,675CommonSOLE
34959E109FTNTFORTINET INC$1.0M0.13%9,592CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$965,5630.12%10,713CommonSOLE
571903202MARMARRIOTT INTL INC NEW$937,6570.12%3,432CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$905,8120.11%12,188CommonSOLE
722304102PDDPDD HOLDINGS INC$876,1090.11%8,371CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$836,3070.10%10,805CommonSOLE
05464C101AXONAXON ENTERPRISE INC$807,2420.10%975CommonSOLE
126408103CSXCSX CORP$768,2080.10%23,543CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$765,5860.10%12,222CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$763,5330.10%1,347CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$719,0970.09%1,759CommonSOLE
009066101ABNBAIRBNB INC$715,8270.09%5,409CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$698,2500.09%1,330CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$694,5690.09%6,694CommonSOLE
704326107PAYXPAYCHEX INC$656,6060.08%4,514CommonSOLE
693718108PCARPACCAR INC$625,4000.08%6,579CommonSOLE
464287341IXCISHARES TR$618,6600.08%15,750CommonSOLE
98980G102ZSZSCALER INC$612,4970.08%1,951CommonSOLE
311900104FASTFASTENAL CO$603,8760.08%14,378CommonSOLE
217204106CPRTCOPART INC$594,0900.07%12,107CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$562,7140.07%17,021CommonSOLE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$554,4270.07%2,283CommonSOLE
30161N101EXCEXELON CORP$549,3500.07%12,652CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$546,0600.07%1,753CommonSOLE
45168D104IDXXIDEXX LABS INC$540,0940.07%1,007CommonSOLE
23804L103DDOGDATADOG INC$537,8570.07%4,004CommonSOLE
778296103ROSTROSS STORES INC$525,7570.07%4,121CommonSOLE
046353108AZNNASTRAZENECA PLC$521,9340.07%7,469CommonSOLE
149123101CATCATERPILLAR INC$504,6730.06%1,300CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$503,0210.06%3,661CommonSOLE
285512109EAELECTRONIC ARTS INC$501,7770.06%3,142CommonSOLE
98389B100XELXCEL ENERGY INC$492,2270.06%7,228CommonSOLE
464287556IBBISHARES TR$490,4790.06%3,877CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$476,0290.06%12,416CommonSOLE
427866108HSYHERSHEY CO$464,6600.06%2,800CommonSOLE
46434V738IEURISHARES TR$463,5400.06%7,000CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$429,7700.05%2,648CommonSOLE
252131107DXCMDEXCOM INC$428,9430.05%4,914CommonSOLE
22160N109CSGPCOSTAR GROUP INC$425,0750.05%5,287CommonSOLE
049468101TEAMATLASSIAN CORPORATION$420,3960.05%2,070CommonSOLE
88339J105TTDTHE TRADE DESK INC$404,2960.05%5,616CommonSOLE
03662Q105AKXANSYS INC$386,6930.05%1,101CommonSOLE
500754106KHCKRAFT HEINZ CO$382,9880.05%14,833CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$355,3400.04%31,007CommonSOLE
46435U135IHAKISHARES TR$344,8010.04%6,480CommonSOLE
550021109LULULULULEMON ATHLETICA INC$342,3530.04%1,441CommonSOLE
12514G108CDWCDW CORP$294,6740.04%1,650CommonSOLE
682189105ONON SEMICONDUCTOR CORP$274,4710.03%5,237CommonSOLE
042068205ARMARM HOLDINGS PLC$271,0760.03%1,676CommonSOLE
G39387108GFSGLOBALFOUNDRIES INC$264,6880.03%6,929CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.