13F Portfolio · Q1 2026
William von Mueffling
Cantillon Capital Management · 37% top-10 concentration
Value
Top 3 holdings
| BN | BROADCOM INC | 8.7% |
| GOOGL | ALPHABET INC | 7.4% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 5.9% |
Closest replicating ETF:XLK · overlap 110.8 · 1 shared