13F Portfolio · Q2 2026
William von Mueffling
Cantillon Capital Management · 37% top-10 concentration
Value
Top 3 holdings
| BN | BROADCOM INC | 11.1% |
| GOOGL | ALPHABET INC | 9.6% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 8.6% |
Closest replicating ETF:XLK · overlap 110.8 · 1 shared