Castlefield Investment Partners LLP

**Castlefield Investment Partners LLP** manages $166M across a focused portfolio of 32 positions. The strategy exhibits significant conviction in mega-cap technology and semiconductor leaders, evidenced by top holdings including NVDA ($14.1M) and GOOGL ($13.0M). Further allocations are weighted toward established tech giants like AAPL ($12.0M) and MSFT ($9.9M), alongside critical industrial and healthcare names. This concentration suggests a tactical, high-conviction approach targeting secular growth themes.

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