Mirabaud Asset Management Ltd WMS — ADVANCED DRAIN SYS INC DEL

Ownership history in Mirabaud Asset Management Ltd  ·  5 quarters on record

AI Ownership Summary

Mirabaud Asset Management Ltd reported ADVANCED DRAIN SYS INC DEL (WMS) in 5 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 3.72% in 2024 Q2. The latest visible filing shows WMS at 1.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WMS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mirabaud Asset Management Ltd's position in ADVANCED DRAIN SYS INC DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WMS was reported at 1.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.72% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WMS stock page Mirabaud Asset Management Ltd fund profile Mirabaud Asset Management Ltd full holdings
How Mirabaud Asset Management Ltd held WMS — position size vs. price
% of Fund (quarterly)    WMS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 22,670 +165 +0.7% 1.33% $2.9M 2026-02-14 (Est.) $170.80
2025 Q1 REDUCED — — — 22,505 -165 -0.7% 1.27% $2.4M 2025-05-14 $121.06
2024 Q4 UNCHANGED — — — 22,670 — 0% 1.21% $2.6M 2025-02-13 $125.26
2024 Q3 REDUCED 57.6% -26.9% ✅ 22,670 -30,791 -57.6% 1.50% $3.6M 2024-11-13 $132.02
2024 Q2 INITIATED — — — 53,461 — — 3.72% $9.2M 2024-08-12 $140.67

🏢 Other funds also holding WMS

As of 2026 Q1 — sorted by position size

Triodos Investment Management BV 3Y 7Y 5.57% PRENTISS SMITH & CO INC 3Y 7Y 3.48% RIK SAYLOR FINANCIAL, INC. 2.39% Future Fund LLC 3Y 1.32% Robeco Schweiz AG 3Y 7Y 0.89% GENEVA CAPITAL MANAGEMENT LLC 3Y 7Y 0.75% CORBYN INVESTMENT MANAGEMENT INC/MD 3Y 7Y 0.7% Bell Asset Management Ltd 3Y 7Y 0.61% Capital Investment Counsel, LLC 0.52% Vision Capital Management, Inc. 3Y 7Y 0.51%

FAQ About Mirabaud Asset Management Ltd and WMS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mirabaud Asset Management Ltd reported owning WMS?

Mirabaud Asset Management Ltd reported WMS across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported WMS position in Mirabaud Asset Management Ltd's portfolio?

The largest reported portfolio weight for WMS was 3.72% in 2024 Q2.

What is the latest reported WMS position on this page?

The most recent filing on this page is 2025 Q4, when Mirabaud Asset Management Ltd reported 22,670 shares, equal to 1.33% of portfolio, with an estimated market value of $2.9M.

What does the chart on this WMS ownership page compare?

The chart compares Mirabaud Asset Management Ltd's quarterly WMS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Mirabaud Asset Management Ltd time their WMS position?

Based on 13F filing dates vs. subsequent WMS price moves, Mirabaud Asset Management Ltd correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on WMS relative to SPY over the holding period was -28.9%.

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