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Sarah Jane Maidens

Camrose Capital Investment Partners Llp

Assets Managed
$764.196M
Holdings
10
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
26.57%(2Q avg: 33.35%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Camrose Capital Investment Partners Llp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 10 positions.

Assets under management

The assets under management (AUM) of Camrose Capital Investment Partners Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 764.196M in assets, with a quarterly growth rate of 26.57% and a 2-quarter average growth rate of 33.35%. The portfolio is managed by Sarah Jane Maidens, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CNM
Core & Main Inc-class A
Recent Activity
Increased 30.54%
14.66%
$112.02M
2.268M shares@ $49.4 avg price
HLT
Hilton Worldwide Holdings In
Recent Activity
Increased 35.55%
12.06%
$92.113M
302,924 shares@ $304.09 avg price
SPGI
S&p Global Inc
Recent Activity
Increased 78.67%
11.74%
$89.698M
210,885 shares@ $425.35 avg price
MA
Mastercard Inc - A
Recent Activity
Increased 94.66%
11.74%
$89.677M
179,476 shares@ $499.66 avg price
TXN
Texas Instruments Inc
Recent Activity
Increased 32.54%
11.47%
$87.589M
451,165 shares@ $194.14 avg price
MLM
Martin Marietta Materials
Recent Activity
Increased 20.32%
10.54%
$80.484M
136,719 shares@ $588.69 avg price
YUM
Yum! Brands Inc
Recent Activity
Increased 29.67%
9.17%
$70.006M
450,260 shares@ $155.49 avg price
EXPD
Expeditors Intl Wash Inc
Recent Activity
Increased 13.38%
8.34%
$63.734M
444,976 shares@ $143.23 avg price
ROP
Roper Technologies Inc
Recent Activity
Increased 5.43%
5.5%
$41.97M
118,606 shares@ $353.86 avg price
ADP
Automatic Data Processing
Recent Activity
Increased 5.97%
4.83%
$36.905M
181,639 shares@ $203.18 avg price

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