ICICI Prudential Asset Management Co Ltd

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), ICICI Prudential Asset Management Co Ltd reported 156 stock positions worth $768.4 million. Its top holding was Vodafone Group PLC-SP ADR (VOD) at 10.9% of the portfolio, followed by Viatris (VTRS, 5.7%) and Xtrackers Harvest Csi 300 CH (ASHR, 5.5%). Compared with Q4 2024, it opened 2 new positions, sold out of 6, added to 20 and reduced 97. The biggest buy was West Pharmaceutical Services (WST, shares +236%) and the biggest sale an exit from British American Tob-SP ADR (BTI).

Most Recent 13F
Q2 2026
Location
MUMBAI, K7
CIK
0001697850
Portfolio Value
$768.4M (Q1 2025)
SEC Filing
0001085146-25-002779 ↗ filed May 8, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $884.3M Q1 2024 Q2 2024: $844.4M Q2 2024 Q3 2024: $946.2M Q3 2024 Q4 2024: $909.1M Q4 2024 Q1 2025: $768.4M $768.4M Q1 2025 Q2 2025: $802.7M Q2 2025 Q3 2025: $947.2M Q3 2025 Q4 2025: $854.7M Q4 2025 Q1 2026: $832.6M Q1 2026 Q2 2026: $913.2M Q2 2026

Holdings 156 stocks · $768.4M
VOD Vodafone Group PLC-SP ADR 10.90% 8,939,284 $83.8M Reduce -3.6%
VTRS Viatris Inc. 5.68% 5,015,365 $43.7M No change
ASHR Xtrackers Harvest Csi 300 CH 5.52% 1,596,210 $42.4M No change
CTSH Cognizant Tech Solutions-A 4.06% 407,348 $31.2M Reduce -5.2%
MSFT Microsoft Corp. 3.82% 78,263 $29.4M Reduce -18.4%
AMZN Amazon.com Inc. 2.60% 105,200 $20.0M Reduce -23.4%
AAPL Apple Inc. 2.26% 78,317 $17.4M Reduce -2.1%
NVDA Nvidia Corp. 1.79% 127,208 $13.8M Reduce -1.9%
ADBE Adobe Inc. 1.47% 29,535 $11.3M Reduce -0.5%
HII Huntington Ingalls Industrie 1.44% 54,191 $11.1M Add +52.3%
CMCSA Comcast Corp. Class A 1.40% 291,194 $10.7M Reduce -0.5%
GOOG Alphabet Inc. Class C 1.39% 68,336 $10.7M Reduce -0.9%
WST West Pharmaceutical Services 1.37% 47,000 $10.5M Add +235.7%
CTVA Corteva Inc. 1.35% 164,840 $10.4M No change
ZBH Zimmer Biomet Holdings Inc. 1.25% 84,999 $9.6M No change
BF.B Brown-Forman Corp. Class B 1.24% 281,600 $9.6M Add +50.9%
VEEV Veeva Systems Inc. Class A 1.24% 40,982 $9.5M No change
CPB The Campbell's Company 1.20% 230,045 $9.2M Add +15.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.19% 92,938 $9.2M No change
BA The Boeing Co. 1.19% 53,582 $9.1M No change
MPWR Monolithic Power Systems Inc. 1.12% 14,877 $8.6M Add +176.7%
PFE Pfizer Inc. 1.11% 337,963 $8.6M No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 1.09% 126,462 $8.3M No change
DHR Danaher Corp. 1.07% 40,000 $8.2M Add +100.0%
MKTX Marketaxess Holdings Inc. 1.07% 37,889 $8.2M No change
USB US Bancorp 1.07% 194,027 $8.2M No change
EPAM Epam Systems Inc. 1.05% 47,989 $8.1M Add +3.7%
STZ Constellation Brands Inc. Class A 1.05% 44,000 $8.1M Add +120.0%
MCHP Microchip Technology Inc. 0.99% 157,918 $7.6M Add +142.9%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.97% 96,486 $7.5M No change
A Agilent Technologies Inc. 0.95% 62,528 $7.3M No change
UPS United Parcel Service Class B 0.92% 64,600 $7.1M Add +86.7%
NKE Nike Inc. Class B 0.92% 111,580 $7.1M No change
TRU Transunion 0.91% 83,791 $7.0M No change
BIO Bio-Rad Laboratories-A 0.90% 28,316 $6.9M No change
AVGO Broadcom Inc. 0.88% 40,417 $6.8M Reduce -1.1%
META Meta Platforms Inc. Class A 0.86% 11,416 $6.6M Reduce -1.1%
SCHW Schwab (charles) Corp. 0.83% 81,080 $6.3M No change
MDLZ Mondelez International Inc. Class A 0.81% 91,591 $6.2M Reduce -0.9%
GILD Gilead Sciences Inc. 0.76% 52,398 $5.9M Reduce -59.7%
MCHI iShares MSCI China ETF 0.75% 106,281 $5.8M Reduce -10.3%
EWJ iShares MSCI Japan ETF 0.74% 82,850 $5.7M No change
AMGN Amgen Inc. 0.73% 17,890 $5.6M Reduce -25.5%
COST Costco Wholesale Corp. 0.70% 5,693 $5.4M Reduce -1.3%
SNPS Synopsys Inc. 0.69% 12,383 $5.3M Add +519.1%
CDNS Cadence Design SYS Inc. 0.69% 20,809 $5.3M Add +482.7%
NFLX Netflix Inc. 0.67% 5,486 $5.1M Reduce -1.4%
LRCX Lam Research Corp. 0.66% 70,184 $5.1M Reduce -0.4%
AMAT Applied Materials Inc. 0.65% 34,420 $5.0M Add +220.6%
TSLA Tesla Inc. 0.64% 18,949 $4.9M Reduce -1.3%
EFX Equifax Inc. 0.63% 19,791 $4.8M No change
NOC Northrop Grumman Corp. 0.62% 9,260 $4.7M No change
GOOGL Alphabet Inc. Class A 0.61% 30,410 $4.7M Reduce -1.7%
QCOM Qualcomm Inc. 0.55% 27,549 $4.2M Add +32.3%
MANH Manhattan Associates Inc. 0.55% 24,226 $4.2M New
KXI iShares Global Consumer Stap 0.54% 64,610 $4.1M No change
ADSK Autodesk Inc. 0.52% 15,331 $4.0M Reduce -54.7%
ORCL Oracle Corp. 0.52% 28,633 $4.0M Reduce -48.8%
TMO Thermo Fisher Scientific Inc. 0.51% 7,920 $3.9M No change
NOBL Proshares S&P 500 Dividend A 0.51% 38,501 $3.9M No change
TMUS T-Mobile US Inc. 0.51% 14,644 $3.9M Reduce -3.1%
BIIB Biogen Inc. 0.50% 28,229 $3.9M Reduce -0.1%
MRK Merck & Co. Inc. 0.50% 43,000 $3.9M No change
ILF iShares Latin America 40 ETF 0.47% 154,143 $3.6M No change
IQLT iShares MSCI International Q 0.47% 91,455 $3.6M No change
BMY Bristol-Myers Squibb Co. 0.43% 54,449 $3.3M Reduce -68.8%
MAS Masco Corp. 0.41% 45,464 $3.2M No change
CSCO Cisco Systems Inc. 0.41% 51,027 $3.1M Reduce -1.6%
KVUE Kenvue Inc. 0.41% 130,060 $3.1M Reduce -69.3%
MO Altria Group Inc. 0.39% 50,378 $3.0M Reduce -74.0%
GDX Vaneck Gold Miners ETF 0.37% 61,760 $2.8M Reduce -11.1%
PEP Pepsico Inc. 0.34% 17,591 $2.6M Reduce -1.5%
TER Teradyne Inc. 0.34% 31,717 $2.6M Reduce -15.9%
CQQQ Invesco China Technology ETF 0.32% 55,928 $2.5M No change
PLTR Palantir Technologies Inc. Class A 0.32% 28,846 $2.4M Add +1.6%
MOO Vaneck Agribusiness ETF 0.31% 34,942 $2.4M No change
OXY Occidental Petroleum Corp. 0.31% 47,800 $2.4M No change
ISRG Intuitive Surgical Inc. 0.29% 4,574 $2.3M Reduce -1.4%
INTU Intuit Inc. 0.29% 3,585 $2.2M Reduce -1.6%
AMD Advanced Micro Devices 0.28% 20,785 $2.1M Reduce -1.6%
TXN Texas Instruments Inc. 0.27% 11,676 $2.1M Reduce -1.7%
BKNG Booking Holdings Inc. 0.25% 420 $1.9M Reduce -2.3%
IEX Idex Corp. 0.24% 10,341 $1.9M No change
FCX Freeport-McMoran Inc. 0.24% 49,330 $1.9M No change
ASML ASML Holding NV-NY Reg SHS 0.24% 2,758 $1.8M Add +0.1%
HON Honeywell International Inc. 0.23% 8,336 $1.8M Reduce -73.2%
CRM Salesforce Inc. 0.21% 6,145 $1.6M Reduce -82.0%
VRTX Vertex Pharmaceuticals Inc. 0.21% 3,293 $1.6M Reduce -1.8%
ADP Automatic Data Processing 0.21% 5,218 $1.6M Reduce -1.7%
PANW Palo Alto Networks Inc. 0.19% 8,492 $1.4M Reduce -0.6%
SBUX Starbucks Corp. 0.19% 14,569 $1.4M Reduce -1.3%
YUMC Yum China Holdings Inc. 0.17% 24,868 $1.3M New
ADI Analog Devices Inc. 0.17% 6,361 $1.3M Reduce -1.6%
MELI MercadoLibre Inc. 0.17% 650 $1.3M Reduce -1.5%
INTC Intel Corp. 0.16% 55,538 $1.3M Reduce -1.1%
MU Micron Technology Inc. 0.16% 14,290 $1.2M Reduce -1.5%
KLAC KLA Corp. 0.15% 1,704 $1.2M Reduce -2.1%
IXJ iShares Global Healthcare Et 0.15% 12,675 $1.2M No change
CTAS Cintas Corp. 0.14% 5,176 $1.1M Reduce -1.4%
CRWD CrowdStrike Holdings Inc. Class A 0.14% 2,999 $1.1M Reduce -1.5%
ORLY O'reilly Automotive Inc. 0.14% 734 $1.1M Reduce -2.3%
APP AppLovin Corp. Class A 0.14% 3,966 $1.1M Add +2.0%
PDD PDD Holdings Inc. 0.13% 8,567 $1.0M Reduce -1.5%
FTNT Fortinet Inc. 0.12% 9,863 $949K Reduce -1.2%
DASH DoorDash Inc. Class A 0.12% 5,059 $925K Reduce -0.1%
CLX Clorox Company 0.12% 6,046 $890K Reduce -75.9%
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.11% 3,048 $879K Add +27.9%
REGN Regeneron Pharmaceuticals 0.11% 1,378 $874K Reduce -2.1%
MAR Marriott International Class A 0.11% 3,536 $842K Reduce -2.3%
PYPL PayPal Holdings Inc. 0.11% 12,688 $828K Reduce -2.8%
ROP Roper Technologies Inc. 0.11% 1,377 $812K Reduce -1.4%
CEG Constellation Energy 0.11% 4,012 $809K Reduce -1.5%
AEP American Electric Power 0.10% 6,839 $747K Reduce -1.4%
MNST Monster Beverage Corp. 0.10% 12,482 $730K Reduce -1.4%
CSX CSX Corp. 0.09% 24,301 $715K Reduce -3.2%
PAYX Paychex Inc. 0.09% 4,618 $712K Reduce -1.4%
CPRT Copart Inc. 0.09% 12,391 $701K Reduce -1.2%
MRVL Marvell Technology Inc. 0.09% 11,098 $683K Reduce -1.6%
CHTR Charter Communications Inc. Class A 0.09% 1,820 $671K Reduce -1.7%
ABNB Airbnb Inc. Class A 0.09% 5,552 $663K Reduce -1.5%
IXC iShares Global Energy ETF 0.09% 15,750 $662K No change
PCAR Paccar Inc. 0.09% 6,731 $655K Reduce -1.4%
WDAY Workday Inc. Class A 0.08% 2,744 $641K Reduce -77.6%
KDP Keurig Dr Pepper Inc. 0.08% 17,402 $595K Reduce -1.5%
EXC Exelon Corp. 0.08% 12,893 $594K Reduce -1.5%
FANG Diamondback Energy Inc. 0.08% 3,712 $593K Reduce -2.4%
FAST Fastenal Co. 0.07% 7,355 $570K Reduce -1.4%
BKR Baker Hughes Co. 0.07% 12,699 $558K Reduce -1.4%
AZN Astrazeneca PLC-Spons ADR 0.07% 7,468 $549K Reduce -1.5%
ROST Ross Stores Inc. 0.07% 4,231 $541K Reduce -2.1%
VRSK Verisk Analytics Inc. 0.07% 1,799 $535K Reduce -2.1%
XEL Xcel Energy Inc. 0.07% 7,369 $522K Reduce -1.5%
AXON Axon Enterprise Inc. 0.07% 982 $516K Reduce -1.1%
IBB iShares Biotechnology ETF 0.06% 3,877 $496K No change
EA Electronic Arts Inc. 0.06% 3,342 $483K Reduce -2.1%
GEHC GE Healthcare Technology 0.06% 5,865 $473K Reduce -1.4%
TTWO Take-Two Interactive Softwre 0.06% 2,263 $469K Reduce -1.1%
KHC The Kraft Heinz Co. 0.06% 15,327 $466K Reduce -2.7%
ODFL Old Dominion Freight Line 0.06% 2,726 $451K Reduce -1.9%
TEAM Atlassian Corp. Class A 0.06% 2,103 $446K Add +0.1%
IDXX Idexx Laboratories Inc. 0.06% 1,043 $438K Reduce -2.2%
LULU Lululemon Athletica Inc. 0.05% 1,491 $422K Reduce -2.7%
IEUR iShares Core MSCI Europe ETF 0.05% 7,000 $422K No change
CSGP Costar Group Inc. 0.05% 5,260 $417K Reduce -1.5%
DDOG Datadog Inc. Class A 0.05% 4,069 $404K Reduce -0.2%
ZS Zscaler Inc. 0.05% 1,968 $390K Reduce -1.4%
ANSS Ansys Inc. 0.05% 1,124 $356K Reduce -1.2%
DXCM Dexcom Inc. 0.04% 5,012 $342K Reduce -1.4%
WBD Warner Bros Discovery Inc. 0.04% 31,485 $338K Reduce -1.4%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.04% 5,803 $318K Reduce -0.9%
IHAK iShares Cybersecurity & Tech 0.04% 6,480 $302K No change
CDW CDW Corp. 0.04% 1,699 $272K Reduce -2.1%
GFS Globalfoundries Inc. 0.03% 7,088 $262K Reduce -1.5%
ON On Semiconductor 0.03% 5,405 $220K Reduce -2.5%
ARM Arm Holdings PLC-ADR 0.02% 1,679 $179K Add +0.7%
MDB Mongodb Inc. 0.02% 955 $168K Reduce -0.6%

Portfolio Sells Q4 2024 → Q1 2025
BTI British American Tob-SP ADR Sold out 0.00% −5.21
CRM Salesforce Inc. Reduce -82.0% 0.21% −1.04
ETSY Etsy Inc. Sold out 0.00% −0.88
EMR Emerson Electric Co. Sold out 0.00% −0.85
MO Altria Group Inc. Reduce -74.0% 0.39% −0.72
AMZN Amazon.com Inc. Reduce -23.4% 2.60% −0.71
BMY Bristol-Myers Squibb Co. Reduce -68.8% 0.43% −0.65
MSFT Microsoft Corp. Reduce -18.4% 3.82% −0.62
KVUE Kenvue Inc. Reduce -69.3% 0.41% −0.59
ADSK Autodesk Inc. Reduce -54.7% 0.52% −0.58
GILD Gilead Sciences Inc. Reduce -59.7% 0.76% −0.56
HON Honeywell International Inc. Reduce -73.2% 0.23% −0.54
ORCL Oracle Corp. Reduce -48.8% 0.52% −0.50
CLX Clorox Company Reduce -75.9% 0.12% −0.33
WDAY Workday Inc. Class A Reduce -77.6% 0.08% −0.27
TSLA Tesla Inc. Reduce -1.3% 0.64% −0.21
OTIS Otis Worldwide Corp. Sold out 0.00% −0.21
TER Teradyne Inc. Reduce -15.9% 0.34% −0.18
AVGO Broadcom Inc. Reduce -1.1% 0.88% −0.16
NEM Newmont Corp. Sold out 0.00% −0.14
NVDA Nvidia Corp. Reduce -1.9% 1.79% −0.12
IXG iShares Global Financials Et Sold out 0.00% −0.07
GOOG Alphabet Inc. Class C Reduce -0.9% 1.39% −0.06
MRVL Marvell Technology Inc. Reduce -1.6% 0.09% −0.05
TTD Trade Desk Inc./the Class A Reduce -0.9% 0.04% −0.03
GOOGL Alphabet Inc. Class A Reduce -1.7% 0.61% −0.03
PYPL PayPal Holdings Inc. Reduce -2.8% 0.11% −0.01
DDOG Datadog Inc. Class A Reduce -0.2% 0.05% −0.01
ON On Semiconductor Reduce -2.5% 0.03% −0.01
LULU Lululemon Athletica Inc. Reduce -2.7% 0.05% −0.01
AMD Advanced Micro Devices Reduce -1.6% 0.28% −0.00
MDB Mongodb Inc. Reduce -0.6% 0.02% −0.00
ROST Ross Stores Inc. Reduce -2.1% 0.07% −0.00
MAR Marriott International Class A Reduce -2.3% 0.11% −0.00
GFS Globalfoundries Inc. Reduce -1.5% 0.03% +0.00
DXCM Dexcom Inc. Reduce -1.4% 0.04% +0.00
CDW CDW Corp. Reduce -2.1% 0.04% +0.00
AXON Axon Enterprise Inc. Reduce -1.1% 0.07% +0.00
REGN Regeneron Pharmaceuticals Reduce -2.1% 0.11% +0.00
CSX CSX Corp. Reduce -3.2% 0.09% +0.00
ANSS Ansys Inc. Reduce -1.2% 0.05% +0.00
ABNB Airbnb Inc. Class A Reduce -1.5% 0.09% +0.00
ODFL Old Dominion Freight Line Reduce -1.9% 0.06% +0.00
CEG Constellation Energy Reduce -1.5% 0.11% +0.01
WBD Warner Bros Discovery Inc. Reduce -1.4% 0.04% +0.01
PCAR Paccar Inc. Reduce -1.4% 0.09% +0.01
KHC The Kraft Heinz Co. Reduce -2.7% 0.06% +0.01
EA Electronic Arts Inc. Reduce -2.1% 0.06% +0.01
IDXX Idexx Laboratories Inc. Reduce -2.2% 0.06% +0.01
FANG Diamondback Energy Inc. Reduce -2.4% 0.08% +0.01

Portfolio Buys Q4 2024 → Q1 2025
WST West Pharmaceutical Services Add +235.7% 1.37% +0.86
MPWR Monolithic Power Systems Inc. Add +176.7% 1.12% +0.77
HII Huntington Ingalls Industrie Add +52.3% 1.44% +0.70
MCHP Microchip Technology Inc. Add +142.9% 0.99% +0.58
SNPS Synopsys Inc. Add +519.1% 0.69% +0.58
CDNS Cadence Design SYS Inc. Add +482.7% 0.69% +0.57
STZ Constellation Brands Inc. Class A Add +120.0% 1.05% +0.56
DHR Danaher Corp. Add +100.0% 1.07% +0.56
MANH Manhattan Associates Inc. New 0.55% +0.55
BF.B Brown-Forman Corp. Class B Add +50.9% 1.24% +0.46
AMAT Applied Materials Inc. Add +220.6% 0.65% +0.46
UPS United Parcel Service Class B Add +86.7% 0.92% +0.44
CPB The Campbell's Company Add +15.0% 1.20% +0.27
QCOM Qualcomm Inc. Add +32.3% 0.55% +0.20
YUMC Yum China Holdings Inc. New 0.17% +0.17
PLTR Palantir Technologies Inc. Class A Add +1.6% 0.32% +0.08
MSTR Strategy Inc. Add +27.9% 0.11% +0.04
ASML ASML Holding NV-NY Reg SHS Add +0.1% 0.24% +0.03
TEAM Atlassian Corp. Class A Add +0.1% 0.06% +0.00
ARM Arm Holdings PLC-ADR Add +0.7% 0.02% +0.00
APP AppLovin Corp. Class A Add +2.0% 0.14% −0.00
EPAM Epam Systems Inc. Add +3.7% 1.05% −0.14

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 157$913.2MASHR, CTSH, NVDA, AMZN, AAPL
Q1 2026 155$832.6MCTSH, ASHR, NVDA, MSFT, AMZN
Q4 2025 157$854.7MCTSH, ASHR, MSFT, ADBE, NVDA
Q3 2025 158$947.2MVTRS, ASHR, CTSH, MSFT, PBR
Q2 2025 156$802.7MVTRS, CTSH, ASHR, MSFT, AMZN
Q1 2025 156$768.4MVOD, VTRS, ASHR, CTSH, MSFT
Q4 2024 160$909.1MVOD, VTRS, BTI, ASHR, MSFT
Q3 2024 159$946.2MVOD, VTRS, BTI, MSFT, ASHR
Q2 2024 161$844.4MVOD, VTRS, MSFT, BTI, ASHR
Q1 2024 164$884.3MVOD, VTRS, BTI, ASHR, MSFT