William Von Mueffling's Top Holdings: Broadcom, Alphabet, TSMC, and Interactive Brokers as of March 31, 2026
William Von Mueffling's portfolio, managed by Cantillon Capital Management, as of March 31, 2026, shows significant reductions in holdings like Broadcom, Alphabet, TSMC, and Interactive Brokers.
As of March 31, 2026, William Von Mueffling's portfolio managed by Cantillon Capital Management totals approximately $15.05 billion. His top holdings include significant positions in Broadcom (AVGO), Alphabet (GOOGL), Taiwan Semiconductor Manufacturing (TSM), Interactive Brokers Group (IBKR), S&P Global (SPGI), Analog Devices (ADI), CBRE Group (CBRE), Applied Materials (AMAT), Visa (V), and Intercontinental Exchange (ICE).
Among these, Broadcom (AVGO) represents 8.34% of the portfolio, followed by Alphabet (GOOGL) at 7.1%, Taiwan Semiconductor Manufacturing (TSM) at 5.6%, and Interactive Brokers Group (IBKR) at 5.01%. Von Mueffling has recently reduced his positions in several key holdings, including Broadcom, Alphabet, TSM, Interactive Brokers, S&P Global, Analog Devices, CBRE, Visa, and Intercontinental Exchange.
Specifically, Von Mueffling's Broadcom position saw a reduction of 11.91% in shares, while his Alphabet position decreased by 11.87%. Similar reductions were observed in Taiwan Semiconductor Manufacturing (-11.87%), Interactive Brokers (-11.87%), S&P Global (-11.87%), Analog Devices (-11.86%), CBRE (-11.85%), Visa (-11.87%), and Intercontinental Exchange (-11.86%). Notably, Applied Materials experienced a substantial reduction of 48.82% in shares.
For more information on William Von Mueffling's investment profile, visit InsiderSet. You can explore details about each stock, including Broadcom here, Alphabet here, Taiwan Semiconductor Manufacturing here, Interactive Brokers here, S&P Global here, Analog Devices here, CBRE here, Applied Materials here, Visa here, and Intercontinental Exchange here.