London, X0CIK 13519504 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
57 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | S&P Global Inc | 542.6K | $283.58M | 3.6% | −31.5K | Reduced |
| 2 | Mastercard Incorporated | 479.3K | $273.64M | 3.5% | −26.6K | Reduced |
| 3 | Api Group Corp | 7.02M | $268.59M | 3.4% | −519.9K | Reduced |
| 4 | Gallagher Arthur J & Co |
| 1.03M |
| $265.39M |
| 3.4% |
| −44.4K |
| Reduced |
| 5 | Accenture PLC Ireland | 965.6K | $259.07M | 3.3% | −195.7K | Reduced |
| 6 | Crh PLC | 2.01M | $251.31M | 3.2% | −409.1K | Reduced |
| 7 | Intuit | 372.2K | $246.54M | 3.1% | −75.4K | Reduced |
| 8 | Texas Instrs Inc | 1.32M | $229.20M | 2.9% | +144.5K | Added |
| 9 | Royal Gold Inc | 978.0K | $217.41M | 2.8% | −198.3K | Reduced |
| 10 | Itt Inc | 1.23M | $213.57M | 2.7% | +476.7K | Added |
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