London, X0CIK 13755344 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
33 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 4.13M | $2.00B | 13.8% | −615.9K | Reduced |
| 2 | Danaher Corporation | 7.59M | $1.74B | 12.1% | +935.0K | Added |
| 3 | Mercadolibre Inc | 458.8K | $924.04M | 6.4% | +11.3K | Added |
| 4 | Alphabet Inc |
| 2.83M |
| $884.99M |
| 6.1% |
| −388.3K |
| Reduced |
| 5 | Workday Inc | 4.12M | $884.47M | 6.1% | +1.03M | Added |
| 6 | Schwab Charles Corp | 7.85M | $784.07M | 5.4% | −2.88M | Reduced |
| 7 | Salesforce Inc | 2.77M | $734.56M | 5.1% | +953.6K | Added |
| 8 | Accenture PLC Ireland | 2.40M | $644.37M | 4.5% | +679.2K | Added |
| 9 | Thermo Fisher Scientific Inc | 1.11M | $643.96M | 4.5% | −173.6K | Reduced |
| 10 | Amazon Com Inc | 2.58M | $595.49M | 4.1% | +802.9K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio