London, X0CIK 13768794 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
22 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Flutter Entmt PLC | 3.11M | $669.9K | 10.2% | −10.7K | Reduced |
| 2 | Alcon AG | 7.69M | $609.4K | 9.3% | −287.7K | Reduced |
| 3 | Visa Inc | 1.44M | $504.3K | 7.7% | −146.9K | Reduced |
| 4 | Microsoft Corp |
| 1.02M |
| $493.6K |
| 7.5% |
| −48.3K |
| Reduced |
| 5 | Amazon Com Inc | 1.74M | $401.1K | 6.1% | −70.4K | Reduced |
| 6 | Moodys Corp | 736.6K | $376.3K | 5.7% | −30.6K | Reduced |
| 7 | Ferrari N V | 944.9K | $351.5K | 5.4% | +311.9K | Added |
| 8 | Ge Aerospace | 1.11M | $341.7K | 5.2% | −211.5K | Reduced |
| 9 | Analog Devices Inc | 1.25M | $338.5K | 5.2% | +24.9K | Added |
| 10 | Intercontinental Exchange In | 2.08M | $337.6K | 5.1% | +184 | Added |
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