London, X0CIK 14268594 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
154 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Smurfit Westrock PLC | 4.50M | $174.45M | 7.9% | +3.72M | Added |
| 2 | Coinbase Global Inc | 735.2K | $166.52M | 7.6% | +735.2K | New |
| 3 | Amazon Com Inc | 671.5K | $155.23M | 7.1% | −1.3K | Reduced |
| 4 | Bank America Corp |
| 1.67M |
| $91.88M |
| 4.2% |
| −203.6K |
| Reduced |
| 5 | Equinox Gold Corp | 5.79M | $81.54M | 3.7% | −2.86M | Reduced |
| 6 | Bp PLC | 2.24M | $77.77M | 3.5% | −59.0K | Reduced |
| 7 | Alibaba Group Hldg Ltd | 481.1K | $70.62M | 3.2% | +96.2K | Added |
| 8 | Disney Walt Co | 567.6K | $64.68M | 2.9% | +567.6K | New |
| 9 | Eldorado Gold Corp New | 1.61M | $57.98M | 2.6% | +198.9K | Added |
| 10 | Extra Space Storage Inc | 385.5K | $50.28M | 2.3% | +48.6K | Added |
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