London, X0CIK 15106774 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
14 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 1.18M | $272.37M | 13.4% | +380.0K | Added |
| 2 | Microsoft Corp | 480.0K | $232.14M | 11.4% | +55.0K | Added |
| 3 | Airbnb Inc | 1.50M | $203.58M | 10.0% | 0 | Held |
| 4 | Qxo Inc |
| 10.00M |
| $192.90M |
| 9.5% |
| +2.50M |
| Added |
| 5 | Alphabet Inc | 595.0K | $186.24M | 9.1% | −205.0K | Reduced |
| 6 | Visa Inc | 500.0K | $175.35M | 8.6% | +500.0K | New |
| 7 | Canadian Pacific Kansas City | 2.27M | $167.51M | 8.2% | −475.0K | Reduced |
| 8 | Union Pac Corp | 650.0K | $150.36M | 7.4% | 0 | Held |
| 9 | Danaher Corporation | 600.0K | $137.35M | 6.7% | −500.0K | Reduced |
| 10 | Hilton Worldwide Hldgs Inc | 300.0K | $86.17M | 4.2% | 0 | Held |
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