London, X0CIK 15118814 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
9 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Meta Platforms Inc | 431.1K | $284.55M | 18.5% | +68.4K | Added |
| 2 | Moderna Inc | 8.08M | $238.33M | 15.5% | +13.0K | Added |
| 3 | Flutter Entmt PLC | 896.0K | $192.68M | 12.5% | +340.0K | Added |
| 4 | Transunion |
| 2.23M |
| $191.30M |
| 12.5% |
| 0 |
| Held |
| 5 | Wells Fargo Co New | 1.98M | $184.43M | 12.0% | −755.0K | Reduced |
| 6 | Uber Technologies Inc | 1.98M | $161.56M | 10.5% | +425.0K | Added |
| 7 | Amazon Com Inc | 684.0K | $157.88M | 10.3% | +120.0K | Added |
| 8 | Equifax Inc | 506.1K | $109.81M | 7.1% | 0 | Held |
| 9 | Sify Technologies Ltd | 1.28M | $15.59M | 1.0% | +281.1K | Added |