London, X0CIK 15692054 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
37 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Waters Corp | 3.56M | $1.35B | 7.9% | −397.5K | Reduced |
| 2 | Stryker Corporation | 3.69M | $1.30B | 7.6% | −903.8K | Reduced |
| 3 | Idexx Labs Inc | 1.88M | $1.27B | 7.4% | −734.4K | Reduced |
| 4 | Visa Inc |
| 3.53M |
| $1.24B |
| 7.2% |
| −319.7K |
| Reduced |
| 5 | Marriott Intl Inc New | 3.98M | $1.23B | 7.2% | −248.4K | Reduced |
| 6 | Alphabet Inc | 3.50M | $1.10B | 6.4% | −2.79M | Reduced |
| 7 | Automatic Data Processing In | 4.18M | $1.07B | 6.3% | −133.6K | Reduced |
| 8 | Microsoft Corp | 2.08M | $1.01B | 5.9% | −503.4K | Reduced |
| 9 | Philip Morris Intl Inc | 6.12M | $982.39M | 5.7% | −1.06M | Reduced |
| 10 | Meta Platforms Inc | 1.36M | $900.06M | 5.3% | −195.1K | Reduced |
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