London, X0CIK 15925794 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 | Taiwan Semiconductor Mfg Ltd | 966.8K | $293.81M | 18.5% | −24.9K | Reduced |
| 2 | Ryanair Holdings PLC | 3.68M | $265.68M | 16.7% | −55.3K | Reduced |
| 3 | Hdfc Bank Ltd | 6.07M | $221.69M | 13.9% | −66.6K | Reduced |
| 4 | Icon PLC |
| 1.07M |
| $195.42M |
| 12.3% |
| +201.5K |
| Added |
| 5 | Infosys Ltd | 10.26M | $182.90M | 11.5% | −207.8K | Reduced |
| 6 | Alphabet Inc | 149.0K | $46.64M | 2.9% | −47.6K | Reduced |
| 7 | Microsoft Corp | 74.8K | $36.20M | 2.3% | −4.0K | Reduced |
| 8 | Amazon Com Inc | 147.8K | $34.12M | 2.1% | −7.0K | Reduced |
| 9 | Caci Intl Inc | 53.8K | $28.69M | 1.8% | −868 | Reduced |
| 10 | Cognizant Technology Solutio | 332.8K | $27.62M | 1.7% | −3.5K | Reduced |
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