London, X0CIK 16149865 filings on record
Reported 13F value by quarter
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UpgradeLargest positions by weight
89 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Seagate Hdd Cayman | 62.9K | $215.85M | 16.3% | +37.4K | Added |
| 2 | Western Digital Corp | 29.5K | $138.41M | 10.5% | +12.0K | Added |
| 3 | Snowflake Inc | 30.5K | $47.61M | 3.6% | +16.5K | Added |
| 4 | Blackstone Inc |
| 265.0K |
| $41.02M |
| 3.1% |
| +265.0K |
| New |
| 5 | Advanced Energy Inds | 22.8K | $38.13M | 2.9% | +15.8K | Added |
| 6 | Chefs Whse Inc | 22.5K | $34.27M | 2.6% | −4.9K | Reduced |
| 7 | Apple Inc | 119.0K | $32.50M | 2.5% | +119.0K | New |
| 8 | Box Inc | 27.2K | $32.14M | 2.4% | 0 | Held |
| 9 | Alnylam Pharmaceuticals Inc | 21.0K | $30.92M | 2.3% | +7.9K | Added |
| 10 | Norfolk Southn Corp | 103.4K | $29.99M | 2.3% | +70.4K | Added |
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