London, X0CIK 16364414 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
10 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Blackrock Inc | 12.6K | $13.52M | 19.6% | −4.9K | Reduced |
| 2 | Visa Inc | 36.7K | $12.86M | 18.6% | −14.2K | Reduced |
| 3 | Heico Corp New | 48.6K | $12.26M | 17.7% | −18.8K | Reduced |
| 4 | Ryanair Holdings PLC |
| 155.9K |
| $11.26M |
| 16.3% |
| −124.8K |
| Reduced |
| 5 | Elevance Health Inc | 14.4K | $5.05M | 7.3% | +4.3K | Added |
| 6 | Unitedhealth Group Inc | 12.3K | $4.07M | 5.9% | +2.9K | Added |
| 7 | Canadian Natl Ry Co | 38.6K | $3.82M | 5.5% | −15.0K | Reduced |
| 8 | Bp PLC | 70.8K | $2.46M | 3.6% | −27.4K | Reduced |
| 9 | Canadian Nat Res Ltd | 61.9K | $2.09M | 3.0% | −24.0K | Reduced |
| 10 | Bbb Foods Inc | 51.7K | $1.73M | 2.5% | −20.1K | Reduced |