London, X0CIK 16580204 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
106 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 1.12M | $542.38M | 6.4% | +185.7K | Added |
| 2 | Alphabet Inc | 1.20M | $375.11M | 4.4% | +106.6K | Added |
| 3 | Nvidia Corporation | 1.53M | $284.86M | 3.3% | +501.6K | Added |
| 4 | Broadcom Inc |
| 813.7K |
| $281.62M |
| 3.3% |
| +250.0K |
| Added |
| 5 | Thermo Fisher Scientific Inc | 442.4K | $256.33M | 3.0% | +123.6K | Added |
| 6 | Amazon Com Inc | 1.04M | $241.21M | 2.8% | +149.6K | Added |
| 7 | Meta Platforms Inc | 341.8K | $225.63M | 2.7% | +84.5K | Added |
| 8 | Idexx Labs Inc | 326.1K | $220.60M | 2.6% | +29.6K | Added |
| 9 | Visa Inc | 625.4K | $219.35M | 2.6% | +38.0K | Added |
| 10 | Apple Inc | 753.5K | $204.83M | 2.4% | +26.8K | Added |
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