London, X0CIK 16650774 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
12 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Txnm Energy Inc | 596.6K | $35.13M | 11.9% | +3.5K | Added |
| 2 | Warner Bros Discovery Inc | 1.02M | $29.31M | 9.9% | +1.02M | New |
| 3 | Electronic Arts Inc | 139.6K | $28.52M | 9.7% | +28.3K | Added |
| 4 | Hologic Inc |
| 378.0K |
| $28.15M |
| 9.5% |
| +378.0K |
| New |
| 5 | Norfolk Southn Corp | 84.8K | $24.48M | 8.3% | +394 | Added |
| 6 | Avidity Biosciences Inc | 331.6K | $23.92M | 8.1% | +331.6K | New |
| 7 | Dynavax Technologies Corp | 1.53M | $23.51M | 8.0% | +1.53M | New |
| 8 | Amicus Therapeutics Inc | 1.65M | $23.45M | 8.0% | +1.65M | New |
| 9 | Exact Sciences Corp | 228.8K | $23.24M | 7.9% | +228.8K | New |
| 10 | Kenvue Inc | 1.27M | $21.92M | 7.4% | +1.27M | New |
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