London, X0CIK 16804934 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
43 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 45.5K | $18.72M | 8.7% | +10.2K | Added |
| 2 | Amazon Com Inc | 60.9K | $14.17M | 6.6% | +6.5K | Added |
| 3 | Jpmorgan Chase & Co. | 43.9K | $12.08M | 5.6% | −522 | Reduced |
| 4 | Waste Connections Inc |
| 56.6K |
| $10.75M |
| 5.0% |
| +12.7K |
| Added |
| 5 | Crh PLC | 98.0K | $10.10M | 4.7% | +27.1K | Added |
| 6 | Netflix Inc | 9.2K | $9.24M | 4.3% | +2.1K | Added |
| 7 | Cme Group Inc | 37.1K | $8.96M | 4.2% | −3.4K | Reduced |
| 8 | Tjx Cos Inc New | 71.1K | $8.86M | 4.1% | +12.2K | Added |
| 9 | Nvidia Corporation | 66.6K | $8.84M | 4.1% | −11.1K | Reduced |
| 10 | Alphabet Inc | 42.0K | $7.78M | 3.6% | −7.4K | Reduced |
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