London, X0CIK 17311524 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
55 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 787.6K | $247.15M | 8.8% | −58.4K | Reduced |
| 2 | Jpmorgan Chase & Co. | 691.3K | $222.80M | 8.0% | +1.3K | Added |
| 3 | Amphenol Corp New | 1.56M | $211.40M | 7.6% | −257.8K | Reduced |
| 4 | Microsoft Corp |
| 418.9K |
| $202.59M |
| 7.2% |
| +12.0K |
| Added |
| 5 | Amazon Com Inc | 748.9K | $172.87M | 6.2% | +59.1K | Added |
| 6 | Visa Inc | 463.9K | $162.77M | 5.8% | −373 | Reduced |
| 7 | Thermo Fisher Scientific Inc | 241.3K | $139.86M | 5.0% | −8.4K | Reduced |
| 8 | Nvidia Corporation | 745.1K | $138.96M | 5.0% | +159.2K | Added |
| 9 | Intuitive Surgical Inc | 239.1K | $135.43M | 4.8% | +2.5K | Added |
| 10 | Ametek Inc | 608.8K | $124.98M | 4.5% | −10.4K | Reduced |
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