Amersham, X0CIK 17653884 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
15 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 838.3K | $405.40M | 13.0% | +207.4K | Added |
| 2 | Texas Instrs Inc | 2.08M | $360.98M | 11.5% | +551.2K | Added |
| 3 | State Str Corp | 2.49M | $321.29M | 10.3% | −1.46M | Reduced |
| 4 | Mastercard Incorporated |
| 470.6K |
| $268.63M |
| 8.6% |
| +152.0K |
| Added |
| 5 | Ryanair Holdings PLC | 3.56M | $257.27M | 8.2% | −1.12M | Reduced |
| 6 | Booking Holdings Inc | 45.7K | $244.81M | 7.8% | +2.0K | Added |
| 7 | Comcast Corp New | 8.01M | $239.32M | 7.6% | +579.4K | Added |
| 8 | Hca Healthcare Inc | 480.7K | $224.41M | 7.2% | −195.1K | Reduced |
| 9 | News Corp New | 6.99M | $182.61M | 5.8% | +1.03M | Added |
| 10 | Td Synnex Corporation | 1.17M | $175.78M | 5.6% | −58.5K | Reduced |
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