London, X0CIK 18177974 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
24 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Mastercard Incorporated | 219.2K | $125.12M | 9.7% | −7.3K | Reduced |
| 2 | Unitedhealth Group Inc | 355.9K | $117.50M | 9.1% | −29.8K | Reduced |
| 3 | Microsoft Corp | 183.8K | $88.89M | 6.9% | −70.7K | Reduced |
| 4 | Alphabet Inc |
| 269.4K |
| $84.33M |
| 6.5% |
| −168.1K |
| Reduced |
| 5 | Adobe Inc | 232.0K | $81.20M | 6.3% | −5.0K | Reduced |
| 6 | Edwards Lifesciences Corp | 923.3K | $78.71M | 6.1% | −132.5K | Reduced |
| 7 | West Pharmaceutical Svsc Inc | 278.2K | $76.55M | 5.9% | −48.7K | Reduced |
| 8 | Intuitive Surgical Inc | 132.4K | $74.99M | 5.8% | −13.8K | Reduced |
| 9 | Mettler Toledo International | 53.1K | $73.96M | 5.7% | −6.6K | Reduced |
| 10 | Autodesk Inc | 237.0K | $70.15M | 5.4% | +18.1K | Added |
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