London, X0CIK 18427024 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
60 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Mastercard Incorporated | 675.0K | $385.34M | 8.1% | +41.6K | Added |
| 2 | Intuit | 509.8K | $337.76M | 7.1% | +35.3K | Added |
| 3 | Microsoft Corp | 677.8K | $327.81M | 6.9% | −98.5K | Reduced |
| 4 | Amazon Com Inc |
| 1.42M |
| $326.91M |
| 6.9% |
| −43.6K |
| Reduced |
| 5 | Marsh & Mclennan Cos Inc | 1.75M | $325.49M | 6.9% | +130.0K | Added |
| 6 | Intuitive Surgical Inc | 513.8K | $291.05M | 6.1% | −96.3K | Reduced |
| 7 | Thermo Fisher Scientific Inc | 453.0K | $262.50M | 5.5% | −22.6K | Reduced |
| 8 | Labcorp Holdings Inc | 1.03M | $257.69M | 5.4% | −30.4K | Reduced |
| 9 | Tractor Supply Co | 5.13M | $256.39M | 5.4% | −158.4K | Reduced |
| 10 | Cadence Design System Inc | 785.0K | $245.39M | 5.2% | −27.8K | Reduced |
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