London, X0CIK 18586994 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
13 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Kenvue Inc | 726.7K | $12.54M | 17.0% | +262.0K | Added |
| 2 | United Parcel Service Inc | 107.0K | $10.62M | 14.4% | 0 | Held |
| 3 | Nike Inc | 149.2K | $9.51M | 12.9% | +90.7K | Added |
| 4 | Solventum Corp |
| 106.6K |
| $8.45M |
| 11.5% |
| 0 |
| Held |
| 5 | Bright Horizons Fam Sol In D | 80.9K | $8.21M | 11.1% | +34.3K | Added |
| 6 | Johnson & Johnson | 31.2K | $6.47M | 8.8% | −33.9K | Reduced |
| 7 | Booking Holdings Inc | 870 | $4.66M | 6.3% | +870 | New |
| 8 | Visa Inc | 12.8K | $4.48M | 6.1% | +9.9K | Added |
| 9 | Paypal Hldgs Inc | 73.4K | $4.28M | 5.8% | 0 | Held |
| 10 | Labcorp Holdings Inc | 8.3K | $2.09M | 2.8% | 0 | Held |
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