London, X0CIK 19013614 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
82 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Zymeworks Inc | 1.02M | $26.93M | 6.5% | +1.02M | New |
| 2 | Waystar Hldg Corp | 738.3K | $24.18M | 5.8% | +233.1K | Added |
| 3 | Structure Therapeutics Inc | 252.6K | $17.57M | 4.2% | +252.6K | New |
| 4 | Nuvation Bio Inc |
| 1.59M |
| $14.24M |
| 3.4% |
| +1.59M |
| New |
| 5 | Microsoft Corp | 28.7K | $13.90M | 3.3% | +1.4K | Added |
| 6 | Guardant Health Inc | 107.8K | $11.01M | 2.7% | +71.6K | Added |
| 7 | Amazon Com Inc | 47.6K | $11.00M | 2.7% | +3.2K | Added |
| 8 | Karooooo Ltd | 238.1K | $10.83M | 2.6% | +67.3K | Added |
| 9 | Exact Sciences Corp | 96.7K | $9.82M | 2.4% | +96.7K | New |
| 10 | Alphabet Inc | 31.1K | $9.72M | 2.3% | −16.1K | Reduced |
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