London, X0CIK 19118074 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
50 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Norfolk Southn Corp | 491.0K | $141.77M | 11.0% | +162.1K | Added |
| 2 | Confluent Inc | 3.75M | $113.40M | 8.8% | +3.75M | New |
| 3 | Exact Sciences Corp | 1.01M | $102.51M | 7.9% | +1.01M | New |
| 4 | Cyberark Software Ltd |
| 203.3K |
| $90.70M |
| 7.0% |
| +1.5K |
| Added |
| 5 | Frontier Communications Pare | 2.19M | $83.29M | 6.4% | +32.7K | Added |
| 6 | Dayforce Inc | 1.13M | $77.84M | 6.0% | +1.13M | New |
| 7 | Avidity Biosciences Inc | 1.05M | $75.40M | 5.8% | +1.05M | New |
| 8 | Digitalbridge Group Inc | 4.90M | $75.23M | 5.8% | +4.90M | New |
| 9 | Electronic Arts Inc | 302.8K | $61.87M | 4.8% | +302.8K | New |
| 10 | Chart Inds Inc | 295.4K | $60.92M | 4.7% | +54.4K | Added |
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