London, X0CIK 19434415 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
58 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Novo-Nordisk A S | 123.8K | $40.29M | 6.1% | −1.2K | Reduced |
| 2 | Te Connectivity PLC | 135.7K | $31.25M | 4.7% | −20.0K | Reduced |
| 3 | Globus Med Inc | 344.6K | $30.31M | 4.6% | −76.9K | Reduced |
| 4 | Thermo Fisher Scientific Inc |
| 50.9K |
| $29.69M |
| 4.5% |
| −903 |
| Reduced |
| 5 | Trimble Inc | 372.7K | $29.63M | 4.5% | −9.2K | Reduced |
| 6 | First Solar Inc | 109.8K | $29.06M | 4.4% | −3.3K | Reduced |
| 7 | Autodesk Inc | 96.3K | $28.83M | 4.3% | −2.7K | Reduced |
| 8 | Xylem Inc | 209.2K | $28.78M | 4.3% | −27.6K | Reduced |
| 9 | Ecolab Inc | 105.4K | $27.87M | 4.2% | −7.1K | Reduced |
| 10 | Steris PLC | 108.4K | $27.70M | 4.2% | −4.8K | Reduced |
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