London, X0CIK 19854864 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
66 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Flutter Entmt PLC | 1.21M | $260.36M | 7.3% | +882.6K | Added |
| 2 | General Mls Inc | 4.75M | $220.99M | 6.2% | −1.13M | Reduced |
| 3 | Mccormick & Co Inc | 3.20M | $218.03M | 6.2% | +3.20M | New |
| 4 | Coca Cola Co |
| 2.80M |
| $195.42M |
| 5.5% |
| +1.55M |
| Added |
| 5 | Colgate Palmolive Co | 2.09M | $164.93M | 4.7% | +2.09M | New |
| 6 | Boston Scientific Corp | 1.60M | $152.64M | 4.3% | +1.60M | New |
| 7 | Mcdonalds Corp | 395.2K | $120.79M | 3.4% | +395.2K | New |
| 8 | Agilent Technologies Inc | 882.5K | $120.09M | 3.4% | +249.8K | Added |
| 9 | E L F Beauty Inc | 1.26M | $95.59M | 2.7% | +828.0K | Added |
| 10 | Alcon AG | 1.18M | $94.10M | 2.7% | +1.17M | Added |
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