London, X0CIK 20133345 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
11 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Linde PLC | 170.0K | $57.62M | 23.9% | +87.1K | Added |
| 2 | Danaher Corporation | 223.4K | $51.20M | 21.2% | −42.3K | Reduced |
| 3 | Somnigroup International Inc | 267.6K | $23.89M | 9.9% | +34.6K | Added |
| 4 | Waldencast PLC |
| 12.25M |
| $23.03M |
| 9.6% |
| 0 |
| Held |
| 5 | Amazon Com Inc | 95.7K | $22.09M | 9.2% | −33.2K | Reduced |
| 6 | Heico Corp New | 248.2K | $21.76M | 9.0% | +160.4K | Added |
| 7 | Texas Instrs Inc | 91.7K | $15.91M | 6.6% | −2.7K | Reduced |
| 8 | Visa Inc | 35.4K | $12.43M | 5.2% | +35.4K | New |
| 9 | Patria Investments Limited | 590.7K | $9.39M | 3.9% | +590.7K | New |
| 10 | Amphenol Corp New | 27.1K | $3.67M | 1.5% | −61.1K | Reduced |
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