London, X0CIK 20253534 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
34 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 21.3K | $10.32M | 7.8% | +8.4K | Added |
| 2 | Meta Platforms Inc | 13.6K | $9.00M | 6.8% | +3.2K | Added |
| 3 | Visa Inc | 23.7K | $8.33M | 6.3% | +8.8K | Added |
| 4 | Spotify Technology S A |
| 11.1K |
| $6.46M |
| 4.9% |
| −1.3K |
| Reduced |
| 5 | Mastercard Incorporated | 10.4K | $5.95M | 4.5% | +10.4K | New |
| 6 | Motorola Solutions Inc | 15.2K | $5.84M | 4.4% | +12.1K | Added |
| 7 | Taiwan Semiconductor Mfg Ltd | 18.1K | $5.50M | 4.2% | +3.9K | Added |
| 8 | Ss&C Technologies Hldgs Inc | 61.2K | $5.35M | 4.0% | +703 | Added |
| 9 | Insulet Corp | 18.3K | $5.19M | 3.9% | +18.3K | New |
| 10 | Snowflake Inc | 22.1K | $4.84M | 3.7% | +9.4K | Added |
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