London, X0CIK 20305804 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
25 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 69.6K | $12.98M | 11.6% | −26.8K | Reduced |
| 2 | Taiwan Semiconductor Mfg Ltd | 25.7K | $7.81M | 7.0% | −10.0K | Reduced |
| 3 | Synopsys Inc | 16.3K | $7.64M | 6.8% | −1.4K | Reduced |
| 4 | Rubrik Inc. |
| 95.2K |
| $7.28M |
| 6.5% |
| −8.0K |
| Reduced |
| 5 | Intuitive Surgical Inc | 11.9K | $6.73M | 6.0% | −2.7K | Reduced |
| 6 | Datadog Inc | 48.9K | $6.64M | 5.9% | −15.9K | Reduced |
| 7 | Palo Alto Networks Inc | 33.1K | $6.10M | 5.4% | −10.3K | Reduced |
| 8 | Servicenow Inc | 38.9K | $5.96M | 5.3% | +28.2K | Added |
| 9 | Advanced Micro Devices Inc | 27.6K | $5.90M | 5.3% | −24.0K | Reduced |
| 10 | Teradyne Inc | 27.4K | $5.30M | 4.7% | +27.4K | New |
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