London, X0CIK 206492010 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
36 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Becton Dickinson & Co | 37.5K | $7.28M | 7.7% | +8.3K | Added |
| 2 | Danaher Corporation | 27.3K | $6.24M | 6.6% | +2.3K | Added |
| 3 | Union Pac Corp | 25.5K | $5.90M | 6.3% | +18.5K | Added |
| 4 | Crh PLC |
| 43.8K |
| $5.46M |
| 5.8% |
| +14.0K |
| Added |
| 5 | Berkshire Hathaway Inc Del | 7 | $5.28M | 5.6% | 0 | Held |
| 6 | Avantor Inc | 424.5K | $4.86M | 5.2% | −80.6K | Reduced |
| 7 | Aercap Holdings NV | 32.8K | $4.71M | 5.0% | +13.0K | Added |
| 8 | Epam Sys Inc | 20.3K | $4.15M | 4.4% | −1.3K | Reduced |
| 9 | Unitedhealth Group Inc | 11.8K | $3.88M | 4.1% | +3.1K | Added |
| 10 | Royalty Pharma PLC | 94.8K | $3.66M | 3.9% | −5.3K | Reduced |
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