London, X0CIK 20652067 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
413 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 672.5K | $325.25M | 9.0% | +6.4K | Added |
| 2 | Alphabet Inc | 925.6K | $289.70M | 8.0% | −142.2K | Reduced |
| 3 | Amazon Com Inc | 1.22M | $281.41M | 7.8% | +12.3K | Added |
| 4 | Nvidia Corporation |
| 840.4K |
| $156.74M |
| 4.3% |
| +2.6K |
| Added |
| 5 | Berkshire Hathaway Inc Del | 279.2K | $140.33M | 3.9% | +20.3K | Added |
| 6 | Taiwan Semiconductor Mfg Ltd | 450.2K | $136.83M | 3.8% | −44.3K | Reduced |
| 7 | Crh PLC | 1.04M | $129.28M | 3.6% | −12.9K | Reduced |
| 8 | Visa Inc | 362.1K | $126.98M | 3.5% | +6.8K | Added |
| 9 | Apple Inc | 391.9K | $106.55M | 2.9% | −7.8K | Reduced |
| 10 | Stryker Corporation | 267.3K | $93.95M | 2.6% | +12.0K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio