London, X0CIK 21033561 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
57 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 280.8K | $52.37M | 6.3% | +280.8K | New Position |
| 2 | Taiwan Semiconductor Mfg Ltd | 166.8K | $50.70M | 6.1% | +166.8K | New Position |
| 3 | Microsoft Corp | 102.7K | $49.69M | 6.0% | +102.7K | New Position |
| 4 |
| Eli Lilly & Co |
| 44.1K |
| $47.43M |
| 5.7% |
| +44.1K |
| New Position |
| 5 | Amazon Com Inc | 192.5K | $44.44M | 5.3% | +192.5K | New Position |
| 6 | Alphabet Inc | 128.2K | $40.14M | 4.8% | +128.2K | New Position |
| 7 | Broadcom Inc | 94.8K | $32.80M | 3.9% | +94.8K | New Position |
| 8 | Alphabet Inc | 100.3K | $31.47M | 3.8% | +100.3K | New Position |
| 9 | Uber Technologies Inc | 345.5K | $28.23M | 3.4% | +345.5K | New Position |
| 10 | Cboe Global Mkts Inc | 107.3K | $26.92M | 3.2% | +107.3K | New Position |
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