London, X0CIK 21073091 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
138 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 82.7K | $15.43M | 6.1% | +82.7K | New Position |
| 2 | Microsoft Corp | 29.5K | $14.29M | 5.7% | +29.5K | New Position |
| 3 | Alphabet Inc | 44.6K | $13.96M | 5.5% | +44.6K | New Position |
| 4 | Visa Inc |
| 35.3K |
| $12.38M |
| 4.9% |
| +35.3K |
| New Position |
| 5 | Lam Research Corp | 67.4K | $11.54M | 4.6% | +67.4K | New Position |
| 6 | Vertex Pharmaceuticals Inc | 24.2K | $10.95M | 4.3% | +24.2K | New Position |
| 7 | Cme Group Inc | 39.6K | $10.83M | 4.3% | +39.6K | New Position |
| 8 | Automatic Data Processing In | 36.2K | $9.32M | 3.7% | +36.2K | New Position |
| 9 | Netflix Inc | 94.8K | $8.89M | 3.5% | +94.8K | New Position |
| 10 | Qualcomm Inc | 48.4K | $8.29M | 3.3% | +48.4K | New Position |
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