London & Capital Asset Management Ltd Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.2B
Holdings
95
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (95 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $71.8M |
GQ9SPDR GOLD TR | $63.6M |
IBMINTERNATIONAL BUSINESS MACHS | $57.1M |
TMUST-MOBILE US INC | $56.1M |
TMOTHERMO FISHER SCIENTIFIC INC | $54.6M |
QCOMQUALCOMM INC | $51.2M |
UNHUNITEDHEALTH GROUP INC | $45.8M |
GOOGALPHABET INC | $45.3M |
WMWASTE MGMT INC DEL | $41.7M |
BACVERIZON COMMUNICATIONS INC | $38.4M |
FERGFERGUSON ENTERPRISES INC | $38.1M |
DISDISNEY WALT CO | $33.6M |
YUMCYUM CHINA HLDGS INC | $31.6M |
VVISA INC | $28.5M |
UPSUNITED PARCEL SERVICE INC | $27.3M |
MAMASTERCARD INCORPORATED | $22.8M |
ISRGINTUITIVE SURGICAL INC | $22.4M |
AMZNAMAZON COM INC | $21.2M |
SNPSSYNOPSYS INC | $20.9M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $20.7M |
MCOMOODYS CORP | $20.4M |
CDNSCADENCE DESIGN SYSTEM INC | $20.1M |
ADBEADOBE INC | $18.1M |
MSCIMSCI INC | $17.1M |
PYPLPAYPAL HLDGS INC | $15.7M |
AMTAMERICAN TOWER CORP NEW | $15.5M |
SNYSANOFI | $14.9M |
PHGKONINKLIJKE PHILIPS N V | $14.5M |
ASMLASML HOLDING N V | $14.4M |
AAPLAPPLE INC | $13.8M |
GDXVANECK ETF TRUST | $13.0M |
RGENREPLIGEN CORP | $12.5M |
AFWALIGN TECHNOLOGY INC | $12.3M |
PCARPACCAR INC | $8.5M |
NVONOVO-NORDISK A S | $8.4M |
VOOVANGUARD INDEX FDS | $8.2M |
CMECME GROUP INC | $8.2M |
GOOGLALPHABET INC | $8.1M |
MRSHMARSH & MCLENNAN COS INC | $7.4M |
ELLAUDER ESTEE COS INC | $6.6M |
AXPAMERICAN EXPRESS CO | $5.9M |
TJXTJX COS INC NEW | $5.4M |
GEGE AEROSPACE | $5.1M |
GEVGE VERNOVA INC | $4.8M |
SILJAMPLIFY ETF TR | $4.5M |
JNJJOHNSON & JOHNSON | $4.4M |
WECWEC ENERGY GROUP INC | $4.4M |
VMCVULCAN MATLS CO | $4.3M |
AMDADVANCED MICRO DEVICES INC | $4.2M |
TSLATESLA INC | $4.2M |
PEPPEPSICO INC | $3.9M |
SBUXSTARBUCKS CORP | $3.8M |
ROKROCKWELL AUTOMATION INC | $3.8M |
TXNTEXAS INSTRS INC | $3.7M |
KWEBKRANESHARES TRUST | $3.0M |
CQQQINVESCO EXCH TRADED FD TR II | $2.9M |
VEAVANGUARD TAX-MANAGED FDS | $2.8M |
UBERUBER TECHNOLOGIES INC | $2.8M |
VTVANGUARD INTL EQUITY INDEX F | $2.8M |
VIGVANGUARD SPECIALIZED FUNDS | $2.7M |
JPMJPMORGAN CHASE & CO. | $2.6M |
NVDANVIDIA CORPORATION | $2.6M |
BACBANK AMERICA CORP | $2.4M |
SHELSHELL PLC | $2.2M |
TIPISHARES TR | $2.1M |
IAU*ISHARES GOLD TR | $2.1M |
GDXJVANECK ETF TRUST | $1.8M |
IEFISHARES TR | $1.8M |
GNRSPDR INDEX SHS FDS | $1.5M |
BABAALIBABA GROUP HLDG LTD | $1.4M |
ULUNILEVER PLC | $1.3M |
BCCCGLOBAL X FDS | $1.1M |
VEUVANGUARD INTL EQUITY INDEX F | $1.1M |
GSKGSK PLC | $1.0M |
EMXCISHARES INC | $1.0M |
VGKVANGUARD INTL EQUITY INDEX F | $963K |
WFCWELLS FARGO CO NEW | $946K |
AKOBEMBOTELLADORA ANDINA S A | $930K |
VPLVANGUARD INTL EQUITY INDEX F | $771K |
NEMNEWMONT CORP | $692K |
VWOVANGUARD INTL EQUITY INDEX F | $666K |
FLRNSPDR SER TR | $612K |
DBXDROPBOX INC | $592K |
SLVISHARES SILVER TR | $509K |
PDBCINVESCO ACTVELY MNGD ETC FD | $462K |
COURCOURSERA INC | $456K |
ITUBITAU UNIBANCO HLDG S A | $454K |
TSLXSIXTH STREET SPECIALTY LENDI | $434K |
KRPKIMBELL RTY PARTNERS LP | $350K |
PLPLANET LABS PBC | $338K |
INTCINTEL CORP | $336K |
CORZCORE SCIENTIFIC INC NEW | $272K |
CPNGCOUPANG INC | $223K |
VNMVANECK ETF TRUST | $203K |
LUNRINTUITIVE MACHINES INC | $201K |