London & Capital Asset Management Ltd Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$1.4B
Holdings
81
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (81 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $105.1M |
GOOGALPHABET INC | $94.3M |
GQ9SPDR GOLD TR | $82.4M |
AMZNAMAZON COM INC | $82.2M |
IBMINTERNATIONAL BUSINESS MACHS | $59.7M |
TMOTHERMO FISHER SCIENTIFIC INC | $58.7M |
VVISA INC | $51.8M |
CMECME GROUP INC | $51.7M |
FERGFERGUSON ENTERPRISES INC | $49.7M |
GEGE AEROSPACE | $44.7M |
GEVGE VERNOVA INC | $44.3M |
UNHUNITEDHEALTH GROUP INC | $43.2M |
MRSHMARSH & MCLENNAN COS INC | $43.0M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $41.3M |
SNPSSYNOPSYS INC | $40.4M |
IBKRINTERACTIVE BROKERS GROUP IN | $40.0M |
YUMCYUM CHINA HLDGS INC | $38.7M |
AXPAMERICAN EXPRESS CO | $37.7M |
URIUNITED RENTALS INC | $37.4M |
GDXVANECK ETF TRUST | $36.9M |
AMDADVANCED MICRO DEVICES INC | $33.6M |
VMCVULCAN MATLS CO | $33.2M |
INTUINTUIT | $31.6M |
ICEINTERCONTINENTAL EXCHANGE IN | $31.4M |
AAPLAPPLE INC | $14.5M |
WMWASTE MGMT INC DEL | $10.9M |
GOOGLALPHABET INC | $10.8M |
QCOMQUALCOMM INC | $9.7M |
COFCAPITAL ONE FINL CORP | $8.7M |
PCARPACCAR INC | $8.7M |
MCHIISHARES TR | $8.4M |
SILJAMPLIFY ETF TR | $6.9M |
BACVERIZON COMMUNICATIONS INC | $6.8M |
CDNSCADENCE DESIGN SYSTEM INC | $6.7M |
VOOVANGUARD INDEX FDS | $6.7M |
TSLATESLA INC | $6.4M |
MAMASTERCARD INCORPORATED | $5.8M |
ORLYOREILLY AUTOMOTIVE INC | $4.4M |
TMUST-MOBILE US INC | $4.2M |
LNGCHENIERE ENERGY INC | $4.0M |
FXIISHARES TR | $3.9M |
NVDANVIDIA CORPORATION | $3.9M |
UBERUBER TECHNOLOGIES INC | $3.8M |
VTVANGUARD INTL EQUITY INDEX F | $3.8M |
BMNRBITMINE IMMERSION TECNOLOGIE | $3.7M |
WECWEC ENERGY GROUP INC | $3.6M |
BACBANK AMERICA CORP | $3.0M |
VIGVANGUARD SPECIALIZED FUNDS | $2.9M |
DISDISNEY WALT CO | $2.9M |
GEHCGE HEALTHCARE TECHNOLOGIES I | $2.9M |
GDXJVANECK ETF TRUST | $2.0M |
PYPLPAYPAL HLDGS INC | $1.9M |
ALVAUTOLIV INC | $1.8M |
TJXTJX COS INC NEW | $1.8M |
PEPPEPSICO INC | $1.5M |
VEUVANGUARD INTL EQUITY INDEX F | $1.4M |
PHGKONINKLIJKE PHILIPS N V | $1.3M |
SNYSANOFI SA | $1.2M |
DFUSDIMENSIONAL ETF TRUST | $1.1M |
WFCWELLS FARGO CO NEW | $1.1M |
PLPLANET LABS PBC | $1.0M |
SHELSHELL PLC | $1.0M |
AKOBEMBOTELLADORA ANDINA S A | $995K |
VEAVANGUARD TAX-MANAGED FDS | $983K |
VWOVANGUARD INTL EQUITY INDEX F | $981K |
CIFRCIPHER MINING INC | $944K |
EMXCISHARES INC | $926K |
COURCOURSERA INC | $803K |
IBITISHARES BITCOIN TRUST ETF | $767K |
IEMGISHARES INC | $712K |
SLVISHARES SILVER TR | $696K |
CORZCORE SCIENTIFIC INC NEW | $673K |
ITUBITAU UNIBANCO HLDG S A | $606K |
TSLXSIXTH STREET SPECIALTY LENDI | $443K |
TCAFT ROWE PRICE ETF INC | $380K |
ARWRARROWHEAD PHARMACEUTICALS IN | $369K |
BXSLBLACKSTONE SECD LENDING FD | $368K |
KRPKIMBELL RTY PARTNERS LP | $337K |
CPNGCOUPANG INC | $327K |
LUNRINTUITIVE MACHINES INC | $284K |
PDBCINVESCO ACTVELY MNGD ETC FD | $226K |