London & Capital Asset Management Ltd Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$1.2T

Holdings

91

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (91 positions)

StockValue
MSFTMICROSOFT CORP
$73.4B
GQ9SPDR GOLD TR
$53.8B
GOOGALPHABET INC
$50.3B
DISDISNEY WALT CO
$40.4B
TMOTHERMO FISHER SCIENTIFIC INC
$35.6B
WMWASTE MGMT INC DEL
$35.1B
BACVERIZON COMMUNICATIONS INC
$33.6B
UPSUNITED PARCEL SERVICE INC
$29.8B
TSMTAIWAN SEMICONDUCTOR MFG LTD
$28.9B
UNHUNITEDHEALTH GROUP INC
$28.4B
YUMCYUM CHINA HLDGS INC
$26.9B
ISRGINTUITIVE SURGICAL INC
$26.5B
TJXTJX COS INC NEW
$25.5B
ROKROCKWELL AUTOMATION INC
$25.3B
CDNSCADENCE DESIGN SYSTEM INC
$24.7B
MAMASTERCARD INCORPORATED
$24.6B
TXNTEXAS INSTRS INC
$24.2B
MCOMOODYS CORP
$24.0B
ADBEADOBE INC
$23.3B
PYPLPAYPAL HLDGS INC
$23.2B
SBUXSTARBUCKS CORP
$22.6B
PEPPEPSICO INC
$22.4B
VVISA INC
$22.0B
WECWEC ENERGY GROUP INC
$22.0B
JNJJOHNSON & JOHNSON
$21.4B
LMTLOCKHEED MARTIN CORP
$20.3B
MSCIMSCI INC
$20.2B
SNPSSYNOPSYS INC
$19.4B
PHGKONINKLIJKE PHILIPS N V
$16.7B
VOOVANGUARD INDEX FDS
$16.7B
AMZNAMAZON COM INC
$16.5B
ASMLASML HOLDING N V
$16.3B
AFWALIGN TECHNOLOGY INC
$16.3B
DGROISHARES TR
$16.0B
QCOMQUALCOMM INC
$15.5B
IBMINTERNATIONAL BUSINESS MACHS
$15.4B
RGENREPLIGEN CORP
$15.2B
TMUST-MOBILE US INC
$15.0B
LMBSFIRST TR EXCHANGE-TRADED FD
$14.7B
AAPLAPPLE INC
$14.3B
FERGFERGUSON ENTERPRISES INC
$14.3B
SNYSANOFI
$13.9B
AMTAMERICAN TOWER CORP NEW
$13.9B
GOOGLALPHABET INC
$10.3B
NVONOVO-NORDISK A S
$9.9B
PCARPACCAR INC
$9.1B
GDXVANECK ETF TRUST
$7.7B
ELLAUDER ESTEE COS INC
$7.6B
SPYSPDR S&P 500 ETF TR
$7.0B
TSLATESLA INC
$6.5B
ACWIISHARES TR
$5.5B
RTXRTX CORPORATION
$3.6B
VCSHVANGUARD SCOTTSDALE FDS
$3.1B
ETHAISHARES ETHEREUM TR
$3.0B
NVDANVIDIA CORPORATION
$2.9B
AMGNAMGEN INC
$2.9B
BACBANK AMERICA CORP
$2.5B
UBERUBER TECHNOLOGIES INC
$2.4B
ULUNILEVER PLC
$2.3B
EMXCISHARES INC
$2.0B
TIPISHARES TR
$2.0B
VTVANGUARD INTL EQUITY INDEX F
$2.0B
DEODIAGEO PLC
$1.9B
IBITISHARES BITCOIN TRUST ETF
$1.8B
IAU*ISHARES GOLD TR
$1.7B
GSKGSK PLC
$1.4B
SLQDISHARES TR
$1.3B
VMBSVANGUARD SCOTTSDALE FDS
$1.2B
BILLBILL HOLDINGS INC
$1.1B
IEFISHARES TR
$1.1B
SHELSHELL PLC
$1.0B
JAAAJANUS DETROIT STR TR
$1.0B
DBXDROPBOX INC
$965.8M
WFCWELLS FARGO CO NEW
$927.7M
VGKVANGUARD INTL EQUITY INDEX F
$870.2M
AKOBEMBOTELLADORA ANDINA S A
$772.8M
VEAVANGUARD TAX-MANAGED FDS
$708.3M
VEUVANGUARD INTL EQUITY INDEX F
$621.7M
FLRNSPDR SER TR
$610.3M
COURCOURSERA INC
$582.6M
CORZCORE SCIENTIFIC INC NEW
$526.9M
LUNRINTUITIVE MACHINES INC
$490.3M
SLVISHARES SILVER TR
$432.6M
TSLXSIXTH STREET SPECIALTY LENDI
$413.2M
PLPLANET LABS PBC
$404.0M
VNMVANECK ETF TRUST
$398.4M
NEMNEWMONT CORP
$384.7M
PDBCINVESCO ACTVELY MNGD ETC FD
$383.1M
ITUBITAU UNIBANCO HLDG S A
$372.0M
INTCINTEL CORP
$294.4M
ARWRARROWHEAD PHARMACEUTICALS IN
$201.2M