London & Capital Asset Management Ltd Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$9.7B
Holdings
239
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (239 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $587K |
GOOGLALPHABET INC | $557K |
AMZNAMAZON COM INC | $533K |
VVISA INC | $517K |
TMOTHERMO FISHER SCIENTIFIC INC | $455K |
GEGE AEROSPACE | $427K |
CMECME GROUP INC | $398K |
FERGFERGUSON ENTERPRISES INC | $394K |
IBKRINTERACTIVE BROKERS GROUP IN | $377K |
MRSHMARSH & MCLENNAN COS INC | $352K |
COFCAPITAL ONE FINL CORP | $343K |
IBMINTERNATIONAL BUSINESS MACHS | $340K |
ICEINTERCONTINENTAL EXCHANGE IN | $337K |
SNPSSYNOPSYS INC | $336K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $322K |
GEVGE VERNOVA INC | $313K |
UNHUNITEDHEALTH GROUP INC | $310K |
YUMCYUM CHINA HLDGS INC | $299K |
AMDADVANCED MICRO DEVICES INC | $265K |
URIUNITED RENTALS INC | $222K |
GQ9SPDR GOLD TR | $130K |
SHGSHINHAN FINANCIAL GROUP CO L | $107K |
GOOGALPHABET INC | $106K |
VMCVULCAN MATLS CO | $105K |
QCOMQUALCOMM INC | $100K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $98K |
INTUINTUIT | $84K |
SLBSLB LIMITED | $69K |
HCAHCA HEALTHCARE INC | $67K |
NEMNEWMONT CORP | $67K |
MLB1MERCADOLIBRE INC | $64K |
GDXVANECK ETF TRUST | $56K |
WECWEC ENERGY GROUP INC | $52K |
ORLYOREILLY AUTOMOTIVE INC | $46K |
AXPAMERICAN EXPRESS CO | $45K |
ELLAUDER ESTEE COS INC | $45K |
DHID R HORTON INC | $43K |
CPCANADIAN PACIFIC KANSAS CITY | $43K |
LNGCHENIERE ENERGY INC | $41K |
ZTSZOETIS INC | $40K |
VALVALARIS LTD | $38K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $33K |
AAPLAPPLE INC | $29K |
SGOLETFS GOLD TR | $25K |
PWRQUANTA SVCS INC | $25K |
WPMWHEATON PRECIOUS METALS CORP | $21K |
AIGAMERICAN INTL GROUP INC | $20K |
LMBSFIRST TR EXCHANGE-TRADED FD | $18K |
DGROISHARES TR | $18K |
CCOCAMECO CORP | $16K |
HTHTH WORLD GROUP LTD | $15K |
VOOVANGUARD INDEX FDS | $12K |
MCHIISHARES TR | $11K |
PCARPACCAR INC | $9K |
FPAFIRST TR EXCH TRD ALPHDX FD | $8K |
ALAIR LEASE CORP | $8K |
KOCOCA COLA CO | $8K |
SILJAMPLIFY ETF TR | $8K |
SPYSPDR S&P 500 ETF TR | $6K |
TPLTEXAS PACIFIC LAND CORPORATI | $6K |
MAMASTERCARD INCORPORATED | $6K |
FTGCFIRST TR EXCHANGE TRAD FD VI | $5K |
TSLATESLA INC | $5K |
NVDANVIDIA CORPORATION | $5K |
FXIISHARES TR | $4K |
JPMJPMORGAN CHASE & CO. | $4K |
GRABGRAB HOLDINGS LIMITED | $4K |
VTVANGUARD INTL EQUITY INDEX F | $4K |
BKNGBOOKING HOLDINGS INC | $4K |
VIGVANGUARD SPECIALIZED FUNDS | $3K |
UBERUBER TECHNOLOGIES INC | $3K |
CDNSCADENCE DESIGN SYSTEM INC | $3K |
VTIVANGUARD INDEX FDS | $3K |
BABAALIBABA GROUP HLDG LTD | $3K |
HYGISHARES TR | $3K |
IVVISHARES TR | $3K |
VEUVANGUARD INTL EQUITY INDEX F | $3K |
ISRGINTUITIVE SURGICAL INC | $3K |
WMWASTE MGMT INC DEL | $3K |
BACBANK AMERICA CORP | $3K |
SPGIS&P GLOBAL INC | $2K |
XOMEXXON MOBIL CORP | $2K |
NDQINVESCO QQQ TR | $2K |
METAMETA PLATFORMS INC | $2K |
CVXCHEVRON CORP NEW | $2K |
LLYELI LILLY & CO | $2K |
VVVANGUARD INDEX FDS | $2K |
VCITVANGUARD SCOTTSDALE FDS | $2K |
GDXJVANECK ETF TRUST | $2K |
VUGVANGUARD INDEX FDS | $1K |
AVGOBROADCOM INC | $1K |
ALVAUTOLIV INC | $1K |
DGSWISDOMTREE TR | $1K |
TMUST-MOBILE US INC | $1K |
PEPPEPSICO INC | $1K |
ACWIISHARES TR | $1K |
WFCWELLS FARGO CO NEW | $1K |
SHELSHELL PLC | $1K |
CIFRCIPHER MINING INC | $1K |
AKOBEMBOTELLADORA ANDINA S A | $1K |
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