13F HOLDINGS REPORT
RIT CAPITAL PARTNERS PLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001424379-25-000008
Total Value
$683.8M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 350,500 | $66.7M | 9.75% |
| 2 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 340,000 | $58.7M | 8.58% |
| 3 | ALIBABA GROUP HLDG LTD | BBAAY | 350,000 | $46.3M | 6.77% |
| 4 | MASTERCARD INCORPORATED | MA | 77,500 | $42.5M | 6.21% |
| 5 | VISA INC | V | 120,200 | $42.1M | 6.16% |
| 6 | LENNAR CORP | LEN-B | 345,000 | $39.6M | 5.79% |
| 7 | GOLAR LNG LTD | GLNG | 1,000,000 | $38.0M | 5.56% |
| 8 | COUPANG INC | CPNG | 1,700,000 | $37.3M | 5.45% |
| 9 | SALESFORCE INC | CRM | 133,000 | $35.7M | 5.22% |
| 10 | ATLASSIAN CORPORATION | TEAM | 156,500 | $33.2M | 4.85% |
| 11 | SMURFIT WESTROCK PLC | SW | 724,000 | $32.6M | 4.77% |
| 12 | GODADDY INC | GDDY | 180,000 | $32.4M | 4.74% |
| 13 | JD.COM INC | JDCMF | 750,000 | $30.8M | 4.51% |
| 14 | JPMORGAN CHASE & CO. | VYLD | 125,000 | $30.7M | 4.48% |
| 15 | SOMNIGROUP INTERNATIONAL INC | SGI | 508,000 | $30.4M | 4.45% |
| 16 | INTERNATIONAL PAPER CO | 460146103 | 434,000 | $23.2M | 3.39% |
| 17 | COUPANG INC | CPNG | 1,000,000 | $21.9M | 3.21% |
| 18 | V F CORP | VFC | 940,360 | $14.6M | 2.13% |
| 19 | GALLAGHER ARTHUR J & CO | 363576109 | 41,200 | $14.2M | 2.08% |
| 20 | KBR INC | KBR | 209,900 | $10.5M | 1.53% |
| 21 | BEYOND MEAT INC | BYND | 21,600,000 | $2.6M | 0.38% |