FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,179.06-0.10%
XLE56.76-0.18%
STOXX50E5,860.32-0.39%
XLF51.780.69%
FTSE10,321.09-0.56%
IXIC24,871.710.14%
RUT2,786.53-0.02%
GSPC7,173.900.12%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

Institutional Manager · CIK 0001767559

London & Capital Asset Management Ltd

London, X0 · File #028-19372

Latest AUM
$9.66B
Positions
239
Top-10 Concentration
49.2%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
ADDALPHABET INCGOOG+1,736,989+$543.6M+$3.1M
ADDMICROSOFT CORPMSFT+1,011,329+$489.1M-$7.0M
ADDVISA INCV+1,323,438+$464.4M+$1.4M
ADDAMAZON COM INCAMZN+1,935,901+$446.9M+$4.2M
ADDTHERMO FISHER SCIENTIFIC INCTMO+665,229+$385.5M+$11.4M
ADDGE AEROSPACE369604301+1,238,546+$381.5M+$1.1M
ADDCME GROUP INCCME+1,267,709+$346.2M+$559,429
ADDFERGUSON ENTERPRISES INCFERG+1,552,994+$345.7M-$425,807
ADDINTERACTIVE BROKERS GROUP IN45841N107+5,280,117+$339.6M-$2.6M
ADDCAPITAL ONE FINL CORP14040H105+1,375,864+$333.6M+$1.2M

Sector Allocation

Financials
14.8%$1.43B
Technology
14.7%$1.42B
Industrials
10.3%$990.9M
Healthcare
10.2%$984.6M
Energy
1.4%$139.0M
Utilities
0.5%$52.5M
Materials
0.2%$22.1M
Real Estate
0.0%$476,024

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1MICROSOFT CORPMSFT1,214,325$587.3M6.27%
2ALPHABET INCGOOG1,781,404$557.5M5.96%
3AMAZON COM INCAMZN2,310,067$533.2M5.70%
4VISA INCV1,475,081$517.6M5.53%
5THERMO FISHER SCIENTIFIC INCTMO786,216$455.6M4.87%
6GE AEROSPACE3696043011,387,050$427.3M4.57%
7CME GROUP INCCME1,459,178$398.5M4.26%
8FERGUSON ENTERPRISES INCFERG1,774,180$395.0M4.22%
9INTERACTIVE BROKERS GROUP IN45841N1075,861,042$377.0M4.03%
10MARSH & MCLENNAN COS INC5717481021,900,000$352.7M3.77%
11CAPITAL ONE FINL CORP14040H1051,416,720$343.5M3.67%
12INTERNATIONAL BUSINESS MACHSINTR1,151,229$341.0M3.64%
13INTERCONTINENTAL EXCHANGE IN45866F1042,081,207$337.1M3.60%
14SYNOPSYS INCSNPS715,381$336.1M3.59%
15TAIWAN SEMICONDUCTOR MFG LTD8740391001,061,011$322.4M3.44%
16GE VERNOVA INCGEV479,659$313.6M3.35%
17UNITEDHEALTH GROUP INCUNH938,953$310.1M3.31%
18YUM CHINA HLDGS INCYUMC6,278,654$299.7M3.20%
19ADVANCED MICRO DEVICES INCAMD1,238,549$265.2M2.83%
20UNITED RENTALS INCURI275,428$223.0M2.38%