| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 12/07/2020 |
| ADV Location | LONDON, United Kingdom |
| Contact Info | 44 xxxxxxx |
| Websites |
| AUM* | 5,934,476,247 -51% |
| of that, discretionary | 5,934,476,247 -51% |
| Number of Employees | 24 -8% |
| of those in investment advisory functions | 10 |
| Private Fund GAV* | 0 |
| Avg Account Size | 494,539,687 -23% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pooled investment vehicles
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
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| Stck Ticker91324P102 | Stock NameUNITEDHEALTH GROUP INC | $ Position$159,855,801 | % Position11.00% | $ Change | # Change |
| Stck Ticker98850P109 | Stock NameYUM CHINA HLDGS INC | $ Position$133,059,764 | % Position9.00% | $ Change | # Change |
| Stck Ticker452327109 | Stock NameILLUMINA INC | $ Position$128,748,557 | % Position9.00% | $ Change | # Change |
| Stck Ticker09857L108 | Stock NameBOOKING HOLDINGS INC | $ Position$121,636,487 | % Position9.00% | $ Change | # Change |
| Stck Ticker194162103 | Stock NameCOLGATE PALMOLIVE CO | $ Position$118,327,943 | % Position8.00% | $ Change | # Change |
| Stck Ticker57636Q104 | Stock NameMASTERCARD INCORPORATED | $ Position$114,412,352 | % Position8.00% | $ Change | # Change |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$96,671,763 | % Position7.00% | $ Change | # Change |
| Stck Ticker92345Y106 | Stock NameVERISK ANALYTICS INC | $ Position$71,125,670 | % Position5.00% | $ Change | # Change |
| Stck Ticker00724F101 | Stock NameADOBE INC | $ Position$63,755,053 | % Position5.00% | $ Change | # Change |