| As of Date | 09/16/2026 |
| Registration | SEC, Approved, 12/08/2025 |
| ADV Location | LONDON, United Kingdom |
| Contact Info | 44- xxxxxxx |
| Websites |
| AUM* | 29,380,687,078 |
| of that, discretionary | 29,380,687,078 |
| Number of Employees | 14 |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,088,173,595 |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Sovereign wealth funds and foreign official institutions
- Other
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA Corp | $ Position$1,695,707,325 | % Position8.00% | $ Change48.00% | # Change29.00% |
| Stck Ticker02079K305 | Stock NameAlphabet Inc | $ Position$1,405,385,757 | % Position7.00% | $ Change45.00% | # Change16.00% |
| Stck Ticker037833100 | Stock NameApple Inc | $ Position$1,238,237,703 | % Position6.00% | $ Change37.00% | # Change20.00% |
| Stck Ticker023135106 | Stock NameAmazon.com Inc | $ Position$844,842,606 | % Position4.00% | $ Change35.00% | # Change18.00% |
| Stck Ticker594918104 | Stock NameMicrosoft Corp | $ Position$928,895,896 | % Position4.00% | $ Change12.00% | # Change11.00% |
| Stck Ticker874039100 | Stock NameTaiwan Semiconductor Manufactu | $ Position$635,139,923 | % Position3.00% | $ Change13.00% | # Change-20.00% |
| Stck Ticker11135F101 | Stock NameBroadcom Inc | $ Position$587,833,018 | % Position3.00% | $ Change70.00% | # Change39.00% |
| Stck Ticker007903107 | Stock NameAdvanced Micro Devices Inc | $ Position$346,945,012 | % Position2.00% | $ Change789.00% | # Change211.00% |
| Stck Ticker40412C101 | Stock NameHCA Healthcare Inc | $ Position$355,737,196 | % Position2.00% | $ Change8.00% | # Change31.00% |
| Stck Ticker92826C839 | Stock NameVisa Inc | $ Position$533,395,847 | % Position2.00% | $ Change31.00% | # Change15.00% |