Universe · entity
London & Capital Asset Management Ltd
Institutional manager (13F) · CIK 1767559
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $9.0B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | AMAZON COM INC | $507M | 2,435,975 |
| 2 | VISA INC | $468M | 1,549,069 |
| 3 | MICROSOFT CORP | $458M | 1,237,530 |
| 4 | ALPHABET INC | $443M | 1,539,555 |
| 5 | FERGUSON ENTERPRISES INC | $435M | 1,864,092 |
| 6 | CME GROUP INC | $431M | 1,460,242 |
| 7 | GE VERNOVA INC | $403M | 461,171 |
| 8 | INTERACTIVE BROKERS GROUP IN | $397M | 5,915,803 |
| 9 | GE AEROSPACE | $393M | 1,383,336 |
| 10 | THERMO FISHER SCIENTIFIC INC | $390M | 793,472 |
| 11 | TAIWAN SEMICONDUCTOR MANUFAC | $361M | 1,068,039 |
| 12 | MARSH & MCLENNAN COS INC | $351M | 2,023,752 |
| 13 | INTERCONTINENTAL EXCHANGE IN | $349M | 2,216,370 |
| 14 | SYNOPSYS INC | $312M | 786,829 |
| 15 | ADVANCED MICRO DEVICES INC | $302M | 1,484,594 |
| 16 | YUM CHINA HLDGS INC | $301M | 6,174,526 |
| 17 | CAPITAL ONE FINL CORP | $283M | 1,550,677 |
| 18 | INTERNATIONAL BUSINESS MACHS | $270M | 1,115,102 |
| 19 | UNITEDHEALTH GROUP INC | $238M | 880,594 |
| 20 | GRAB HOLDINGS LIMITED | $229M | 62,656,751 |
| 21 | UNITED RENTALS INC | $209M | 287,121 |
| 22 | SPDR GOLD TR | $141M | 327,333 |
| 23 | VULCAN MATLS CO | $114M | 419,616 |
| 24 | SHINHAN FINANCIAL GROUP CO L | $112M | 1,823,111 |
| 25 | EAGLE MATLS INC | $101M | 532,998 |
| 26 | SLB LIMITED | $85M | 1,650,084 |
| 27 | ALPHABET INC | $85M | 295,291 |
| 28 | CHENIERE ENERGY INC | $73M | 257,519 |
| 29 | MERCADOLIBRE INC | $67M | 38,855 |
| 30 | GE HEALTHCARE TECHNOLOGIES I | $66M | 925,284 |
| 31 | WEC ENERGY GROUP INC | $59M | 513,715 |
| 32 | NEWMONT CORP | $57M | 530,219 |
| 33 | VANECK ETF TRUST | $54M | 590,421 |
| 34 | QUALCOMM INC | $54M | 418,282 |
| 35 | CANADIAN PACIFIC KANSAS CITY | $50M | 630,051 |
| 36 | BERKSHIRE HATHAWAY INC DEL | $33M | 69,137 |
| 37 | ZOETIS INC | $33M | 276,759 |
| 38 | QUANTA SVCS INC | $27M | 48,950 |
| 39 | ETFS GOLD TR | $26M | 574,688 |
| 40 | APPLE INC | $25M | 99,248 |
| 41 | WHEATON PRECIOUS METALS CORP | $24M | 184,763 |
| 42 | AMERICAN EXPRESS CO | $23M | 76,913 |
| 43 | CAMECO CORP | $20M | 185,553 |
| 44 | FIRST TR EXCHANGE-TRADED FD | $19M | 379,432 |
| 45 | ISHARES TR | $18M | 261,021 |
| 46 | AMERICAN INTL GROUP INC | $18M | 238,719 |
| 47 | FIRST TR EXCH TRD ALPHDX FD | $11M | 255,410 |
| 48 | ISHARES TR | $11M | 191,409 |
| 49 | TEXAS PACIFIC LAND CORPORATI | $10M | 21,966 |
| 50 | PACCAR INC | $10M | 88,397 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.