Fund HoldingsRathbones Group PLC

Total Portfolio Value
$20.66B
Total Bought
$1.74B
Total Sold
$1.32B
Net Transaction
+$417.39M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
AMAZON COM INC USD0.01 Common Stock(AMZN)5,029,3875,159,856+130,469937,1261,132,0215.48%+194,895
VISA INC USD0.0001 Common Stock(V)3,414,3283,409,796-4,532938,7691,077,6325.22%+138,862
ALPHABET INC USD0.001 Cls A Common Stock(GOOG)04,495,149+4,495,1490850,9324.12%+850,932
JP MORGAN CHASE & CO USD1 Common Stock(JPM)2,706,7722,836,572+129,800570,750679,9553.29%+109,205
APTIV PLC USD0.01 Common Shares(APTV)01,527,773+1,527,773092,4000.45%+92,400
ROYAL CARIBBEAN CRUISES LTD USD0.01 Common Stock
COM
0353,996+353,996081,6630.40%+81,663
INTERCONTINENTAL EXCHANGE GRP USD0.01 Common Stock(ICE)0476,544+476,544071,0100.34%+71,010
GUIDEWIRE SOFTWARE INC USD0.0001 Common Stock(GWRE)0344,749+344,749058,1180.28%+58,118
BLACKROCK INC USD0.01 Common Stock(BLK)049,455+49,455050,6970.25%+50,697
KKR & CO INC NPV Class A Common Stock(KKR)0337,482+337,482049,9170.24%+49,917
NVIDIA CORP USD0.001 Common Stock(NVDA)04,497,992+4,497,9920604,0352.92%+604,035
BOOKING HOLDINGS INC USD0.008 Common Stock(BKNG)45,97947,300+1,321193,669235,0061.14%+41,337
CADENCE DESIGN SYSTEMS INC USD0.01 Common Stock(CDNS)386,124468,189+82,065104,651140,6720.68%+36,021
GOLDMAN SACHS GROUP USD0.01 Common Stock(GS)85,593135,471+49,87842,37877,5730.38%+35,195
ALPHABET INC USD0.001 Cls C Common Stock(GOOG)02,042,757+2,042,7570389,0231.88%+389,023
MARVELL TECHNOLOGY INC USD0.002 Common Stock(MRVL)809,725803,947-5,77858,39788,7960.43%+30,399
SALESFORCE.COM INC USD0.001 Common Stock(CRM)425,558434,028+8,470116,479145,1090.70%+28,629
APPLE INC NPV Common Stock(AAPL)2,959,4902,867,303-92,187689,561718,0303.48%+28,469
BROWN & BROWN INC USD0.10 Common Stock(BRO)0275,457+275,457028,1020.14%+28,102
TEXAS INSTRUMENTS INC Common Stock(TXN)0162,702+162,702030,5080.15%+30,508
UBER TECHNOLOGIES USD0.00001 Common Stock(UBER)309,086796,496+487,41023,23148,0450.23%+24,814
CHEVRON CORP USD0.75 Common Stock(CVX)529,325695,247+165,92277,954100,7000.49%+22,746
META PLATFORMS INC USD0.000006 Cls A Common Stock(META)289,262320,764+31,502165,585187,8110.91%+22,225
SERVICENOW INC USD0.001 Common Stock(NOW)134,345134,129-216120,157142,1930.69%+22,036
WALT DISNEY (HLDGS) CO USD0.1 Common Stock(DIS)01,580,532+1,580,5320175,9920.85%+175,992
HONEYWELL INTL INC USD1 Common Stock(HON)0562,473+562,4730127,0570.62%+127,057
ROPER TECHNOLOGIES INC USD0.01 Common Stock(ROP)63,381104,618+41,23735,26854,3860.26%+19,118
MASTERCARD INC USD0.0001 Class A Common Stock(MA)555,162553,133-2,029274,139291,2631.41%+17,124
ACCENTURE PLC New A Class Shares
SHS CLASS A
1,025,2301,078,328+53,098362,398379,3451.84%+16,947
PROCTER & GAMBLE CO NPV Common Stock(PG)1,084,7481,221,129+136,381187,878204,7220.99%+16,844
BERKSHIRE HATHAWAY INC USD0.0033 Cls B Common Stock952,3771,002,432+50,055438,341454,3802.20%+16,039
LIBERTY MEDIA CORP USD0.01 F1 Ser C Com Stk(FWONA)1,046,6561,047,192+53681,04397,0330.47%+15,990
MCKESSON CORP USD0.01 Common Stock(MCK)027,864+27,864015,8800.08%+15,880
TAIWAN SEMICONDUCTORS MAN LTD ADS Rep 5 TWD10 Ord Share(TSM)670,930666,582-4,348116,520131,6430.64%+15,123
UNITED HEALTHCARE CORP USD0.01 Common Stock(UNH)181,107237,395+56,288105,890120,0890.58%+14,199
DEXCOM INC USD0.001 Common Stock(DXCM)01,159,013+1,159,013090,1360.44%+90,136
FERGUSON ENTERPRISES INC USD0.0001 Shares(FERG)721,330903,076+181,746143,123156,7790.76%+13,656
TESLA INC USD0.001 Common Stock(TSLA)104,75199,549-5,20227,40640,2020.19%+12,796
NETFLIX COM INC USD0.001 Common Stock(NFLX)50,65954,294+3,63535,93148,3930.23%+12,462
S&P GLOBAL INC USD1 Common Stock(SPGI)501,459545,095+43,636259,064271,4741.31%+12,410
BOSTON SCIENTIFIC USD0.01 Common Stock(BSX)2,405,4582,395,578-9,880201,577213,9731.04%+12,396
EDWARDS LIFESCIENCES CORP USD1 Common Stock01,299,171+1,299,171096,1780.47%+96,178
OREILLY AUTOMOTIVE NEW INC USD0.01 Common Stock(ORLY)40,23548,476+8,24146,33557,4830.28%+11,148
EQUINIX INC USD0.001 New Common Stock(EQIX)197,740197,713-27175,520186,4220.90%+10,902
GXO LOGISTICS INC (WI) USD0.01 Common Stock(GXO)0295,140+295,140012,8390.06%+12,839
WAL-MART STORES INC USD0.1 Common Stock(WMT)1,582,4551,524,573-57,882127,783137,7450.67%+9,962
PAYPAL HOLDINGS INC USD0.0001 Common Stock(PYPL)0295,699+295,699025,2380.12%+25,238
MARSH & MCLENNAN CO INC USD1 Common Stock(MRSH)585,167655,849+70,682130,545139,3090.67%+8,764
Ssga Active Tr Spdr Blackstone High Income
ST STR BLACK ETF
0305,000+305,00008,6510.04%+8,651
PALO ALTO NETWORKS INC USD0.0001 Common Stock(PANW)0821,434+821,4340149,4680.72%+149,468
RTX CORP USD1.00 Common Stock(RTX)874,736985,485+110,749105,983114,0400.55%+8,057
TAKE TWO INTERACTIVE INC USD0.01 Common Stock(TTWO)0193,853+193,853035,6840.17%+35,684
ULTA BEAUTY INC USD0.01 Common Stock(ULTA)183,606181,697-1,90971,44579,0250.38%+7,581
LILLY (ELI) & CO NPV Common Stock(LLY)156,896189,746+32,850139,000146,4840.71%+7,483
ABBOTT LABORATORIES NPV Common Stock2,541,8062,626,106+84,300289,791297,0391.44%+7,248
US BANCORP DEL USD0.01 Common Stock(USB)1,615,9601,695,027+79,06773,89881,0730.39%+7,175
ANSYS INC USD0.01 Common Stock246,615252,873+6,25878,57985,3020.41%+6,723
BALLYS CORP USD0.01 Com Stock (Rolling Shs0350,190+350,19006,4680.03%+6,468
SHOPIFY INC NPV Class A Common Stock(SHOP)1,112,201893,132-219,06989,13294,9670.46%+5,835
CBRE GROUP INC USD0.01 Class A Common Stock(CBRE)104,620142,877+38,25713,02318,7580.09%+5,735
SHELL PLC Spon ADS Ea Rep 2 Ord Shs(SHEL)0130,889+130,88908,1250.04%+8,125
INTUITIVE SURGICAL INC USD0.001 Common Stock683,275668,694-14,581242,850247,7361.20%+4,886
ARISTA NETWORKS INC USD0.0001 Common Stock (P/R)(ANET)044,090+44,09004,8730.02%+4,873
BROADRIDGE FINANCIAL SOLUTIONS USD0.01 Common Stock(BR)439,525439,492-3394,51199,3650.48%+4,854
AMPHENOL CORP USD0.001 Cls A Common Stock03,219,244+3,219,2440223,5761.08%+223,576
GE VERNOVA INC USD0.01 Common Stock(GEV)59,03359,425+39215,05219,5470.09%+4,494
ELECTRONIC ARTS INC USD0.01 Common Stock(EA)0206,231+206,231030,1720.15%+30,172
AXON ENTERPRISE INC USD0.00001 Common Stock(AXON)28,23225,197-3,03511,28214,9750.07%+3,694
INNODATA INC USD0.01 Common Stock(INOD)0123,014+123,01404,8620.02%+4,862
PALANTIR TECHNOLOGIES INC USD0.001 Cls A Common Stock(PLTR)0127,060+127,06009,6100.05%+9,610
VANGUARD INDEX FUNDS S&P 500 ETF (USD)0105,402+105,402056,7920.27%+56,792
INVESCO LTD USD0.20 Common Stock(IVZ)0172,180+172,18003,0100.01%+3,010
VANGUARD INDEX FUNDS Small Cap ETF013,868+13,86803,3320.02%+3,332
MICROSTRATEGY INC USD0.001 Cls A Common Stock(MSTR)015,076+15,07604,3660.02%+4,366
CRH PLC EUR0.32 Ordinary Shares (DI)
ORD
683,612710,222+26,61063,31465,7310.32%+2,417
MORGAN STANLEY USD0.01 Common Stock(MS)764,832652,535-112,29779,72682,0370.40%+2,311
BROADCOM CORP USD1 Common Stock(AVGO)046,864+46,864010,8650.05%+10,865
AECOM TECHNOLOGY CORP USD0.01 Common Stock(ACM)79,60698,525+18,9198,22110,5240.05%+2,304
MSCI INC USD0.01 Common Stock(MSCI)57,61859,741+2,12333,58735,8450.17%+2,258
SPDR SERIES TRUST S&P 500 ETF Trust(SPY)074,816+74,816043,8480.21%+43,848
CAMECO CORP NPV Common Stock(CCJ)0648,242+648,242033,3140.16%+33,314
PUBLIC STORAGE INC USD0.10 Common Stock(PSA)33,57647,797+14,22112,21714,3120.07%+2,095
AUTOZONE INC USD0.01 Common Stock(AZO)0627+62702,0080.01%+2,008
VONTIER CORP USD0.0001 Common Stock(VNT)0304,766+304,766011,1150.05%+11,115
ARES CAPITAL CORP USD0.001 Common Stock(ARCC)0174,110+174,11003,8110.02%+3,811
COSTCO CORP NPV Common Stock(COST)300,282292,458-7,824266,144268,0241.30%+1,881
GUARDANT HEALTH INC USD0.00001 Common Stock(GH)0198,961+198,96106,0780.03%+6,078
PAYCHEX INC USD0.01 Common Stock(PAYX)143,773149,587+5,81419,29320,9750.10%+1,682
VERISK ANALYTICS INC USD0.001 Common Stock(VRSK)0131,756+131,756036,2900.18%+36,290
WELLS FARGO & CO USD1.6666 Common Stock(WFC)0110,062+110,06207,7310.04%+7,731
DOCUSIGN INC USD0.0001 Common Stock(DOCU)044,082+44,08203,9650.02%+3,965
OWENS CORNING INC USD0.01 Common Stock(OC)036,474+36,47406,2120.03%+6,212
GODADDY INC USD0.001 Cls A Common Stock(GDDY)032,367+32,36706,3880.03%+6,388
ISHARES TRUST S&P Gbl Healthcare Sector019,024+19,02401,6350.01%+1,635
BANK OF AMERICA CORP NPV Common Stock01,247,344+1,247,344054,8210.27%+54,821
LULULEMON ATHLETICA INC USD0.01 Common Stock(LULU)011,034+11,03404,2200.02%+4,220
CISCO SYSTEMS INC USD0.001 Common Stock(CSCO)0292,031+292,031017,2880.08%+17,288
HDFC BANK LTD Spon ADR Each Rep 3 INR10 Shs(HDB)0223,080+223,080014,2460.07%+14,246
GENERAC HOLDINGS INC USD0.01 Common Stock(GNRC)020,422+20,42203,1660.02%+3,166
MONOLITHIC POWER SYSTEM INC USD0.001 Common Stock(MPWR)03,507+3,50702,0750.01%+2,075
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