Fund HoldingsRothschild & Co Wealth Management UK Ltd

Total Portfolio Value
$6.53B
Total Bought
$657.93M
Total Sold
$637.25M
Net Transaction
+$20.68M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SUNBELT RENTALS HOLDINGS INC(SUNB)08,511,833+8,511,8330534,3988.18%+534,398
DEERE & CO(DE)1,204,2481,194,008-10,240560,662672,58510.29%+111,923
TEXAS INSTRS INC(TXN)1,320,1141,340,229+20,115229,027260,1923.98%+31,165
CANADIAN PACIFIC KANSAS CITY(CP)5,353,1885,264,204-88,984394,156414,0806.34%+19,924
VERSANT MEDIA GROUP INC(VSNT)0448,199+448,199016,5920.25%+16,592
S&P GLOBAL INC(SPGI)1,062,3381,342,430+280,092555,167570,9898.74%+15,822
CHARTER COMMUNICATIONS INC(CHTR)566,591563,266-3,325118,276121,5981.86%+3,322
CANADIAN NATL RY CO(CNI)68,16377,296+9,1336,7387,9440.12%+1,206
LIBERTY BROADBAND CORP(LBRDA)953,079936,848-16,23146,32047,1230.72%+804
GCI LIBERTY INC(GLIBA)257,163253,536-3,6279,5699,4340.14%-135
ISHARES TR4,9294,92903,3763,2200.05%-156
ISHARES TR57,48650,372-7,1145,3534,8500.07%-503
VISA INC(V)67,63976,565+8,92623,72223,1410.35%-581
ISHARES INC
CORE MSCI EMKT
77,70162,909-14,7925,2234,3880.07%-835
ISHARES TR
MSCI UK ETF NEW
279,162233,567-45,59512,27810,6410.16%-1,636
RYANAIR HOLDINGS PLC(RYAAY)114,095112,652-1,4438,2376,5110.10%-1,725
LENDINGCLUB CORP(HAPN)99,0000-99,0001,8750-1,875
VANGUARD INTL EQUITY INDEX F56,13424,443-31,6914,6932,0150.03%-2,679
WAYFAIR INC(W)263,147297,817+34,67026,42322,3990.34%-4,024
CABLE ONE INC286,861280,084-6,77732,37225,5460.39%-6,826
COMCAST CORP NEW(CCZ)11,422,93011,493,697+70,767341,431329,9845.05%-11,447
FOX CORP(FOX)409,4270-409,42729,9170-29,917
BERKSHIRE HATHAWAY INC DEL1,477,1311,466,548-10,583742,480702,77010.76%-39,710
BOOKING HOLDINGS INC(BKNG)143,119171,900+28,781766,449723,75411.08%-42,695
MOODYS CORP(MCO)1,117,2511,108,934-8,317570,748483,7727.40%-86,975
MASTERCARD INCORPORATED(MA)1,382,5481,352,607-29,941789,269675,84410.34%-113,425
AMERICAN EXPRESS CO(AXP)2,906,7222,844,158-62,5641,075,342860,30113.17%-215,041
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