Fund HoldingsRothschild & Co Wealth Management UK Ltd

Total Portfolio Value
$5.94B
Total Bought
$410.20M
Total Sold
$229.48M
Net Transaction
+$180.72M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
TEXAS INSTRS INC(TXN)117,0061,287,734+1,170,72821,940231,4063.89%+209,466
BERKSHIRE HATHAWAY INC DEL1,404,7301,396,457-8,273636,736743,72512.52%+106,989
DEERE & CO(DE)1,161,9241,160,460-1,464492,307544,6629.17%+52,355
MASTERCARD INCORPORATED(MA)1,315,7741,316,728+954692,847721,72512.15%+28,878
CHARTER COMMUNICATIONS INC N(CHTR)543,872550,223+6,351186,423202,7743.41%+16,351
S&P GLOBAL INC(SPGI)1,012,8981,016,305+3,407504,454516,3858.69%+11,931
LIBERTY BROADBAND CORP(LBRDA)838,969832,881-6,08862,72170,8371.19%+8,115
FOX CORP(FOX)336,068352,996+16,92816,32619,9800.34%+3,653
VISA INC(V)55,65558,428+2,77317,58920,4770.34%+2,887
ISHARES TR
MSCI UK ETF NEW
312,450333,519+21,06910,59212,4970.21%+1,905
UNION PAC CORP(UNP)26,66127,822+1,1616,0806,5730.11%+493
ISHARES TR63,56468,466+4,9024,5885,0660.09%+478
CANADIAN NATL RY CO(CNI)55,77459,588+3,8145,6625,8070.10%+146
VANGUARD INDEX FDS1,0281,02805545280.01%-26
ISHARES INC
ESG AWR MSCI EM
8,9385,873-3,0652982050.00%-93
VANGUARD INTL EQUITY INDEX F19,43615,782-3,6548567140.01%-142
ISHARES INC
CORE MSCI EMKT
26,37121,250-5,1211,3771,1470.02%-230
VANGUARD INDEX FDS4,7873,875-9121,2159480.02%-267
LENDINGCLUB CORP(HAPN)99,00099,00001,6031,0220.02%-581
VANGUARD INTL EQUITY INDEX F14,4890-14,4899200-920
WAYFAIR INC(W)213,688221,748+8,0609,4717,1030.12%-2,368
ISHARES TR20,8180-20,8182,4460-2,446
ISHARES TR4,9290-4,9292,9020-2,902
COMCAST CORP NEW(CCZ)10,943,13111,013,766+70,635410,696406,4086.84%-4,288
RYANAIR HOLDINGS PLC(RYAAY)2,544,1422,497,729-46,413110,899105,8291.78%-5,070
MOODYS CORP(MCO)1,083,0901,086,565+3,475512,702506,0028.52%-6,700
DIREXION SHS ETF TR
NASDAQ 100 EQ WT
109,2310-109,2319,8060-9,806
CANADIAN PACIFIC KANSAS CITY(CP)5,094,1135,091,326-2,787368,661357,4626.02%-11,199
CABLE ONE INC294,400292,200-2,200106,60877,6581.31%-28,950
BOOKING HOLDINGS INC(BKNG)135,837136,309+472674,895627,96310.57%-46,932
AMERICAN EXPRESS CO(AXP)2,764,6682,775,682+11,014820,526746,79712.57%-73,729
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