Fund HoldingsRothschild & Co Wealth Management UK Ltd

Total Portfolio Value
$5.87B
Total Bought
$324.13M
Total Sold
$25.17M
Net Transaction
+$298.96M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
BOOKING HOLDINGS INC(BKNG)148,091150,484+2,393537,256596,14210.15%+58,886
AMERICAN EXPRESS CO(AXP)3,576,2773,580,102+3,825814,283828,97314.12%+14,690
MOODYS CORP(MCO)1,671,2071,585,783-85,424656,834667,50411.37%+10,669
CHARTER COMMUNICATIONS INC N(CHTR)531,202545,919+14,717154,383163,2082.78%+8,825
FOX CORP(FOX)335,146325,545-9,60110,48011,1890.19%+709
ISHARES TR44,82444,82403,0373,2260.05%+190
DIREXION SHS ETF TR
NASDAQ 100 EQ WT
159,757162,089+2,33214,25014,3840.25%+133
ISHARES TR
MSCI UK ETF NEW
239,357238,309-1,0488,1888,3120.14%+124
ISHARES TR4,9294,92902,5912,6970.05%+106
ISHARES TR20,81821,218+4002,2932,3850.04%+92
ISHARES INC
CORE MSCI EMKT
37,08737,08701,9141,9850.03%+72
VANGUARD INTL EQUITY INDEX F28,84028,84001,2051,2620.02%+57
ISHARES TR28,10028,10001,1541,1970.02%+42
VANGUARD INDEX FDS1,5751,57507577880.01%+31
ISHARES INC9,9419,94101,4411,4660.02%+26
ISHARES INC
ESG AWR MSCI EM
8,9388,93802883000.01%+12
VANGUARD WORLD FD4,3424,34202502490.00%-1
VANGUARD INTL EQUITY INDEX F17,11217,11201,1521,1430.02%-10
VANGUARD INDEX FDS4,6524,65201,0971,0680.02%-29
LENDINGCLUB CORP(HAPN)99,00099,00008708380.01%-33
BERKSHIRE HATHAWAY INC DEL2201,2691,2240.02%-44
VANGUARD INTL EQUITY INDEX F54,03054,03004,1084,0080.07%-100
VISA INC(V)55,56654,450-1,11615,50714,2910.24%-1,216
LIBERTY BROADBAND CORP(LBRDA)832,345829,981-2,36447,63545,5000.78%-2,136
WAYFAIR INC(W)216,466211,289-5,17714,69411,1410.19%-3,552
S&P GLOBAL INC(SPGI)1,371,9551,293,564-78,391583,698576,9309.83%-6,769
CABLE ONE INC277,639291,209+13,570117,477103,0881.76%-14,389
BERKSHIRE HATHAWAY INC DEL1,949,8041,979,614+29,810819,932805,30713.72%-14,625
RYANAIR HOLDINGS PLC(RYAAY)957,139978,482+21,343139,350113,9341.94%-25,415
DEERE & CO(DE)1,142,7881,147,607+4,819469,389428,7807.30%-40,608
COMCAST CORP NEW(CCZ)10,781,60110,809,978+28,377467,382423,3197.21%-44,064
CANADIAN PACIFIC KANSAS CITY(CP)4,906,3954,917,456+11,061432,597387,1516.59%-45,446
MASTERCARD INCORPORATED(MA)1,462,9201,467,807+4,887704,498647,53811.03%-56,961
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