Fund HoldingsRothschild & Co Wealth Management UK Ltd

Total Portfolio Value
$6.73B
Total Bought
$915.13M
Total Sold
$73.54M
Net Transaction
+$841.59M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
UNION PAC CORP(UNP)27,8221,011,677+983,8556,573232,7673.46%+226,194
BOOKING HOLDINGS INC(BKNG)136,309138,056+1,747627,963799,23911.88%+171,276
AMERICAN EXPRESS CO(AXP)2,775,6822,815,114+39,432746,797897,96513.35%+151,168
DEERE & CO(DE)1,160,4601,178,858+18,398544,662599,4388.91%+54,776
CANADIAN PACIFIC KANSAS CITY(CP)5,091,3265,114,999+23,673357,462405,4666.03%+48,004
MOODYS CORP(MCO)1,086,5651,101,804+15,239506,002552,6548.22%+46,651
TEXAS INSTRS INC(TXN)1,287,7341,291,320+3,586231,406268,1043.99%+36,698
MASTERCARD INCORPORATED(MA)1,316,7281,340,512+23,784721,725753,28711.20%+31,562
RYANAIR HOLDINGS PLC(RYAAY)2,497,7292,366,859-130,870105,829136,4972.03%+30,668
S&P GLOBAL INC(SPGI)1,016,3051,035,235+18,930516,385545,8698.11%+29,484
CHARTER COMMUNICATIONS INC N(CHTR)550,223553,753+3,530202,774226,3803.37%+23,606
LIBERTY BROADBAND CORP(LBRDA)832,881934,095+101,21470,83791,8961.37%+21,060
WAYFAIR INC(W)221,748245,603+23,8557,10312,5600.19%+5,458
ISHARES TR04,929+4,92903,0600.05%+3,060
ISHARES INC
CORE MSCI EMKT
21,25050,318+29,0681,1473,0210.04%+1,874
VISA INC(V)58,42862,819+4,39120,47722,3040.33%+1,827
ISHARES TR68,46673,980+5,5145,0666,1120.09%+1,046
FOX CORP(FOX)352,996374,557+21,56119,98020,9900.31%+1,011
CANADIAN NATL RY CO(CNI)59,58862,510+2,9225,8076,5040.10%+696
VANGUARD INTL EQUITY INDEX F08,803+8,80306820.01%+682
LENDINGCLUB CORP(HAPN)99,00099,00001,0221,1910.02%+169
VANGUARD INDEX FDS3,8753,842-339481,0930.02%+145
ISHARES INC
ESG AWR MSCI EM
5,8735,523-3502052160.00%+11
VANGUARD INDEX FDS1,0280-1,0285280-528
VANGUARD INTL EQUITY INDEX F15,7820-15,7827140-714
ISHARES TR
MSCI UK ETF NEW
333,519234,477-99,04212,4979,3130.14%-3,184
COMCAST CORP NEW(CCZ)11,013,76611,213,984+200,218406,408400,2275.95%-6,181
CABLE ONE INC292,200289,871-2,32977,65839,3670.59%-38,291
BERKSHIRE HATHAWAY INC DEL1,396,4571,422,305+25,848743,725690,91310.27%-52,812
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