Fund HoldingsRothschild & Co Wealth Management UK Ltd

Total Portfolio Value
$6.29B
Total Bought
$446.40M
Total Sold
$282.27M
Net Transaction
+$164.13M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
RYANAIR HOLDINGS PLC(RYAAY)02,467,944+2,467,9440111,5021.77%+111,502
MASTERCARD INCORPORATED(MA)1,467,8071,493,565+25,758647,538737,52211.72%+89,985
S&P GLOBAL INC(SPGI)1,293,5641,260,084-33,480576,930650,98510.34%+74,055
DEERE & CO(DE)1,147,6071,163,244+15,637428,780485,4577.71%+56,676
AMERICAN EXPRESS CO(AXP)3,580,1023,261,218-318,884828,973884,44214.05%+55,470
BOOKING HOLDINGS INC(BKNG)150,484152,937+2,453596,142644,18910.23%+48,047
CANADIAN PACIFIC KANSAS CITY(CP)4,917,4565,008,571+91,115387,151428,4336.81%+41,282
COMCAST CORP NEW(CCZ)10,809,97810,999,405+189,427423,319459,4457.30%+36,126
TEXAS INSTRS INC(TXN)0115,857+115,857023,9330.38%+23,933
LIBERTY BROADBAND CORP(LBRDA)829,981832,128+2,14745,50064,3151.02%+18,816
CHARTER COMMUNICATIONS INC N(CHTR)545,919547,063+1,144163,208177,2922.82%+14,084
FOX CORP(FOX)325,545338,853+13,30811,18914,3440.23%+3,155
WAYFAIR INC(W)211,289216,069+4,78011,14112,1390.19%+997
VISA INC(V)54,45055,445+99514,29115,2450.24%+953
ISHARES TR
MSCI UK ETF NEW
238,309244,845+6,5368,3129,1600.15%+847
LENDINGCLUB CORP(HAPN)99,00099,00008381,1320.02%+294
VANGUARD INTL EQUITY INDEX F54,03054,03004,0084,2350.07%+227
BERKSHIRE HATHAWAY INC DEL2201,2241,3820.02%+158
ISHARES TR4,9294,92902,6972,8430.05%+146
ISHARES TR21,21820,818-4002,3852,4890.04%+104
VANGUARD INDEX FDS4,6524,65201,0681,1330.02%+65
ISHARES TR44,82441,792-3,0323,2263,2790.05%+52
ISHARES INC
ESG AWR MSCI EM
8,9388,93803003250.01%+26
VANGUARD WORLD FD4,3424,34202492670.00%+18
VANGUARD INTL EQUITY INDEX F17,11214,489-2,6231,1431,0300.02%-112
VANGUARD INDEX FDS1,5751,028-5477885420.01%-245
VANGUARD INTL EQUITY INDEX F28,84019,436-9,4041,2629300.01%-332
ISHARES INC
CORE MSCI EMKT
37,08725,614-11,4731,9851,4710.02%-515
DIREXION SHS ETF TR
NASDAQ 100 EQ WT
162,089151,391-10,69814,38413,6550.22%-728
ISHARES TR28,1000-28,1001,1970-1,197
ISHARES INC9,9410-9,9411,4660-1,466
CABLE ONE INC291,209290,048-1,161103,088101,4561.61%-1,632
BERKSHIRE HATHAWAY INC DEL1,979,6141,726,429-253,185805,307794,60612.62%-10,701
MOODYS CORP(MCO)1,585,7831,360,710-225,073667,504645,77910.26%-21,724
RYANAIR HOLDINGS PLC(RYAAY)978,4820-978,482113,9340-113,934
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