Fund HoldingsRothschild & Co Wealth Management UK Ltd

Total Portfolio Value
$5.69B
Total Bought
$86.12M
Total Sold
$655.89M
Net Transaction
-$569.78M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BOOKING HOLDINGS INC(BKNG)152,937135,837-17,100644,189674,89511.85%+30,706
CHARTER COMMUNICATIONS INC N(CHTR)547,063543,872-3,191177,292186,4233.27%+9,131
DEERE & CO(DE)1,163,2441,161,924-1,320485,457492,3078.65%+6,851
UNION PAC CORP(UNP)026,661+26,66106,0800.11%+6,080
CANADIAN NATL RY CO(CNI)055,774+55,77405,6620.10%+5,662
CABLE ONE INC290,048294,400+4,352101,456106,6081.87%+5,152
VISA INC(V)55,44555,655+21015,24517,5890.31%+2,345
FOX CORP(FOX)338,853336,068-2,78514,34416,3260.29%+1,983
ISHARES TR
MSCI UK ETF NEW
244,845312,450+67,6059,16010,5920.19%+1,432
ISHARES TR41,79263,564+21,7723,2794,5880.08%+1,309
LENDINGCLUB CORP(HAPN)99,00099,00001,1321,6030.03%+471
VANGUARD INDEX FDS4,6524,787+1351,1331,2150.02%+82
ISHARES TR4,9294,92902,8432,9020.05%+58
VANGUARD INDEX FDS1,0281,02805425540.01%+11
ISHARES INC
ESG AWR MSCI EM
8,9388,93803252980.01%-27
ISHARES TR20,81820,81802,4892,4460.04%-43
VANGUARD INTL EQUITY INDEX F19,43619,43609308560.02%-74
ISHARES INC
CORE MSCI EMKT
25,61426,371+7571,4711,3770.02%-93
VANGUARD INTL EQUITY INDEX F14,48914,48901,0309200.02%-111
VANGUARD WORLD FD4,3420-4,3422670-267
RYANAIR HOLDINGS PLC(RYAAY)2,467,9442,544,142+76,198111,502110,8991.95%-603
BERKSHIRE HATHAWAY INC DEL20-21,3820-1,382
LIBERTY BROADBAND CORP(LBRDA)832,128838,969+6,84164,31562,7211.10%-1,594
TEXAS INSTRS INC(TXN)115,857117,006+1,14923,93321,9400.39%-1,993
WAYFAIR INC(W)216,069213,688-2,38112,1399,4710.17%-2,668
DIREXION SHS ETF TR
NASDAQ 100 EQ WT
151,391109,231-42,16013,6559,8060.17%-3,850
VANGUARD INTL EQUITY INDEX F54,0300-54,0304,2350-4,235
MASTERCARD INCORPORATED(MA)1,493,5651,315,774-177,791737,522692,84712.17%-44,675
COMCAST CORP NEW(CCZ)10,999,40510,943,131-56,274459,445410,6967.21%-48,749
CANADIAN PACIFIC KANSAS CITY(CP)5,008,5715,094,113+85,542428,433368,6616.47%-59,772
AMERICAN EXPRESS CO(AXP)3,261,2182,764,668-496,550884,442820,52614.41%-63,917
MOODYS CORP(MCO)1,360,7101,083,090-277,620645,779512,7029.00%-133,077
S&P GLOBAL INC(SPGI)1,260,0841,012,898-247,186650,985504,4548.86%-146,531
BERKSHIRE HATHAWAY INC DEL1,726,4291,404,730-321,699794,606636,73611.18%-157,870
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