Fund HoldingsWindmill Hill Asset Management Ltd

Total Portfolio Value
$305.56M
Total Bought
$125.97M
Total Sold
$7.32M
Net Transaction
+$118.65M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SPDR SER TR
ST STR SP500FF
2,795,1205,245,740+2,450,620132,069252,58282.66%+120,513
REDDIT INC(RDDT)18,07818,07801,1922,9550.97%+1,763
OKLO INC(OKLO)069,526+69,52601,4760.48%+1,476
VICTORY CAP HLDGS INC(VCTR)013,902+13,90209100.30%+910
NEUMORA THERAPEUTICS INC.26,121104,373+78,2523451,1060.36%+761
MICROSOFT CORP(MSFT)8,5169,994+1,4783,6644,2121.38%+548
ROBINHOOD MKTS INC(HOOD)013,220+13,22004930.16%+493
COINBASE GLOBAL INC(COIN)4,5154,51508041,1210.37%+317
MAPLEBEAR INC(CART)95,57095,57003,8943,9591.30%+65
MOODYS CORP(MCO)9,3729,491+1194,4484,4931.47%+45
SAMSARA INC(IOT)4,7795,974+1,1952302610.09%+31
VISA INC(V)12,97511,219-1,7563,5673,5461.16%-22
MOSAIC CO NEW(MOS)24,87524,013-8626665900.19%-76
BRASILAGRO COMPANHIA BRASILE70,89870,89803332560.08%-77
S&P GLOBAL INC(SPGI)6,7116,806+953,4673,3901.11%-77
SPRINKLR INC(CXM)53,11726,608-26,5094112250.07%-186
VALE S A69,15465,277-3,8778085790.19%-229
SCHLUMBERGER LTD(SLB)22,60715,322-7,2859485870.19%-361
CONOCOPHILLIPS(COP)9,4706,193-3,2779976140.20%-383
CANADIAN PACIFIC KANSAS CITY(CP)36,71137,262+5513,1402,6970.88%-444
UNITY SOFTWARE INC(U)60,19340,129-20,0641,3629020.30%-460
FREEPORT-MCMORAN INC(FCX)22,66815,317-7,3511,1325830.19%-548
EXXON MOBIL CORP10,3415,836-4,5051,2126280.21%-584
ALPHABET INC(GOOG)48,90439,356-9,5488,1117,4502.44%-661
GENERAL ELECTRIC CO(GE)32,87933,154+2756,2005,5301.81%-671
CAMECO CORP(CCJ)33,78714,183-19,6041,6147290.24%-885
GLOBAL X FDS
GLOBAL X URANIUM
231,000137,500-93,5006,6093,6821.21%-2,927
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