Waverton Investment Management Ltd 13F Holdings
CIK 0001344114
As of Sep 30, 2025, Waverton Investment Management Ltd reported 101 positions worth $7.8B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 1,088,503 | $563.8M | 7.26% |
| ALPHABET INC | GOOGL | Equity | 1,945,771 | $473.0M | 6.09% |
| AMAZON.COM INC | AMZN | Equity | 1,945,143 | $427.0M | 5.50% |
| VISA INC-CLASS A SHARES | V | Financial Services | 1,121,755 | $382.6M | 4.92% |
| GE AEROSPACE | GE | Industrials | 1,137,708 | $342.1M | 4.40% |
| INTERACTIVE BROKERS GROUP INC | IBKR | Financial Services | 4,922,936 | $338.8M | 4.36% |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 691,342 | $335.0M | 4.31% |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 1,465,335 | $328.9M | 4.23% |
| MARSH & MCLENNAN COMPANIES INC | MMC | Financial Services | 1,560,628 | $314.6M | 4.05% |
| CME GROUP INC | CME | Financial Services | 1,155,894 | $312.3M | 4.02% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 1,736,942 | $281.0M | 3.62% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 993,743 | $280.4M | 3.61% |
| SYNOPSYS INC | SNPS | Technology | 557,699 | $275.4M | 3.54% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 959,934 | $268.0M | 3.45% |
| GE VERNOVA INC | GEV | Utilities | 420,437 | $258.5M | 3.33% |
| INTERCONTINENTAL EXCHANGE INC | ICE | Financial Services | 1,526,734 | $257.2M | 3.31% |
| CAPITAL ONE FINANCIAL CORP | COF | Financial Services | 1,181,834 | $251.3M | 3.23% |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 723,673 | $249.9M | 3.22% |
| UNITED RENTALS INC | URI | Industrials | 237,044 | $226.5M | 2.91% |
| INTUIT INC | INTU | Technology | 330,193 | $225.4M | 2.90% |
| YUM CHINA HOLDINGS INC | YUMC | Consumer Cyclical | 4,851,909 | $208.2M | 2.68% |
| QUALCOMM INC | QCOM | Technology | 635,109 |