The family office of the man who broke the Bank of England.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| SPY | $245M | 8% | new |
| AZN | $191M | 6% | added |
| unlisted | $168M | 5% | added |
| GOOGL | $167M | 5% | trimmed |
| unlisted | $145M | 4% | trimmed |
| unlisted | $119M | 4% | added |
| unlisted | $88M | 3% | added |
| unlisted | $82M | 3% | new |
| LBRDK | $76M | 2% | unchanged |
| BABA | $74M | 2% | new |
| BKNG | $65M | 2% | trimmed |
| unlisted | $64M | 2% | new |
| unlisted | $61M | 2% | added |
| AMZN | $56M | 2% | trimmed |
| J | $52M | 2% | added |
| UBER | $51M | 2% | added |
| unlisted | $45M | 1% | trimmed |
| unlisted | $44M | 1% | new |
| ECHO | $43M | 1% | added |
| EMXC | $38M | 1% | unchanged |
| MRK | $37M | 1% | added |
| JD | $33M | 1% | new |
| CBOE | $32M | 1% | trimmed |
| INSM | $32M | 1% | new |
| DHR | $30M | 1% | added |
| IBKR | $30M | 1% | added |
| SMH | $29M | 1% | new |
| CSX | $28M | 1% | added |
| NBIX | $27M | 1% | added |
| NKE | $27M | 1% | added |
| MUB | $26M | 1% | unchanged |
| TSM | $26M | 1% | added |
| DHI | $25M | 1% | unchanged |
| NVO | $25M | 1% | trimmed |
| VIK | $22M | 1% | new |
| DAR | $21M | 1% | added |
| AAPL | $21M | 1% | new |
| DASH | $21M | 1% | trimmed |
| ULS | $21M | 1% | new |
| GFL | $21M | 1% | trimmed |
| HUM | $21M | 1% | new |
| unlisted | $20M | 1% | new |
| ITRI | $20M | 1% | new |
| BSX | $19M | 1% | new |
| DXCM | $19M | 1% | added |
| AIG | $19M | 1% | added |
| AUR | $18M | 1% | added |
| KEY | $18M | 1% | added |
| unlisted | $18M | 1% | new |
| unlisted | $18M | 1% | trimmed |
| DDOG | $18M | 1% | trimmed |
| PCG | $17M | 1% | trimmed |
| VFH | $17M | 1% | unchanged |
| HON | $17M | 1% | added |
| INDI | $17M | 1% | trimmed |
| TEAM | $16M | 1% | added |
| BGC | $16M | 1% | unchanged |
| KRE | $16M | 0% | trimmed |
| CRBG | $16M | 0% | added |
| GS | $15M | 0% | unchanged |