The family office of the man who broke the Bank of England.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| SW | $341M | 10% | new |
| AZN | $207M | 6% | added |
| unlisted | $151M | 4% | added |
| BABA | $139M | 4% | added |
| XLF | $127M | 4% | added |
| GFL | $126M | 4% | added |
| IVV | $124M | 3% | new |
| JD | $109M | 3% | added |
| LBRDK | $87M | 2% | trimmed |
| GOOGL | $86M | 2% | trimmed |
| unlisted | $73M | 2% | trimmed |
| J | $66M | 2% | added |
| ULS | $56M | 2% | added |
| unlisted | $54M | 2% | trimmed |
| ECHO | $54M | 2% | trimmed |
| AMZN | $52M | 1% | trimmed |
| UBER | $47M | 1% | trimmed |
| GPN | $47M | 1% | new |
| CRM | $43M | 1% | new |
| SYF | $41M | 1% | new |
| EMXC | $39M | 1% | unchanged |
| DHI | $38M | 1% | added |
| NDAQ | $37M | 1% | new |
| unlisted | $36M | 1% | trimmed |
| INSM | $35M | 1% | unchanged |
| MRK | $34M | 1% | unchanged |
| unlisted | $34M | 1% | new |
| VMC | $33M | 1% | new |
| CSX | $32M | 1% | added |
| ITRI | $29M | 1% | added |
| BSX | $29M | 1% | added |
| DASH | $28M | 1% | unchanged |
| unlisted | $27M | 1% | added |
| unlisted | $27M | 1% | trimmed |
| MUB | $26M | 1% | unchanged |
| VIK | $26M | 1% | added |
| SRPT | $26M | 1% | new |
| EXK | $26M | 1% | added |
| BKNG | $26M | 1% | trimmed |
| MCHP | $25M | 1% | added |
| unlisted | $24M | 1% | trimmed |
| RITM | $24M | 1% | new |
| IBKR | $23M | 1% | trimmed |
| SNY | $23M | 1% | added |
| ILMN | $23M | 1% | new |
| AUR | $22M | 1% | trimmed |
| TEAM | $21M | 1% | added |
| unlisted | $20M | 1% | trimmed |
| PACS | $20M | 1% | added |
| EW | $20M | 1% | new |
| LINE | $20M | 1% | new |
| DDOG | $19M | 1% | added |
| COO | $19M | 1% | new |
| VFH | $19M | 1% | unchanged |
| HON | $19M | 1% | added |
| BGC | $19M | 1% | added |
| NOW | $18M | 1% | new |
| MGY | $18M | 1% | new |
| unlisted | $18M | 1% | added |
| NBIX | $17M | 0% | trimmed |