The family office of the man who broke the Bank of England.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| SW | $323M | 9% | added |
| GFL | $144M | 4% | trimmed |
| LBRDK | $142M | 4% | added |
| unlisted | $140M | 4% | trimmed |
| IBKR | $124M | 3% | added |
| BRO | $111M | 3% | new |
| CRM | $106M | 3% | added |
| unlisted | $96M | 3% | trimmed |
| ETR | $90M | 2% | unchanged |
| NVDA | $85M | 2% | added |
| SARO | $85M | 2% | unchanged |
| AMZN | $84M | 2% | trimmed |
| ARMK | $65M | 2% | new |
| SNOW | $61M | 2% | added |
| TKO | $61M | 2% | unchanged |
| CRBG | $60M | 2% | added |
| CRCL | $55M | 1% | new |
| ULS | $55M | 1% | trimmed |
| unlisted | $55M | 1% | added |
| UBER | $50M | 1% | trimmed |
| DDOG | $48M | 1% | added |
| IEF | $48M | 1% | new |
| IDA | $47M | 1% | new |
| KKR | $46M | 1% | added |
| SGI | $43M | 1% | added |
| BHF | $41M | 1% | added |
| JBTM | $40M | 1% | new |
| BGC | $37M | 1% | added |
| unlisted | $35M | 1% | added |
| unlisted | $33M | 1% | added |
| unlisted | $32M | 1% | new |
| ATI | $31M | 1% | trimmed |
| UNH | $31M | 1% | added |
| SAIL | $31M | 1% | added |
| SPY | $30M | 1% | trimmed |
| SRAD | $29M | 1% | new |
| TSM | $28M | 1% | new |
| unlisted | $28M | 1% | added |
| PONY | $28M | 1% | added |
| FSLR | $27M | 1% | trimmed |
| MUB | $25M | 1% | unchanged |
| AS | $24M | 1% | added |
| CP | $24M | 1% | trimmed |
| SNDK | $24M | 1% | new |
| unlisted | $24M | 1% | added |
| KRMN | $23M | 1% | added |
| PRMB | $23M | 1% | added |
| unlisted | $22M | 1% | trimmed |
| EMXC | $22M | 1% | unchanged |
| unlisted | $22M | 1% | trimmed |
| NKE | $21M | 1% | added |
| unlisted | $21M | 1% | added |
| unlisted | $21M | 1% | trimmed |
| unlisted | $20M | 1% | new |
| WWD | $20M | 1% | trimmed |
| IEX | $20M | 1% | unchanged |
| CSX | $19M | 1% | trimmed |
| AMRZ | $19M | 1% | new |
| ONB | $18M | 0% | added |
| EVGO | $18M | 0% | added |