The family office of the man who broke the Bank of England.
| Symbol | Value | % of book | vs prior quarter |
|---|---|---|---|
| AMZN | $545M | 10% | added |
| GOOGL | $200M | 4% | trimmed |
| CRM | $138M | 2% | added |
| TKO | $133M | 2% | added |
| MSFT | $127M | 2% | added |
| NVDA | $124M | 2% | added |
| AAPL | $113M | 2% | added |
| KDK | $109M | 2% | unchanged |
| TSM | $106M | 2% | added |
| unlisted | $103M | 2% | new |
| SPY | $97M | 2% | added |
| SW | $93M | 2% | trimmed |
| EXK | $88M | 2% | new |
| EA | $88M | 2% | added |
| unlisted | $87M | 2% | added |
| FIGR | $86M | 2% | trimmed |
| unlisted | $84M | 2% | new |
| unlisted | $81M | 1% | new |
| CMS | $77M | 1% | added |
| DIS | $77M | 1% | added |
| ALLY | $76M | 1% | added |
| IDA | $74M | 1% | added |
| unlisted | $72M | 1% | new |
| unlisted | $71M | 1% | added |
| unlisted | $71M | 1% | new |
| unlisted | $69M | 1% | new |
| MDLN | $66M | 1% | new |
| unlisted | $65M | 1% | new |
| CMA | $65M | 1% | new |
| CRBG | $62M | 1% | added |
| unlisted | $61M | 1% | new |
| unlisted | $61M | 1% | new |
| unlisted | $59M | 1% | added |
| ITT | $57M | 1% | new |
| WWD | $55M | 1% | new |
| XEL | $54M | 1% | new |
| DDOG | $52M | 1% | trimmed |
| BHF | $50M | 1% | added |
| IBKR | $50M | 1% | trimmed |
| unlisted | $47M | 1% | new |
| TEAM | $46M | 1% | added |
| ULS | $46M | 1% | added |
| unlisted | $44M | 1% | new |
| unlisted | $41M | 1% | trimmed |
| RUN | $41M | 1% | trimmed |
| RDNT | $41M | 1% | added |
| unlisted | $39M | 1% | new |
| DBRG | $37M | 1% | new |
| AVGO | $35M | 1% | new |
| SRE | $35M | 1% | added |
| ITRI | $35M | 1% | new |
| AAMI | $35M | 1% | added |
| unlisted | $34M | 1% | added |
| DASH | $32M | 1% | added |
| unlisted | $32M | 1% | new |
| GFL | $31M | 1% | trimmed |
| UBER | $30M | 1% | added |
| unlisted | $29M | 1% | new |
| EXC | $27M | 0% | added |
| MUB | $26M | 0% | unchanged |