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CIK: 0001767559
Total reported value
$10.9B
$10.9B
95 檔
2.8%
According to the latest 13F quarterly dataset, W1M Asset Management Ltd managed an equity portfolio of $10.9B at the end of Q1 2025, spanning 95 distinct U.S. exchange-listed positions.
In Q1 2025, W1M Asset Management Ltd displayed an active expansion posture, initiating 95 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.16% | -0.59% | +9.92% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 5.45% | -0.34% | -0.66% | |
| 3 | IBM | Intl Business Machines CORP | Stock-Tech | 4.89% | +0.04% | +227.73% | |
| 4 | TMUS | T-mobile US Inc | Stock-Comm Services | 4.81% | — | +209.45% | |
| 5 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.68% | -0.51% | +60.03% | |
| 6 | QCOM | Qualcomm Inc | Stock-Tech | 4.39% | +0.03% | +230.92% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.92% | +0.62% | +55.81% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.89% | -0.12% | +9.90% | |
| 9 | WM | Waste Management Inc | Stock-Industrials | 3.58% | -0.01% | +3.60% | |
| 10 | VZ | Verizon Communications Inc | Stock-Comm Services | 3.29% | — | +0.81% | |
| 11 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 3.27% | -0.43% | +189.16% | |
| 12 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.88% | — | -5.96% | |
| 13 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 2.71% | -0.35% | +8.91% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.45% | -0.05% | +17.03% | |
| 15 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.34% | — | +5.08% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 1.95% | -0.03% | -10.81% | |
| 17 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.92% | -0.01% | -10.93% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.82% | -0.25% | +48.58% | |
| 19 | SNPS | Synopsys Inc | Stock-Tech | 1.79% | -0.06% | +21.89% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.77% | +0.80% | -14.79% | |
| 21 | MCO | Moody's CORP | Stock-Financials | 1.75% | -0.01% | -13.87% | |
| 22 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.72% | — | -3.98% | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 1.55% | -0.01% | EXIT | |
| 24 | MSCI | Msci Inc | Stock-Financials | 1.46% | — | -10.13% | |
| 25 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.35% | — | -11.07% | |
| 26 | AMT | American Tower CORP | Stock-Real Estate | 1.33% | — | -5.69% | |
| 27 | SNY | Sanofi-adr | Stock-Healthcare | 1.28% | — | -6.96% | |
| 28 | PHG | Koninklijke Philips Nvr- Ny | Stock-Healthcare | 1.24% | — | -13.33% | |
| 29 | ASML | ASML Holding N.V. | Stock-Tech | 1.23% | — | -7.66% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 1.18% | -0.08% | +8.45% | |
| 31 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.12% | -0.15% | +25.16% | |
| 32 | RGEN | Repligen CORP | Stock-Healthcare | 1.07% | — | -6.83% | |
| 33 | ALGN | Align Technology Inc | Stock-Healthcare | 1.06% | — | -0.59% | |
| 34 | PCAR | Paccar Inc | Stock-Industrials | 0.73% | -0.01% | +0.02% | |
| 35 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.72% | — | +5.83% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | -0.01% | -48.39% | |
| 37 | CME | Cme Group Inc | Stock-Financials | 0.70% | -1.52% | — | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.17% | -3.78% | |
| 39 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.63% | -0.63% | — | |
| 40 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.57% | -0.01% | EXIT | |
| 41 | AXP | American Express Co | Stock-Financials | 0.51% | — | — | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.46% | — | -79.09% | |
| 43 | GE | General Electric | Stock-Industrials | 0.43% | +0.65% | — | |
| 44 | GEV | GE Vernova Inc | Stock-Industrials | 0.41% | +0.63% | — | |
| 45 | SILJ | Amplify Junior Silver Miners | ETF-Commodities | 0.38% | -0.01% | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.01% | -81.93% | |
| 47 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.38% | -0.09% | -82.57% | |
| 48 | VMC | Vulcan Materials Co | Stock-Materials | 0.37% | +0.30% | — | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | 0.36% | +3.53% | — | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.36% | -0.01% | +0.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 3 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 4 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 5 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 6 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 7 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 8 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 9 | WM | Waste Management Inc | — | NEW | New buy |
| 10 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 11 | FERG | Ferguson Enterprises Inc | — | NEW | New buy |
| 12 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 13 | YUMC | Yum China Holdings Inc | — | NEW | New buy |
| 14 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 15 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 16 | MA | Mastercard Inc - A | — | NEW | New buy |
| 17 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 18 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 19 | SNPS | Synopsys Inc | — | NEW | New buy |
| 20 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 21 | MCO | Moody's CORP | — | NEW | New buy |
| 22 | CDNS | Cadence Design Sys Inc | — | NEW | New buy |
| 23 | ADBE | Adobe Inc | — | NEW | New buy |
| 24 | MSCI | Msci Inc | — | NEW | New buy |
| 25 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 26 | AMT | American Tower CORP | — | NEW | New buy |
| 27 | SNY | Sanofi-adr | — | NEW | New buy |
| 28 | PHG | Koninklijke Philips Nvr- Ny | — | NEW | New buy |
| 29 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 30 | AAPL | Apple Inc | — | NEW | New buy |
| 31 | GDX | Vaneck Gold Miners ETF | — | NEW | New buy |
| 32 | RGEN | Repligen CORP | — | NEW | New buy |
| 33 | ALGN | Align Technology Inc | — | NEW | New buy |
| 34 | PCAR | Paccar Inc | — | NEW | New buy |
| 35 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 36 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 37 | CME | Cme Group Inc | — | NEW | New buy |
| 38 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 39 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 40 | EL | Estee Lauder Companies-cl A | — | NEW | New buy |
| 41 | AXP | American Express Co | — | NEW | New buy |
| 42 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 43 | GE | General Electric | — | NEW | New buy |
| 44 | GEV | GE Vernova Inc | — | NEW | New buy |
| 45 | SILJ | Amplify Junior Silver Miners | — | NEW | New buy |
| 46 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 47 | WEC | Wec Energy Group Inc | — | NEW | New buy |
| 48 | VMC | Vulcan Materials Co | — | NEW | New buy |
| 49 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 50 | TSLA | Tesla Inc | — | NEW | New buy |
According to official SEC Form 13F filings, W1M Asset Management Ltd reported a total U.S. public equity portfolio value of $10.9B across 95 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, GLD, IBM) accounted for 2.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $71.8M
During Q1 2025, W1M Asset Management Ltd's top holdings by market value included MSFT (6.2%)、GLD (5.5%)、IBM (4.9%). The largest single position, MSFT, represented 6.2% of total portfolio value.
In Q1 2025, W1M Asset Management Ltd made 95 total portfolio adjustments, initiating 95 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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