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CIK: 0001344114
Total reported value
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$4.8B
94 檔
26.8%
In Q1 2024, W1M Investment Management Ltd's U.S. equity holdings reached a combined market value of $4.8B, distributed across 94 disclosed stock positions.
During Q1 2024, W1M Investment Management Ltd's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.27% | — | +10.57% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.24% | — | +7.67% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 4.91% | — | +2.49% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.88% | — | +7.66% | |
| 5 | QCOM | Qualcomm Inc | Stock-Tech | 4.46% | — | +17.91% | |
| 6 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.42% | — | +32.46% | |
| 7 | AMD | Advanced Micro Devices | Stock-Tech | 4.33% | — | -11.27% | |
| 8 | AXP | American Express Co | Stock-Financials | 4.21% | — | -0.66% | |
| 9 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 4.10% | — | +5.89% | |
| 10 | GE | General Electric | Stock-Industrials | 3.84% | — | — | |
| 11 | TEL | TE Connectivity plc | Stock-Tech | 3.81% | — | +5.81% | |
| 12 | IBM | Intl Business Machines CORP | Stock-Tech | 3.77% | — | +3.05% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.69% | — | -1.52% | |
| 14 | CME | Cme Group Inc | Stock-Financials | 3.65% | — | -1.82% | |
| 15 | INTU | Intuit Inc | Stock-Tech | 3.29% | — | -8.80% | |
| 16 | URI | United Rentals Inc | Stock-Industrials | 3.21% | — | +0.86% | |
| 17 | SNPS | Synopsys Inc | Stock-Tech | 2.67% | — | +20.50% | |
| 18 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.34% | — | +18.03% | |
| 19 | FERG | Ferguson Enterprises Inc. | Stock-Industrials | 2.29% | — | +28162.37% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.02% | — | +1.25% | |
| 21 | SLB | Slb LTD | Stock-Energy | 1.92% | — | +9.92% | |
| 22 | LIN | Linde plc | Stock-Materials | 1.91% | — | -57.42% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.75% | — | -50.04% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.34% | — | +0.14% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.28% | — | +1.03% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.14% | — | +175.47% | |
| 27 | AIG | American International Group | Stock-Financials | 0.89% | — | -3.02% | |
| 28 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.89% | — | +10.00% | |
| 29 | VMC | Vulcan Materials Co | Stock-Materials | 0.84% | — | -7.56% | |
| 30 | VAL | Valaris Limited | Stock-Energy | 0.81% | — | +11.35% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | — | -0.27% | |
| 32 | ZTS | Zoetis Inc | Stock-Healthcare | 0.73% | — | +24.00% | |
| 33 | LNG | Cheniere Energy Inc | Stock-Energy | 0.67% | — | +65.27% | |
| 34 | PLD | Prologis Inc | Stock-Real Estate | 0.66% | — | +4.55% | |
| 35 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 0.64% | — | +57.40% | |
| 36 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.64% | — | +5.71% | |
| 37 | AWK | American Water Works Co Inc | Stock-Utilities | 0.56% | — | +20.72% | |
| 38 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.51% | — | +0.12% | |
| 39 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.42% | — | +4.55% | |
| 40 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.29% | — | -0.65% | |
| 41 | PWR | Quanta Services Inc | Stock-Industrials | 0.27% | — | — | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.26% | — | -0.19% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.21% | — | -73.33% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.18% | — | +0.42% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | — | +0.14% | |
| 46 | OCSL | Oaktree Specialty Lending Co | Stock-Other | 0.16% | — | +18.91% | |
| 47 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 0.16% | — | +23.76% | |
| 48 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.14% | — | +248.71% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.12% | — | +2.42% | |
| 50 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 0.11% | — | — |
According to official SEC Form 13F filings, W1M Investment Management Ltd reported a total U.S. public equity portfolio value of $4.8B across 94 disclosed positions in Q1 2024.
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, AMZN, V) accounted for 26.8% of total reported equity market value during Q1 2024.
During Q1 2024, W1M Investment Management Ltd's top holdings by market value included MSFT (7.3%)、AMZN (5.2%)、V (4.9%). The largest single position, MSFT, represented 7.3% of total portfolio value.
In Q1 2024, W1M Investment Management Ltd made 0 total portfolio adjustments, initiating 0 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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