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CIK: 0001344114
Total reported value
—
$6.1B
98 檔
26.1%
At the close of Q3 2024, W1M Investment Management Ltd disclosed equity holdings valued at approximately $6.1B, spread across 98 reported holdings.
During Q3 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 | 6.75% | — | +6.40% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.25% | — | +10.99% | |
| 3 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.88% | — | +11.39% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.86% | — | +2.78% | |
| 5 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 4.33% | — | +13.49% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 4.16% | — | +4.87% | |
| 7 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 4.05% | — | +4.76% | |
| 8 | QCOM | Qualcomm Inc | Stock-Tech | 4.04% | — | +6.78% | |
| 9 | AMD | Advanced Micro Devices | Stock-Tech | 3.95% | — | +5.36% | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 3.66% | — | +2.01% | |
| 11 | TEL | TE Connectivity plc | Stock-Tech | 3.50% | — | — | |
| 12 | AXP | American Express Co | Stock-Financials | 3.44% | — | -0.35% | |
| 13 | GE | General Electric | Stock-Industrials | 3.41% | — | -0.09% | |
| 14 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 3.11% | — | +350.72% | |
| 15 | CME | Cme Group Inc | Stock-Financials | 3.06% | — | -0.21% | |
| 16 | GEV | GE Vernova Inc | Stock-Industrials | 3.05% | — | +10.05% | |
| 17 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 2.87% | — | — | |
| 18 | URI | United Rentals Inc | Stock-Industrials | 2.80% | — | +1.20% | |
| 19 | SNPS | Synopsys Inc | Stock-Tech | 2.76% | — | +20.90% | |
| 20 | INTU | Intuit Inc | Stock-Tech | 2.62% | — | +3.16% | |
| 21 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.45% | — | +1.84% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.25% | — | +6.50% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.60% | — | +3.81% | |
| 24 | LIN | Linde plc | Stock-Materials | 1.53% | — | +0.93% | |
| 25 | SLB | Slb LTD | Stock-Energy | 1.46% | — | +5.84% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.41% | — | +26.39% | |
| 27 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.06% | — | +12.71% | |
| 28 | ZTS | Zoetis Inc | Stock-Healthcare | 1.00% | — | +2.21% | |
| 29 | VMC | Vulcan Materials Co | Stock-Materials | 0.78% | — | +25.45% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.72% | — | -11.20% | |
| 31 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.71% | — | +2.61% | |
| 32 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.69% | — | +13.57% | |
| 33 | AWK | American Water Works Co Inc | Stock-Utilities | 0.67% | — | +1.98% | |
| 34 | AIG | American International Group | Stock-Financials | 0.67% | — | +1.03% | |
| 35 | PLD | Prologis Inc | Stock-Real Estate | 0.66% | — | +9.55% | |
| 36 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.63% | — | +10.84% | |
| 37 | VAL | Valaris Limited | Stock-Energy | 0.61% | — | +20.36% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | — | -5.99% | |
| 39 | NEM | Newmont CORP | Stock-Materials | 0.47% | — | +13.97% | |
| 40 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.44% | — | — | |
| 41 | LNG | Cheniere Energy Inc | Stock-Energy | 0.43% | — | +1.97% | |
| 42 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.26% | — | -3.04% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.26% | — | +0.96% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.23% | — | -2.96% | |
| 45 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.21% | — | +17.99% | |
| 46 | PWR | Quanta Services Inc | Stock-Industrials | 0.21% | — | +6.49% | |
| 47 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 0.18% | — | — | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.17% | — | -8.84% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.11% | — | -10.28% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.09% | — | -4.33% |
According to official SEC Form 13F filings, W1M Investment Management Ltd reported a total U.S. public equity portfolio value of $6.1B across 98 disclosed positions in Q3 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, GOOGL, TMO) accounted for 26.1% of total reported equity market value during Q3 2024.
During Q3 2024, W1M Investment Management Ltd's top holdings by market value included MSFT (6.8%)、GOOGL (5.3%)、TMO (4.9%). The largest single position, MSFT, represented 6.8% of total portfolio value.
In Q3 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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