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CIK: 0001344114
Total reported value
—
$6.3B
101 檔
27.6%
In Q4 2024, W1M Investment Management Ltd's U.S. equity holdings reached a combined market value of $6.3B, distributed across 101 disclosed stock positions.
During Q4 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 | 6.85% | — | +6.80% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.00% | — | +3.18% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.64% | — | +1.52% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 4.59% | — | -1.05% | |
| 5 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.49% | — | +12.95% | |
| 6 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 3.97% | — | +6.23% | |
| 7 | CME | Cme Group Inc | Stock-Financials | 3.77% | — | +20.43% | |
| 8 | QCOM | Qualcomm Inc | Stock-Tech | 3.77% | — | +6.38% | |
| 9 | AXP | American Express Co | Stock-Financials | 3.72% | — | +1.95% | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 3.58% | — | +1.50% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.54% | — | -2.62% | |
| 12 | TEL | TE Connectivity plc | Stock-Tech | 3.37% | — | +4.74% | |
| 13 | GEV | GE Vernova Inc | Stock-Industrials | 3.23% | — | -15.39% | |
| 14 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 3.12% | — | -3.31% | |
| 15 | SNPS | Synopsys Inc | Stock-Tech | 3.11% | — | +21.44% | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 2.94% | — | +4.22% | |
| 17 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 2.80% | — | +15.09% | |
| 18 | GE | General Electric | Stock-Industrials | 2.75% | — | -5.83% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.75% | — | +10.69% | |
| 20 | INTU | Intuit Inc | Stock-Tech | 2.64% | — | +2.64% | |
| 21 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.41% | — | -5.13% | |
| 22 | URI | United Rentals Inc | Stock-Industrials | 2.40% | — | +1.84% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.88% | — | +12.13% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.55% | — | -0.98% | |
| 25 | SLB | Slb LTD | Stock-Energy | 1.36% | — | +5.47% | |
| 26 | LIN | Linde plc | Stock-Materials | 1.30% | — | -0.43% | |
| 27 | ZTS | Zoetis Inc | Stock-Healthcare | 0.87% | — | +7.23% | |
| 28 | PLD | Prologis Inc | Stock-Real Estate | 0.86% | — | +61.69% | |
| 29 | VMC | Vulcan Materials Co | Stock-Materials | 0.81% | — | +4.33% | |
| 30 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.78% | — | — | |
| 31 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.76% | — | +10.99% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.67% | — | +7.22% | |
| 33 | AIG | American International Group | Stock-Financials | 0.64% | — | +0.32% | |
| 34 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.58% | — | +1.05% | |
| 35 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.57% | — | +4.02% | |
| 36 | AWK | American Water Works Co Inc | Stock-Utilities | 0.55% | — | — | |
| 37 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.54% | — | -29.01% | |
| 38 | VAL | Valaris Limited | Stock-Energy | 0.53% | — | +12.71% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | — | -8.77% | |
| 40 | LNG | Cheniere Energy Inc | Stock-Energy | 0.50% | — | -0.12% | |
| 41 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.45% | — | — | |
| 42 | NEM | Newmont CORP | Stock-Materials | 0.31% | — | -2.75% | |
| 43 | PWR | Quanta Services Inc | Stock-Industrials | 0.26% | — | +22.45% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.26% | — | +4.58% | |
| 45 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.24% | — | -4.89% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | — | -6.00% | |
| 47 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 0.16% | — | -0.30% | |
| 48 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.13% | — | -48.31% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.13% | — | -11.39% | |
| 50 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.12% | — | — |
According to official SEC Form 13F filings, W1M Investment Management Ltd reported a total U.S. public equity portfolio value of $6.3B across 101 disclosed positions in Q4 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, AMZN) accounted for 27.6% of total reported equity market value during Q4 2024.
During Q4 2024, W1M Investment Management Ltd's top holdings by market value included MSFT (6.8%)、GOOGL (6.0%)、AMZN (5.6%). The largest single position, MSFT, represented 6.8% of total portfolio value.
In Q4 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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