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CIK: 0001344114
Total reported value
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$6.5B
102 檔
26.2%
The Q1 2025 SEC filing reveals that W1M Investment Management Ltd held a total portfolio value of $6.5B, covering 102 public equity positions.
In Q1 2025, W1M Investment Management Ltd displayed an active expansion posture, initiating 102 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 | 6.32% | — | +6.74% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.31% | — | +11.74% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.09% | — | +6.95% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 4.92% | — | -0.57% | |
| 5 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.58% | — | +9.65% | |
| 6 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 4.55% | — | +2.75% | |
| 7 | CME | Cme Group Inc | Stock-Financials | 4.37% | — | +4.54% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.89% | — | +9.44% | |
| 9 | QCOM | Qualcomm Inc | Stock-Tech | 3.82% | — | +4.29% | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 3.70% | — | -6.02% | |
| 11 | TEL | TE Connectivity plc | Stock-Tech | 3.47% | — | +7.39% | |
| 12 | SNPS | Synopsys Inc | Stock-Tech | 3.34% | — | +24.81% | |
| 13 | GE | General Electric | Stock-Industrials | 3.28% | — | +2.07% | |
| 14 | AXP | American Express Co | Stock-Financials | 3.22% | — | -1.62% | |
| 15 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 3.22% | — | -1.68% | |
| 16 | INTU | Intuit Inc | Stock-Tech | 2.78% | — | +11.22% | |
| 17 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 2.71% | — | +8.03% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 2.47% | — | +1.54% | |
| 19 | GEV | GE Vernova Inc | Stock-Industrials | 2.36% | — | -18.97% | |
| 20 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.35% | — | -17.02% | |
| 21 | URI | United Rentals Inc | Stock-Industrials | 2.19% | — | +5.22% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.16% | — | -3.91% | |
| 23 | LIN | Linde plc | Stock-Materials | 1.74% | — | +23.67% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.61% | — | -0.22% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.60% | — | +4.01% | |
| 26 | SLB | Slb LTD | Stock-Energy | 1.52% | — | +5.23% | |
| 27 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.87% | — | +11.69% | |
| 28 | ZTS | Zoetis Inc | Stock-Healthcare | 0.86% | — | +0.25% | |
| 29 | VMC | Vulcan Materials Co | Stock-Materials | 0.77% | — | +7.48% | |
| 30 | AIG | American International Group | Stock-Financials | 0.75% | — | +0.15% | |
| 31 | PLD | Prologis Inc | Stock-Real Estate | 0.74% | — | -15.95% | |
| 32 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.70% | — | -21.80% | |
| 33 | VAL | Valaris Limited | Stock-Energy | 0.69% | — | +49.66% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.66% | — | +3.65% | |
| 35 | AWK | American Water Works Co Inc | Stock-Utilities | 0.64% | — | — | |
| 36 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.63% | — | -1.58% | |
| 37 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.61% | — | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | — | -0.02% | |
| 39 | LNG | Cheniere Energy Inc | Stock-Energy | 0.52% | — | — | |
| 40 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.51% | — | -1.78% | |
| 41 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.51% | — | +28.66% | |
| 42 | NEM | Newmont CORP | Stock-Materials | 0.50% | — | +29.23% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.32% | — | +6.14% | |
| 44 | AL | Air Lease CORP | Stock-Other | 0.28% | — | — | |
| 45 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.28% | — | +0.34% | |
| 46 | PWR | Quanta Services Inc | Stock-Industrials | 0.24% | — | +18.08% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.20% | — | -7.92% | |
| 48 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 0.16% | — | +6.87% | |
| 49 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.15% | — | — | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.12% | — | -12.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 3 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 4 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 5 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 6 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 7 | CME | Cme Group Inc | — | NEW | New buy |
| 8 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 9 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 10 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 11 | TEL | TE Connectivity plc | — | NEW | New buy |
| 12 | SNPS | Synopsys Inc | — | NEW | New buy |
| 13 | GE | General Electric | — | NEW | New buy |
| 14 | AXP | American Express Co | — | NEW | New buy |
| 15 | YUMC | Yum China Holdings Inc | — | NEW | New buy |
| 16 | INTU | Intuit Inc | — | NEW | New buy |
| 17 | FERG | Ferguson Enterprises Inc | — | NEW | New buy |
| 18 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 19 | GEV | GE Vernova Inc | — | NEW | New buy |
| 20 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 21 | URI | United Rentals Inc | — | NEW | New buy |
| 22 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 23 | LIN | Linde plc | — | NEW | New buy |
| 24 | AAPL | Apple Inc | — | NEW | New buy |
| 25 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 26 | SLB | Slb LTD | — | NEW | New buy |
| 27 | GEHC | GE Healthcare Technology | — | NEW | New buy |
| 28 | ZTS | Zoetis Inc | — | NEW | New buy |
| 29 | VMC | Vulcan Materials Co | — | NEW | New buy |
| 30 | AIG | American International Group | — | NEW | New buy |
| 31 | PLD | Prologis Inc | — | NEW | New buy |
| 32 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 33 | VAL | Valaris Limited | — | NEW | New buy |
| 34 | PEP | Pepsico Inc | — | NEW | New buy |
| 35 | AWK | American Water Works Co Inc | — | NEW | New buy |
| 36 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 37 | HCA | Hca Healthcare Inc | — | NEW | New buy |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 39 | LNG | Cheniere Energy Inc | — | NEW | New buy |
| 40 | IBKR | Interactive Brokers Gro-cl A | — | NEW | New buy |
| 41 | DHI | Dr Horton Inc | — | NEW | New buy |
| 42 | NEM | Newmont CORP | — | NEW | New buy |
| 43 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 44 | AL | Air Lease CORP | — | NEW | New buy |
| 45 | SGOL | Abrdn Physical Gold Shares | — | NEW | New buy |
| 46 | PWR | Quanta Services Inc | — | NEW | New buy |
| 47 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 48 | RNR | RenaissanceRe Holdings Ltd. | — | NEW | New buy |
| 49 | TPL | Texas Pacific Land CORP | — | NEW | New buy |
| 50 | KO | Coca-cola Co/the | — | NEW | New buy |
According to official SEC Form 13F filings, W1M Investment Management Ltd reported a total U.S. public equity portfolio value of $6.5B across 102 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, AMZN, GOOGL) accounted for 26.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $408.0M
During Q1 2025, W1M Investment Management Ltd's top holdings by market value included MSFT (6.3%)、AMZN (5.3%)、GOOGL (5.1%). The largest single position, MSFT, represented 6.3% of total portfolio value.
In Q1 2025, W1M Investment Management Ltd made 102 total portfolio adjustments, initiating 102 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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