W1M Asset Management Ltd
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), W1M Asset Management Ltd reported 95 stock positions worth $1.2 billion. Its top holding was Microsoft (MSFT) at 6.2% of the portfolio, followed by SPDR Gold Shares (GLD, 5.5%) and Intl Business Machines (IBM, 4.9%). Compared with Q4 2024, it opened 20 new positions, sold out of 16, added to 31 and reduced 33. The biggest buy was Intl Business Machines (IBM, shares +228%) and the biggest sale Rockwell Automation (ROK, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001767559
- Portfolio Value
- $1.2B (Q1 2025)
- SEC Filing
- 0001172661-25-002016 ↗ filed May 15, 2025
Holdings Value
Holdings 95 stocks · $1.2B
| MSFT Microsoft Corp. | 6.16% | 191,321 | $71.8M | Add +9.9% |
| GLD SPDR Gold Shares | 5.45% | 220,838 | $63.6M | Reduce -0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 4.89% | 229,613 | $57.1M | Add +227.7% |
| TMUS T-Mobile US Inc. | 4.81% | 210,197 | $56.1M | Add +209.4% |
| TMO Thermo Fisher Scientific Inc. | 4.68% | 109,652 | $54.6M | Add +60.0% |
| QCOM Qualcomm Inc. | 4.39% | 333,078 | $51.2M | Add +230.9% |
| UNH Unitedhealth Group Inc. | 3.92% | 87,393 | $45.8M | Add +55.8% |
| GOOG Alphabet Inc. Class C | 3.89% | 290,252 | $45.3M | Add +9.9% |
| WM Waste Management Inc. | 3.58% | 180,219 | $41.7M | Add +3.6% |
| VZ Verizon Communications Inc. | 3.29% | 846,335 | $38.4M | Add +0.8% |
| FERG Ferguson Enterprises Inc. | 3.27% | 237,848 | $38.1M | Add +189.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.88% | 340,795 | $33.6M | Reduce -6.0% |
| YUMC Yum China Holdings Inc. | 2.71% | 607,408 | $31.6M | Add +8.9% |
| V Visa Inc. Class A | 2.45% | 81,438 | $28.5M | Add +17.0% |
| UPS United Parcel Service Class B | 2.34% | 248,646 | $27.3M | Add +5.1% |
| MA Mastercard Inc. Class A | 1.95% | 41,601 | $22.8M | Reduce -10.8% |
| ISRG Intuitive Surgical Inc. | 1.92% | 45,164 | $22.4M | Reduce -10.9% |
| AMZN Amazon.com Inc. | 1.82% | 111,640 | $21.2M | Add +48.6% |
| SNPS Synopsys Inc. | 1.79% | 48,739 | $20.9M | Add +21.9% |
| TSM Taiwan Semiconductor-SP ADR | 1.77% | 124,593 | $20.7M | Reduce -14.8% |
| MCO Moody's Corp. | 1.75% | 43,749 | $20.4M | Reduce -13.9% |
| CDNS Cadence Design SYS Inc. | 1.72% | 78,899 | $20.1M | Reduce -4.0% |
| ADBE Adobe Inc. | 1.55% | 47,186 | $18.1M | Reduce -9.9% |
| MSCI MSCI Inc. | 1.46% | 30,182 | $17.1M | Reduce -10.1% |
| PYPL PayPal Holdings Inc. | 1.35% | 241,263 | $15.7M | Reduce -11.1% |
| AMT American Tower Corp. | 1.33% | 71,260 | $15.5M | Reduce -5.7% |
| SNY Sanofi-ADR | 1.28% | 268,952 | $14.9M | Reduce -7.0% |
| PHG Koninklijke Philips NVR- NY | 1.24% | 571,536 | $14.5M | Reduce -13.3% |
| ASML ASML Holding NV-NY Reg SHS | 1.23% | 21,678 | $14.4M | Reduce -7.7% |
| AAPL Apple Inc. | 1.18% | 62,023 | $13.8M | Add +8.4% |
| GDX Vaneck Gold Miners ETF | 1.12% | 283,203 | $13.0M | Add +25.2% |
| RGEN Repligen Corp. | 1.07% | 98,309 | $12.5M | Reduce -6.8% |
| ALGN Align Technology Inc. | 1.06% | 77,496 | $12.3M | Reduce -0.6% |
| PCAR Paccar Inc. | 0.73% | 87,787 | $8.5M | Add +0.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.72% | 121,584 | $8.4M | Add +5.8% |
| VOO Vanguard S&P 500 ETF | 0.70% | 15,975 | $8.2M | Reduce -48.4% |
| CME Cme Group Inc. | 0.70% | 30,811 | $8.2M | New |
| GOOGL Alphabet Inc. Class A | 0.69% | 52,371 | $8.1M | Reduce -3.8% |
| MRSH Marsh & McLennan Cos | 0.63% | 30,183 | $7.4M | New |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.57% | 100,108 | $6.6M | Reduce -1.7% |
| AXP American Express Co. | 0.51% | 21,927 | $5.9M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.46% | 44,156 | $5.4M | Reduce -79.1% |
| GE General Electric filed as GE AEROSPACE | 0.43% | 25,283 | $5.1M | New |
| GEV GE Vernova Inc. | 0.41% | 15,815 | $4.8M | New |
| SILJ Amplify Junior Silver Miners | 0.38% | 367,959 | $4.5M | New |
| JNJ Johnson & Johnson | 0.38% | 26,797 | $4.4M | Reduce -81.9% |
| WEC WEC Energy Group Inc. | 0.38% | 40,691 | $4.4M | Reduce -82.6% |
| VMC Vulcan Materials Co. | 0.37% | 18,644 | $4.3M | New |
| AMD Advanced Micro Devices | 0.36% | 41,099 | $4.2M | New |
| TSLA Tesla Inc. | 0.36% | 16,220 | $4.2M | Add +0.3% |
| PEP Pepsico Inc. | 0.34% | 26,157 | $3.9M | Reduce -82.2% |
| SBUX Starbucks Corp. | 0.33% | 39,112 | $3.8M | Reduce -84.2% |
| ROK Rockwell Automation Inc. | 0.33% | 14,793 | $3.8M | Reduce -83.3% |
| TXN Texas Instruments Inc. | 0.32% | 20,664 | $3.7M | Reduce -84.0% |
| KWEB Kranesh Csi China Internet | 0.26% | 86,778 | $3.0M | New |
| CQQQ Invesco China Technology ETF | 0.25% | 65,511 | $2.9M | New |
| VEA Vanguard Ftse Developed ETF | 0.24% | 55,613 | $2.8M | Add +275.5% |
| UBER Uber Technologies Inc. | 0.24% | 38,707 | $2.8M | Reduce -0.9% |
| VT Vanguard Tot World STK ETF | 0.24% | 23,890 | $2.8M | Add +43.4% |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 13,963 | $2.7M | New |
| JPM JPMorgan Chase & Co. | 0.22% | 10,652 | $2.6M | New |
| NVDA Nvidia Corp. | 0.22% | 23,861 | $2.6M | Add +9.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 58,324 | $2.4M | Add +2.6% |
| SHEL Shell PLC-ADR | 0.19% | 30,499 | $2.2M | Add +84.2% |
| TIP iShares Tips Bond ETF | 0.18% | 18,576 | $2.1M | No change |
| IAU iShares Gold Trust | 0.18% | 34,927 | $2.1M | No change |
| GDXJ Vaneck Junior Gold Miners | 0.16% | 32,286 | $1.8M | New |
| IEF iShares 7-10 Year Treasury B | 0.15% | 18,453 | $1.8M | Add +61.8% |
| GNR State Street SPDR S&P Global | 0.12% | 27,288 | $1.5M | New |
| BABA Alibaba Group Holding-SP ADR | 0.12% | 10,814 | $1.4M | New |
| UL Unilever PLC | 0.11% | 21,954 | $1.3M | Reduce -46.6% |
| GREK Global X MSCI Greece ETF | 0.10% | 23,780 | $1.1M | New |
| VEU Vanguard Ftse All-World Ex-U | 0.09% | 18,037 | $1.1M | Add +66.6% |
| GSK GSK PLC-Spon ADR | 0.09% | 27,052 | $1.0M | Reduce -35.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.09% | 18,460 | $1.0M | Reduce -49.0% |
| VGK Vanguard Ftse Europe ETF | 0.08% | 13,710 | $963K | No change |
| WFC Wells Fargo & Co. | 0.08% | 13,179 | $946K | Reduce -0.2% |
| AKO.B Embotelladora Andina-ADR B | 0.08% | 42,000 | $930K | No change |
| VPL Vanguard Ftse Pacific ETF | 0.07% | 10,637 | $771K | New |
| NEM Newmont Corp. | 0.06% | 14,335 | $692K | Add +38.7% |
| VWO Vanguard Ftse Emerging Marke | 0.06% | 14,715 | $666K | New |
| FLRN SS SPDR BB Ig Float RT ETF | 0.05% | 19,859 | $612K | No change |
| DBX Dropbox Inc. Class A | 0.05% | 22,149 | $592K | Reduce -31.1% |
| SLV iShares Silver Trust | 0.04% | 16,430 | $509K | No change |
| PDBC Invesco Optimum Yield Divers | 0.04% | 33,867 | $462K | Add +14.8% |
| COUR Coursera Inc. | 0.04% | 68,541 | $456K | No change |
| ITUB Itau Unibanco H-Spon PRF ADR | 0.04% | 82,500 | $454K | Add +10.0% |
| TSLX Sixth Street Specialty Lendi | 0.04% | 19,400 | $434K | No change |
| KRP Kimbell Royalty Partners LP | 0.03% | 25,000 | $350K | New |
| PL Planet Labs PBC | 0.03% | 100,000 | $338K | No change |
| INTC Intel Corp. | 0.03% | 14,787 | $336K | Add +0.7% |
| CORZ Core Scientific Inc. | 0.02% | 37,500 | $272K | No change |
| CPNG Coupang Inc. | 0.02% | 10,166 | $223K | New |
| VNM Vaneck Vietnam ETF | 0.02% | 16,248 | $203K | Reduce -53.2% |
| LUNR Intuitive Machines Inc. | 0.02% | 27,000 | $201K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| ROK Rockwell Automation Inc. | Reduce -83.3% | 0.33% | −1.83 |
| TXN Texas Instruments Inc. | Reduce -84.0% | 0.32% | −1.75 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −1.73 |
| TJX TJX Companies Inc. | Reduce -79.1% | 0.46% | −1.71 |
| SBUX Starbucks Corp. | Reduce -84.2% | 0.33% | −1.59 |
| PEP Pepsico Inc. | Reduce -82.2% | 0.34% | −1.57 |
| WEC WEC Energy Group Inc. | Reduce -82.6% | 0.38% | −1.49 |
| JNJ Johnson & Johnson | Reduce -81.9% | 0.38% | −1.45 |
| DGRO iShares Core Dividend Growth | Sold out | 0.00% | −1.36 |
| LMBS First Trust Low Duration Opp | Sold out | 0.00% | −1.26 |
| VOO Vanguard S&P 500 ETF | Reduce -48.4% | 0.70% | −0.72 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -14.8% | 1.77% | −0.69 |
| PYPL PayPal Holdings Inc. | Reduce -11.1% | 1.35% | −0.62 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.60 |
| DIS The Walt Disney Co. | Reduce -6.0% | 2.88% | −0.55 |
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −0.47 |
| ADBE Adobe Inc. | Reduce -9.9% | 1.55% | −0.43 |
| CDNS Cadence Design SYS Inc. | Reduce -4.0% | 1.72% | −0.38 |
| ISRG Intuitive Surgical Inc. | Reduce -10.9% | 1.92% | −0.34 |
| ALGN Align Technology Inc. | Reduce -0.6% | 1.06% | −0.33 |
| RTX RTX Corp. | Sold out | 0.00% | −0.31 |
| MCO Moody's Corp. | Reduce -13.9% | 1.75% | −0.30 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.27 |
| ETHA iShares Ethereum Trust ETF | Sold out | 0.00% | −0.26 |
| MSCI MSCI Inc. | Reduce -10.1% | 1.46% | −0.25 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.25 |
| RGEN Repligen Corp. | Reduce -6.8% | 1.07% | −0.22 |
| GOOGL Alphabet Inc. Class A | Reduce -3.8% | 0.69% | −0.18 |
| PHG Koninklijke Philips NVR- NY | Reduce -13.3% | 1.24% | −0.18 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.16 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -7.7% | 1.23% | −0.15 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.15 |
| MA Mastercard Inc. Class A | Reduce -10.8% | 1.95% | −0.14 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Sold out | 0.00% | −0.11 |
| VMBS Vanguard Mortgage-Backed Sec | Sold out | 0.00% | −0.10 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −0.09 |
| JAAA Janus Henderson Aaa Clo ETF | Sold out | 0.00% | −0.09 |
| UL Unilever PLC | Reduce -46.6% | 0.11% | −0.09 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -49.0% | 0.09% | −0.08 |
| EL Estee Lauder Companies Class A | Reduce -1.7% | 0.57% | −0.08 |
| DBX Dropbox Inc. Class A | Reduce -31.1% | 0.05% | −0.03 |
| GSK GSK PLC-Spon ADR | Reduce -35.3% | 0.09% | −0.03 |
| ARWR Arrowhead Pharmaceuticals Inc. | Sold out | 0.00% | −0.02 |
| VNM Vaneck Vietnam ETF | Reduce -53.2% | 0.02% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -0.2% | 0.08% | +0.00 |
| UBER Uber Technologies Inc. | Reduce -0.9% | 0.24% | +0.04 |
| SNY Sanofi-ADR | Reduce -7.0% | 1.28% | +0.09 |
| AMT American Tower Corp. | Reduce -5.7% | 1.33% | +0.15 |
| GLD SPDR Gold Shares | Reduce -0.7% | 5.45% | +0.87 |
Portfolio Buys Q4 2024 → Q1 2025
| IBM Intl Business Machines Corp. | Add +227.7% | 4.89% | +3.58 |
| TMUS T-Mobile US Inc. | Add +209.4% | 4.81% | +3.53 |
| QCOM Qualcomm Inc. | Add +230.9% | 4.39% | +3.07 |
| FERG Ferguson Enterprises Inc. | Add +189.2% | 3.27% | +2.05 |
| TMO Thermo Fisher Scientific Inc. | Add +60.0% | 4.68% | +1.64 |
| UNH Unitedhealth Group Inc. | Add +55.8% | 3.92% | +1.51 |
| CME Cme Group Inc. | New | 0.70% | +0.70 |
| MRSH Marsh & McLennan Cos | New | 0.63% | +0.63 |
| WM Waste Management Inc. | Add +3.6% | 3.58% | +0.59 |
| V Visa Inc. Class A | Add +17.0% | 2.45% | +0.57 |
| AXP American Express Co. | New | 0.51% | +0.51 |
| GDX Vaneck Gold Miners ETF | Add +25.2% | 1.12% | +0.46 |
| GE General Electric | New | 0.43% | +0.43 |
| VZ Verizon Communications Inc. | Add +0.8% | 3.29% | +0.43 |
| YUMC Yum China Holdings Inc. | Add +8.9% | 2.71% | +0.42 |
| AMZN Amazon.com Inc. | Add +48.6% | 1.82% | +0.42 |
| GEV GE Vernova Inc. | New | 0.41% | +0.41 |
| SILJ Amplify Junior Silver Miners | New | 0.38% | +0.38 |
| VMC Vulcan Materials Co. | New | 0.37% | +0.37 |
| AMD Advanced Micro Devices | New | 0.36% | +0.36 |
| KWEB Kranesh Csi China Internet | New | 0.26% | +0.26 |
| CQQQ Invesco China Technology ETF | New | 0.25% | +0.25 |
| VIG Vanguard Dividend Apprec ETF | New | 0.23% | +0.23 |
| JPM JPMorgan Chase & Co. | New | 0.22% | +0.22 |
| VEA Vanguard Ftse Developed ETF | Add +275.5% | 0.24% | +0.18 |
| GDXJ Vaneck Junior Gold Miners | New | 0.16% | +0.16 |
| SNPS Synopsys Inc. | Add +21.9% | 1.79% | +0.14 |
| GNR State Street SPDR S&P Global | New | 0.12% | +0.12 |
| BABA Alibaba Group Holding-SP ADR | New | 0.12% | +0.12 |
| SHEL Shell PLC-ADR | Add +84.2% | 0.19% | +0.10 |
| GREK Global X MSCI Greece ETF | New | 0.10% | +0.10 |
| VT Vanguard Tot World STK ETF | Add +43.4% | 0.24% | +0.07 |
| VPL Vanguard Ftse Pacific ETF | New | 0.07% | +0.07 |
| IEF iShares 7-10 Year Treasury B | Add +61.8% | 0.15% | +0.06 |
| VWO Vanguard Ftse Emerging Marke | New | 0.06% | +0.06 |
| VEU Vanguard Ftse All-World Ex-U | Add +66.6% | 0.09% | +0.04 |
| KRP Kimbell Royalty Partners LP | New | 0.03% | +0.03 |
| NEM Newmont Corp. | Add +38.7% | 0.06% | +0.03 |
| CPNG Coupang Inc. | New | 0.02% | +0.02 |
| ITUB Itau Unibanco H-Spon PRF ADR | Add +10.0% | 0.04% | +0.01 |
| PDBC Invesco Optimum Yield Divers | Add +14.8% | 0.04% | +0.01 |
| INTC Intel Corp. | Add +0.7% | 0.03% | +0.00 |
| BAC Bank of America Corp. | Add +2.6% | 0.21% | −0.00 |
| NVDA Nvidia Corp. | Add +9.0% | 0.22% | −0.03 |
| AAPL Apple Inc. | Add +8.4% | 1.18% | −0.04 |
| PCAR Paccar Inc. | Add +0.0% | 0.73% | −0.04 |
| MSFT Microsoft Corp. | Add +9.9% | 6.16% | −0.09 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +5.8% | 0.72% | −0.12 |
| TSLA Tesla Inc. | Add +0.3% | 0.36% | −0.20 |
| UPS United Parcel Service Class B | Add +5.1% | 2.34% | −0.20 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 203 | $10.9B | AMD, AMZN, V, GEV, GOOGL |
| Q1 2026 | 223 | $9.2B | AMZN, V, MSFT, GOOGL, FERG |
| Q4 2025 | 238 | $9.6B | MSFT, GOOGL, AMZN, V, TMO |
| Q3 2025 | 81 | $1.4B | MSFT, GOOG, GLD, AMZN, IBM |
| Q2 2025 | 96 | $1.3B | MSFT, GLD, IBM, AMZN, GOOG |
| Q1 2025 | 95 | $1.2B | MSFT, GLD, IBM, TMUS, TMO |
| Q4 2024 | 91 | $1.2B | MSFT, GLD, GOOG, DIS, TMO |
| Q3 2024 | 83 | $1.3B | MSFT, GLD, GOOG, LMT, TXN |
| Q2 2024 | 76 | $1.2B | MSFT, GOOG, GLD, TXN, AMGN |
| Q1 2024 | 77 | $1.3B | MSFT, DIS, WM, GOOG, GLD |