W1M Investment Management Ltd

Name: W1M Investment Management Ltd 13F holdings, Q1 2024
Creator: W1M Investment Management Ltd
Published: 2024-05-08

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), W1M Investment Management Ltd reported 94 stock positions worth $4.8 billion. Its top holding was Microsoft (MSFT) at 7.3% of the portfolio, followed by Amazon.com (AMZN, 5.2%) and Visa Class A (V, 4.9%). Compared with Q4 2023, it opened 5 new positions, sold out of 7, added to 47 and reduced 23. The biggest buy was a new position in General Electric (GE) and the biggest sale Linde (LIN, shares −57%).

Most Recent 13F: Q2 2026
Location: London, X0
CIK: 0001344114
Portfolio Value: $4.8B (Q1 2024)
SEC Filing: 0001140361-24-024763 ↗ filed May 8, 2024

Holdings Value

Holdings 94 stocks · $4.8B


MSFT Microsoft Corp.	7.27%	833,167	$350.0M	Add +10.6%
AMZN Amazon.com Inc.	5.24%	1,399,637	$252.3M	Add +7.7%
V Visa Inc. Class A	4.91%	847,867	$236.3M	Add +2.5%
GOOGL Alphabet Inc. Class A	4.88%	1,556,092	$234.7M	Add +7.7%
QCOM Qualcomm Inc.	4.46%	1,267,200	$214.5M	Add +17.9%
TMO Thermo Fisher Scientific Inc.	4.42%	365,996	$212.5M	Add +32.5%
AMD Advanced Micro Devices	4.33%	1,153,628	$208.2M	Reduce -11.3%
AXP American Express Co.	4.21%	890,675	$202.8M	Reduce -0.7%
MRSH Marsh & McLennan Cos	4.10%	957,994	$197.2M	Add +5.9%
GE General Electric	3.84%	1,053,949	$184.9M	New
TEL Te Connectivity Ltd.	3.81%	1,262,466	$183.2M	Add +5.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	3.77%	949,701	$181.3M	Add +3.0%
UNH Unitedhealth Group Inc.	3.69%	359,460	$177.7M	Reduce -1.5%
CME Cme Group Inc.	3.65%	817,076	$175.9M	Reduce -1.8%
INTU Intuit Inc.	3.29%	243,341	$158.2M	Reduce -8.8%
URI United Rentals Inc.	3.21%	214,325	$154.4M	Add +0.9%
SNPS Synopsys Inc.	2.67%	225,116	$128.6M	Add +20.5%
TMUS T-Mobile US Inc.	2.34%	690,118	$112.6M	Add +18.0%
FERG Ferguson Jersey Ltd.	2.29%	504,766	$110.2M	Add +28162.4%
TSM Taiwan Semiconductor-SP ADR	2.02%	713,477	$97.1M	Add +1.3%
SLB SLB Ltd. filed as SCHLUMBERGER LTD	1.92%	1,689,088	$92.5M	Add +9.9%
LIN Linde PLC	1.91%	197,817	$91.8M	Reduce -57.4%
COST Costco Wholesale Corp.	1.75%	115,015	$84.2M	Reduce -50.0%
AAPL Apple Inc.	1.34%	375,745	$64.4M	Add +0.1%
JPM JPMorgan Chase & Co.	1.28%	307,502	$61.6M	Add +1.0%
PEP Pepsico Inc.	1.14%	313,149	$54.8M	Add +175.5%
AIG American International Group	0.89%	548,063	$42.8M	Reduce -3.0%
HCA HCA Healthcare Inc.	0.89%	127,966	$42.7M	Add +10.0%
VMC Vulcan Materials Co.	0.84%	147,802	$40.3M	Reduce -7.6%
VAL Valaris Ltd.	0.81%	516,425	$38.9M	Add +11.3%
BRK.B Berkshire Hathaway Inc. Class B	0.74%	84,172	$35.4M	Reduce -0.3%
ZTS Zoetis Inc.	0.73%	207,186	$35.1M	Add +24.0%
LNG Cheniere Energy Inc.	0.67%	198,803	$32.1M	Add +65.3%
PLD Prologis Inc.	0.66%	242,657	$31.6M	Add +4.5%
YUMC Yum China Holdings Inc.	0.64%	778,042	$31.0M	Add +57.4%
MELI MercadoLibre Inc.	0.64%	20,369	$30.8M	Add +5.7%
AWK American Water Works Co. Inc.	0.56%	222,406	$27.2M	Add +20.7%
ORLY O'reilly Automotive Inc.	0.51%	21,773	$24.6M	Add +0.1%
DHI D.R. Horton Inc.	0.42%	122,467	$20.2M	Add +4.5%
SGOL Abrdn Physical Gold Shares	0.29%	662,090	$14.1M	Reduce -0.7%
PWR Quanta Services Inc.	0.27%	50,080	$13.0M	No change
GLD SPDR Gold Shares	0.26%	59,795	$12.3M	Reduce -0.2%
KO The Coca-Cola Co.	0.21%	163,262	$10.0M	Reduce -73.3%
CVX Chevron Corp.	0.18%	53,776	$8.5M	Add +0.4%
GOOG Alphabet Inc. Class C	0.17%	53,924	$8.2M	Add +0.1%
OCSL Oaktree Specialty Lending Co.	0.16%	398,078	$7.8M	Add +18.9%
RNR Renaissancere Holdings Ltd.	0.16%	31,778	$7.5M	Add +23.8%
TPL Texas Pacific Land Corp.	0.14%	12,006	$6.9M	Add +16.2%
PG The Procter & Gamble Co.	0.12%	35,573	$5.8M	Add +2.4%
INFY Infosys Ltd.-SP ADR	0.11%	306,935	$5.5M	No change
BABA Alibaba Group Holding-SP ADR	0.09%	61,186	$4.4M	Reduce -42.8%
PINS Pinterest Inc. Class A	0.09%	125,470	$4.4M	No change
FTGC First Trust Global Tactical	0.09%	182,535	$4.3M	Reduce -6.0%
FPA First Trust Asia Pac Ex-Japn	0.08%	141,200	$3.9M	Add +0.8%
UNP Union Pacific Corp.	0.07%	13,790	$3.4M	No change
HD Home Depot Inc.	0.06%	7,898	$3.0M	Reduce -52.7%
NVDA Nvidia Corp.	0.06%	3,276	$3.0M	Reduce -10.7%
CRM Salesforce Inc.	0.06%	9,380	$2.8M	Reduce -19.1%
XOM Exxon Mobil Corp.	0.05%	19,805	$2.3M	Add +0.4%
SPGI S&P Global Inc.	0.04%	5,049	$2.1M	Reduce -58.8%
HON Honeywell International Inc.	0.03%	7,700	$1.6M	Reduce -62.6%
FNV Franco-Nevada Corp.	0.03%	11,854	$1.4M	No change
CL Colgate-Palmolive Co.	0.03%	14,810	$1.3M	No change
WRB WR Berkley Corp. filed as BERKLEY W R CORP	0.03%	14,350	$1.3M	No change
PFE Pfizer Inc.	0.03%	44,524	$1.2M	Add +97.7%
AVY Avery Dennison Corp.	0.02%	5,368	$1.2M	Reduce -37.4%
LMT Lockheed Martin Corp.	0.02%	2,535	$1.2M	Add +2.6%
DHR Danaher Corp.	0.02%	4,596	$1.1M	No change
VZ Verizon Communications Inc.	0.02%	27,310	$1.1M	Reduce -9.3%
ADI Analog Devices Inc.	0.02%	5,550	$1.1M	No change
DGRS Wisdomtree U.S. Smallcap Qua	0.02%	18,880	$960K	Add +4.4%
C Citigroup Inc.	0.02%	14,700	$929K	Add +56.4%
IVV iShares Core S&P 500 ETF	0.02%	1,695	$891K	Add +0.6%
MA Mastercard Inc. Class A	0.02%	1,789	$860K	Add +8.8%
LIVN Livanova PLC	0.02%	14,600	$816K	No change
ICE Intercontinental Exchange Inc.	0.02%	5,384	$740K	Add +2.5%
MRK Merck & Co. Inc.	0.02%	5,520	$728K	Reduce -48.0%
WM Waste Management Inc.	0.01%	3,100	$661K	No change
DXJ Wisdomtree Japan Hedged Eq	0.01%	5,756	$624K	No change
DOV Dover Corp.	0.01%	3,450	$611K	No change
BAP Credicorp Ltd.	0.01%	3,200	$542K	No change
FKU First Trust United Kingdom	0.01%	12,700	$478K	No change
COIN Coinbase Global Inc. Class A	0.01%	1,659	$440K	No change
QQQ Invesco QQQ Trust Series 1	0.01%	990	$440K	Add +1.0%
LLY Eli Lilly & Co.	0.01%	550	$427K	No change
SYK Stryker Corp.	0.01%	1,170	$418K	Add +46.3%
FTNT Fortinet Inc.	0.01%	4,500	$307K	No change
AMT American Tower Corp.	0.01%	1,522	$301K	Add +11.1%
KMB Kimberly-Clark Corp.	0.01%	1,975	$255K	Add +14.5%
AVGO Broadcom Inc.	0.01%	180	$238K	No change
IWF iShares Russell 1000 Growth	0.00%	625	$211K	New
VIG Vanguard Dividend Apprec ETF	0.00%	1,143	$209K	New
AMAT Applied Materials Inc.	0.00%	1,000	$206K	New
EOG EOG Resources Inc.	0.00%	1,590	$203K	New

Portfolio Sells Q4 2023 → Q1 2024


LIN Linde PLC	Reduce -57.4%	1.91%	−2.73
COST Costco Wholesale Corp.	Reduce -50.0%	1.75%	−1.94
UNH Unitedhealth Group Inc.	Reduce -1.5%	3.69%	−0.98
INTU Intuit Inc.	Reduce -8.8%	3.29%	−0.77
KO The Coca-Cola Co.	Reduce -73.3%	0.21%	−0.67
CMI Cummins Inc.	Sold out	0.00%	−0.63
CME Cme Group Inc.	Reduce -1.8%	3.65%	−0.60
AMD Advanced Micro Devices	Reduce -11.3%	4.33%	−0.33
BKR Baker Hughes Co.	Sold out	0.00%	−0.11
BABA Alibaba Group Holding-SP ADR	Reduce -42.8%	0.09%	−0.11
SPGI S&P Global Inc.	Reduce -58.8%	0.04%	−0.09
HD Home Depot Inc.	Reduce -52.7%	0.06%	−0.08
HON Honeywell International Inc.	Reduce -62.6%	0.03%	−0.07
VMC Vulcan Materials Co.	Reduce -7.6%	0.84%	−0.04
AIG American International Group	Reduce -3.0%	0.89%	−0.04
SGOL Abrdn Physical Gold Shares	Reduce -0.7%	0.29%	−0.03
GLD SPDR Gold Shares	Reduce -0.2%	0.26%	−0.02
SHEL Shell PLC-ADR	Sold out	0.00%	−0.02
AVY Avery Dennison Corp.	Reduce -37.4%	0.02%	−0.02
FTGC First Trust Global Tactical	Reduce -6.0%	0.09%	−0.02
CRM Salesforce Inc.	Reduce -19.1%	0.06%	−0.02
MRK Merck & Co. Inc.	Reduce -48.0%	0.02%	−0.01
FTI Technipfmc PLC	Sold out	0.00%	−0.01
CHD Church & Dwight Co. Inc.	Sold out	0.00%	−0.01
BEPC Brookfield Renewable Cor-A	Sold out	0.00%	−0.01
EPAM Epam Systems Inc.	Sold out	0.00%	−0.01
VZ Verizon Communications Inc.	Reduce -9.3%	0.02%	−0.00
BRK.B Berkshire Hathaway Inc. Class B	Reduce -0.3%	0.74%	+0.00
NVDA Nvidia Corp.	Reduce -10.7%	0.06%	+0.02
AXP American Express Co.	Reduce -0.7%	4.21%	+0.13

Portfolio Buys Q4 2023 → Q1 2024


GE General Electric	New	3.84%	+3.84
FERG Ferguson Jersey Ltd.	Add +28162.4%	2.29%	+2.28
TMO Thermo Fisher Scientific Inc.	Add +32.5%	4.42%	+0.85
QCOM Qualcomm Inc.	Add +17.9%	4.46%	+0.68
PEP Pepsico Inc.	Add +175.5%	1.14%	+0.67
AMZN Amazon.com Inc.	Add +7.7%	5.24%	+0.44
MSFT Microsoft Corp.	Add +10.6%	7.27%	+0.39
SNPS Synopsys Inc.	Add +20.5%	2.67%	+0.34
URI United Rentals Inc.	Add +0.9%	3.21%	+0.25
TSM Taiwan Semiconductor-SP ADR	Add +1.3%	2.02%	+0.24
LNG Cheniere Energy Inc.	Add +65.3%	0.67%	+0.17
YUMC Yum China Holdings Inc.	Add +57.4%	0.64%	+0.13
HCA HCA Healthcare Inc.	Add +10.0%	0.89%	+0.12
IBM Intl Business Machines Corp.	Add +3.0%	3.77%	+0.11
TMUS T-Mobile US Inc.	Add +18.0%	2.34%	+0.06
VAL Valaris Ltd.	Add +11.3%	0.81%	+0.04
RNR Renaissancere Holdings Ltd.	Add +23.8%	0.16%	+0.03
JPM JPMorgan Chase & Co.	Add +1.0%	1.28%	+0.02
TPL Texas Pacific Land Corp.	Add +16.2%	0.14%	+0.01
PFE Pfizer Inc.	Add +97.7%	0.03%	+0.01
ORLY O'reilly Automotive Inc.	Add +0.1%	0.51%	+0.01
C Citigroup Inc.	Add +56.4%	0.02%	+0.01
IWF iShares Russell 1000 Growth	New	0.00%	+0.00
AMAT Applied Materials Inc.	New	0.00%	+0.00
VIG Vanguard Dividend Apprec ETF	New	0.00%	+0.00
EOG EOG Resources Inc.	New	0.00%	+0.00
SYK Stryker Corp.	Add +46.3%	0.01%	+0.00
MA Mastercard Inc. Class A	Add +8.8%	0.02%	+0.00
KMB Kimberly-Clark Corp.	Add +14.5%	0.01%	+0.00
XOM Exxon Mobil Corp.	Add +0.4%	0.05%	−0.00
QQQ Invesco QQQ Trust Series 1	Add +1.0%	0.01%	−0.00
AMT American Tower Corp.	Add +11.1%	0.01%	−0.00
ICE Intercontinental Exchange Inc.	Add +2.5%	0.02%	−0.00
IVV iShares Core S&P 500 ETF	Add +0.6%	0.02%	−0.00
DGRS Wisdomtree U.S. Smallcap Qua	Add +4.4%	0.02%	−0.00
LMT Lockheed Martin Corp.	Add +2.6%	0.02%	−0.00
OCSL Oaktree Specialty Lending Co.	Add +18.9%	0.16%	−0.00
PG The Procter & Gamble Co.	Add +2.4%	0.12%	−0.00
FPA First Trust Asia Pac Ex-Japn	Add +0.8%	0.08%	−0.01
DHI D.R. Horton Inc.	Add +4.5%	0.42%	−0.01
GOOG Alphabet Inc. Class C	Add +0.1%	0.17%	−0.01
CVX Chevron Corp.	Add +0.4%	0.18%	−0.02
SLB SLB Ltd.	Add +9.9%	1.92%	−0.02
AWK American Water Works Co. Inc.	Add +20.7%	0.56%	−0.03
GOOGL Alphabet Inc. Class A	Add +7.7%	4.88%	−0.03
MRSH Marsh & McLennan Cos	Add +5.9%	4.10%	−0.06
ZTS Zoetis Inc.	Add +24.0%	0.73%	−0.07
PLD Prologis Inc.	Add +4.5%	0.66%	−0.10
MELI MercadoLibre Inc.	Add +5.7%	0.64%	−0.10
TEL Te Connectivity Ltd.	Add +5.8%	3.81%	−0.27

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	0	$0
Q4 2025	0	$0
Q3 2025	101	$7.8B	MSFT, GOOGL, AMZN, V, GE
Q2 2025	105	$7.3B	MSFT, AMZN, GOOGL, V, SNPS
Q1 2025	102	$6.5B	MSFT, AMZN, GOOGL, V, TMO
Q4 2024	101	$6.3B	MSFT, GOOGL, AMZN, V, TMO
Q3 2024	98	$6.1B	MSFT, GOOGL, TMO, AMZN, UNH
Q2 2024	94	$5.3B	MSFT, GOOGL, AMZN, QCOM, TMO
Q1 2024	94	$4.8B	MSFT, AMZN, V, GOOGL, QCOM