W1M Investment Management Ltd

Name: W1M Investment Management Ltd 13F holdings, Q2 2024
Creator: W1M Investment Management Ltd
Published: 2024-08-05

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

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 5, 2024), W1M Investment Management Ltd reported 94 stock positions worth $5.3 billion. Its top holding was Microsoft (MSFT) at 7.6% of the portfolio, followed by Alphabet Class A (GOOGL, 6.0%) and Amazon.com (AMZN, 5.6%). Compared with Q1 2024, it opened 4 new positions, sold out of 5, added to 47 and reduced 28. The biggest buy was GE Vernova (GEV, shares +151%) and the biggest sale Costco Wholesale (COST, shares −86%).

Most Recent 13F: Q2 2026
Location: London, X0
CIK: 0001344114
Portfolio Value: $5.3B (Q2 2024)
SEC Filing: 0001140361-24-035604 ↗ filed Aug 5, 2024

Holdings Value

Holdings 94 stocks · $5.3B


MSFT Microsoft Corp.	7.56%	897,362	$400.9M	Add +7.7%
GOOGL Alphabet Inc. Class A	5.96%	1,736,847	$316.3M	Add +11.6%
AMZN Amazon.com Inc.	5.63%	1,545,781	$298.9M	Add +10.4%
QCOM Qualcomm Inc.	5.08%	1,354,660	$269.6M	Add +6.9%
TMO Thermo Fisher Scientific Inc.	4.49%	431,116	$238.1M	Add +17.8%
V Visa Inc. Class A	4.34%	878,769	$230.5M	Add +3.6%
AMD Advanced Micro Devices	4.25%	1,390,510	$225.5M	Add +20.5%
MRSH Marsh & McLennan Cos	4.19%	1,054,632	$222.2M	Add +10.1%
UNH Unitedhealth Group Inc.	3.81%	397,201	$202.3M	Add +10.5%
TEL Te Connectivity Ltd.	3.70%	1,304,360	$196.2M	Add +3.3%
AXP American Express Co.	3.38%	774,060	$179.3M	Reduce -13.1%
GE General Electric filed as GE AEROSPACE	3.30%	1,101,659	$175.1M	Add +4.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	3.22%	987,684	$170.9M	Add +4.0%
CME Cme Group Inc.	3.14%	847,276	$166.5M	Add +3.7%
INTU Intuit Inc.	3.08%	248,775	$163.5M	Add +2.2%
SNPS Synopsys Inc.	3.08%	274,452	$163.3M	Add +21.9%
FERG Ferguson Jersey Ltd.	2.96%	812,904	$157.3M	Add +61.0%
URI United Rentals Inc.	2.54%	208,091	$134.6M	Reduce -2.9%
TSM Taiwan Semiconductor-SP ADR	2.43%	741,328	$128.9M	Add +3.9%
TMUS T-Mobile US Inc.	2.35%	709,017	$124.9M	Add +2.7%
GEV GE Vernova Inc.	2.14%	661,249	$113.5M	Add +151.0%
SLB SLB Ltd. filed as SCHLUMBERGER LTD	1.78%	1,996,286	$94.2M	Add +18.2%
LIN Linde PLC	1.61%	194,225	$85.3M	Reduce -1.8%
AAPL Apple Inc.	1.60%	404,022	$85.0M	Add +7.5%
JPM JPMorgan Chase & Co.	1.23%	323,458	$65.5M	Add +5.2%
ZTS Zoetis Inc.	1.00%	306,119	$53.0M	Add +47.8%
PEP Pepsico Inc.	0.90%	288,413	$47.6M	Reduce -7.9%
HCA HCA Healthcare Inc.	0.86%	141,414	$45.4M	Add +10.5%
VAL Valaris Ltd.	0.78%	557,376	$41.5M	Add +7.9%
AIG American International Group	0.77%	548,286	$40.7M	Add +0.0%
VMC Vulcan Materials Co.	0.71%	150,619	$37.4M	Add +1.9%
AWK American Water Works Co. Inc.	0.67%	274,049	$35.4M	Add +23.2%
MELI MercadoLibre Inc.	0.64%	20,599	$33.9M	Add +1.1%
ORLY O'reilly Automotive Inc.	0.64%	31,962	$33.8M	Add +46.8%
BRK.B Berkshire Hathaway Inc. Class B	0.63%	81,827	$33.3M	Reduce -2.8%
PLD Prologis Inc.	0.61%	288,431	$32.4M	Add +18.9%
YUMC Yum China Holdings Inc.	0.54%	932,527	$28.8M	Add +19.9%
DHI D.R. Horton Inc.	0.48%	180,434	$25.4M	Add +47.3%
LNG Cheniere Energy Inc.	0.47%	142,860	$25.0M	Reduce -28.1%
NEM Newmont Corp.	0.37%	465,966	$19.5M	New
SGOL Abrdn Physical Gold Shares	0.28%	661,690	$14.7M	Reduce -0.1%
COST Costco Wholesale Corp.	0.26%	16,261	$13.8M	Reduce -85.9%
GLD SPDR Gold Shares	0.26%	63,525	$13.7M	Add +6.2%
KO The Coca-Cola Co.	0.19%	157,959	$10.1M	Reduce -3.3%
PWR Quanta Services Inc.	0.19%	39,406	$10.0M	Reduce -21.3%
RNR Renaissancere Holdings Ltd.	0.17%	40,285	$9.0M	Add +26.8%
TPL Texas Pacific Land Corp.	0.17%	12,006	$8.8M	No change
CVX Chevron Corp.	0.16%	55,567	$8.7M	Add +3.3%
GOOG Alphabet Inc. Class C	0.16%	45,721	$8.4M	Reduce -15.2%
PINS Pinterest Inc. Class A	0.12%	145,555	$6.4M	Add +16.0%
PG The Procter & Gamble Co.	0.11%	34,887	$5.8M	Reduce -1.9%
INFY Infosys Ltd.-SP ADR	0.10%	295,383	$5.5M	Reduce -3.8%
FTGC First Trust Global Tactical	0.09%	189,785	$4.5M	Add +4.0%
BABA Alibaba Group Holding-SP ADR	0.08%	59,356	$4.3M	Reduce -3.0%
FPA First Trust Asia Pac Ex-Japn	0.07%	138,700	$3.9M	Reduce -1.8%
NVDA Nvidia Corp.	0.05%	23,289	$2.9M	Reduce -28.9%
UNP Union Pacific Corp.	0.05%	11,636	$2.6M	Reduce -15.6%
XOM Exxon Mobil Corp.	0.04%	19,823	$2.3M	Add +0.1%
SPGI S&P Global Inc.	0.04%	4,953	$2.2M	Reduce -1.9%
CRM Salesforce Inc.	0.03%	6,915	$1.8M	Reduce -26.3%
MA Mastercard Inc. Class A	0.03%	3,607	$1.6M	Add +101.6%
CL Colgate-Palmolive Co.	0.03%	13,847	$1.3M	Reduce -6.5%
HDB HDFC Bank Ltd.-ADR	0.02%	19,760	$1.3M	New
MRK Merck & Co. Inc.	0.02%	9,891	$1.2M	Add +79.2%
PFE Pfizer Inc.	0.02%	43,624	$1.2M	Reduce -2.0%
HD Home Depot Inc.	0.02%	3,491	$1.2M	Reduce -55.8%
AVY Avery Dennison Corp.	0.02%	5,368	$1.2M	No change
WRB WR Berkley Corp. filed as BERKLEY W R CORP	0.02%	14,350	$1.1M	No change
IWM iShares Russell 2000 ETF	0.02%	5,003	$1.0M	New
VZ Verizon Communications Inc.	0.02%	23,811	$983K	Reduce -12.8%
DGRS Wisdomtree U.S. Smallcap Qua	0.02%	18,880	$971K	No change
C Citigroup Inc.	0.02%	14,700	$933K	No change
IVV iShares Core S&P 500 ETF	0.02%	1,695	$927K	No change
LMT Lockheed Martin Corp.	0.02%	1,935	$904K	Reduce -23.7%
HON Honeywell International Inc.	0.01%	3,678	$786K	Reduce -52.2%
DXJ Wisdomtree Japan Hedged Eq	0.01%	6,568	$741K	Add +14.1%
ICE Intercontinental Exchange Inc.	0.01%	5,401	$739K	Add +0.3%
WM Waste Management Inc.	0.01%	3,100	$662K	No change
DOV Dover Corp.	0.01%	3,450	$623K	No change
FNV Franco-Nevada Corp.	0.01%	5,254	$623K	Reduce -55.7%
DHR Danaher Corp.	0.01%	2,296	$574K	Reduce -50.0%
BAP Credicorp Ltd.	0.01%	3,200	$517K	No change
FKU First Trust United Kingdom	0.01%	12,700	$484K	No change
QQQ Invesco QQQ Trust Series 1	0.01%	990	$474K	No change
SYK Stryker Corp.	0.01%	1,177	$400K	Add +0.6%
IWF iShares Russell 1000 Growth	0.01%	1,066	$389K	Add +70.6%
COIN Coinbase Global Inc. Class A	0.01%	1,659	$369K	No change
ADP Automatic Data Processing	0.01%	1,400	$334K	New
AVGO Broadcom Inc.	0.01%	189	$303K	Add +5.0%
LLY Eli Lilly & Co.	0.01%	307	$278K	Reduce -44.2%
KMB Kimberly-Clark Corp.	0.01%	1,975	$273K	No change
AMAT Applied Materials Inc.	0.00%	1,000	$236K	No change
VIG Vanguard Dividend Apprec ETF	0.00%	1,161	$212K	Add +1.6%
EOG EOG Resources Inc.	0.00%	1,590	$200K	No change

Portfolio Sells Q1 2024 → Q2 2024


COST Costco Wholesale Corp.	Reduce -85.9%	0.26%	−1.49
AXP American Express Co.	Reduce -13.1%	3.38%	−0.83
URI United Rentals Inc.	Reduce -2.9%	2.54%	−0.67
LIN Linde PLC	Reduce -1.8%	1.61%	−0.30
PEP Pepsico Inc.	Reduce -7.9%	0.90%	−0.24
LNG Cheniere Energy Inc.	Reduce -28.1%	0.47%	−0.20
OCSL Oaktree Specialty Lending Co.	Sold out	0.00%	−0.16
BRK.B Berkshire Hathaway Inc. Class B	Reduce -2.8%	0.63%	−0.11
PWR Quanta Services Inc.	Reduce -21.3%	0.19%	−0.08
HD Home Depot Inc.	Reduce -55.8%	0.02%	−0.04
CRM Salesforce Inc.	Reduce -26.3%	0.03%	−0.03
ADI Analog Devices Inc.	Sold out	0.00%	−0.02
UNP Union Pacific Corp.	Reduce -15.6%	0.05%	−0.02
KO The Coca-Cola Co.	Reduce -3.3%	0.19%	−0.02
HON Honeywell International Inc.	Reduce -52.2%	0.01%	−0.02
FNV Franco-Nevada Corp.	Reduce -55.7%	0.01%	−0.02
LIVN Livanova PLC	Sold out	0.00%	−0.02
SGOL Abrdn Physical Gold Shares	Reduce -0.1%	0.28%	−0.02
DHR Danaher Corp.	Reduce -50.0%	0.01%	−0.01
GOOG Alphabet Inc. Class C	Reduce -15.2%	0.16%	−0.01
BABA Alibaba Group Holding-SP ADR	Reduce -3.0%	0.08%	−0.01
PG The Procter & Gamble Co.	Reduce -1.9%	0.11%	−0.01
INFY Infosys Ltd.-SP ADR	Reduce -3.8%	0.10%	−0.01
FPA First Trust Asia Pac Ex-Japn	Reduce -1.8%	0.07%	−0.01
NVDA Nvidia Corp.	Reduce -28.9%	0.05%	−0.01
LMT Lockheed Martin Corp.	Reduce -23.7%	0.02%	−0.01
FTNT Fortinet Inc.	Sold out	0.00%	−0.01
AMT American Tower Corp.	Sold out	0.00%	−0.01
VZ Verizon Communications Inc.	Reduce -12.8%	0.02%	−0.01
LLY Eli Lilly & Co.	Reduce -44.2%	0.01%	−0.00
SPGI S&P Global Inc.	Reduce -1.9%	0.04%	−0.00
PFE Pfizer Inc.	Reduce -2.0%	0.02%	−0.00
CL Colgate-Palmolive Co.	Reduce -6.5%	0.03%	−0.00

Portfolio Buys Q1 2024 → Q2 2024


GEV GE Vernova Inc.	Add +151.0%	2.14%	+1.20
GOOGL Alphabet Inc. Class A	Add +11.6%	5.96%	+1.08
FERG Ferguson Jersey Ltd.	Add +61.0%	2.96%	+0.67
QCOM Qualcomm Inc.	Add +6.9%	5.08%	+0.62
TSM Taiwan Semiconductor-SP ADR	Add +3.9%	2.43%	+0.41
SNPS Synopsys Inc.	Add +21.9%	3.08%	+0.41
AMZN Amazon.com Inc.	Add +10.4%	5.63%	+0.39
NEM Newmont Corp.	New	0.37%	+0.37
MSFT Microsoft Corp.	Add +7.7%	7.56%	+0.29
ZTS Zoetis Inc.	Add +47.8%	1.00%	+0.27
AAPL Apple Inc.	Add +7.5%	1.60%	+0.26
ORLY O'reilly Automotive Inc.	Add +46.8%	0.64%	+0.13
UNH Unitedhealth Group Inc.	Add +10.5%	3.81%	+0.12
AWK American Water Works Co. Inc.	Add +23.2%	0.67%	+0.10
MRSH Marsh & McLennan Cos	Add +10.1%	4.19%	+0.09
TMO Thermo Fisher Scientific Inc.	Add +17.8%	4.49%	+0.07
DHI D.R. Horton Inc.	Add +47.3%	0.48%	+0.06
PINS Pinterest Inc. Class A	Add +16.0%	0.12%	+0.03
HDB HDFC Bank Ltd.-ADR	New	0.02%	+0.02
IWM iShares Russell 2000 ETF	New	0.02%	+0.02
RNR Renaissancere Holdings Ltd.	Add +26.8%	0.17%	+0.01
TMUS T-Mobile US Inc.	Add +2.7%	2.35%	+0.01
MA Mastercard Inc. Class A	Add +101.6%	0.03%	+0.01
MRK Merck & Co. Inc.	Add +79.2%	0.02%	+0.01
ADP Automatic Data Processing	New	0.01%	+0.01
IWF iShares Russell 1000 Growth	Add +70.6%	0.01%	+0.00
GLD SPDR Gold Shares	Add +6.2%	0.26%	+0.00
DXJ Wisdomtree Japan Hedged Eq	Add +14.1%	0.01%	+0.00
AVGO Broadcom Inc.	Add +5.0%	0.01%	+0.00
VIG Vanguard Dividend Apprec ETF	Add +1.6%	0.00%	−0.00
SYK Stryker Corp.	Add +0.6%	0.01%	−0.00
ICE Intercontinental Exchange Inc.	Add +0.3%	0.01%	−0.00
MELI MercadoLibre Inc.	Add +1.1%	0.64%	−0.00
FTGC First Trust Global Tactical	Add +4.0%	0.09%	−0.00
XOM Exxon Mobil Corp.	Add +0.1%	0.04%	−0.00
CVX Chevron Corp.	Add +3.3%	0.16%	−0.01
VAL Valaris Ltd.	Add +7.9%	0.78%	−0.03
HCA HCA Healthcare Inc.	Add +10.5%	0.86%	−0.03
PLD Prologis Inc.	Add +18.9%	0.61%	−0.05
JPM JPMorgan Chase & Co.	Add +5.2%	1.23%	−0.05
AMD Advanced Micro Devices	Add +20.5%	4.25%	−0.08
YUMC Yum China Holdings Inc.	Add +19.9%	0.54%	−0.10
TEL Te Connectivity Ltd.	Add +3.3%	3.70%	−0.11
AIG American International Group	Add +0.0%	0.77%	−0.12
VMC Vulcan Materials Co.	Add +1.9%	0.71%	−0.13
SLB SLB Ltd.	Add +18.2%	1.78%	−0.15
INTU Intuit Inc.	Add +2.2%	3.08%	−0.21
CME Cme Group Inc.	Add +3.7%	3.14%	−0.52
GE General Electric	Add +4.5%	3.30%	−0.54
IBM Intl Business Machines Corp.	Add +4.0%	3.22%	−0.55

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