W1M Investment Management Ltd

Name: W1M Investment Management Ltd 13F holdings, Q3 2024
Creator: W1M Investment Management Ltd
Published: 2024-11-05

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

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 5, 2024), W1M Investment Management Ltd reported 98 stock positions worth $6.1 billion. Its top holding was Microsoft (MSFT) at 6.7% of the portfolio, followed by Alphabet Class A (GOOGL, 5.3%) and Thermo Fisher Scientific (TMO, 4.9%). Compared with Q2 2024, it opened 9 new positions, sold out of 5, added to 44 and reduced 24. The biggest buy was Yum China (YUMC, shares +351%) and the biggest sale Pepsico (PEP, shares −11%).

Most Recent 13F: Q2 2026
Location: London, X0
CIK: 0001344114
Portfolio Value: $6.1B (Q3 2024)
SEC Filing: 0001140361-24-045192 ↗ filed Nov 5, 2024

Holdings Value

Holdings 98 stocks · $6.1B


MSFT Microsoft Corp.	6.75%	954,830	$410.8M	Add +6.4%
GOOGL Alphabet Inc. Class A	5.25%	1,927,652	$319.8M	Add +11.0%
TMO Thermo Fisher Scientific Inc.	4.88%	480,216	$296.9M	Add +11.4%
AMZN Amazon.com Inc.	4.86%	1,588,715	$296.0M	Add +2.8%
UNH Unitedhealth Group Inc.	4.33%	450,766	$263.5M	Add +13.5%
V Visa Inc. Class A	4.16%	921,540	$253.2M	Add +4.9%
MRSH Marsh & McLennan Cos	4.05%	1,104,799	$246.5M	Add +4.8%
QCOM Qualcomm Inc.	4.04%	1,446,533	$246.0M	Add +6.8%
AMD Advanced Micro Devices	3.95%	1,465,108	$240.4M	Add +5.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	3.66%	1,007,532	$222.7M	Add +2.0%
TEL Te Connectivity PLC	3.50%	1,411,048	$213.1M	Add +8.2%
AXP American Express Co.	3.44%	771,384	$209.2M	Reduce -0.3%
GE General Electric filed as GE AEROSPACE	3.41%	1,100,721	$207.5M	Reduce -0.1%
YUMC Yum China Holdings Inc.	3.11%	4,203,087	$189.2M	Add +350.7%
CME Cme Group Inc.	3.06%	845,513	$186.6M	Reduce -0.2%
GEV GE Vernova Inc.	3.05%	727,704	$185.5M	Add +10.1%
FERG Ferguson Enterprises Inc.	2.87%	878,708	$174.5M	Add +8.1%
URI United Rentals Inc.	2.80%	210,588	$170.4M	Add +1.2%
SNPS Synopsys Inc.	2.76%	331,825	$168.1M	Add +20.9%
INTU Intuit Inc.	2.62%	256,637	$159.4M	Add +3.2%
TMUS T-Mobile US Inc.	2.45%	722,091	$149.0M	Add +1.8%
TSM Taiwan Semiconductor-SP ADR	2.25%	789,549	$137.1M	Add +6.5%
AAPL Apple Inc.	1.60%	419,435	$97.7M	Add +3.8%
LIN Linde PLC	1.53%	196,036	$93.5M	Add +0.9%
SLB SLB Ltd. filed as SCHLUMBERGER LTD	1.46%	2,112,864	$88.6M	Add +5.8%
JPM JPMorgan Chase & Co.	1.42%	408,819	$86.2M	Add +26.4%
HCA HCA Healthcare Inc.	1.06%	159,382	$64.8M	Add +12.7%
ZTS Zoetis Inc.	1.00%	312,899	$61.1M	Add +2.2%
VMC Vulcan Materials Co.	0.78%	188,948	$47.3M	Add +25.4%
PEP Pepsico Inc.	0.72%	256,111	$43.5M	Reduce -11.2%
MELI MercadoLibre Inc.	0.71%	21,136	$43.3M	Add +2.6%
ORLY O'reilly Automotive Inc.	0.69%	36,298	$41.8M	Add +13.6%
AWK American Water Works Co. Inc.	0.67%	279,463	$40.9M	Add +2.0%
AIG American International Group	0.67%	553,932	$40.6M	Add +1.0%
PLD Prologis Inc.	0.66%	315,976	$39.9M	Add +9.6%
DHI D.R. Horton Inc.	0.63%	199,999	$38.1M	Add +10.8%
VAL Valaris Ltd.	0.61%	670,885	$37.4M	Add +20.4%
BRK.B Berkshire Hathaway Inc. Class B	0.58%	76,924	$35.4M	Reduce -6.0%
NEM Newmont Corp.	0.47%	531,041	$28.4M	Add +14.0%
IBKR Interactive Brokers Gro Class A	0.44%	193,349	$26.9M	New
LNG Cheniere Energy Inc.	0.43%	145,673	$26.2M	Add +2.0%
SGOL Abrdn Physical Gold Shares	0.26%	641,550	$16.1M	Reduce -3.0%
GLD SPDR Gold Shares	0.26%	64,135	$15.6M	Add +1.0%
COST Costco Wholesale Corp.	0.23%	15,779	$14.0M	Reduce -3.0%
TPL Texas Pacific Land Corp.	0.21%	14,166	$12.5M	Add +18.0%
PWR Quanta Services Inc.	0.21%	41,963	$12.5M	Add +6.5%
RNR Renaissancere Holdings Ltd.	0.18%	40,285	$11.0M	No change
KO The Coca-Cola Co.	0.17%	143,992	$10.3M	Reduce -8.8%
GOOG Alphabet Inc. Class C	0.11%	41,022	$6.9M	Reduce -10.3%
PG The Procter & Gamble Co.	0.09%	33,377	$5.8M	Reduce -4.3%
INFY Infosys Ltd.-SP ADR	0.09%	252,773	$5.6M	Reduce -14.4%
PINS Pinterest Inc. Class A	0.08%	145,555	$4.7M	No change
FTGC First Trust Global Tactical	0.07%	187,585	$4.4M	Reduce -1.2%
FPA First Trust Asia Pac Ex-Japn	0.07%	138,050	$4.2M	Reduce -0.5%
NVDA Nvidia Corp.	0.04%	22,459	$2.7M	Reduce -3.6%
MA Mastercard Inc. Class A	0.04%	4,733	$2.3M	Add +31.2%
XOM Exxon Mobil Corp.	0.04%	19,823	$2.3M	No change
CRM Salesforce Inc.	0.03%	7,433	$2.0M	Add +7.5%
C Citigroup Inc.	0.03%	32,400	$2.0M	Add +120.4%
CVX Chevron Corp.	0.03%	11,397	$1.7M	Reduce -79.5%
HD Home Depot Inc.	0.02%	3,670	$1.5M	Add +5.1%
HDB HDFC Bank Ltd.-ADR	0.02%	19,760	$1.2M	No change
UNP Union Pacific Corp.	0.02%	4,956	$1.2M	Reduce -57.4%
WRB WR Berkley Corp. filed as BERKLEY W R CORP	0.02%	21,525	$1.2M	No change
SPGI S&P Global Inc.	0.02%	2,198	$1.1M	Reduce -55.6%
LMT Lockheed Martin Corp.	0.02%	1,935	$1.1M	No change
MRK Merck & Co. Inc.	0.02%	9,891	$1.1M	No change
IWM iShares Russell 2000 ETF	0.02%	5,003	$1.1M	No change
DGRS Wisdomtree U.S. Smallcap Qua	0.02%	18,880	$1.0M	No change
VZ Verizon Communications Inc.	0.02%	22,258	$1000K	Reduce -6.5%
PFE Pfizer Inc.	0.02%	33,944	$982K	Reduce -22.2%
IVV iShares Core S&P 500 ETF	0.02%	1,695	$978K	No change
ICE Intercontinental Exchange Inc.	0.01%	5,401	$868K	No change
CL Colgate-Palmolive Co.	0.01%	7,947	$825K	Reduce -42.6%
AVY Avery Dennison Corp.	0.01%	3,558	$785K	Reduce -33.7%
HON Honeywell International Inc.	0.01%	3,678	$760K	No change
DXJ Wisdomtree Japan Hedged Eq	0.01%	6,568	$696K	No change
FNV Franco-Nevada Corp.	0.01%	5,405	$671K	Add +2.9%
DHR Danaher Corp.	0.01%	2,296	$638K	No change
BAP Credicorp Ltd.	0.01%	3,200	$579K	No change
WM Waste Management Inc.	0.01%	2,600	$539K	Reduce -16.1%
FKU First Trust United Kingdom	0.01%	12,700	$533K	No change
QQQ Invesco QQQ Trust Series 1	0.01%	990	$483K	No change
DOV Dover Corp.	0.01%	2,450	$470K	Reduce -29.0%
SYK Stryker Corp.	0.01%	1,242	$449K	Add +5.5%
CP Canadian Pacific Kansas City	0.01%	4,953	$424K	New
IWF iShares Russell 1000 Growth	0.01%	1,066	$400K	No change
ADP Automatic Data Processing	0.01%	1,400	$387K	No change
CRH CRH PLC	0.01%	3,376	$313K	New
ACN Accenture PLC Class A	0.00%	656	$232K	New
VIG Vanguard Dividend Apprec ETF	0.00%	1,161	$230K	No change
AVGO Broadcom Inc.	0.00%	1,290	$222K	Reduce -31.8%
AZO AutoZone Inc.	0.00%	66	$208K	New
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.00%	5,232	$208K	New
BEP Brookfield Renewable Partner	0.00%	6,330	$207K	New
DTD Wisdomtree US Total Dividend	0.00%	2,670	$205K	New
FTV Fortive Corp.	0.00%	2,564	$202K	New
AMAT Applied Materials Inc.	0.00%	1,000	$202K	No change

Portfolio Sells Q2 2024 → Q3 2024


PEP Pepsico Inc.	Reduce -11.2%	0.72%	−0.18
CVX Chevron Corp.	Reduce -79.5%	0.03%	−0.14
BABA Alibaba Group Holding-SP ADR	Sold out	0.00%	−0.08
CME Cme Group Inc.	Reduce -0.2%	3.06%	−0.07
BRK.B Berkshire Hathaway Inc. Class B	Reduce -6.0%	0.58%	−0.05
GOOG Alphabet Inc. Class C	Reduce -10.3%	0.11%	−0.05
COST Costco Wholesale Corp.	Reduce -3.0%	0.23%	−0.03
UNP Union Pacific Corp.	Reduce -57.4%	0.02%	−0.03
SPGI S&P Global Inc.	Reduce -55.6%	0.02%	−0.02
KO The Coca-Cola Co.	Reduce -8.8%	0.17%	−0.02
PG The Procter & Gamble Co.	Reduce -4.3%	0.09%	−0.01
FTGC First Trust Global Tactical	Reduce -1.2%	0.07%	−0.01
SGOL Abrdn Physical Gold Shares	Reduce -3.0%	0.26%	−0.01
CL Colgate-Palmolive Co.	Reduce -42.6%	0.01%	−0.01
INFY Infosys Ltd.-SP ADR	Reduce -14.4%	0.09%	−0.01
NVDA Nvidia Corp.	Reduce -3.6%	0.04%	−0.01
AVY Avery Dennison Corp.	Reduce -33.7%	0.01%	−0.01
COIN Coinbase Global Inc. Class A	Sold out	0.00%	−0.01
PFE Pfizer Inc.	Reduce -22.2%	0.02%	−0.01
LLY Eli Lilly & Co.	Sold out	0.00%	−0.01
KMB Kimberly-Clark Corp.	Sold out	0.00%	−0.01
FPA First Trust Asia Pac Ex-Japn	Reduce -0.5%	0.07%	−0.00
DOV Dover Corp.	Reduce -29.0%	0.01%	−0.00
EOG EOG Resources Inc.	Sold out	0.00%	−0.00
WM Waste Management Inc.	Reduce -16.1%	0.01%	−0.00
AVGO Broadcom Inc.	Reduce -31.8%	0.00%	−0.00
VZ Verizon Communications Inc.	Reduce -6.5%	0.02%	−0.00
AXP American Express Co.	Reduce -0.3%	3.44%	+0.06
GE General Electric	Reduce -0.1%	3.41%	+0.11

Portfolio Buys Q2 2024 → Q3 2024


YUMC Yum China Holdings Inc.	Add +350.7%	3.11%	+2.57
GEV GE Vernova Inc.	Add +10.1%	3.05%	+0.91
UNH Unitedhealth Group Inc.	Add +13.5%	4.33%	+0.52
IBKR Interactive Brokers Gro Class A	New	0.44%	+0.44
IBM Intl Business Machines Corp.	Add +2.0%	3.66%	+0.44
TMO Thermo Fisher Scientific Inc.	Add +11.4%	4.88%	+0.39
URI United Rentals Inc.	Add +1.2%	2.80%	+0.26
HCA HCA Healthcare Inc.	Add +12.7%	1.06%	+0.21
JPM JPMorgan Chase & Co.	Add +26.4%	1.42%	+0.18
DHI D.R. Horton Inc.	Add +10.8%	0.63%	+0.15
NEM Newmont Corp.	Add +14.0%	0.47%	+0.10
TMUS T-Mobile US Inc.	Add +1.8%	2.45%	+0.09
MELI MercadoLibre Inc.	Add +2.6%	0.71%	+0.07
VMC Vulcan Materials Co.	Add +25.4%	0.78%	+0.07
ORLY O'reilly Automotive Inc.	Add +13.6%	0.69%	+0.05
PLD Prologis Inc.	Add +9.6%	0.66%	+0.04
TPL Texas Pacific Land Corp.	Add +18.0%	0.21%	+0.04
PWR Quanta Services Inc.	Add +6.5%	0.21%	+0.02
C Citigroup Inc.	Add +120.4%	0.03%	+0.02
MA Mastercard Inc. Class A	Add +31.2%	0.04%	+0.01
CP Canadian Pacific Kansas City	New	0.01%	+0.01
CRH CRH PLC	New	0.01%	+0.01
ZTS Zoetis Inc.	Add +2.2%	1.00%	+0.00
AWK American Water Works Co. Inc.	Add +2.0%	0.67%	+0.00
ACN Accenture PLC Class A	New	0.00%	+0.00
AZO AutoZone Inc.	New	0.00%	+0.00
BAC Bank of America Corp.	New	0.00%	+0.00
DTD Wisdomtree US Total Dividend	New	0.00%	+0.00
BEP Brookfield Renewable Partner	New	0.00%	+0.00
FTV Fortive Corp.	New	0.00%	+0.00
AAPL Apple Inc.	Add +3.8%	1.60%	+0.00
HD Home Depot Inc.	Add +5.1%	0.02%	+0.00
CRM Salesforce Inc.	Add +7.5%	0.03%	−0.00
SYK Stryker Corp.	Add +5.5%	0.01%	−0.00
FNV Franco-Nevada Corp.	Add +2.9%	0.01%	−0.00
GLD SPDR Gold Shares	Add +1.0%	0.26%	−0.00
LNG Cheniere Energy Inc.	Add +2.0%	0.43%	−0.04
LIN Linde PLC	Add +0.9%	1.53%	−0.07
FERG Ferguson Enterprises Inc.	Add +8.1%	2.87%	−0.10
AIG American International Group	Add +1.0%	0.67%	−0.10
MRSH Marsh & McLennan Cos	Add +4.8%	4.05%	−0.14
VAL Valaris Ltd.	Add +20.4%	0.61%	−0.17
TSM Taiwan Semiconductor-SP ADR	Add +6.5%	2.25%	−0.18
V Visa Inc. Class A	Add +4.9%	4.16%	−0.19
TEL Te Connectivity PLC	Add +8.2%	3.50%	−0.20
AMD Advanced Micro Devices	Add +5.4%	3.95%	−0.30
SNPS Synopsys Inc.	Add +20.9%	2.76%	−0.32
SLB SLB Ltd.	Add +5.8%	1.46%	−0.32
INTU Intuit Inc.	Add +3.2%	2.62%	−0.46
GOOGL Alphabet Inc. Class A	Add +11.0%	5.25%	−0.71

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