W1M Investment Management Ltd

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 4, 2025), W1M Investment Management Ltd reported 101 stock positions worth $6.3 billion. Its top holding was Microsoft (MSFT) at 6.8% of the portfolio, followed by Alphabet Class A (GOOGL, 6.0%) and Amazon.com (AMZN, 5.6%). Compared with Q3 2024, it opened 8 new positions, sold out of 5, added to 41 and reduced 37. The biggest buy was a new position in GE Healthcare Technology (GEHC) and the biggest sale Unitedhealth (UNH, shares −3%).

Most Recent 13F
Q2 2026
Location
London, X0
CIK
0001344114
Portfolio Value
$6.3B (Q4 2024)
SEC Filing
0001140361-25-002947 ↗ filed Feb 4, 2025

Holdings Value

0$2.0B$4.0B$6.0B$8.0B Q1 2024: $4.8B Q1 2024 Q2 2024: $5.3B Q2 2024 Q3 2024: $6.1B Q3 2024 Q4 2024: $6.3B $6.3B Q4 2024 Q1 2025: $6.5B Q1 2025 Q2 2025: $7.3B Q2 2025 Q3 2025: $7.8B Q3 2025 Q4 2025: $0 Q4 2025 Q2 2026: $0 Q2 2026

Holdings 101 stocks · $6.3B
MSFT Microsoft Corp. 6.85% 1,019,768 $429.8M Add +6.8%
GOOGL Alphabet Inc. Class A 6.00% 1,989,037 $376.6M Add +3.2%
AMZN Amazon.com Inc. 5.64% 1,612,871 $353.8M Add +1.5%
V Visa Inc. Class A 4.59% 911,901 $288.4M Reduce -1.1%
TMO Thermo Fisher Scientific Inc. 4.49% 542,405 $282.2M Add +12.9%
MRSH Marsh & McLennan Cos 3.97% 1,173,650 $249.3M Add +6.2%
CME Cme Group Inc. 3.77% 1,018,266 $236.5M Add +20.4%
QCOM Qualcomm Inc. 3.77% 1,538,809 $236.4M Add +6.4%
AXP American Express Co. 3.72% 786,422 $233.5M Add +1.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 3.58% 1,022,661 $225.0M Add +1.5%
UNH Unitedhealth Group Inc. 3.54% 438,977 $222.3M Reduce -2.6%
TEL Te Connectivity PLC 3.37% 1,477,981 $211.4M Add +4.7%
GEV GE Vernova Inc. 3.23% 615,729 $202.7M Reduce -15.4%
YUMC Yum China Holdings Inc. 3.12% 4,063,963 $195.8M Reduce -3.3%
SNPS Synopsys Inc. 3.11% 402,968 $195.5M Add +21.4%
AMD Advanced Micro Devices 2.94% 1,526,942 $184.4M Add +4.2%
FERG Ferguson Enterprises Inc. 2.80% 1,011,334 $175.5M Add +15.1%
GE General Electric filed as GE AEROSPACE 2.75% 1,036,530 $172.9M Reduce -5.8%
TSM Taiwan Semiconductor-SP ADR 2.75% 873,964 $172.7M Add +10.7%
INTU Intuit Inc. 2.64% 263,413 $165.6M Add +2.6%
TMUS T-Mobile US Inc. 2.41% 685,079 $151.2M Reduce -5.1%
URI United Rentals Inc. 2.40% 214,455 $151.0M Add +1.8%
AAPL Apple Inc. 1.88% 470,328 $117.8M Add +12.1%
JPM JPMorgan Chase & Co. 1.55% 404,795 $97.1M Reduce -1.0%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 1.36% 2,228,411 $85.5M Add +5.5%
LIN Linde PLC 1.30% 195,201 $81.7M Reduce -0.4%
ZTS Zoetis Inc. 0.87% 335,536 $54.7M Add +7.2%
PLD Prologis Inc. 0.86% 510,899 $54.0M Add +61.7%
VMC Vulcan Materials Co. 0.81% 197,134 $50.7M Add +4.3%
GEHC GE Healthcare Technology 0.78% 626,507 $49.0M New
ORLY O'reilly Automotive Inc. 0.76% 40,288 $47.8M Add +11.0%
PEP Pepsico Inc. 0.67% 274,611 $41.8M Add +7.2%
AIG American International Group 0.64% 555,732 $40.5M Add +0.3%
MELI MercadoLibre Inc. 0.58% 21,358 $36.3M Add +1.1%
IBKR Interactive Brokers Gro Class A 0.57% 201,125 $35.5M Add +4.0%
AWK American Water Works Co. Inc. 0.55% 279,463 $34.8M No change
HCA HCA Healthcare Inc. 0.54% 113,140 $34.0M Reduce -29.0%
VAL Valaris Ltd. 0.53% 756,135 $33.5M Add +12.7%
BRK.B Berkshire Hathaway Inc. Class B 0.51% 70,180 $31.8M Reduce -8.8%
LNG Cheniere Energy Inc. 0.50% 145,493 $31.3M Reduce -0.1%
DHI D.R. Horton Inc. 0.45% 199,999 $28.0M No change
NEM Newmont Corp. 0.31% 516,425 $19.2M Reduce -2.8%
PWR Quanta Services Inc. 0.26% 51,382 $16.3M Add +22.4%
GLD SPDR Gold Shares 0.26% 67,072 $16.2M Add +4.6%
SGOL Abrdn Physical Gold Shares 0.24% 610,160 $15.3M Reduce -4.9%
COST Costco Wholesale Corp. 0.22% 14,832 $13.6M Reduce -6.0%
RNR Renaissancere Holdings Ltd. 0.16% 40,165 $10.0M Reduce -0.3%
TPL Texas Pacific Land Corp. 0.13% 7,322 $8.1M Reduce -48.3%
KO The Coca-Cola Co. 0.13% 127,587 $7.9M Reduce -11.4%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.12% 99,700 $7.5M New
GOOG Alphabet Inc. Class C 0.12% 38,466 $7.3M Reduce -6.2%
HTHT H World Group Ltd.-ADR 0.10% 183,900 $6.1M New
INFY Infosys Ltd.-SP ADR 0.09% 252,773 $5.5M No change
FTGC First Trust Global Tactical 0.07% 179,755 $4.3M Reduce -4.2%
FPA First Trust Asia Pac Ex-Japn 0.06% 141,600 $3.9M Add +2.6%
BABA Alibaba Group Holding-SP ADR 0.05% 40,171 $3.4M New
NVDA Nvidia Corp. 0.04% 20,254 $2.7M Reduce -9.8%
MA Mastercard Inc. Class A 0.04% 4,565 $2.4M Reduce -3.5%
C Citigroup Inc. 0.04% 32,400 $2.3M No change
XOM Exxon Mobil Corp. 0.03% 19,838 $2.1M Add +0.1%
CVX Chevron Corp. 0.03% 11,342 $1.6M Reduce -0.5%
HDB HDFC Bank Ltd.-ADR 0.02% 19,963 $1.3M Add +1.0%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.02% 21,525 $1.3M No change
PG The Procter & Gamble Co. 0.02% 7,445 $1.2M Reduce -77.7%
LMT Lockheed Martin Corp. 0.02% 2,300 $1.1M Add +18.9%
UNP Union Pacific Corp. 0.02% 4,766 $1.1M Reduce -3.8%
CRM Salesforce Inc. 0.02% 3,073 $1.0M Reduce -58.7%
MRK Merck & Co. Inc. 0.02% 9,891 $984K No change
HD Home Depot Inc. 0.02% 2,464 $959K Reduce -32.9%
DGRS Wisdomtree U.S. Smallcap Qua 0.01% 18,820 $920K Reduce -0.3%
QQQ Invesco QQQ Trust Series 1 0.01% 1,742 $891K Add +76.0%
VZ Verizon Communications Inc. 0.01% 20,492 $820K Reduce -7.9%
ICE Intercontinental Exchange Inc. 0.01% 5,267 $785K Reduce -2.5%
WM Waste Management Inc. 0.01% 3,764 $759K Add +44.8%
DXJ Wisdomtree Japan Hedged Eq 0.01% 6,568 $725K No change
IVV iShares Core S&P 500 ETF 0.01% 1,145 $674K Reduce -32.5%
FNV Franco-Nevada Corp. 0.01% 5,405 $635K No change
BAP Credicorp Ltd. 0.01% 3,200 $587K No change
DHR Danaher Corp. 0.01% 2,454 $563K Add +6.9%
AVY Avery Dennison Corp. 0.01% 2,940 $550K Reduce -17.4%
CL Colgate-Palmolive Co. 0.01% 5,782 $526K Reduce -27.2%
PFE Pfizer Inc. 0.01% 19,444 $516K Reduce -42.7%
SPGI S&P Global Inc. 0.01% 1,028 $513K Reduce -53.2%
AVGO Broadcom Inc. 0.01% 2,180 $505K Add +69.0%
SYK Stryker Corp. 0.01% 1,369 $493K Add +10.2%
FKU First Trust United Kingdom 0.01% 12,665 $481K Reduce -0.3%
DOV Dover Corp. 0.01% 2,450 $460K No change
IWF iShares Russell 1000 Growth 0.01% 1,066 $428K No change
ADP Automatic Data Processing 0.01% 1,400 $410K No change
ACN Accenture PLC Class A 0.01% 1,156 $407K Add +76.2%
HON Honeywell International Inc. 0.01% 1,728 $390K Reduce -53.0%
CP Canadian Pacific Kansas City 0.01% 5,305 $384K Add +7.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.00% 2,428 $293K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.00% 6,222 $274K Add +18.9%
VIG Vanguard Dividend Apprec ETF 0.00% 1,161 $227K No change
AZO AutoZone Inc. 0.00% 66 $212K No change
CRH CRH PLC 0.00% 2,276 $211K Reduce -32.6%
CAT Caterpillar Inc. 0.00% 562 $204K New
MCD McDonald's Corp. 0.00% 701 $203K New
DTD Wisdomtree US Total Dividend 0.00% 2,670 $203K No change

Show all 101 holdings

Portfolio Sells Q3 2024 → Q4 2024
UNH Unitedhealth Group Inc. Reduce -2.6% 3.54% −0.79
GE General Electric Reduce -5.8% 2.75% −0.65
HCA HCA Healthcare Inc. Reduce -29.0% 0.54% −0.52
LIN Linde PLC Reduce -0.4% 1.30% −0.23
NEM Newmont Corp. Reduce -2.8% 0.31% −0.16
PINS Pinterest Inc. Class A Sold out 0.00% −0.08
TPL Texas Pacific Land Corp. Reduce -48.3% 0.13% −0.08
PG The Procter & Gamble Co. Reduce -77.7% 0.02% −0.07
BRK.B Berkshire Hathaway Inc. Class B Reduce -8.8% 0.51% −0.07
KO The Coca-Cola Co. Reduce -11.4% 0.13% −0.04
TMUS T-Mobile US Inc. Reduce -5.1% 2.41% −0.04
SGOL Abrdn Physical Gold Shares Reduce -4.9% 0.24% −0.02
RNR Renaissancere Holdings Ltd. Reduce -0.3% 0.16% −0.02
IWM iShares Russell 2000 ETF Sold out 0.00% −0.02
CRM Salesforce Inc. Reduce -58.7% 0.02% −0.02
COST Costco Wholesale Corp. Reduce -6.0% 0.22% −0.01
SPGI S&P Global Inc. Reduce -53.2% 0.01% −0.01
HD Home Depot Inc. Reduce -32.9% 0.02% −0.01
PFE Pfizer Inc. Reduce -42.7% 0.01% −0.01
HON Honeywell International Inc. Reduce -53.0% 0.01% −0.01
IVV iShares Core S&P 500 ETF Reduce -32.5% 0.01% −0.01
CL Colgate-Palmolive Co. Reduce -27.2% 0.01% −0.01
FTGC First Trust Global Tactical Reduce -4.2% 0.07% −0.00
AVY Avery Dennison Corp. Reduce -17.4% 0.01% −0.00
VZ Verizon Communications Inc. Reduce -7.9% 0.01% −0.00
BEP Brookfield Renewable Partner Sold out 0.00% −0.00
AMAT Applied Materials Inc. Sold out 0.00% −0.00
FTV Fortive Corp. Sold out 0.00% −0.00
UNP Union Pacific Corp. Reduce -3.8% 0.02% −0.00
DGRS Wisdomtree U.S. Smallcap Qua Reduce -0.3% 0.01% −0.00
CRH CRH PLC Reduce -32.6% 0.00% −0.00
ICE Intercontinental Exchange Inc. Reduce -2.5% 0.01% −0.00
NVDA Nvidia Corp. Reduce -9.8% 0.04% −0.00
CVX Chevron Corp. Reduce -0.5% 0.03% −0.00
FKU First Trust United Kingdom Reduce -0.3% 0.01% −0.00
MA Mastercard Inc. Class A Reduce -3.5% 0.04% 0.00
GOOG Alphabet Inc. Class C Reduce -6.2% 0.12% +0.00
YUMC Yum China Holdings Inc. Reduce -3.3% 3.12% +0.01
LNG Cheniere Energy Inc. Reduce -0.1% 0.50% +0.07
JPM JPMorgan Chase & Co. Reduce -1.0% 1.55% +0.13
GEV GE Vernova Inc. Reduce -15.4% 3.23% +0.18
V Visa Inc. Class A Reduce -1.1% 4.59% +0.44

Portfolio Buys Q3 2024 → Q4 2024
GEHC GE Healthcare Technology New 0.78% +0.78
AMZN Amazon.com Inc. Add +1.5% 5.64% +0.77
GOOGL Alphabet Inc. Class A Add +3.2% 6.00% +0.75
CME Cme Group Inc. Add +20.4% 3.77% +0.70
TSM Taiwan Semiconductor-SP ADR Add +10.7% 2.75% +0.50
SNPS Synopsys Inc. Add +21.4% 3.11% +0.35
AXP American Express Co. Add +1.9% 3.72% +0.28
AAPL Apple Inc. Add +12.1% 1.88% +0.27
PLD Prologis Inc. Add +61.7% 0.86% +0.20
IBKR Interactive Brokers Gro Class A Add +4.0% 0.57% +0.12
EL Estee Lauder Companies Class A New 0.12% +0.12
MSFT Microsoft Corp. Add +6.8% 6.85% +0.10
HTHT H World Group Ltd.-ADR New 0.10% +0.10
ORLY O'reilly Automotive Inc. Add +11.0% 0.76% +0.07
BABA Alibaba Group Holding-SP ADR New 0.05% +0.05
PWR Quanta Services Inc. Add +22.4% 0.26% +0.05
VMC Vulcan Materials Co. Add +4.3% 0.81% +0.03
INTU Intuit Inc. Add +2.6% 2.64% +0.02
QQQ Invesco QQQ Trust Series 1 Add +76.0% 0.01% +0.01
TJX TJX Companies Inc. New 0.00% +0.00
AVGO Broadcom Inc. Add +69.0% 0.01% +0.00
CAT Caterpillar Inc. New 0.00% +0.00
MCD McDonald's Corp. New 0.00% +0.00
NOW ServiceNow Inc. New 0.00% +0.00
WM Waste Management Inc. Add +44.8% 0.01% +0.00
ACN Accenture PLC Class A Add +76.2% 0.01% +0.00
GLD SPDR Gold Shares Add +4.6% 0.26% +0.00
BAC Bank of America Corp. Add +18.9% 0.00% +0.00
SYK Stryker Corp. Add +10.2% 0.01% +0.00
HDB HDFC Bank Ltd.-ADR Add +1.0% 0.02% 0.00
CP Canadian Pacific Kansas City Add +7.1% 0.01% −0.00
LMT Lockheed Martin Corp. Add +18.9% 0.02% −0.00
DHR Danaher Corp. Add +6.9% 0.01% −0.00
XOM Exxon Mobil Corp. Add +0.1% 0.03% −0.00
FPA First Trust Asia Pac Ex-Japn Add +2.6% 0.06% −0.01
AIG American International Group Add +0.3% 0.64% −0.02
PEP Pepsico Inc. Add +7.2% 0.67% −0.05
FERG Ferguson Enterprises Inc. Add +15.1% 2.80% −0.07
IBM Intl Business Machines Corp. Add +1.5% 3.58% −0.07
MRSH Marsh & McLennan Cos Add +6.2% 3.97% −0.08
VAL Valaris Ltd. Add +12.7% 0.53% −0.08
SLB SLB Ltd. Add +5.5% 1.36% −0.09
ZTS Zoetis Inc. Add +7.2% 0.87% −0.13
TEL Te Connectivity PLC Add +4.7% 3.37% −0.13
MELI MercadoLibre Inc. Add +1.1% 0.58% −0.13
QCOM Qualcomm Inc. Add +6.4% 3.77% −0.27
TMO Thermo Fisher Scientific Inc. Add +12.9% 4.49% −0.38
URI United Rentals Inc. Add +1.8% 2.40% −0.39
AMD Advanced Micro Devices Add +4.2% 2.94% −1.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 0$0
Q4 2025 0$0
Q3 2025 101$7.8BMSFT, GOOGL, AMZN, V, GE
Q2 2025 105$7.3BMSFT, AMZN, GOOGL, V, SNPS
Q1 2025 102$6.5BMSFT, AMZN, GOOGL, V, TMO
Q4 2024 101$6.3BMSFT, GOOGL, AMZN, V, TMO
Q3 2024 98$6.1BMSFT, GOOGL, TMO, AMZN, UNH
Q2 2024 94$5.3BMSFT, GOOGL, AMZN, QCOM, TMO
Q1 2024 94$4.8BMSFT, AMZN, V, GOOGL, QCOM