W1M Investment Management Ltd

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), W1M Investment Management Ltd reported 102 stock positions worth $6.5 billion. Its top holding was Microsoft (MSFT) at 6.3% of the portfolio, followed by Amazon.com (AMZN, 5.3%) and Alphabet Class A (GOOGL, 5.1%). Compared with Q4 2024, it opened 6 new positions, sold out of 5, added to 40 and reduced 32. The biggest buy was Cme (CME, shares +5%) and the biggest sale GE Vernova (GEV, shares −19%).

Most Recent 13F
Q2 2026
Location
London, X0
CIK
0001344114
Portfolio Value
$6.5B (Q1 2025)
SEC Filing
0001140361-25-015311 ↗ filed Apr 24, 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 Q4 2024 Q1 2025: $6.5B $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 102 stocks · $6.5B
MSFT Microsoft Corp. 6.32% 1,088,472 $408.0M Add +6.7%
AMZN Amazon.com Inc. 5.31% 1,802,298 $342.9M Add +11.7%
GOOGL Alphabet Inc. Class A 5.09% 2,127,335 $328.8M Add +7.0%
V Visa Inc. Class A 4.92% 906,738 $317.7M Reduce -0.6%
TMO Thermo Fisher Scientific Inc. 4.58% 594,729 $296.0M Add +9.7%
MRSH Marsh & McLennan Cos 4.55% 1,205,958 $294.3M Add +2.8%
CME Cme Group Inc. 4.37% 1,064,499 $282.3M Add +4.5%
UNH Unitedhealth Group Inc. 3.89% 480,418 $251.6M Add +9.4%
QCOM Qualcomm Inc. 3.82% 1,604,898 $246.5M Add +4.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 3.70% 961,068 $239.1M Reduce -6.0%
TEL Te Connectivity PLC 3.47% 1,587,215 $224.4M Add +7.4%
SNPS Synopsys Inc. 3.34% 502,925 $215.6M Add +24.8%
GE General Electric filed as GE AEROSPACE 3.28% 1,057,996 $211.8M Add +2.1%
AXP American Express Co. 3.22% 773,669 $208.2M Reduce -1.6%
YUMC Yum China Holdings Inc. 3.22% 3,995,865 $208.2M Reduce -1.7%
INTU Intuit Inc. 2.78% 292,981 $179.9M Add +11.2%
FERG Ferguson Enterprises Inc. 2.71% 1,092,568 $175.0M Add +8.0%
AMD Advanced Micro Devices 2.47% 1,550,502 $159.3M Add +1.5%
GEV GE Vernova Inc. 2.36% 498,952 $152.3M Reduce -19.0%
TMUS T-Mobile US Inc. 2.35% 568,484 $151.6M Reduce -17.0%
URI United Rentals Inc. 2.19% 225,652 $141.4M Add +5.2%
TSM Taiwan Semiconductor-SP ADR 2.16% 839,779 $139.4M Reduce -3.9%
LIN Linde PLC 1.74% 241,402 $112.4M Add +23.7%
AAPL Apple Inc. 1.61% 469,312 $104.2M Reduce -0.2%
JPM JPMorgan Chase & Co. 1.60% 421,031 $103.3M Add +4.0%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 1.52% 2,344,999 $98.0M Add +5.2%
GEHC GE Healthcare Technology 0.87% 699,730 $56.4M Add +11.7%
ZTS Zoetis Inc. 0.86% 336,361 $55.4M Add +0.3%
VMC Vulcan Materials Co. 0.77% 211,881 $49.4M Add +7.5%
AIG American International Group 0.75% 556,585 $48.4M Add +0.1%
PLD Prologis Inc. 0.74% 429,412 $48.0M Reduce -15.9%
ORLY O'reilly Automotive Inc. 0.70% 31,505 $45.1M Reduce -21.8%
VAL Valaris Ltd. 0.69% 1,131,601 $44.5M Add +49.7%
PEP Pepsico Inc. 0.66% 284,644 $42.7M Add +3.6%
AWK American Water Works Co. Inc. 0.64% 279,463 $41.2M No change
MELI MercadoLibre Inc. 0.63% 21,021 $41.0M Reduce -1.6%
HCA HCA Healthcare Inc. 0.61% 113,140 $39.2M No change
BRK.B Berkshire Hathaway Inc. Class B 0.58% 70,167 $37.4M Reduce -0.0%
LNG Cheniere Energy Inc. 0.52% 145,493 $33.7M No change
IBKR Interactive Brokers Gro Class A 0.51% 197,541 $32.7M Reduce -1.8%
DHI D.R. Horton Inc. 0.51% 257,309 $32.7M Add +28.7%
NEM Newmont Corp. 0.50% 667,362 $32.2M Add +29.2%
GLD SPDR Gold Shares 0.32% 71,187 $20.5M Add +6.1%
AL Sumisho Air Lease Corp. filed as AIR LEASE CORP 0.28% 378,852 $18.3M New
SGOL Abrdn Physical Gold Shares 0.28% 612,260 $18.3M Add +0.3%
PWR Quanta Services Inc. 0.24% 60,674 $15.4M Add +18.1%
COST Costco Wholesale Corp. 0.20% 13,658 $12.9M Reduce -7.9%
RNR Renaissancere Holdings Ltd. 0.16% 42,926 $10.3M Add +6.9%
TPL Texas Pacific Land Corp. 0.15% 7,322 $9.7M No change
KO The Coca-Cola Co. 0.12% 111,087 $8.0M Reduce -12.9%
HTHT H World Group Ltd.-ADR 0.12% 201,669 $7.5M Add +9.7%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.10% 100,950 $6.7M Add +1.3%
COF Capital One Financial Corp. 0.10% 35,575 $6.4M New
GOOG Alphabet Inc. Class C 0.10% 39,399 $6.2M Add +2.4%
FTGC First Trust Global Tactical 0.08% 207,915 $5.3M Add +15.7%
FPA First Trust Asia Pac Ex-Japn 0.07% 160,930 $4.6M Add +13.7%
INFY Infosys Ltd.-SP ADR 0.07% 241,773 $4.4M Reduce -4.3%
XOM Exxon Mobil Corp. 0.04% 19,838 $2.4M No change
MA Mastercard Inc. Class A 0.04% 4,219 $2.3M Reduce -7.6%
BABA Alibaba Group Holding-SP ADR 0.03% 16,971 $2.2M Reduce -57.8%
NVDA Nvidia Corp. 0.03% 17,940 $2.0M Reduce -11.4%
CVX Chevron Corp. 0.03% 11,111 $1.9M Reduce -2.0%
HDB HDFC Bank Ltd.-ADR 0.03% 25,403 $1.7M Add +27.3%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.02% 21,525 $1.5M No change
UNP Union Pacific Corp. 0.02% 4,766 $1.1M No change
PG The Procter & Gamble Co. 0.02% 5,929 $1.0M Reduce -20.4%
LMT Lockheed Martin Corp. 0.01% 2,145 $958K Reduce -6.7%
VZ Verizon Communications Inc. 0.01% 20,492 $930K No change
DGRS Wisdomtree U.S. Smallcap Qua 0.01% 18,820 $909K No change
ICE Intercontinental Exchange Inc. 0.01% 5,267 $909K No change
MRK Merck & Co. Inc. 0.01% 9,891 $887K No change
WM Waste Management Inc. 0.01% 3,764 $871K No change
FNV Franco-Nevada Corp. 0.01% 5,308 $836K Reduce -1.8%
CRM Salesforce Inc. 0.01% 3,073 $824K No change
HD Home Depot Inc. 0.01% 1,905 $698K Reduce -22.7%
CRH CRH PLC 0.01% 7,715 $679K Add +239.0%
QQQ Invesco QQQ Trust Series 1 0.01% 1,422 $667K Reduce -18.4%
DXJ Wisdomtree Japan Hedged Eq 0.01% 5,818 $641K Reduce -11.4%
BAP Credicorp Ltd. 0.01% 3,200 $596K No change
AVY Avery Dennison Corp. 0.01% 2,940 $523K No change
CL Colgate-Palmolive Co. 0.01% 5,557 $521K Reduce -3.9%
SYK Stryker Corp. 0.01% 1,384 $515K Add +1.1%
SPGI S&P Global Inc. 0.01% 1,013 $515K Reduce -1.5%
DHR Danaher Corp. 0.01% 2,454 $503K No change
DOV Dover Corp. 0.01% 2,450 $431K No change
CP Canadian Pacific Kansas City 0.01% 6,033 $424K Add +13.7%
FKU First Trust United Kingdom 0.01% 9,835 $394K Reduce -22.4%
IWF iShares Russell 1000 Growth 0.01% 1,066 $385K No change
AVGO Broadcom Inc. 0.01% 2,180 $365K No change
IVV iShares Core S&P 500 ETF 0.01% 645 $362K Reduce -43.7%
ACN Accenture PLC Class A 0.01% 1,156 $361K No change
HON Honeywell International Inc. 0.01% 1,703 $361K Reduce -1.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.00% 2,428 $296K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.00% 6,532 $273K Add +5.0%
RTX RTX Corp. 0.00% 1,965 $260K New
C Citigroup Inc. 0.00% 3,550 $252K Reduce -89.0%
VIG Vanguard Dividend Apprec ETF 0.00% 1,161 $225K No change
GILD Gilead Sciences Inc. 0.00% 2,000 $224K New
AMGN Amgen Inc. 0.00% 714 $222K New
MCD McDonald's Corp. 0.00% 701 $219K No change

Show all 102 holdings

Portfolio Sells Q4 2024 → Q1 2025
GEV GE Vernova Inc. Reduce -19.0% 2.36% −0.87
TSM Taiwan Semiconductor-SP ADR Reduce -3.9% 2.16% −0.59
AXP American Express Co. Reduce -1.6% 3.22% −0.50
AAPL Apple Inc. Reduce -0.2% 1.61% −0.26
PLD Prologis Inc. Reduce -15.9% 0.74% −0.12
TMUS T-Mobile US Inc. Reduce -17.0% 2.35% −0.06
ORLY O'reilly Automotive Inc. Reduce -21.8% 0.70% −0.06
IBKR Interactive Brokers Gro Class A Reduce -1.8% 0.51% −0.06
C Citigroup Inc. Reduce -89.0% 0.00% −0.03
INFY Infosys Ltd.-SP ADR Reduce -4.3% 0.07% −0.02
BABA Alibaba Group Holding-SP ADR Reduce -57.8% 0.03% −0.02
COST Costco Wholesale Corp. Reduce -7.9% 0.20% −0.02
NVDA Nvidia Corp. Reduce -11.4% 0.03% −0.01
PFE Pfizer Inc. Sold out 0.00% −0.01
ADP Automatic Data Processing Sold out 0.00% −0.01
IVV iShares Core S&P 500 ETF Reduce -43.7% 0.01% −0.01
HD Home Depot Inc. Reduce -22.7% 0.01% −0.00
PG The Procter & Gamble Co. Reduce -20.4% 0.02% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -18.4% 0.01% −0.00
AZO AutoZone Inc. Sold out 0.00% −0.00
KO The Coca-Cola Co. Reduce -12.9% 0.12% −0.00
CAT Caterpillar Inc. Sold out 0.00% −0.00
NOW ServiceNow Inc. Sold out 0.00% −0.00
LMT Lockheed Martin Corp. Reduce -6.7% 0.01% −0.00
MA Mastercard Inc. Class A Reduce -7.6% 0.04% −0.00
FKU First Trust United Kingdom Reduce -22.4% 0.01% −0.00
DXJ Wisdomtree Japan Hedged Eq Reduce -11.4% 0.01% −0.00
HON Honeywell International Inc. Reduce -1.4% 0.01% −0.00
CL Colgate-Palmolive Co. Reduce -3.9% 0.01% −0.00
SPGI S&P Global Inc. Reduce -1.5% 0.01% −0.00
CVX Chevron Corp. Reduce -2.0% 0.03% +0.00
FNV Franco-Nevada Corp. Reduce -1.8% 0.01% +0.00
MELI MercadoLibre Inc. Reduce -1.6% 0.63% +0.06
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.0% 0.58% +0.07
YUMC Yum China Holdings Inc. Reduce -1.7% 3.22% +0.10
IBM Intl Business Machines Corp. Reduce -6.0% 3.70% +0.12
V Visa Inc. Class A Reduce -0.6% 4.92% +0.32

Portfolio Buys Q4 2024 → Q1 2025
CME Cme Group Inc. Add +4.5% 4.37% +0.60
MRSH Marsh & McLennan Cos Add +2.8% 4.55% +0.58
GE General Electric Add +2.1% 3.28% +0.52
LIN Linde PLC Add +23.7% 1.74% +0.44
UNH Unitedhealth Group Inc. Add +9.4% 3.89% +0.35
AL Sumisho Air Lease Corp. New 0.28% +0.28
SNPS Synopsys Inc. Add +24.8% 3.34% +0.22
NEM Newmont Corp. Add +29.2% 0.50% +0.19
SLB SLB Ltd. Add +5.2% 1.52% +0.16
VAL Valaris Ltd. Add +49.7% 0.69% +0.16
INTU Intuit Inc. Add +11.2% 2.78% +0.15
TEL Te Connectivity PLC Add +7.4% 3.47% +0.11
AIG American International Group Add +0.1% 0.75% +0.10
COF Capital One Financial Corp. New 0.10% +0.10
GEHC GE Healthcare Technology Add +11.7% 0.87% +0.09
TMO Thermo Fisher Scientific Inc. Add +9.7% 4.58% +0.09
DHI D.R. Horton Inc. Add +28.7% 0.51% +0.06
GLD SPDR Gold Shares Add +6.1% 0.32% +0.06
JPM JPMorgan Chase & Co. Add +4.0% 1.60% +0.05
QCOM Qualcomm Inc. Add +4.3% 3.82% +0.05
SGOL Abrdn Physical Gold Shares Add +0.3% 0.28% +0.04
HTHT H World Group Ltd.-ADR Add +9.7% 0.12% +0.02
FTGC First Trust Global Tactical Add +15.7% 0.08% +0.01
FPA First Trust Asia Pac Ex-Japn Add +13.7% 0.07% +0.01
CRH CRH PLC Add +239.0% 0.01% +0.01
HDB HDFC Bank Ltd.-ADR Add +27.3% 0.03% +0.01
RTX RTX Corp. New 0.00% +0.00
GILD Gilead Sciences Inc. New 0.00% +0.00
AMGN Amgen Inc. New 0.00% +0.00
EOG EOG Resources Inc. New 0.00% +0.00
CP Canadian Pacific Kansas City Add +13.7% 0.01% +0.00
SYK Stryker Corp. Add +1.1% 0.01% +0.00
RNR Renaissancere Holdings Ltd. Add +6.9% 0.16% +0.00
BAC Bank of America Corp. Add +5.0% 0.00% −0.00
PEP Pepsico Inc. Add +3.6% 0.66% −0.00
ZTS Zoetis Inc. Add +0.3% 0.86% −0.01
EL Estee Lauder Companies Class A Add +1.3% 0.10% −0.02
PWR Quanta Services Inc. Add +18.1% 0.24% −0.02
GOOG Alphabet Inc. Class C Add +2.4% 0.10% −0.02
VMC Vulcan Materials Co. Add +7.5% 0.77% −0.04
FERG Ferguson Enterprises Inc. Add +8.0% 2.71% −0.09
URI United Rentals Inc. Add +5.2% 2.19% −0.22
AMZN Amazon.com Inc. Add +11.7% 5.31% −0.33
AMD Advanced Micro Devices Add +1.5% 2.47% −0.47
MSFT Microsoft Corp. Add +6.7% 6.32% −0.53
GOOGL Alphabet Inc. Class A Add +7.0% 5.09% −0.91

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