W1M Investment Management Ltd

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 6, 2025), W1M Investment Management Ltd reported 105 stock positions worth $7.3 billion. Its top holding was Microsoft (MSFT) at 7.6% of the portfolio, followed by Amazon.com (AMZN, 5.8%) and Alphabet Class A (GOOGL, 5.3%). Compared with Q1 2025, it opened 6 new positions, sold out of 3, added to 43 and reduced 27. The biggest buy was Interactive Brokers Gro Class A (IBKR, shares +462%) and the biggest sale Qualcomm (QCOM, shares −50%).

Most Recent 13F
Q2 2026
Location
London, X0
CIK
0001344114
Portfolio Value
$7.3B (Q2 2025)
SEC Filing
0001140361-25-029062 ↗ filed Aug 6, 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 Q1 2025 Q2 2025: $7.3B $7.3B Q2 2025 Q3 2025: $7.8B Q3 2025 Q4 2025: $0 Q4 2025 Q2 2026: $0 Q2 2026

Holdings 105 stocks · $7.3B
MSFT Microsoft Corp. 7.61% 1,111,862 $552.8M Add +2.1%
AMZN Amazon.com Inc. 5.80% 1,920,920 $421.4M Add +6.6%
GOOGL Alphabet Inc. Class A 5.30% 2,182,426 $384.6M Add +2.6%
V Visa Inc. Class A 4.52% 925,413 $328.3M Add +2.1%
SNPS Synopsys Inc. 4.08% 578,299 $296.6M Add +15.0%
CME Cme Group Inc. 4.02% 1,060,307 $292.2M Reduce -0.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 3.90% 961,671 $283.3M Add +0.1%
MRSH Marsh & McLennan Cos 3.89% 1,292,140 $282.6M Add +7.2%
GE General Electric filed as GE AEROSPACE 3.73% 1,051,960 $270.6M Reduce -0.6%
TMO Thermo Fisher Scientific Inc. 3.71% 665,000 $269.5M Add +11.8%
TSM Taiwan Semiconductor-SP ADR 3.57% 1,144,501 $259.1M Add +36.3%
AMD Advanced Micro Devices 3.54% 1,812,231 $257.1M Add +16.9%
GEV GE Vernova Inc. 3.48% 478,452 $253.1M Reduce -4.1%
AXP American Express Co. 3.39% 772,767 $246.4M Reduce -0.1%
IBKR Interactive Brokers Gro Class A 3.39% 4,441,243 $246.1M Add +462.1%
FERG Ferguson Enterprises Inc. 3.36% 1,120,170 $244.0M Add +2.5%
INTU Intuit Inc. 3.20% 295,313 $232.6M Add +0.8%
YUMC Yum China Holdings Inc. 2.65% 4,312,378 $192.8M Add +7.9%
TEL Te Connectivity PLC 2.56% 1,102,661 $185.9M Reduce -30.5%
UNH Unitedhealth Group Inc. 2.48% 576,448 $179.7M Add +20.0%
URI United Rentals Inc. 2.41% 232,469 $175.2M Add +3.0%
JPM JPMorgan Chase & Co. 1.93% 483,447 $140.1M Add +14.8%
QCOM Qualcomm Inc. 1.74% 794,613 $126.5M Reduce -50.5%
AAPL Apple Inc. 1.26% 444,515 $91.2M Reduce -5.3%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 1.14% 2,460,644 $83.1M Add +4.9%
GEHC GE Healthcare Technology 1.08% 1,056,771 $78.3M Add +51.0%
VMC Vulcan Materials Co. 0.79% 220,153 $57.4M Add +3.9%
MELI MercadoLibre Inc. 0.77% 21,349 $55.8M Add +1.6%
ZTS Zoetis Inc. 0.73% 339,946 $53.0M Add +1.1%
AIG American International Group 0.68% 576,672 $49.3M Add +3.6%
PLD Prologis Inc. 0.62% 429,412 $45.1M No change
HCA HCA Healthcare Inc. 0.60% 113,306 $43.4M Add +0.1%
ORLY O'reilly Automotive Inc. 0.59% 477,920 $43.1M Add +1.1%
TMUS T-Mobile US Inc. 0.59% 179,382 $42.7M Reduce -68.5%
VAL Valaris Ltd. 0.56% 959,856 $40.4M Reduce -15.2%
NEM Newmont Corp. 0.55% 681,192 $39.7M Add +2.1%
AWK American Water Works Co. Inc. 0.54% 279,463 $38.9M No change
DHI D.R. Horton Inc. 0.52% 295,309 $38.1M Add +14.8%
LNG Cheniere Energy Inc. 0.49% 145,493 $35.4M No change
BRK.B Berkshire Hathaway Inc. Class B 0.44% 65,698 $31.9M Reduce -6.4%
PEP Pepsico Inc. 0.39% 214,780 $28.4M Reduce -24.5%
LIN Linde PLC 0.34% 52,127 $24.5M Reduce -78.4%
AL Sumisho Air Lease Corp. filed as AIR LEASE CORP 0.33% 405,769 $23.7M Add +7.1%
PWR Quanta Services Inc. 0.32% 60,674 $22.9M No change
GLD SPDR Gold Shares 0.30% 72,227 $22.0M Add +1.5%
SGOL Abrdn Physical Gold Shares 0.27% 624,960 $19.7M Add +2.1%
COF Capital One Financial Corp. 0.23% 79,271 $16.9M Add +122.8%
COST Costco Wholesale Corp. 0.19% 13,658 $13.5M No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.17% 151,575 $12.2M Add +50.1%
RNR Renaissancere Holdings Ltd. 0.15% 45,287 $11.0M Add +5.5%
TPL Texas Pacific Land Corp. 0.11% 7,322 $7.7M No change
HTHT H World Group Ltd.-ADR 0.10% 216,128 $7.3M Add +7.2%
GOOG Alphabet Inc. Class C 0.09% 38,032 $6.7M Reduce -3.5%
FPA First Trust Asia Pac Ex-Japn 0.08% 169,500 $6.0M Add +5.3%
FTGC First Trust Global Tactical 0.07% 214,725 $5.3M Add +3.3%
KO The Coca-Cola Co. 0.07% 66,773 $4.7M Reduce -39.9%
INFY Infosys Ltd.-SP ADR 0.05% 211,473 $3.9M Reduce -12.5%
NVDA Nvidia Corp. 0.04% 19,215 $3.0M Add +7.1%
MA Mastercard Inc. Class A 0.03% 4,169 $2.3M Reduce -1.2%
HDB HDFC Bank Ltd.-ADR 0.03% 25,200 $1.9M Reduce -0.8%
BABA Alibaba Group Holding-SP ADR 0.03% 16,971 $1.9M No change
XOM Exxon Mobil Corp. 0.03% 16,863 $1.8M Reduce -15.0%
CVX Chevron Corp. 0.02% 10,091 $1.4M Reduce -9.2%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.02% 16,700 $1.2M Reduce -22.4%
DAL Delta Air Lines Inc. 0.02% 22,500 $1.1M New
LEN Lennar Corp. Class A 0.01% 9,500 $1.1M New
DGRS Wisdomtree U.S. Smallcap Qua 0.01% 18,820 $1.0M No change
LMT Lockheed Martin Corp. 0.01% 2,145 $993K No change
ICE Intercontinental Exchange Inc. 0.01% 5,267 $966K No change
PG The Procter & Gamble Co. 0.01% 5,929 $944K No change
WM Waste Management Inc. 0.01% 4,073 $932K Add +8.2%
UNP Union Pacific Corp. 0.01% 4,001 $920K Reduce -16.1%
FNV Franco-Nevada Corp. 0.01% 5,308 $871K No change
VZ Verizon Communications Inc. 0.01% 20,042 $867K Reduce -2.2%
BA The Boeing Co. 0.01% 4,050 $848K New
CRM Salesforce Inc. 0.01% 3,073 $838K No change
QQQ Invesco QQQ Trust Series 1 0.01% 1,422 $784K No change
MRK Merck & Co. Inc. 0.01% 9,891 $782K No change
BAP Credicorp Ltd. 0.01% 3,200 $716K No change
CRH CRH PLC 0.01% 7,715 $708K No change
DXJ Wisdomtree Japan Hedged Eq 0.01% 5,978 $683K Add +2.8%
HD Home Depot Inc. 0.01% 1,805 $662K Reduce -5.3%
AVGO Broadcom Inc. 0.01% 2,180 $601K No change
DHR Danaher Corp. 0.01% 2,770 $547K Add +12.9%
FKU First Trust United Kingdom 0.01% 11,545 $540K Add +17.4%
SYK Stryker Corp. 0.01% 1,359 $537K Reduce -1.8%
CP Canadian Pacific Kansas City 0.01% 6,738 $534K Add +11.7%
SPGI S&P Global Inc. 0.01% 1,013 $534K No change
IVV iShares Core S&P 500 ETF 0.01% 820 $509K Add +27.1%
IWF iShares Russell 1000 Growth 0.01% 1,066 $452K No change
DOV Dover Corp. 0.01% 2,450 $449K No change
NFLX Netflix Inc. 0.01% 314 $420K New
CL Colgate-Palmolive Co. 0.01% 4,557 $414K Reduce -18.0%
AVY Avery Dennison Corp. 0.01% 2,340 $410K Reduce -20.4%
HON Honeywell International Inc. 0.01% 1,703 $397K No change
ACN Accenture PLC Class A 0.00% 1,151 $344K Reduce -0.4%
OXY Occidental Petroleum Corp. 0.00% 7,500 $315K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.00% 6,532 $309K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.00% 2,428 $300K No change
RTX RTX Corp. 0.00% 1,965 $287K No change
VIG Vanguard Dividend Apprec ETF 0.00% 1,161 $238K No change
GILD Gilead Sciences Inc. 0.00% 2,000 $222K No change
CAT Caterpillar Inc. 0.00% 562 $218K New
DTD Wisdomtree US Total Dividend 0.00% 2,670 $212K No change
MCD McDonald's Corp. 0.00% 701 $205K No change

Portfolio Sells Q1 2025 → Q2 2025
QCOM Qualcomm Inc. Reduce -50.5% 1.74% −2.07
TMUS T-Mobile US Inc. Reduce -68.5% 0.59% −1.76
LIN Linde PLC Reduce -78.4% 0.34% −1.40
TEL Te Connectivity PLC Reduce -30.5% 2.56% −0.91
AAPL Apple Inc. Reduce -5.3% 1.26% −0.36
CME Cme Group Inc. Reduce -0.4% 4.02% −0.35
PEP Pepsico Inc. Reduce -24.5% 0.39% −0.27
BRK.B Berkshire Hathaway Inc. Class B Reduce -6.4% 0.44% −0.14
VAL Valaris Ltd. Reduce -15.2% 0.56% −0.13
KO The Coca-Cola Co. Reduce -39.9% 0.07% −0.06
INFY Infosys Ltd.-SP ADR Reduce -12.5% 0.05% −0.01
XOM Exxon Mobil Corp. Reduce -15.0% 0.03% −0.01
CVX Chevron Corp. Reduce -9.2% 0.02% −0.01
WRB WR Berkley Corp. Reduce -22.4% 0.02% −0.01
UNP Union Pacific Corp. Reduce -16.1% 0.01% −0.00
C Citigroup Inc. Sold out 0.00% −0.00
MA Mastercard Inc. Class A Reduce -1.2% 0.03% −0.00
AMGN Amgen Inc. Sold out 0.00% −0.00
EOG EOG Resources Inc. Sold out 0.00% −0.00
VZ Verizon Communications Inc. Reduce -2.2% 0.01% −0.00
AVY Avery Dennison Corp. Reduce -20.4% 0.01% −0.00
CL Colgate-Palmolive Co. Reduce -18.0% 0.01% −0.00
GOOG Alphabet Inc. Class C Reduce -3.5% 0.09% −0.00
HD Home Depot Inc. Reduce -5.3% 0.01% −0.00
ACN Accenture PLC Class A Reduce -0.4% 0.00% −0.00
SYK Stryker Corp. Reduce -1.8% 0.01% −0.00
HDB HDFC Bank Ltd.-ADR Reduce -0.8% 0.03% +0.00
AXP American Express Co. Reduce -0.1% 3.39% +0.17
GE General Electric Reduce -0.6% 3.73% +0.45
GEV GE Vernova Inc. Reduce -4.1% 3.48% +1.13

Portfolio Buys Q1 2025 → Q2 2025
IBKR Interactive Brokers Gro Class A Add +462.1% 3.39% +2.88
TSM Taiwan Semiconductor-SP ADR Add +36.3% 3.57% +1.41
MSFT Microsoft Corp. Add +2.1% 7.61% +1.30
AMD Advanced Micro Devices Add +16.9% 3.54% +1.08
SNPS Synopsys Inc. Add +15.0% 4.08% +0.75
FERG Ferguson Enterprises Inc. Add +2.5% 3.36% +0.65
AMZN Amazon.com Inc. Add +6.6% 5.80% +0.49
INTU Intuit Inc. Add +0.8% 3.20% +0.42
JPM JPMorgan Chase & Co. Add +14.8% 1.93% +0.33
URI United Rentals Inc. Add +3.0% 2.41% +0.22
GOOGL Alphabet Inc. Class A Add +2.6% 5.30% +0.21
GEHC GE Healthcare Technology Add +51.0% 1.08% +0.20
IBM Intl Business Machines Corp. Add +0.1% 3.90% +0.20
COF Capital One Financial Corp. Add +122.8% 0.23% +0.13
MELI MercadoLibre Inc. Add +1.6% 0.77% +0.13
EL Estee Lauder Companies Class A Add +50.1% 0.17% +0.07
NEM Newmont Corp. Add +2.1% 0.55% +0.05
AL Sumisho Air Lease Corp. Add +7.1% 0.33% +0.04
VMC Vulcan Materials Co. Add +3.9% 0.79% +0.03
DHI D.R. Horton Inc. Add +14.8% 0.52% +0.02
DAL Delta Air Lines Inc. New 0.02% +0.02
LEN Lennar Corp. Class A New 0.01% +0.01
FPA First Trust Asia Pac Ex-Japn Add +5.3% 0.08% +0.01
BA The Boeing Co. New 0.01% +0.01
NVDA Nvidia Corp. Add +7.1% 0.04% +0.01
NFLX Netflix Inc. New 0.01% +0.01
OXY Occidental Petroleum Corp. New 0.00% +0.00
CAT Caterpillar Inc. New 0.00% +0.00
IVV iShares Core S&P 500 ETF Add +27.1% 0.01% +0.00
FKU First Trust United Kingdom Add +17.4% 0.01% +0.00
CP Canadian Pacific Kansas City Add +11.7% 0.01% +0.00
DHR Danaher Corp. Add +12.9% 0.01% −0.00
DXJ Wisdomtree Japan Hedged Eq Add +2.8% 0.01% −0.00
WM Waste Management Inc. Add +8.2% 0.01% −0.00
RNR Renaissancere Holdings Ltd. Add +5.5% 0.15% −0.01
HCA HCA Healthcare Inc. Add +0.1% 0.60% −0.01
FTGC First Trust Global Tactical Add +3.3% 0.07% −0.01
SGOL Abrdn Physical Gold Shares Add +2.1% 0.27% −0.01
GLD SPDR Gold Shares Add +1.5% 0.30% −0.01
HTHT H World Group Ltd.-ADR Add +7.2% 0.10% −0.01
AIG American International Group Add +3.6% 0.68% −0.07
ORLY O'reilly Automotive Inc. Add +1.1% 0.59% −0.11
ZTS Zoetis Inc. Add +1.1% 0.73% −0.13
SLB SLB Ltd. Add +4.9% 1.14% −0.37
V Visa Inc. Class A Add +2.1% 4.52% −0.40
YUMC Yum China Holdings Inc. Add +7.9% 2.65% −0.57
MRSH Marsh & McLennan Cos Add +7.2% 3.89% −0.66
TMO Thermo Fisher Scientific Inc. Add +11.8% 3.71% −0.87
UNH Unitedhealth Group Inc. Add +20.0% 2.48% −1.42

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