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Rothschild & Co Wealth Management UK Ltd
kapitalforvalter · portefølje $7.17 mia. · 25 positioner · rapport pr. 30.09.2026
Aktiepositioner rapport for 30.09.2026, indsendt 20.10.2026; ændring — mod 30.06.2026 · 28
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| American Express Company US:AXP | 2 818 668 | $857 mio. | 11.96% | −19 552 |
| Mastercard Inc US:MA | 1 337 341 | $738 mio. | 10.29% | −11 937 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 1 447 532 | $721 mio. | 10.06% | −10 980 |
| Booking Holdings Inc US:BKNG | 4 265 772 | $695 mio. | 9.70% | −24 651 |
| Deere & Company US:DE | 990 042 | $665 mio. | 9.28% | −173 455 |
| Sunbelt Rentals Holdings, In… US:SUNB | 8 645 687 | $633 mio. | 8.83% | −8 142 |
| LINDE PLC CUSIP G54950103 | 1 119 399 | $531 mio. | 7.41% | ny |
| S&P Global Inc US:SPGI | 1 327 079 | $523 mio. | 7.30% | −7 122 |
| Moodys Corporation US:MCO | 1 098 248 | $499 mio. | 6.96% | −6 687 |
| Canadian Pacific Kansas City… US:CP | 5 156 683 | $439 mio. | 6.12% | −66 682 |
| Texas Instruments Incorporat… US:TXN | 1 288 313 | $361 mio. | 5.03% | −49 |
| Comcast Holdings Corp US:CMCSA | 11 245 630 | $245 mio. | 3.41% | −56 952 |
| Charter Communications Inc US:CHTR | 782 766 | $86.8 mio. | 1.21% | +212 328 |
| Heico Corporation US:HEI-A | 237 578 | $54.2 mio. | 0.76% | ny |
| Wayfair Inc US:W | 377 434 | $38.7 mio. | 0.54% | +26 631 |
| Visa Inc. Class A US:V | 97 012 | $34.9 mio. | 0.49% | +6 893 |
| iShares MSCI United Kingdom… US:EWU · ETF | 264 370 | $12.3 mio. | 0.17% | +90 986 |
| Canadian National Railway Co… US:CNI | 96 121 | $11.4 mio. | 0.16% | +4 132 |
| Ryanair Holdings PLC ADR US:RYAAY · depotbevis | 105 956 | $5.83 mio. | 0.08% | −5 391 |
| iShares MSCI All Country Asi… US:AAXJ · ETF | 44 713 | $5.21 mio. | 0.07% | — |
| Direxion NASDAQ-100 Equal We… US:QQQE · ETF | 39 063 | $4.69 mio. | 0.07% | ny |
| iShares Core S&P 500 ETF US:IVV · ETF | 4 929 | $3.77 mio. | 0.05% | — |
| iShares Core MSCI Emerging M… US:IEMG · ETF | 26 635 | $2.16 mio. | 0.03% | −3 717 |
| Vanguard FTSE Europe Index F… US:VGK · ETF | 8 666 | $752 t. | 0.01% | — |
| GCI Liberty, Inc. - Series A… US:GLIBK | 31 645 | $734 t. | 0.01% | −218 372 |
| Cable One Inc US:CABO | 0 (var 276 585) | — | — | solgt |
| LIBERTY BROADBAND CORP CUSIP 530307305 | 0 (var 923 428) | — | — | solgt |
| Versant Media Group, Inc. US:VSNT | 0 (var 442 333) | — | — | solgt |
I virksomheder i vores database 1
| Selskab | Andel | Aktier | Rapportdato |
|---|---|---|---|
| Sunbelt Rentals Holdings, In… | 2.11% | 8 653 829 | 2026-06-30 |
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