Waverton Investment Management Ltd 13F Holdings · last filed Q3 2025
Waverton Investment Management Ltd reported 101 securities worth $7.77B in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: MSFT (7.26%), GOOGL (6.09%), AMZN (5.50%). Among its top 25 positions this quarter: 17 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $563.8M | 7.26% | 1.1M | Trimmed |
| 2 | GOOGL | ALPHABET INC | $473.0M | 6.09% | 1.9M | Trimmed |
| 3 | AMZN | AMAZON COM INC | $427.0M | 5.50% | 1.9M | Added |
| 4 | V | VISA INC | $382.6M | 4.92% | 1.1M | Added |
| 5 | GE | GE AEROSPACE | $342.1M | 4.40% | 1.1M | Added |
| 6 | IBKR | INTERACTIVE BROKERS GROUP IN | $338.8M | 4.36% | 4.9M | Added |
| 7 | TMO | THERMO FISHER SCIENTIFIC INC | $335.0M | 4.31% | 691,342 | Added |
| 8 | FERG | FERGUSON ENTERPRISES INC | $328.9M | 4.23% | 1.5M | Added |
| 9 | MRSH | MARSH & MCLENNAN COS INC | $314.6M | 4.05% | 1.6M | Added |
| 10 | CME | CME GROUP INC | $312.3M | 4.02% | 1.2M | Added |
| 11 | AMD | ADVANCED MICRO DEVICES INC | $281.0M | 3.62% | 1.7M | Trimmed |
| 12 | IBM | INTERNATIONAL BUSINESS MACHS | $280.4M | 3.61% | 993,743 | Added |
| 13 | SNPS | SYNOPSYS INC | $275.4M | 3.54% | 557,699 | Trimmed |
| 14 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $268.0M | 3.45% | 959,934 | Trimmed |
| 15 | GEV | GE VERNOVA INC | $258.5M | 3.33% | 420,437 | Trimmed |
| 16 | ICE | INTERCONTINENTAL EXCHANGE IN | $257.2M | 3.31% | 1.5M | Added |
| 17 | COF | CAPITAL ONE FINL CORP | $251.3M | 3.23% | 1.2M | Added |
| 18 | UNH | UNITEDHEALTH GROUP INC | $249.9M | 3.22% | 723,673 | Added |
| 19 | URI | UNITED RENTALS INC | $226.5M | 2.91% | 237,044 | Added |
| 20 | INTU | INTUIT | $225.4M | 2.90% | 330,193 | Added |
| 21 | YUMC | YUM CHINA HLDGS INC | $208.2M | 2.68% | 4.9M | Added |
| 22 | QCOM | QUALCOMM INC | $105.7M | 1.36% | 635,109 | Trimmed |
| 23 | SLB | SCHLUMBERGER LTD | $84.7M | 1.09% | 2.5M | Added |
| 24 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $81.6M | 1.05% | 1.1M | Added |
| 25 | JPM | JPMORGAN CHASE & CO. | $80.6M | 1.04% | 255,476 | Trimmed |
Source: SEC Form 13F filings · as of 2025-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR