Rothschild & Co Wealth Management UK Ltd Long-Term Concentrated

Location: London, United Kingdom

CIK: 0001784260 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Dec 2, 2019

Total Value: $4.794B

Holdings (78)

BRK/B BERKSHIRE HATHAWAY INC DEL 11.0%
Value $528M Shares 2,475,210 Est. Cost $131.74 Unrealized +57.1%
AXP AMERICAN EXPRESS CO 10.1%
Value $482M Shares 3,908,351 Est. Cost $69.35 Unrealized +55.0%
WFC WELLS FARGO CO NEW 8.3%
Value $398M Shares 8,411,906 Est. Cost $38.46 Unrealized +1.6%
MCO MOODYS CORP 7.8%
Value $376M Shares 1,923,126 Est. Cost $135.84 Unrealized +32.1%
SPGI S&P GLOBAL INC 7.6%
Value $365M Shares 1,600,229 Est. Cost $172.31 Unrealized +19.9%
DE DEERE & CO 7.1%
Value $340M Shares 2,050,021 Est. Cost $79.65 Unrealized +77.6%
CMCSA Comcast Corp 6.4%
Value $306M Shares 7,231,415 Est. Cost $29.32 Unrealized +21.2%
CMCSA COMCAST CORP NEW 6.4%
Value $305M Shares 7,216,642 Est. Cost $29.32 Unrealized +21.2%
MIDD MIDDLEBY CORP 5.3%
Value $252M Shares 1,858,147 Est. Cost $115.38 Unrealized +16.5%
FOXA Fox Corp 4.7%
Value $226M Shares 6,167,463 Est. Cost $35.27 Unrealized -4.9%
FOXA FOX CORP 4.7%
Value $226M Shares 6,154,595 Est. Cost $35.27 Unrealized -4.9%
CABO Cable One Inc 3.9%
Value $187M Shares 159,666 Est. Cost $639.80 Unrealized +57.0%
CABO CABLE ONE INC 3.9%
Value $186M Shares 158,562 Est. Cost $639.80 Unrealized +57.0%
CHTR Charter Communications Inc 3.3%
Value $159M Shares 403,454 Est. Cost $311.72 Unrealized +20.2%
CHTR CHARTER COMMUNICATIONS INC N 3.3%
Value $158M Shares 400,120 Est. Cost $311.72 Unrealized +20.2%
MA MASTERCARD INC 2.8%
Value $134M Shares 505,976 Est. Cost $190.92 Unrealized +26.4%
LBRDK LIBERTY BROADBAND CORP 1.5%
Value $72.74M Shares 697,985 Est. Cost $83.17 Unrealized +11.0%
RYAAY RYANAIR HLDGS PLC 1.3%
Value $62.62M Shares 976,240 Est. Cost $76.20 Unrealized
IWM ISHARES TR 0.1%
Value $3.064M Shares 19,702 Est. Cost $124.50 Unrealized
META Facebook Inc 0.1%
Value $2.891M Shares 14,978 Est. Cost $181.44 Unrealized 0.0%
EWU ISHARES TR 0.1%
Value $2.612M Shares 80,832 Est. Cost $32.11 Unrealized
URTH ISHARES INC 0.0%
Value $2.17M Shares 23,846 Est. Cost $82.97 Unrealized
GLD SPDR GOLD TRUST 0.0%
Value $1.769M Shares 13,280 Est. Cost $128.68 Unrealized
IVV ISHARES TR 0.0%
Value $1.643M Shares 5,573 Est. Cost $193.60 Unrealized
EEM ISHARES TR 0.0%
Value $1.633M Shares 38,048 Est. Cost $39.73 Unrealized
LENDINGCLUB CORP 0.0%
Value $1.624M Shares 495,000 Est. Cost $8.30 Unrealized
AAXJ ISHARES TR 0.0%
Value $1.455M Shares 20,854 Est. Cost $64.26 Unrealized
EZU ISHARES INC 0.0%
Value $1.42M Shares 35,885 Est. Cost $39.59 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $1.399M Shares 25,489 Est. Cost $53.87 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value $1.251M Shares 26,500 Est. Cost $47.21 Unrealized
TS TENARIS S A 0.0%
Value $1.141M Shares 43,350 Est. Cost $26.32 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value $1.036M Shares 9,268 Est. Cost $92.02 Unrealized 0.0%
GOOGL Alphabet Inc 0.0%
Value $989K Shares 913 Est. Cost $57.46 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value $955K Shares 3 Est. Cost $175515.22 Unrealized +77.1%
MRK MERCK & CO INC 0.0%
Value $309K Shares 3,690 Est. Cost $62.14 Unrealized 0.0%
XYL XYLEM INC 0.0%
Value $293K Shares 3,500 Est. Cost $73.59 Unrealized 0.0%
GOOG Alphabet Inc 0.0%
Value $275K Shares 254 Est. Cost $57.26 Unrealized 0.0%
CRM SALESFORCE COM INC 0.0%
Value $273K Shares 1,800 Est. Cost $154.83 Unrealized 0.0%
SYF SYNCHRONY FINL 0.0%
Value $247K Shares 7,132 Est. Cost $28.74 Unrealized 0.0%
T AT&T INC 0.0%
Value $240K Shares 7,161 Est. Cost $10.85 Unrealized +38.9%
T AT&T Inc 0.0%
Value $240K Shares 7,161 Est. Cost $10.85 Unrealized +38.9%
D Dominion Energy Inc 0.0%
Value $233K Shares 3,013 Est. Cost $41.45 Unrealized +37.1%
D DOMINION ENERGY INC 0.0%
Value $233K Shares 3,013 Est. Cost $41.45 Unrealized +37.1%
PM PHILIP MORRIS INTL INC 0.0%
Value $230K Shares 2,927 Est. Cost $44.74 Unrealized +30.2%
MO Altria Group Inc 0.0%
Value $207K Shares 4,365 Est. Cost $19.57 Unrealized +58.0%
MO ALTRIA GROUP INC 0.0%
Value $207K Shares 4,365 Est. Cost $19.57 Unrealized +58.0%
TOTAL S A 0.0%
Value $200K Shares 3,602 Est. Cost $49.62 Unrealized
V VISA INC 0.0%
Value $179K Shares 1,030 Est. Cost $140.95 Unrealized +10.9%
MMM 3M Co 0.0%
Value $156K Shares 900 Est. Cost $120.63 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value $140K Shares 628 Est. Cost $15.56 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.0%
Value $138K Shares 988 Est. Cost $74.48 Unrealized +54.1%
TABLEAU SOFTWARE INC 0.0%
Value $124K Shares 744 Est. Cost $166.67 Unrealized
BABA ALIBABA GROUP HOLDING LTD 0.0%
Value $109K Shares 642 Est. Cost $169.78 Unrealized
Arconic Inc 0.0%
Value $99,000 Shares 3,840 Est. Cost $25.78 Unrealized
INCY Incyte Corp 0.0%
Value $85,000 Shares 1,000 Est. Cost $80.26 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $84,000 Shares 1,474 Est. Cost $40.03 Unrealized 0.0%
INTL FCSTONE INC 0.0%
Value $72,000 Shares 1,825 Est. Cost $39.45 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value $67,000 Shares 3,240 Est. Cost $20.68 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value $60,000 Shares 2,190 Est. Cost $27.40 Unrealized
BAC BANK AMER CORP 0.0%
Value $44,000 Shares 1,500 Est. Cost $24.50 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.0%
Value $36,000 Shares 331 Est. Cost $56.51 Unrealized +60.1%
HPQ HP Inc 0.0%
Value $33,000 Shares 1,575 Est. Cost $15.72 Unrealized 0.0%
NKE NIKE INC 0.0%
Value $33,000 Shares 399 Est. Cost $49.27 Unrealized +56.5%
COP ConocoPhillips 0.0%
Value $27,000 Shares 450 Est. Cost $49.24 Unrealized 0.0%
ZENDESK INC 0.0%
Value $25,000 Shares 282 Est. Cost $88.65 Unrealized
RNG RINGCENTRAL INC 0.0%
Value $24,000 Shares 210 Est. Cost $115.27 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value $22,000 Shares 194 Est. Cost $110.58 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.0%
Value $21,000 Shares 516 Est. Cost $63.35 Unrealized -46.9%
UNITED TECHNOLOGIES CORP 0.0%
Value $19,000 Shares 145 Est. Cost $112.51 Unrealized
NFLX NETFLIX INC 0.0%
Value $15,000 Shares 42 Est. Cost $36.08 Unrealized 0.0%
RUBICON PROJ INC 0.0%
Value $10,000 Shares 1,517 Est. Cost $6.59 Unrealized
NVDA NVIDIA CORP 0.0%
Value $10,000 Shares 63 Est. Cost $4.12 Unrealized 0.0%
CHINA MOBILE LIMITED 0.0%
Value $8,000 Shares 1,440 Est. Cost $5.56 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value $7,000 Shares 244 Est. Cost $24.21 Unrealized 0.0%
AAPL APPLE INC 0.0%
Value $5,000 Shares 24 Est. Cost $26.16 Unrealized +78.3%
VANECK VECTORS ETF TR 0.0%
Value $5,000 Shares 200 Est. Cost $25.00 Unrealized
TUPPERWARE BRANDS CORP 0.0%
Value $2,000 Shares 100 Est. Cost $80.00 Unrealized
NMR NOMURA HLDGS INC 0.0%
Value $0 Shares 4,560 Est. Cost Unrealized