Rothschild & Co Wealth Management UK Ltd Long-Term Concentrated

Location: London, United Kingdom

CIK: 0001784260 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 25, 2023

Total Value: $5.678B (100.0% shares, 0.0% debt)

Holdings (33)

BRK/B BERKSHIRE HATHAWAY INC DEL 12.9%
Value $730M Shares 2,083,233 Est. Cost $155.82 Unrealized +127.7%
MA MASTERCARD INCORPORATED 10.2%
Value $579M Shares 1,462,744 Est. Cost $260.99 Unrealized +51.8%
MCO MOODYS CORP 9.4%
Value $536M Shares 1,693,940 Est. Cost $165.78 Unrealized +101.4%
AXP AMERICAN EXPRESS CO 9.4%
Value $533M Shares 3,572,743 Est. Cost $84.37 Unrealized +88.3%
SPGI S&P GLOBAL INC 9.0%
Value $510M Shares 1,394,354 Est. Cost $206.06 Unrealized +87.3%
CMCSA COMCAST CORP NEW 8.5%
Value $480M Shares 10,827,078 Est. Cost $32.43 Unrealized +28.0%
BKNG BOOKING HOLDINGS INC 8.1%
Value $462M Shares 149,902 Est. Cost $1734.92 Unrealized +71.7%
DE DEERE & CO 7.6%
Value $433M Shares 1,146,220 Est. Cost $114.61 Unrealized +247.2%
MSFT MICROSOFT CORP 6.8%
Value $387M Shares 1,224,953 Est. Cost $256.41 Unrealized +26.6%
CP CANADIAN PACIFIC KANSAS CITY 6.2%
Value $355M Shares 4,766,995 Est. Cost $77.76 Unrealized +0.3%
CHTR CHARTER COMMUNICATIONS INC N 4.1%
Value $235M Shares 535,199 Est. Cost $354.33 Unrealized +17.3%
CABO CABLE ONE INC 3.0%
Value $172M Shares 279,010 Est. Cost $855.16 Unrealized -26.6%
RYAAY RYANAIR HOLDINGS PLC 1.8%
Value $102M Shares 1,053,419 Est. Cost $72.98 Unrealized
LBRDK LIBERTY BROADBAND CORP 1.4%
Value $77.81M Shares 852,082 Est. Cost $89.22 Unrealized -6.4%
QQQE DIREXION SHS ETF TR 0.2%
Value $12.32M Shares 164,770 Est. Cost $72.24 Unrealized
W WAYFAIR INC 0.2%
Value $11.95M Shares 197,267 Est. Cost $40.02 Unrealized +73.7%
V VISA INC 0.2%
Value $11.82M Shares 51,387 Est. Cost $214.13 Unrealized +10.3%
FOXA FOX CORP 0.2%
Value $9.558M Shares 306,362 Est. Cost $33.35 Unrealized -4.4%
WFC WELLS FARGO CO NEW 0.2%
Value $9.366M Shares 229,217 Est. Cost $38.21 Unrealized +6.5%
URTH ISHARES INC 0.1%
Value $6.814M Shares 56,704 Est. Cost $113.20 Unrealized
EWU ISHARES TR 0.1%
Value $6.322M Shares 199,817 Est. Cost $32.18 Unrealized
AAXJ ISHARES TR 0.1%
Value $4.447M Shares 70,038 Est. Cost $72.07 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value $3.614M Shares 54,030 Est. Cost $68.78 Unrealized
IVV ISHARES TR 0.0%
Value $2.839M Shares 6,611 Est. Cost $230.84 Unrealized
IEMG ISHARES INC 0.0%
Value $2.232M Shares 46,896 Est. Cost $47.59 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $1.131M Shares 28,840 Est. Cost $41.80 Unrealized
EEM ISHARES TR 0.0%
Value $1.066M Shares 28,100 Est. Cost $42.71 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value $1.063M Shares 2 Est. Cost $175515.22 Unrealized +207.1%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $991K Shares 17,112 Est. Cost $52.03 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value $619K Shares 1,575 Est. Cost $366.97 Unrealized
LC LENDINGCLUB CORP 0.0%
Value $604K Shares 99,000 Est. Cost $14.44 Unrealized -46.2%
ESGE ISHARES INC 0.0%
Value $271K Shares 8,938 Est. Cost $32.91 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value $219K Shares 4,342 Est. Cost $49.79 Unrealized