Rothschild & Co Wealth Management UK Ltd Long-Term Concentrated

Location: London, United Kingdom

CIK: 0001784260 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 31, 2024

Total Value: $5.871B (100.0% shares, 0.0% debt)

Holdings (33)

AXP AMERICAN EXPRESS CO 14.1%
Value $829M Shares 3,580,102 Est. Cost $84.37 Unrealized +169.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 13.7%
Value $805M Shares 1,979,614 Est. Cost $159.62 Unrealized +156.0%
MCO MOODYS CORP 11.4%
Value $668M Shares 1,585,783 Est. Cost $165.78 Unrealized +137.1%
MA MASTERCARD INCORPORATED 11.0%
Value $648M Shares 1,467,807 Est. Cost $260.99 Unrealized +73.0%
BKNG BOOKING HOLDINGS INC 10.2%
Value $596M Shares 150,484 Est. Cost $1765.45 Unrealized +107.0%
SPGI S&P GLOBAL INC 9.8%
Value $577M Shares 1,293,564 Est. Cost $206.06 Unrealized +105.7%
DE DEERE & CO 7.3%
Value $429M Shares 1,147,607 Est. Cost $114.61 Unrealized +232.0%
CMCSA COMCAST CORP NEW 7.2%
Value $423M Shares 10,809,978 Est. Cost $32.43 Unrealized +14.5%
CP CANADIAN PACIFIC KANSAS CITY 6.6%
Value $387M Shares 4,917,456 Est. Cost $77.57 Unrealized +3.7%
CHTR CHARTER COMMUNICATIONS INC N 2.8%
Value $163M Shares 545,919 Est. Cost $352.13 Unrealized -22.5%
RYAAY RYANAIR HOLDINGS PLC 1.9%
Value $114M Shares 978,482 Est. Cost $73.92 Unrealized
CABO CABLE ONE INC 1.8%
Value $103M Shares 291,209 Est. Cost $832.60 Unrealized -55.4%
LBRDK LIBERTY BROADBAND CORP 0.8%
Value $45.5M Shares 829,981 Est. Cost $89.22 Unrealized -45.8%
QQQE DIREXION SHS ETF TR 0.2%
Value $14.38M Shares 162,089 Est. Cost $72.48 Unrealized
V VISA INC 0.2%
Value $14.29M Shares 54,450 Est. Cost $217.64 Unrealized +24.4%
FOXA FOX CORP 0.2%
Value $11.19M Shares 325,545 Est. Cost $33.03 Unrealized -2.7%
W WAYFAIR INC 0.2%
Value $11.14M Shares 211,289 Est. Cost $41.28 Unrealized +43.8%
EWU ISHARES TR 0.1%
Value $8.312M Shares 238,309 Est. Cost $32.79 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value $4.008M Shares 54,030 Est. Cost $68.78 Unrealized
AAXJ ISHARES TR 0.1%
Value $3.226M Shares 44,824 Est. Cost $72.07 Unrealized
IVV ISHARES TR 0.0%
Value $2.697M Shares 4,929 Est. Cost $230.84 Unrealized
ACWI ISHARES TR 0.0%
Value $2.385M Shares 21,218 Est. Cost $110.17 Unrealized
IEMG ISHARES INC 0.0%
Value $1.985M Shares 37,087 Est. Cost $47.59 Unrealized
URTH ISHARES INC 0.0%
Value $1.466M Shares 9,941 Est. Cost $113.20 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $1.262M Shares 28,840 Est. Cost $41.80 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value $1.224M Shares 2 Est. Cost $175515.22 Unrealized +251.2%
EEM ISHARES TR 0.0%
Value $1.197M Shares 28,100 Est. Cost $42.71 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $1.143M Shares 17,112 Est. Cost $52.03 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value $1.068M Shares 4,652 Est. Cost $219.57 Unrealized
LC LENDINGCLUB CORP 0.0%
Value $838K Shares 99,000 Est. Cost $14.44 Unrealized -40.8%
VOO VANGUARD INDEX FDS 0.0%
Value $788K Shares 1,575 Est. Cost $366.97 Unrealized
ESGE ISHARES INC 0.0%
Value $300K Shares 8,938 Est. Cost $32.91 Unrealized
VSGX VANGUARD WORLD FD 0.0%
Value $249K Shares 4,342 Est. Cost $49.79 Unrealized