Rothschild & Co Wealth Management UK Ltd Long-Term Concentrated

Location: London, United Kingdom

CIK: 0001784260 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 7, 2025

Total Value: $6.218B (100.0% shares, 0.0% debt)

Holdings (26)

AXP AMERICAN EXPRESS CO 15.4%
Value $961M Shares 2,891,753 Est. Cost $93.18 Unrealized +239.7%
MA MASTERCARD INCORPORATED 12.6%
Value $784M Shares 1,378,646 Est. Cost $277.95 Unrealized +106.3%
BKNG BOOKING HOLDINGS INC 12.4%
Value $768M Shares 142,276 Est. Cost $1950.16 Unrealized +185.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 11.9%
Value $739M Shares 1,469,913 Est. Cost $176.27 Unrealized +174.8%
DE DEERE & CO 8.8%
Value $547M Shares 1,196,643 Est. Cost $129.19 Unrealized +279.0%
MCO MOODYS CORP 8.6%
Value $535M Shares 1,122,423 Est. Cost $175.98 Unrealized +185.6%
SPGI S&P GLOBAL INC 8.2%
Value $512M Shares 1,051,068 Est. Cost $216.23 Unrealized +146.9%
CP CANADIAN PACIFIC KANSAS CITY 6.4%
Value $395M Shares 5,304,930 Est. Cost $77.57 Unrealized -1.7%
CMCSA COMCAST CORP NEW 5.7%
Value $356M Shares 11,327,445 Est. Cost $32.55 Unrealized +1.9%
TXN TEXAS INSTRS INC 3.9%
Value $240M Shares 1,307,580 Est. Cost $183.33 Unrealized +5.4%
CHTR CHARTER COMMUNICATIONS INC N 2.5%
Value $154M Shares 558,319 Est. Cost $352.20 Unrealized -14.2%
LBRDK LIBERTY BROADBAND CORP 1.0%
Value $59.94M Shares 943,409 Est. Cost $88.65 Unrealized -22.2%
CABO CABLE ONE INC 0.8%
Value $51.06M Shares 288,389 Est. Cost $825.74 Unrealized -81.8%
FOXA FOX CORP 0.4%
Value $24.04M Shares 381,216 Est. Cost $35.61 Unrealized +62.0%
W WAYFAIR INC 0.4%
Value $22.33M Shares 249,946 Est. Cost $41.60 Unrealized +76.1%
V VISA INC 0.4%
Value $21.84M Shares 63,971 Est. Cost $234.74 Unrealized +47.0%
EWU ISHARES TR 0.2%
Value $10.71M Shares 255,275 Est. Cost $34.10 Unrealized
RYAAY RYANAIR HOLDINGS PLC 0.1%
Value $8.857M Shares 147,074 Est. Cost $56.19 Unrealized
GLIBK GCI LIBERTY INC 0.1%
Value $6.942M Shares 186,269 Est. Cost $35.27 Unrealized 0.0%
AAXJ ISHARES TR 0.1%
Value $6.301M Shares 69,070 Est. Cost $73.02 Unrealized
CNI CANADIAN NATL RY CO 0.1%
Value $5.995M Shares 63,572 Est. Cost $105.95 Unrealized -9.4%
IVV ISHARES TR 0.1%
Value $3.299M Shares 4,929 Est. Cost $620.90 Unrealized
IEMG ISHARES INC 0.1%
Value $3.14M Shares 47,641 Est. Cost $54.83 Unrealized
LC LENDINGCLUB CORP 0.0%
Value $1.504M Shares 99,000 Est. Cost $14.44 Unrealized +5.1%
VOT VANGUARD INDEX FDS 0.0%
Value $1.129M Shares 3,842 Est. Cost $220.53 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $702K Shares 8,803 Est. Cost $77.50 Unrealized