Rothschild & Co Wealth Management UK Ltd Long-Term Concentrated

Location: London, United Kingdom

CIK: 0001784260 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 28, 2026

Total Value: $6.359B (100.0% shares, 0.0% debt)

Holdings (25)

AXP AMERICAN EXPRESS CO 16.9%
Value $1.075B Shares 2,906,722 Est. Cost $93.18 Unrealized +283.1%
MA MASTERCARD INCORPORATED 12.4%
Value $789M Shares 1,382,548 Est. Cost $277.95 Unrealized +101.1%
BKNG BOOKING HOLDINGS INC 12.1%
Value $766M Shares 143,119 Est. Cost $1950.16 Unrealized +163.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 11.7%
Value $742M Shares 1,477,131 Est. Cost $176.27 Unrealized +182.3%
MCO MOODYS CORP 9.0%
Value $571M Shares 1,117,251 Est. Cost $175.98 Unrealized +176.9%
DE DEERE & CO 8.8%
Value $561M Shares 1,204,248 Est. Cost $129.19 Unrealized +262.0%
SPGI S&P GLOBAL INC 8.7%
Value $555M Shares 1,062,338 Est. Cost $219.18 Unrealized +125.5%
CP CANADIAN PACIFIC KANSAS CITY 6.2%
Value $394M Shares 5,353,188 Est. Cost $77.57 Unrealized -5.1%
CMCSA COMCAST CORP NEW 5.4%
Value $341M Shares 11,422,930 Est. Cost $32.55 Unrealized -12.3%
TXN TEXAS INSTRS INC 3.6%
Value $229M Shares 1,320,114 Est. Cost $183.33 Unrealized -6.9%
CHTR CHARTER COMMUNICATIONS INC N 1.9%
Value $118M Shares 566,591 Est. Cost $350.34 Unrealized -35.8%
LBRDK LIBERTY BROADBAND CORP 0.7%
Value $46.32M Shares 953,079 Est. Cost $88.28 Unrealized -41.1%
CABO CABLE ONE INC 0.5%
Value $32.37M Shares 286,861 Est. Cost $825.74 Unrealized -83.5%
FOXA FOX CORP 0.5%
Value $29.92M Shares 409,427 Est. Cost $37.66 Unrealized +73.5%
W WAYFAIR INC 0.4%
Value $26.42M Shares 263,147 Est. Cost $44.34 Unrealized +116.9%
V VISA INC 0.4%
Value $23.72M Shares 67,639 Est. Cost $240.47 Unrealized +41.5%
EWU ISHARES TR 0.2%
Value $12.28M Shares 279,162 Est. Cost $34.94 Unrealized
GLIBK GCI LIBERTY INC 0.2%
Value $9.569M Shares 257,163 Est. Cost $35.22 Unrealized -0.4%
RYAAY RYANAIR HOLDINGS PLC 0.1%
Value $8.237M Shares 114,095 Est. Cost $56.19 Unrealized
CNI CANADIAN NATL RY CO 0.1%
Value $6.738M Shares 68,163 Est. Cost $105.29 Unrealized -8.7%
AAXJ ISHARES TR 0.1%
Value $5.353M Shares 57,486 Est. Cost $73.02 Unrealized
IEMG ISHARES INC 0.1%
Value $5.223M Shares 77,701 Est. Cost $59.62 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value $4.693M Shares 56,134 Est. Cost $82.65 Unrealized
IVV ISHARES TR 0.1%
Value $3.376M Shares 4,929 Est. Cost $620.90 Unrealized
LC LENDINGCLUB CORP 0.0%
Value $1.875M Shares 99,000 Est. Cost $14.44 Unrealized +22.3%