Rothschild & Co Wealth Management UK Ltd Long-Term Concentrated

Location: London, United Kingdom

CIK: 0001784260 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 8, 2026

Total Value: $6.534B (100.0% shares, 0.0% debt)

Holdings (25)

AXP AMERICAN EXPRESS CO 13.2%
Value $860M Shares 2,844,158 Est. Cost $93.18 Unrealized +282.2%
BKNG BOOKING HOLDINGS INC 11.1%
Value $724M Shares 171,900 Est. Cost $2424.25 Unrealized +97.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 10.8%
Value $703M Shares 1,466,548 Est. Cost $176.27 Unrealized +180.0%
MA MASTERCARD INCORPORATED 10.3%
Value $676M Shares 1,352,607 Est. Cost $277.95 Unrealized +93.9%
DE DEERE & CO 10.3%
Value $673M Shares 1,194,008 Est. Cost $129.19 Unrealized +326.8%
SPGI S&P GLOBAL INC 8.7%
Value $571M Shares 1,342,430 Est. Cost $274.70 Unrealized +76.6%
SUNB SUNBELT RENTALS HOLDINGS INC 8.2%
Value $534M Shares 8,511,833 Est. Cost $62.78 Unrealized
MCO MOODYS CORP 7.4%
Value $484M Shares 1,108,934 Est. Cost $175.98 Unrealized +178.2%
CP CANADIAN PACIFIC KANSAS CITY 6.3%
Value $414M Shares 5,264,204 Est. Cost $77.57 Unrealized -0.4%
CMCSA COMCAST CORP NEW 5.1%
Value $330M Shares 11,493,697 Est. Cost $32.55 Unrealized -8.4%
TXN TEXAS INSTRS INC 4.0%
Value $260M Shares 1,340,229 Est. Cost $183.67 Unrealized +12.3%
CHTR CHARTER COMMUNICATIONS INC 1.9%
Value $122M Shares 563,266 Est. Cost $350.34 Unrealized -39.0%
LBRDK LIBERTY BROADBAND CORP 0.7%
Value $47.12M Shares 936,848 Est. Cost $88.28 Unrealized -43.6%
CABO CABLE ONE INC 0.4%
Value $25.55M Shares 280,084 Est. Cost $825.74 Unrealized -88.5%
V VISA INC 0.4%
Value $23.14M Shares 76,565 Est. Cost $250.81 Unrealized +31.2%
W WAYFAIR INC 0.3%
Value $22.4M Shares 297,817 Est. Cost $50.75 Unrealized +95.9%
VSNT VERSANT MEDIA GROUP INC 0.3%
Value $16.59M Shares 448,199 Est. Cost $32.14 Unrealized 0.0%
EWU ISHARES TR 0.2%
Value $10.64M Shares 233,567 Est. Cost $34.94 Unrealized
GLIBK GCI LIBERTY INC 0.1%
Value $9.434M Shares 253,536 Est. Cost $35.22 Unrealized +8.3%
CNI CANADIAN NATL RY CO 0.1%
Value $7.944M Shares 77,296 Est. Cost $104.92 Unrealized -2.7%
RYAAY RYANAIR HOLDINGS PLC 0.1%
Value $6.511M Shares 112,652 Est. Cost $56.19 Unrealized
AAXJ ISHARES TR 0.1%
Value $4.85M Shares 50,372 Est. Cost $73.02 Unrealized
IEMG ISHARES INC 0.1%
Value $4.388M Shares 62,909 Est. Cost $59.62 Unrealized
IVV ISHARES TR 0.0%
Value $3.22M Shares 4,929 Est. Cost $620.90 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $2.015M Shares 24,443 Est. Cost $82.65 Unrealized