Windmill Hill Asset Management Ltd Diversified Active

Location: Waddesdon, United Kingdom

CIK: 0001831132 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 6, 2026

Total Value: $427M (100.0% shares, 0.0% debt)

Holdings (26)

SPYX SPDR SER TR 83.5%
Value $356M Shares 6,341,875 Est. Cost $46.48 Unrealized
EFAX SPDR INDEX SHS FDS 2.7%
Value $11.5M Shares 227,939 Est. Cost $50.47 Unrealized
GE GENERAL ELECTRIC CO 2.3%
Value $9.752M Shares 31,658 Est. Cost $100.65 Unrealized +198.9%
V VISA INC 1.6%
Value $7.041M Shares 20,075 Est. Cost $265.80 Unrealized +28.1%
MSFT MICROSOFT CORP 1.4%
Value $5.888M Shares 12,175 Est. Cost $376.52 Unrealized +32.9%
GOOGL ALPHABET INC 1.3%
Value $5.503M Shares 17,581 Est. Cost $105.57 Unrealized +170.5%
EEMX SPDR INDEX SHS FDS 1.1%
Value $4.886M Shares 114,575 Est. Cost $42.64 Unrealized
MCO MOODYS CORP 1.1%
Value $4.771M Shares 9,340 Est. Cost $298.04 Unrealized +63.5%
SPGI S&P GLOBAL INC 1.0%
Value $4.132M Shares 7,907 Est. Cost $354.47 Unrealized +39.4%
URA GLOBAL X FDS 0.8%
Value $3.596M Shares 84,163 Est. Cost $23.48 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.6%
Value $2.666M Shares 36,205 Est. Cost $77.84 Unrealized -5.4%
RKLB ROCKET LAB CORP 0.4%
Value $1.541M Shares 22,089 Est. Cost $45.36 Unrealized +26.4%
CCJ CAMECO CORP 0.2%
Value $853K Shares 9,328 Est. Cost $30.55 Unrealized +194.4%
VCTR VICTORY CAP HLDGS INC 0.2%
Value $841K Shares 13,329 Est. Cost $61.19 Unrealized +3.5%
VALE VALE S A 0.2%
Value $799K Shares 61,344 Est. Cost $15.77 Unrealized
IOT SAMSARA INC 0.2%
Value $796K Shares 22,456 Est. Cost $42.27 Unrealized -8.4%
CVNA CARVANA CO 0.2%
Value $775K Shares 1,836 Est. Cost $371.73 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.2%
Value $763K Shares 15,020 Est. Cost $35.91 Unrealized +20.6%
CXM SPRINKLR INC 0.2%
Value $757K Shares 97,318 Est. Cost $8.17 Unrealized -6.9%
XOM EXXON MOBIL CORP 0.1%
Value $636K Shares 5,288 Est. Cost $89.92 Unrealized +28.4%
MOS MOSAIC CO NEW 0.1%
Value $559K Shares 23,208 Est. Cost $42.33 Unrealized -36.8%
COP CONOCOPHILLIPS 0.1%
Value $559K Shares 5,968 Est. Cost $102.29 Unrealized -12.0%
SLB SCHLUMBERGER LTD 0.1%
Value $546K Shares 14,229 Est. Cost $44.92 Unrealized -19.7%
LND BRASILAGRO COMPANHIA BRASILE 0.1%
Value $508K Shares 141,796 Est. Cost $4.43 Unrealized
FIG FIGMA INC 0.1%
Value $496K Shares 13,274 Est. Cost $45.19 Unrealized 0.0%
DASH DOORDASH INC 0.1%
Value $354K Shares 1,565 Est. Cost $200.58 Unrealized +16.9%