Galilei Investment Office LLP Long-Term Concentrated

Location: London, United Kingdom

CIK: 0002043729 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 28, 2025

Total Value: $197M (100.0% shares, 0.0% debt)

Holdings (27)

SPY SPDR S&P 500 ETF TR 24.4%

Value $47.98M Shares 77,655 Est. Cost $586.08 Unrealized —

VOO VANGUARD INDEX FDS 21.5%

Value $42.19M Shares 75,615 Est. Cost $527.20 Unrealized —

VGK VANGUARD INTL EQUITY INDEX F 13.6%

Value $26.68M Shares 349,528 Est. Cost $62.87 Unrealized —

NOBL PROSHARES TR 6.9%

Value $13.51M Shares 134,140 Est. Cost $99.54 Unrealized —

IGSB ISHARES TR 5.3%

Value $10.5M Shares 199,086 Est. Cost $51.80 Unrealized —

META META PLATFORMS INC 3.7%

Value $7.211M Shares 9,770 Est. Cost $584.74 Unrealized +5.5%

VT VANGUARD INTL EQUITY INDEX F 3.6%

Value $7.056M Shares 54,900 Est. Cost $116.17 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 3.2%

Value $6.276M Shares 12,920 Est. Cost $461.73 Unrealized +10.0%

IEMG ISHARES INC 3.0%

Value $5.973M Shares 99,500 Est. Cost $52.22 Unrealized —

EMXC ISHARES INC 1.9%

Value $3.671M Shares 58,133 Est. Cost $55.45 Unrealized —

MSFT MICROSOFT CORP 1.8%

Value $3.474M Shares 6,985 Est. Cost $422.35 Unrealized +2.4%

AXP AMERICAN EXPRESS CO 1.6%

Value $3.182M Shares 9,974 Est. Cost $283.58 Unrealized -1.5%

GOOGL ALPHABET INC 1.3%

Value $2.626M Shares 14,900 Est. Cost $174.14 Unrealized -6.2%

BTI BRITISH AMERN TOB PLC 1.3%

Value $2.58M Shares 54,368 Est. Cost $36.35 Unrealized —

SHEL SHELL PLC 1.1%

Value $2.25M Shares 63,920 Est. Cost $35.20 Unrealized —

AAPL APPLE INC 0.9%

Value $1.733M Shares 8,449 Est. Cost $234.51 Unrealized -14.1%

FDX FEDEX CORP 0.8%

Value $1.611M Shares 7,088 Est. Cost $271.73 Unrealized -20.8%

V VISA INC 0.8%

Value $1.545M Shares 4,351 Est. Cost $298.33 Unrealized +16.3%

KO COCA COLA CO 0.7%

Value $1.385M Shares 19,577 Est. Cost $63.09 Unrealized +10.6%

EWJ ISHARES INC 0.7%

Value $1.349M Shares 18,000 Est. Cost $67.10 Unrealized —

NKE NIKE INC 0.6%

Value $1.221M Shares 17,189 Est. Cost $76.48 Unrealized -22.8%

IWM ISHARES TR 0.5%

Value $1.079M Shares 5,000 Est. Cost $220.96 Unrealized —

S SENTINELONE INC 0.5%

Value $1.051M Shares 57,500 Est. Cost $18.29 Unrealized 0.0%

ICSH ISHARES TR 0.1%

Value $203K Shares 4,000 Est. Cost $50.43 Unrealized —

ASHR DBX ETF TR 0.1%

Value $154K Shares 5,598 Est. Cost $26.57 Unrealized —

MCHI ISHARES TR 0.0%

Value $93,670 Shares 1,700 Est. Cost $54.40 Unrealized —

CCJ CAMECO CORP 0.0%

Value $79,797 Shares 1,075 Est. Cost $46.98 Unrealized +13.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPY	SPDR S&P 500 ETF TR	77,655	$47.98M	24.4%	$586.08	—	TR UNIT	78462F103
VOO	VANGUARD INDEX FDS	75,615	$42.19M	21.5%	$527.20	—	S&P 500 ETF SHS	922908363
VGK	VANGUARD INTL EQUITY INDEX F	349,528	$26.68M	13.6%	$62.87	—	FTSE EUROPE ETF	922042874
NOBL	PROSHARES TR	134,140	$13.51M	6.9%	$99.54	—	S&P 500 DV ARIST	74348A467
IGSB	ISHARES TR	199,086	$10.5M	5.3%	$51.80	—	ISHS 1-5YR INVS	464288646
META	META PLATFORMS INC	9,770	$7.211M	3.7%	$584.74	+5.5%	CL A	30303M102
VT	VANGUARD INTL EQUITY INDEX F	54,900	$7.056M	3.6%	$116.17	—	TT WRLD ST ETF	922042742
BRK/B	BERKSHIRE HATHAWAY INC DEL	12,920	$6.276M	3.2%	$461.73	+10.0%	CL B NEW	084670702
IEMG	ISHARES INC	99,500	$5.973M	3.0%	$52.22	—	CORE MSCI EMKT	46434G103
EMXC	ISHARES INC	58,133	$3.671M	1.9%	$55.45	—	MSCI EMRG CHN	46434G764
MSFT	MICROSOFT CORP	6,985	$3.474M	1.8%	$422.35	+2.4%	COM	594918104
AXP	AMERICAN EXPRESS CO	9,974	$3.182M	1.6%	$283.58	-1.5%	COM	025816109
GOOGL	ALPHABET INC	14,900	$2.626M	1.3%	$174.14	-6.2%	CAP STK CL A	02079K305
BTI	BRITISH AMERN TOB PLC	54,368	$2.58M	1.3%	$36.35	—	SPONSORED ADR	110448107
SHEL	SHELL PLC	63,920	$2.25M	1.1%	$35.20	—	SPON ADS	780259305
AAPL	APPLE INC	8,449	$1.733M	0.9%	$234.51	-14.1%	COM	037833100
FDX	FEDEX CORP	7,088	$1.611M	0.8%	$271.73	-20.8%	COM	31428X106
V	VISA INC	4,351	$1.545M	0.8%	$298.33	+16.3%	COM CL A	92826C839
KO	COCA COLA CO	19,577	$1.385M	0.7%	$63.09	+10.6%	COM	191216100
EWJ	ISHARES INC	18,000	$1.349M	0.7%	$67.10	—	MSCI JPN ETF NEW	46434G822
NKE	NIKE INC	17,189	$1.221M	0.6%	$76.48	-22.8%	CL B	654106103
IWM	ISHARES TR	5,000	$1.079M	0.5%	$220.96	—	RUSSELL 2000 ETF	464287655
S	SENTINELONE INC	57,500	$1.051M	0.5%	$18.29	0.0%	CL A	81730H109
ICSH	ISHARES TR	4,000	$203K	0.1%	$50.43	—	ULTRA SHORT DUR	46434V878
ASHR	DBX ETF TR	5,598	$154K	0.1%	$26.57	—	XTRACK HRVST CSI	233051879
MCHI	ISHARES TR	1,700	$93,670	0.0%	$54.40	—	MSCI CHINA ETF	46429B671
CCJ	CAMECO CORP	1,075	$79,797	0.0%	$46.98	+13.4%	COM	13321L108