London & Capital Asset Management Ltd

data from 30/09/2025

Capitalization

$ 1.400 B 6.16 %

Average holding period

11 ans

Performance

$ 553.452 M 72.37 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in London & Capital Asset Management Ltd

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 7.51% 105.142 M $ 202996 2018/12/31 4.187 M $ 4.13 %
2025/09/30 GOOG ALPHABET INC 6.74% 94.330 M $ 387319 2018/12/31 23.021 M $ 37.30 %
2025/09/30 GLD SPDR GOLD TR 5.89% 82.394 M $ 231790 2019/06/30 11.149 M $ 16.61 %
2025/09/30 AMZN AMAZON COM INC 5.87% 82.154 M $ 374166 2022/06/30 52.244 K $ 0.08 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 4.26% 59.658 M $ 211425 2024/12/31 -2.802 M $ -4.28 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 4.19% 58.671 M $ 120987 2023/09/30 10.037 M $ 19.62 %
2025/09/30 V VISA INC 3.70% 51.760 M $ 151643 2018/12/31 -1.709 M $ -3.85 %
2025/09/30 CME CME GROUP INC 3.70% 51.731 M $ 191469 2025/03/31 -734.190 K $ -1.97 %
2025/09/30 FERG FERGUSON ENTERPRISES INC 3.55% 49.667 M $ 221186 2024/12/31 1.645 M $ 3.14 %
2025/09/30 GE GE AEROSPACE 3.19% 44.671 M $ 148504 2025/03/31 4.619 M $ 16.87 %
2025/09/30 GEV GE VERNOVA INC 3.16% 44.255 M $ 71973 2025/03/31 4.797 M $ 16.21 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 3.09% 43.203 M $ 125120 2024/12/31 3.949 M $ 10.69 %
2025/09/30 MMC MARSH & MCLENNAN COS INC 3.07% 42.966 M $ 213194 2025/03/31 -2.533 M $ -7.83 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 2.95% 41.324 M $ 147968 2019/12/31 8.142 M $ 23.31 %
2025/09/30 SNPS SYNOPSYS INC 2.89% 40.435 M $ 81945 2021/03/31 -1.395 M $ -3.76 %
2025/09/30 IBKR INTERACTIVE BROKERS GROUP IN 2.86% 39.974 M $ 580925 2025/06/30 6.013 M $ 24.18 %
2025/09/30 YUMC YUM CHINA HLDGS INC 2.77% 38.736 M $ 902559 2024/12/31 -1.315 M $ -4.00 %
2025/09/30 AXP AMERICAN EXPRESS CO 2.69% 37.713 M $ 113538 2025/03/31 1.422 M $ 4.13 %
2025/09/30 URI UNITED RENTALS INC 2.67% 37.362 M $ 39133 2025/06/30 6.229 M $ 26.71 %
2025/09/30 GDX VANECK ETF TRUST 2.63% 36.852 M $ 482359 2019/06/30 10.048 M $ 46.75 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 2.40% 33.596 M $ 207654 2025/03/31 3.159 M $ 14.02 %
2025/09/30 VMC VULCAN MATLS CO 2.38% 33.248 M $ 108087 2025/03/31 4.003 M $ 17.94 %
2025/09/30 INTU INTUIT 2.25% 31.560 M $ 46215 2025/06/30 -3.522 M $ -13.30 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 2.24% 31.392 M $ 186338 2025/09/30 0.000 $ 0.00 %
2025/09/30 AAPL APPLE INC 1.03% 14.483 M $ 56879 2018/12/31 3.028 M $ 24.11 %
2025/09/30 WM WASTE MGMT INC DEL 0.78% 10.921 M $ 49445 2021/03/31 -665.159 K $ -3.49 %
2025/09/30 GOOGL ALPHABET INC 0.77% 10.797 M $ 44415 2022/09/30 3.471 M $ 37.95 %
2025/09/30 QCOM QUALCOMM INC 0.70% 9.744 M $ 58570 2024/12/31 1.090 M $ 4.46 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.62% 8.687 M $ 40856 2025/09/30 0.000 $ 0.00 %
2025/09/30 PCAR PACCAR INC 0.62% 8.652 M $ 87997 2024/12/31 286.870 K $ 3.43 %
2025/09/30 MCHI ISHARES TR 0.60% 8.388 M $ 127384 2025/09/30 0.000 $ 0.00 %
2025/09/30 SILJ AMPLIFY ETF TR 0.49% 6.927 M $ 300000 2025/03/31 2.034 M $ 56.01 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.49% 6.792 M $ 154577 2019/06/30 262.411 K $ 1.57 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.48% 6.705 M $ 19086 2021/03/31 1.589 M $ 13.99 %
2025/09/30 VOO VANGUARD INDEX FDS 0.48% 6.701 M $ 10943 2024/03/31 543.509 K $ 7.81 %
2025/09/30 TSLA TESLA INC 0.45% 6.357 M $ 14294 2022/09/30 1.816 M $ 40.00 %
2025/09/30 MA MASTERCARD INCORPORATED 0.42% 5.842 M $ 10270 2018/12/31 147.615 K $ 1.22 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.32% 4.419 M $ 40985 2025/06/30 335.566 K $ 19.62 %
2025/09/30 TMUS T-MOBILE US INC 0.30% 4.220 M $ 17627 2024/12/31 97.753 K $ 0.47 %
2025/09/30 LNG CHENIERE ENERGY INC 0.29% 4.026 M $ 17133 2025/09/30 0.000 $ 0.00 %
2025/09/30 FXI ISHARES TR 0.28% 3.904 M $ 94889 2025/09/30 0.000 $ 0.00 %
2025/09/30 NVDA NVIDIA CORPORATION 0.28% 3.898 M $ 20890 2024/06/30 733.390 K $ 18.10 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.27% 3.773 M $ 38513 2020/06/30 180.075 K $ 5.01 %
2025/09/30 VT VANGUARD INTL EQUITY INDEX F 0.27% 3.755 M $ 27253 2023/12/31 241.966 K $ 7.22 %
2025/09/30 BMNR BITMINE IMMERSION TECNOLOGIE 0.26% 3.687 M $ 71000 2025/09/30 0.000 $ 0.00 %
2025/09/30 WEC WEC ENERGY GROUP INC 0.26% 3.609 M $ 31498 2018/12/31 220.964 K $ 9.97 %
2025/09/30 BAC BANK AMERICA CORP 0.21% 3.002 M $ 58181 2018/12/31 248.432 K $ 9.02 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.21% 2.937 M $ 13611 2025/03/31 152.154 K $ 5.43 %
2025/09/30 DIS DISNEY WALT CO 0.21% 2.936 M $ 25645 2018/12/31 -487.834 K $ -7.67 %
2025/09/30 GEHC GE HEALTHCARE TECHNOLOGIES I 0.21% 2.874 M $ 38271 2025/06/30 19.502 K $ 1.39 %
2025/09/30 GDXJ VANECK ETF TRUST 0.14% 1.981 M $ 20000 2025/03/31 682.122 K $ 46.52 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.14% 1.905 M $ 28409 2022/03/31 -734.552 K $ -9.77 %
2025/09/30 ALV AUTOLIV INC 0.13% 1.840 M $ 14902 2025/06/30 150.185 K $ 10.37 %
2025/09/30 TJX TJX COS INC NEW 0.13% 1.787 M $ 12360 2020/06/30 361.744 K $ 17.05 %
2025/09/30 PEP PEPSICO INC 0.10% 1.467 M $ 10443 2018/12/31 107.385 K $ 6.36 %
2025/09/30 VEU VANGUARD INTL EQUITY INDEX F 0.10% 1.393 M $ 19511 2024/12/31 78.667 K $ 6.17 %
2025/09/30 PHG KONINKLIJKE PHILIPS N V 0.09% 1.304 M $ 47843 2019/06/30 514.845 K $ 13.68 %
2025/09/30 SNY SANOFI SA 0.09% 1.232 M $ 26110 2020/03/31 -89.860 K $ -2.30 %
2025/09/30 DFUS DIMENSIONAL ETF TRUST 0.08% 1.140 M $ 15741 2025/06/30 85.316 K $ 8.09 %
2025/09/30 WFC WELLS FARGO CO NEW 0.08% 1.105 M $ 13179 2020/06/30 48.762 K $ 4.62 %
2025/09/30 PL PLANET LABS PBC 0.07% 1.038 M $ 80000 2024/09/30 688.000 K $ 112.79 %
2025/09/30 SHEL SHELL PLC 0.07% 1.010 M $ 14125 2024/12/31 17.539 K $ 1.59 %
2025/09/30 AKO-B EMBOTELLADORA ANDINA S A 0.07% 994.560 K $ 42000 2021/03/31 -27.720 K $ -2.71 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.07% 983.107 K $ 16407 2024/06/30 65.390 K $ 5.10 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.07% 980.983 K $ 18106 2019/12/31 80.188 K $ 9.54 %
2025/09/30 CIFR CIPHER MINING INC 0.07% 944.250 K $ 75000 2025/09/30 0.000 $ 0.00 %
2025/09/30 EMXC ISHARES INC 0.07% 926.440 K $ 13723 2024/03/31 62.600 K $ 6.92 %
2025/09/30 COUR COURSERA INC 0.06% 802.615 K $ 68541 2024/03/31 202.195 K $ 33.68 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.05% 767.455 K $ 11807 2024/03/31 301.820 K $ 6.19 %
2025/09/30 IEMG ISHARES INC 0.05% 711.738 K $ 10797 2025/09/30 0.000 $ 0.00 %
2025/09/30 SLV ISHARES SILVER TR 0.05% 696.139 K $ 16430 2020/03/31 157.070 K $ 29.14 %
2025/09/30 CORZ CORE SCIENTIFIC INC NEW 0.05% 672.750 K $ 37500 2024/09/30 32.625 K $ 5.10 %
2025/09/30 ITUB ITAU UNIBANCO HLDG S A 0.04% 605.550 K $ 82500 2021/03/31 45.374 K $ 8.10 %
2025/09/30 TSLX SIXTH STREET SPECIALTY LENDI 0.03% 443.484 K $ 19400 2023/06/30 -18.429 K $ -3.99 %
2025/09/30 TCAF T ROWE PRICE ETF INC 0.03% 379.637 K $ 10070 2025/06/30 24.444 K $ 6.86 %
2025/09/30 ARWR ARROWHEAD PHARMACEUTICALS IN 0.03% 369.043 K $ 10700 2025/09/30 0.000 $ 0.00 %
2025/09/30 BXSL BLACKSTONE SECD LENDING FD 0.03% 367.874 K $ 14111 2025/06/30 -54.943 K $ -15.22 %
2025/09/30 KRP KIMBELL RTY PARTNERS LP 0.02% 337.250 K $ 25000 2025/03/31 -11.750 K $ -3.37 %
2025/09/30 CPNG COUPANG INC 0.02% 327.345 K $ 10166 2025/03/31 22.771 K $ 7.48 %
2025/09/30 LUNR INTUITIVE MACHINES INC 0.02% 284.040 K $ 27000 2024/09/30 -9.449 K $ -3.22 %
2025/09/30 PDBC INVESCO ACTVELY MNGD ETC FD 0.02% 225.758 K $ 16810 2022/06/30 12.498 K $ 2.99 %
2025/09/30 SBUX STARBUCKS CORP 0.00% 0.000 $ 0 2020/03/31 0.000 $ 0.00 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2025/09/30 VTI VANGUARD INDEX FDS 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 ALGN ALIGN TECHNOLOGY INC 0.00% 0.000 $ 0 2020/06/30 0.000 $ 0.00 %
2025/09/30 XHLF BONDBLOXX ETF TRUST 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.00% 0.000 $ 0 2020/12/31 0.000 $ 0.00 %
2025/09/30 BKAG BNY MELLON ETF TRUST 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 GREK GLOBAL X FDS 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2025/09/30 CEF SPROTT PHYSICAL GOLD & SILVE 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 FLRN SPDR SERIES TRUST 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %
2025/09/30 CP CANADIAN PACIFIC KANSAS CITY 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 ADBE ADOBE INC 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2025/09/30 EGO ELDORADO GOLD CORP NEW 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 INTC INTEL CORP 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %
2025/09/30 TIP ISHARES TR 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 IEF ISHARES TR 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %