W1M Asset Management Ltd
Institutional investor · Portfolio as of Q3 2025
Top Holdings81 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 202,996 | $105.1M | 7.5% | $211.55 | +142.80% | 27 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 387,319 | $94.3M | 6.7% | $138.24 | +76.64% | 20 qtrssince 2020-Q4 | Increased 65 |
SPDR GOLD TRUST | 231,790 | $82.4M | 5.9% | $179.42 | +96.45% | 26 qtrssince 2019-Q2 | Increased 61 |
AMAZON.COM INC | 374,166 | $82.2M | 5.9% | $199.61 | +11.30% | 14 qtrssince 2022-Q2 | Increased 72 |
INTL BUSINESS MACHINES CORP | 211,425 | $59.7M | 4.3% | $230.25 | +19.44% | 4 qtrssince 2024-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 120,987 | $58.7M | 4.2% | $492.70 | -6.29% | 9 qtrssince 2023-Q3 | Decreased 0 |
VISA INC-CLASS A SHARES | 151,643 | $51.8M | 3.7% | $276.13 | +22.65% | 14 qtrssince 2022-Q2 | Increased 64 |
CME GROUP INC | 191,469 | $51.7M | 3.7% | $262.34 | -0.39% | 3 qtrssince 2025-Q1 | Increased 72 |
FERGUSON ENTERPRISES INC | 221,186 | $49.7M | 3.5% | $163.49 | +37.07% | 4 qtrssince 2024-Q4 | Decreased 0 |
GENERAL ELECTRIC CO COM STOCK | 148,504 | $44.7M | 3.2% | $255.56 | +14.76% | 3 qtrssince 2025-Q1 | Increased 71 |
GE VERNOVA LLC | 71,973 | $44.3M | 3.2% | $489.71 | +22.88% | 3 qtrssince 2025-Q1 | Increased 67 |
UNITEDHEALTH GROUP INC | 125,120 | $43.2M | 3.1% | $442.71 | -22.55% | 4 qtrssince 2024-Q4 | Increased 57 |
MARSH & MCLENNAN COS | 213,194 | $43M | 3.1% | $211.88 | -6.80% | 3 qtrssince 2025-Q1 | Increased 72 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 147,968 | $41.3M | 3.0% | $121.83 | +123.67% | 24 qtrssince 2019-Q4 | Decreased 0 |
SYNOPSYS INC | 81,945 | $40.4M | 2.9% | $390.40 | +23.36% | 19 qtrssince 2021-Q1 | Increased 56 |
INTERACTIVE BROKERS GRO-CL A | 580,925 | $40M | 2.9% | $57.21 | +20.12% | 2 qtrssince 2025-Q2 | Increased 63 |
YUM CHINA HOLDINGS INC -W/I | 902,559 | $38.7M | 2.8% | $46.60 | -6.42% | 4 qtrssince 2024-Q4 | Increased 60 |
AMERICAN EXPRESS CO | 113,538 | $37.7M | 2.7% | $306.08 | +11.31% | 3 qtrssince 2025-Q1 | Increased 52 |
UNITED RENTALS INC | 39,133 | $37.4M | 2.7% | $787.89 | +20.19% | 2 qtrssince 2025-Q2 | Increased 61 |
VANECK GOLD MINERS ETF | 482,359 | $36.9M | 2.6% | $44.89 | +67.47% | 26 qtrssince 2019-Q2 | Increased 58 |
W1M Asset Management Ltd manages $1.4B across 81 positions as of Q3 2025. Top holdings: MSFT (7.5%), GOOG (6.7%), GLD (5.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 9 new positions, 24 exits, 27 increased. Top move: AMZN (INCREASED, conviction 72). Portfolio: $1.4B across 81 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer