W1M Asset Management Ltd
Institutional investor · Portfolio as of Q4 2024
Top Holdings91 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 174,061 | $73.4M | 6.2% | $174.80 | +141.26% | 24 qtrssince 2019-Q1 | Decreased 0 |
SPDR GOLD TRUST | 222,308 | $53.8M | 4.6% | $170.28 | +41.31% | 23 qtrssince 2019-Q2 | Increased 56 |
ALPHABET INC-CL C | 264,117 | $50.3M | 4.3% | $112.05 | +71.30% | 17 qtrssince 2020-Q4 | Decreased 0 |
WALT DISNEY CO/THE | 362,376 | $40.4M | 3.4% | $90.61 | +20.95% | 11 qtrssince 2022-Q2 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 68,521 | $35.6M | 3.0% | $509.52 | +1.47% | 6 qtrssince 2023-Q3 | Increased 60 |
WASTE MANAGEMENT INC | 173,964 | $35.1M | 3.0% | $145.05 | +37.40% | 11 qtrssince 2022-Q2 | Increased 50 |
VERIZON COMMUNICATIONS INC | 839,575 | $33.6M | 2.9% | $35.76 | +1.85% | 11 qtrssince 2022-Q2 | Decreased 0 |
UNITED PARCEL SERVICE-CL B | 236,624 | $29.8M | 2.5% | $117.39 | -0.11% | 24 qtrssince 2019-Q1 | Increased 50 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 146,226 | $28.9M | 2.5% | $96.78 | +104.32% | 21 qtrssince 2019-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 56,089 | $28.4M | 2.4% | $495.60 | 0.00% | 1 qtr | New 74 |
YUM CHINA HOLDINGS INC -W/I | 557,691 | $26.9M | 2.3% | $47.50 | 0.00% | 1 qtr | New 74 |
INTUITIVE SURGICAL INC | 50,705 | $26.5M | 2.3% | $339.55 | +55.19% | 17 qtrssince 2020-Q4 | Decreased 0 |
TJX COMPANIES INC | 211,222 | $25.5M | 2.2% | $60.13 | +96.63% | 19 qtrssince 2020-Q2 | Decreased 0 |
ROCKWELL AUTOMATION INC | 88,640 | $25.3M | 2.2% | $238.95 | +17.62% | 12 qtrssince 2022-Q1 | Decreased 0 |
CADENCE DESIGN SYS INC | 82,167 | $24.7M | 2.1% | $150.56 | +100.49% | 16 qtrssince 2021-Q1 | Decreased 0 |
MASTERCARD INC - A | 46,642 | $24.6M | 2.1% | $338.08 | +54.33% | 24 qtrssince 2019-Q1 | Decreased 0 |
TEXAS INSTRUMENTS INC | 129,254 | $24.2M | 2.1% | $151.01 | +18.28% | 12 qtrssince 2022-Q1 | Decreased 0 |
MOODY'S CORP | 50,792 | $24M | 2.0% | $349.65 | +33.47% | 15 qtrssince 2021-Q2 | Decreased 0 |
ADOBE INC | 52,399 | $23.3M | 2.0% | $446.84 | -0.48% | 24 qtrssince 2019-Q1 | Increased 46 |
PAYPAL HOLDINGS INC | 271,285 | $23.2M | 2.0% | $104.29 | -18.27% | 12 qtrssince 2022-Q1 | Decreased 0 |
W1M Asset Management Ltd manages $1.2B across 91 positions as of Q4 2024. Top holdings: MSFT (6.2%), GLD (4.6%), GOOG (4.3%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 18 new positions, 10 exits, 24 increased. Top move: UNH (NEW, conviction 74). Portfolio: $1.2B across 91 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