London & Capital Asset Management
$10.9B 13F equity value
246 Holdings
Quarter ended June 30, 2026
The latest 13F on file for London & Capital Asset Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | 1,282,430 | $744M | 6.8% |
| AMZN | AMAZON COM INC | 2,418,468 | $576M | 5.3% |
| V | VISA INC | 1,607,924 | $551M | 5.0% |
| GEV | GE VERNOVA INC | 465,513 | $547M | 5.0% |
| GOOGL | ALPHABET INC | 1,523,852 | $544M | 5.0% |
| GE | GE AEROSPACE | 1,439,418 | $537M | 4.9% |
| IBKR | INTERACTIVE BROKERS GROUP IN | 5,975,636 | $520M | 4.8% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1,082,574 | $516M | 4.7% |
| MSFT | MICROSOFT CORP | 1,288,098 | $480M | 4.4% |
| FERG | FERGUSON ENTERPRISES INC | 1,980,510 | $470M | 4.3% |
Track London & Capital Asset Management's 13F portfolio: $10.9B in reported holdings, 246 positions. Top holdings and quarterly changes on SentiSense.
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