London & Capital Asset Management
$9.2B Assets Reported
252 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AMZN | AMAZON COM INC | 2,435,975 | $507M | 5.5% |
| V | VISA INC | 1,549,069 | $468M | 5.1% |
| MSFT | MICROSOFT CORP | 1,237,530 | $458M | 5.0% |
| GOOGL | ALPHABET INC | 1,539,555 | $443M | 4.8% |
| FERG | FERGUSON ENTERPRISES INC | 1,864,092 | $435M | 4.7% |
| CME | CME GROUP INC | 1,460,242 | $431M | 4.7% |
| GEV | GE VERNOVA INC | 461,171 | $403M | 4.4% |
| IBKR | INTERACTIVE BROKERS GROUP IN | 5,915,803 | $397M | 4.3% |
| GE | GE AEROSPACE | 1,383,336 | $393M | 4.3% |
| TMO | THERMO FISHER SCIENTIFIC INC | 793,472 | $390M | 4.3% |
Track London & Capital Asset Management's 13F portfolio: $9.2B in reported holdings, 252 positions. Top holdings, AUM, and quarterly changes on SentiSense.