account_balance
Investment manager · 13F filer · SEC CIK 1767559
W1M Asset Management Ltd
Reported value$10.9Bas of Jun 30, 2026
Positions203 24 new, 44 sold out
Top 10 weight50%AMD alone is 7%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AMD
Advanced Micro Devices Inc
6.8%Trimmed
AMZN
Amazon Com Inc
5.3%
V
Visa Inc
5.0%Added
GEV
Ge Vernova Inc
5.0%
GOOGL
Alphabet Inc
5.0%
GE
Ge Aerospace
4.9%Added
IBKR
Interactive Brokers Group In
4.8%
TSM
Taiwan Semiconductor Manufac
4.7%
MSFT
Microsoft Corp
4.4%Added
FERG
Ferguson Enterprises Inc
4.3%Added
193 others
49.7%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed