Camrose Capital Investment Partners LLP Portfolio Holdings

Camrose Capital Investment Partners LLP

  • $399 Billion
  • Q2 2025

Camrose Capital Investment Partners LLP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $399 Billion distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Core & Main, Inc. with a value of $58B, Hilton Worldwide Holdings Inc. with a value of $47.5B, Martin Marietta Materials Inc with a value of $47.3B, Roper Technologies Inc with a value of $46B, and Yum Brands Inc with a value of $45.7B.

Examining the 13F form we can see an increase of $121B in the current position value, from $279B to 399B.

Camrose Capital Investment Partners LLP is based out at London, X0

Below you can find more details about Camrose Capital Investment Partners LLP portfolio as well as his latest detailed transactions.

Portfolio value $399 Billion
Industrials: $179 Billion
Consumer Cyclical: $93.2 Billion
Basic Materials: $47.3 Billion
Technology: $42 Billion
Financial Services: $37.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.3B
$58 Billion 14.51% of portfolio
960,374
Q2 2025 Added 33.78%
$72.7B
$47.5 Billion 11.9% of portfolio
178,449
Q2 2025 Added 33.84%
$38.4B
$47.3 Billion 11.83% of portfolio
86,105
Q2 2025 Added 33.72%
$55.1B
$46 Billion 11.52% of portfolio
81,147
Q2 2025 Added 33.69%
$40.4B
$45.7 Billion 11.44% of portfolio
308,468
Q2 2025 Added 33.72%
$177B
$42 Billion 10.53% of portfolio
202,524
Q2 2025 Added 55.03%
$124B
$38.1 Billion 9.55% of portfolio
123,690
Q2 2025 Added 21.43%
$19.7B
$37.4 Billion 9.36% of portfolio
327,333
Q2 2025 Added 33.95%
$182B
$37.4 Billion 9.36% of portfolio
70,905
Q2 2025 Added 33.81%

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $399 Billion
  • Prior Value $279 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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