Waverton Investment Management LTD Portfolio Holdings

Waverton Investment Management LTD

  • $6.48 Billion
  • Q2 2025

Waverton Investment Management LTD has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.48 Billion distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $553M, Amazon Com Inc with a value of $421M, Alphabet Inc. with a value of $385M, Visa Inc. with a value of $329M, and Synopsys Inc with a value of $296M.

Examining the 13F form we can see an increase of $737M in the current position value, from $5.74B to 6.48B.

Below you can find more details about Waverton Investment Management LTD portfolio as well as his latest detailed transactions.

Portfolio value $6.48 Billion
Technology: $2.11 Billion
Financial Services: $1.65 Billion
Consumer Cyclical: $763 Million
Healthcare: $548 Million
Industrials: $499 Million
Communication Services: $435 Million
Energy: $170 Million
Basic Materials: $98 Million
Other: $202 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$553 Million 8.54% of portfolio
1,111,862
Q2 2025 Added 2.15%
$2.33T
$421 Million 6.51% of portfolio
1,920,920
Q2 2025 Added 6.58%
$1.27T
$385 Million 5.94% of portfolio
2,182,426
Q2 2025 Added 2.59%
$575B
$329 Million 5.07% of portfolio
925,413
Q2 2025 Added 2.06%
$92.3B
$296 Million 4.58% of portfolio
578,299
Q2 2025 Added 14.99%
$95.8B
$292 Million 4.51% of portfolio
1,060,307
Q2 2025 Reduced 0.39%
$218B
$283 Million 4.38% of portfolio
961,671
Q2 2025 Added 0.06%
$102B
$283 Million 4.36% of portfolio
1,292,140
Q2 2025 Added 7.15%
$301B
$271 Million 4.18% of portfolio
1,051,960
Q2 2025 Reduced 0.57%
$193B
$270 Million 4.16% of portfolio
665,000
Q2 2025 Added 11.82%
$1.2T
$259 Million 4.0% of portfolio
1,144,501
Q2 2025 Added 36.29%
$263B
$257 Million 3.97% of portfolio
1,812,231
Q2 2025 Added 16.88%
$248B
$246 Million 3.81% of portfolio
772,767
Q2 2025 Reduced 0.12%
$5.65B
$246 Million 3.8% of portfolio
4,441,243
Q2 2025 Added 2,148.26%
$188B
$233 Million 3.59% of portfolio
295,313
Q2 2025 Added 0.8%
$18.7B
$193 Million 2.98% of portfolio
4,312,378
Q2 2025 Added 7.92%
$66.3B
$175 Million 2.7% of portfolio
232,469
Q2 2025 Added 3.02%
$884B
$140 Million 2.16% of portfolio
483,447
Q2 2025 Added 14.82%
$180B
$127 Million 1.95% of portfolio
794,613
Q2 2025 Reduced 50.49%
$3.73T
$91.2 Million 1.41% of portfolio
444,515
Q2 2025 Reduced 5.28%
$52.2B
$83.2 Million 1.28% of portfolio
2,460,644
Q2 2025 Added 4.93%
$38.7B
$57.4 Million 0.89% of portfolio
220,153
Q2 2025 Added 3.9%
$124B
$55.8 Million 0.86% of portfolio
21,349
Q2 2025 Added 1.56%
$73.2B
$53 Million 0.82% of portfolio
339,946
Q2 2025 Added 1.07%
$61.8B
$49.4 Million 0.76% of portfolio
576,672
Q2 2025 Added 3.61%
$105B
$45.1 Million 0.7% of portfolio
429,412
Q1 2025 Reduced 15.95%
$116B
$43.4 Million 0.67% of portfolio
113,306
Q2 2025 Added 0.15%
$6.51B
$43.1 Million 0.67% of portfolio
477,920
Q2 2025 Added 1,416.97%
$314B
$42.7 Million 0.66% of portfolio
179,382
Q2 2025 Reduced 68.45%
$3.73B
$40.4 Million 0.62% of portfolio
959,856
Q2 2025 Reduced 15.18%
$59B
$39.7 Million 0.61% of portfolio
681,192
Q2 2025 Added 2.07%
$26.1B
$38.9 Million 0.6% of portfolio
279,463
Q3 2024 Added 1.98%
$58.9B
$38.1 Million 0.59% of portfolio
295,309
Q2 2025 Added 14.77%
$60.4B
$35.4 Million 0.55% of portfolio
145,493
Q4 2024 Reduced 0.12%
$654B
$31.9 Million 0.49% of portfolio
65,698
Q2 2025 Reduced 6.37%
$205B
$28.4 Million 0.44% of portfolio
214,780
Q2 2025 Reduced 24.54%
$6.68B
$23.7 Million 0.37% of portfolio
405,769
Q2 2025 Added 7.1%
$54.1B
$22.9 Million 0.35% of portfolio
60,674
Q1 2025 Added 18.08%
$110B
$22 Million 0.34% of portfolio
72,227
Q2 2025 Added 1.46%
$4.78B
$19.7 Million 0.3% of portfolio
624,960
Q2 2025 Added 2.07%
$87.2B
$16.9 Million 0.26% of portfolio
79,271
Q2 2025 Added 122.83%
$418B
$13.5 Million 0.21% of portfolio
13,658
Q1 2025 Reduced 7.92%
$21.2B
$12.2 Million 0.19% of portfolio
151,575
Q2 2025 Added 50.15%
$10.6B
$11 Million 0.17% of portfolio
45,287
Q2 2025 Added 5.5%
$7.2B
$7.73 Million 0.12% of portfolio
7,322
Q4 2024 Reduced 48.31%
$11.9B
$7.33 Million 0.11% of portfolio
216,128
Q2 2025 Added 7.17%
$1.3T
$6.75 Million 0.1% of portfolio
38,032
Q2 2025 Reduced 3.47%
$0
$6.06 Million 0.09% of portfolio
169,500
Q2 2025 Added 5.33%
$0
$5.3 Million 0.08% of portfolio
214,725
Q2 2025 Added 3.28%

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $6.48 Billion
  • Prior Value $5.74 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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