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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.14B
$246 Million 3.8% of portfolio
4,441,243
Q2 2025 Added 2,148.26%
$6.4B
$43.1 Million 0.67% of portfolio
477,920
Q2 2025 Added 1,416.97%
$3.49B
$40.4 Million 0.62% of portfolio
959,856
Q2 2025 Reduced 15.18%
$6.44B
$23.7 Million 0.37% of portfolio
405,769
Q2 2025 Added 7.1%
$6.61B
$7.73 Million 0.12% of portfolio
7,322
Q4 2024 Reduced 48.31%

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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