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
$298B
$4.72 Million 0.07% of portfolio
66,773
Q2 2025 Reduced 39.89%
$70.5B
$3.92 Million 0.06% of portfolio
211,473
Q2 2025 Reduced 12.53%
$434B
$3.04 Million 0.05% of portfolio
19,215
Q2 2025 Added 7.11%
$568B
$2.34 Million 0.04% of portfolio
4,169
Q2 2025 Reduced 1.19%
$476B
$1.82 Million 0.03% of portfolio
16,863
Q2 2025 Reduced 15.0%
$132B
$1.93 Million 0.03% of portfolio
25,200
Q2 2025 Reduced 0.8%
$357B
$1.92 Million 0.03% of portfolio
16,971
Q1 2025 Reduced 57.75%
$314B
$1.44 Million 0.02% of portfolio
10,091
Q2 2025 Reduced 9.18%
$33.9B
$1.05 Million 0.02% of portfolio
9,500
Q2 2025 New
$119B
$993,000 0.02% of portfolio
2,145
Q1 2025 Reduced 6.74%
$39.6B
$1.11 Million 0.02% of portfolio
22,500
Q2 2025 New
$19.1B
$1.23 Million 0.02% of portfolio
16,700
Q2 2025 Reduced 22.42%
$20.5B
$715,000 0.01% of portfolio
3,200
Q4 2023 New
$0
$876,000 0.01% of portfolio
18,820
Q4 2024 Reduced 0.32%
$0
$509,000 0.01% of portfolio
820
Q2 2025 Added 27.13%
$0
$683,000 0.01% of portfolio
5,978
Q2 2025 Added 2.75%
$92.9B
$931,000 0.01% of portfolio
4,073
Q2 2025 Added 8.21%
$256B
$837,000 0.01% of portfolio
3,073
Q4 2024 Reduced 58.66%
$13.9B
$410,000 0.01% of portfolio
2,340
Q2 2025 Reduced 20.41%
$148B
$537,000 0.01% of portfolio
1,359
Q2 2025 Reduced 1.81%
$164B
$344,000 0.01% of portfolio
1,151
Q2 2025 Reduced 0.43%
$186B
$867,000 0.01% of portfolio
20,042
Q2 2025 Reduced 2.2%
$137B
$920,000 0.01% of portfolio
4,001
Q2 2025 Reduced 16.05%
$140B
$848,000 0.01% of portfolio
4,050
Q2 2025 New
$372B
$944,000 0.01% of portfolio
5,929
Q1 2025 Reduced 20.36%
$0
$784,000 0.01% of portfolio
1,422
Q1 2025 Reduced 18.37%
$98.6B
$966,000 0.01% of portfolio
5,267
Q4 2024 Reduced 2.48%
$148B
$396,000 0.01% of portfolio
1,703
Q1 2025 Reduced 1.45%
$416B
$661,000 0.01% of portfolio
1,805
Q2 2025 Reduced 5.25%
$70.1B
$414,000 0.01% of portfolio
4,557
Q2 2025 Reduced 18.0%
$36.1B
$870,000 0.01% of portfolio
5,308
Q1 2025 Reduced 1.79%
$0
$541,000 0.01% of portfolio
11,545
Q2 2025 Added 17.39%
$25.1B
$448,000 0.01% of portfolio
2,450
Q3 2024 Reduced 28.99%
$150B
$547,000 0.01% of portfolio
2,770
Q2 2025 Added 12.88%
$0
$452,000 0.01% of portfolio
1,066
Q2 2024 Added 70.56%
$213B
$782,000 0.01% of portfolio
9,891
Q2 2024 Added 79.18%
$538B
$420,000 0.01% of portfolio
314
Q2 2025 New
$120B
$600,000 0.01% of portfolio
2,180
Q4 2024 Added 68.99%
$407B
$309,000 0.0% of portfolio
6,532
Q1 2025 Added 4.98%
$0
$212,000 0.0% of portfolio
2,670
Q3 2024 New
$23.9B
$0 0.0% of portfolio
-
Q1 2025 Added 238.97%
$233B
$286,000 0.0% of portfolio
1,965
Q1 2025 New
$44.3B
$315,000 0.0% of portfolio
7,500
Q2 2025 New
Ferguson Enterprises Inc/De
-
$0 0.0% of portfolio
-
Q2 2025 Added 2.53%
Te Connectivity PLC
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 30.53%
Ge Healthcare Holding LLC Com Usd0.01 Wi
-
$0 0.0% of portfolio
-
Q2 2025 Added 51.03%
Ge Vernova LLC
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 4.11%
$142B
$221,000 0.0% of portfolio
2,000
Q1 2025 New
Canadian Pac Kans Com Npv
-
$0 0.0% of portfolio
-
Q2 2025 Added 11.69%

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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