Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ilex Capital Partners (UK) LLP (CIK 1985486) reported $4.06B across 57 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PEP ($246.6M, 6.08%), ONON ($224.1M, 5.52%), PG ($204.3M, 5.03%), HLT ($188.8M, 4.65%), MCD ($187.0M, 4.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PEP | PEPSICO INC | $246.6M | 6.08% | 1.6M | Added |
| 2 | ONON | ON HLDG AG | $224.1M | 5.52% | 6.6M | New |
| 3 | PG | PROCTER & GAMBLE CO | $204.3M | 5.03% | 1.4M | New |
| 4 | HLT | HILTON WORLDWIDE HLDGS INC | $188.8M | 4.65% | 620,787 | Added |
| 5 | MCD | MCDONALDS CORP | $187.0M | 4.61% | 601,532 | Added |
| 6 | MNST | MONSTER BEVERAGE CORP NEW | $172.3M | 4.25% | 2.4M | New |
| 7 | BSX | BOSTON SCIENTIFIC CORP | $140.2M | 3.45% | 2.2M | Added |
| 8 | A | AGILENT TECHNOLOGIES INC | $137.5M | 3.39% | 1.2M | Added |
| 9 | RACE | FERRARI N V | $135.5M | 3.34% | 405,842 | New |
| 10 | CMG | CHIPOTLE MEXICAN GRILL INC | $127.9M | 3.15% | 4.0M | New |
| 11 | ARMK | ARAMARK | $124.8M | 3.08% | 3.1M | New |
| 12 | WH | WYNDHAM HOTELS & RESORTS INC | $113.1M | 2.79% | 1.4M | Added |
| 13 | KHC | KRAFT HEINZ CO | $95.8M | 2.36% | 4.3M | New |
| 14 | STZ | CONSTELLATION BRANDS INC | $94.6M | 2.33% | 630,689 | Trimmed |
| 15 | FRPT | FRESHPET INC | $93.5M | 2.30% | 1.6M | Added |
| 16 | RMD | RESMED INC | $92.9M | 2.29% | 413,855 | Added |
| 17 | ALC | ALCON AG | $92.5M | 2.28% | 1.2M | Added |
| 18 | ROL | ROLLINS INC | $82.3M | 2.03% | 1.5M | Added |
| 19 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $78.2M | 1.93% | 1.1M | Added |
| 20 | MO | ALTRIA GROUP INC | $75.1M | 1.85% | 1.1M | New |
| 21 | ILMN | ILLUMINA INC | $74.6M | 1.84% | 605,343 | Added |
| 22 | SYK | STRYKER CORPORATION | $66.2M | 1.63% | 201,563 | Trimmed |
| 23 | GIS | GENERAL MILLS INC | $65.7M | 1.62% | 1.8M | Trimmed |
| 24 | NVT | NVENT ELEC PLC | $64.2M | 1.58% | 542,673 | Added |
| 25 | TRU | TRANSUNION | $62.9M | 1.55% | 909,445 | Added |
Source: SEC Form 13F filings · as of 2026-03-31