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.
Rothschild & Co Wealth Management UK Ltd (CIK 1784260) reported $6.53B across 23 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AXP ($860.3M, 13.17%), BKNG ($723.8M, 11.08%), BRK/B ($702.8M, 10.76%), MA ($675.8M, 10.34%), DE ($672.6M, 10.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AXP | AMERICAN EXPRESS CO | $860.3M | 13.17% | 2.8M | Trimmed |
| 2 | BKNG | BOOKING HOLDINGS INC | $723.8M | 11.08% | 171,900 | Added |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $702.8M | 10.76% | 1.5M | Trimmed |
| 4 | MA | MASTERCARD INCORPORATED | $675.8M | 10.34% | 1.4M | Trimmed |
| 5 | DE | DEERE & CO | $672.6M | 10.29% | 1.2M | Trimmed |
| 6 | SPGI | S&P GLOBAL INC | $571.0M | 8.74% | 1.3M | Added |
| 7 | SUNBELT RENTALS HOLDINGS INC | $534.4M | 8.18% | 8.5M | New | |
| 8 | MCO | MOODYS CORP | $483.8M | 7.40% | 1.1M | Trimmed |
| 9 | CP | CANADIAN PACIFIC KANSAS CITY | $414.1M | 6.34% | 5.3M | Trimmed |
| 10 | CMCSA | COMCAST CORP NEW | $330.0M | 5.05% | 11.5M | Added |
| 11 | TXN | TEXAS INSTRS INC | $260.2M | 3.98% | 1.3M | Added |
| 12 | CHTR | CHARTER COMMUNICATIONS INC | $121.6M | 1.86% | 563,266 | Trimmed |
| 13 | LBRDK | LIBERTY BROADBAND CORP | $47.1M | 0.72% | 936,848 | Trimmed |
| 14 | CABO | CABLE ONE INC | $25.5M | 0.39% | 280,084 | Trimmed |
| 15 | V | VISA INC | $23.1M | 0.35% | 76,565 | Added |
| 16 | W | WAYFAIR INC | $22.4M | 0.34% | 297,817 | Added |
| 17 | VERSANT MEDIA GROUP INC | $16.6M | 0.25% | 448,199 | New | |
| 18 | EWU | ISHARES TR | $10.6M | 0.16% | 233,567 | Trimmed |
| 19 | GLIBK | GCI LIBERTY INC | $9.4M | 0.14% | 253,536 | Trimmed |
| 20 | CNI | CANADIAN NATL RY CO | $7.9M | 0.12% | 77,296 | Added |
| 21 | RYAAY | RYANAIR HOLDINGS PLC | $6.5M | 0.10% | 112,652 | Trimmed |
| 22 | AAXJ | ISHARES TR | $4.9M | 0.07% | 50,372 | Trimmed |
| 23 | IEMG | ISHARES INC | $4.4M | 0.07% | 62,909 | Trimmed |
| 24 | IVV | ISHARES TR | $3.2M | 0.05% | 4,929 | Hold |
| 25 | VGK | VANGUARD INTL EQUITY INDEX F | $2.0M | 0.03% | 24,443 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31