W1M Asset Management Ltd

CIK 0001767559 · LONDON, null · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

W1M Asset Management Ltd reported 203 positions worth $10.91B as of June 30, 2026 (13F filed August 12, 2026). Largest holding: AMD (6.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$10.91B
2026 Q2
Positions
203
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
50.3%
Est. Net Flow (Q)
2026 Q2
10 / 203 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AMDADVANCED MICRO DEVICES INCSH$744.4M6.82%1,282,430
2AMZNAMAZON COM INCSH$576.1M5.28%2,418,468
3VVISA INCSH$550.9M5.05%1,607,924
4GEVGE VERNOVA INCSH$546.6M5.01%465,513
5GOOGLALPHABET INCSH$544.2M4.99%1,523,852
6GEGE AEROSPACESH$537.4M4.92%1,439,418
7IBKRINTERACTIVE BROKERS GROUP INSH$520.1M4.77%5,975,636
8TSMTAIWAN SEMICONDUCTOR MANUFACSH$516.0M4.73%1,082,574
9MSFTMICROSOFT CORPSH$480.2M4.40%1,288,098
10FERGFERGUSON ENTERPRISES INCSH$469.9M4.31%1,980,510

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does W1M Asset Management Ltd hold as of Q2 2026?

W1M Asset Management Ltd reported 203 positions worth $10.91B in its Q2 2026 13F filing. Largest positions: AMD (6.8%), AMZN (5.3%), V (5.0%), GEV (5.0%) and GOOGL (5.0%).

What did W1M Asset Management Ltd buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did W1M Asset Management Ltd sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.