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Showing Q3 2025 data
Waverton Investment Management Ltd's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Waverton Investment Management Ltd
•CIK: 1344114•Filing: Q3 2025
**Waverton Investment Management Ltd** manages $7.8B across a diversified portfolio of 101 positions. The firm maintains significant exposure to technology and financial infrastructure, highlighted by top holdings including MSFT at $563.8M and GOOGL at $473.0M. Further concentration is evident in e-commerce and financial services, with AMZN ($427.0M) and V ($382.6M) anchoring the top quartile. This structure suggests a conviction-driven approach targeting market leaders across key growth sectors.
Total AUM
$7.8B
QoQ Performance
+7.0%
Positions
96
Top 10 Concentration
49.1%
Latest Filing
Q3 2025
Top Holdings Allocation
MSFT
GOOGL
AMZN
MSFT7.3%
GOOGL6.1%
AMZN5.5%
V4.9%
GE4.4%
IBKR4.4%
TMO4.3%
FERG4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other46.0%
Technology25.2%
Financial9.9%
Healthcare7.5%
Consumer5.5%
Industrial4.4%
Energy1.1%
Materials0.2%
🚪 Exited Positionssold since Q2 2025
+1 more exited positions
Changes from Q2 2025
NEW2 new positions
↑33 increased
↓37 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023