Titelia

Holdings of Windmill Hill Asset Management Ltd

· Original filing · Compare with another fund · Report an error

Net assets
-
Positions
17 in 2 countries
Top ten
89.6 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1General Electric Co 31,7309M $
2Visa Inc 20,0756.1M $
3Alphabet Inc 20,0005.8M $
4Moody's Corp 10,9124.8M $
5S&P Global Inc 10,1724.3M $
6Global X Uranium ETF 84,1634.1M $
7Rocket Lab Corp 22,0891.4M $
8Microsoft Corp 2,8991.1M $
9Vale SA 61,344976K $
10Exxon Mobil Corp 5,288897.2K $
11Freeport-McMoRan Inc 15,020882.9K $
12Victory Capital Holdings Inc 13,329872.8K $
13ConocoPhillips 5,968787.8K $
14BRASILAGRO - COMPANHIA BRASILEIRA DE PROPRIEDADES AGRICOILAS SA 141,796599.8K $
15Mosaic Co/The 23,208591.8K $
16Figure Technology Solutions Inc 12,501424.4K $
17Figma Inc 13,274280.6K $

Download this table: CSV, JSON

Sector breakdown

  • Financials 35.4 %
  • Industrials 24.4 %
  • Communication 13.4 %
  • Materials 4.3 %
  • Energy 3.9 %
  • Technology 2.5 %
  • Unattributed 16.0 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 96.3 %
  • Brazil 3.7 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States1541.2M $96.32 %
2Brazil21.6M $3.68 %
Cite this page

Titelia. "Holdings of Windmill Hill Asset Management Ltd". https://titelia.com/en/funds/US13F1831132