IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

W1m Investment Management Ltd

Q2 2023 Holdings

Filed 2023-08-02 | 73 holdings | $3.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Microsoft Corporation Com Us$0.00000625(MSFT)COM594918104$245.8M722,1627.0%
Visa Inc Com Stock Us$0.0001(V)COM CL A92826C839$195.3M822,9475.6%
Linde Plc Com Eur0.001(LIN)SHSG54950103$190.1M499,3265.4%
Alphabet Inc Us$0.001 'a'(GOOGL)CAP STK CL A02079K305$174.9M1,461,2225.0%
Marsh & McLennan Cos Inc Com Us$1.00(MRSH)COM571748102$169.4M901,1134.8%
TE Connectivity Ltd Com Chf1.37(TEL)SHSH84989104$158.1M1,128,5214.5%
Amazon.com Inc Com Us$0.01(AMZN)COM023135106$156.2M1,198,6084.4%
CME Group Inc Com Us$0.01 'a'(CME)COM12572Q105$149.5M806,7334.2%
Costco Wholesale Corp Com Stock Us$0.005(COST)COM22160K105$147.5M273,8814.2%
American Express Co Com Us$0.20(AXP)COM025816109$145.8M837,6594.1%
Advanced Micro Devices(AMD)COM007903107$144.4M1,267,8284.1%
United Health Group Com Us$0.01(UNH)COM91324P102$135.5M281,9373.9%
Intuit Inc Com Us$0.01(INTU)COM461202103$120.2M262,4023.4%
Qualcomm Inc Com Us$0.0001(QCOM)COM747525103$117.9M991,1093.4%
DuPont de Nemours Inc $0.01(DD)COM26614N102$110.8M1,551,3663.1%
IBM Com Us$0.20(IBM)COM459200101$103.6M774,5782.9%
Synopsys Inc Us$0.01(SNPS)COM871607107$93.8M215,3412.7%
T-Mobile US Inc(TMUS)COM872590104$79.9M575,4472.3%
Taiwan Semiconductor Manufacturing ADS Rep 5 Ord Tw$10(TSM)SPONSORED ADS874039100$73.9M732,4152.1%
Apple Inc Com(AAPL)COM037833100$68.1M351,5251.9%
Thermo Fisher Scientific COM Us$1(TMO)COM883556102$66.0M126,6631.9%
Schlumberger Com Us$0.01(SLB)COM STK806857108$42.4M863,4041.2%
Vulcan Materials Com $1(VMC)COM929160109$40.2M178,5821.1%
JP Morgan Chase Com Us$1 (US quote)(JPM)COM46625H100$38.7M266,2041.1%
Chevron Corporation Com Us$0.75(CVX)COM166764100$37.6M239,2931.1%
American International Group Inc Com Us$2.50(AIG)COM NEW026874784$36.5M634,1001.0%
HCA Healthcare Inc(HCA)COM40412C101$35.4M116,6221.0%
Coca-Cola Com Us$0.25(KO)COM191216100$31.4M520,8540.9%
Honeywell International Inc Com Us$1.00(HON)COM438516106$30.3M146,1010.9%
Berkshire Hathaway 'b' Com Us$0.1667(BRK/B)CL B NEW084670702$29.2M85,7280.8%
Yum China Holdings Inc. Us$0.01(YUMC)COM98850P109$29.1M514,7560.8%
Valaris Ltd(VAL)CL AG9460G101$26.1M414,6210.7%
Dover Corporation Us$1(DOV)COM260003108$25.3M171,5370.7%
American Water Works Company Inc Us$0.01(AWK)COM030420103$23.4M163,9100.7%
Cummins Inc $2.50(CMI)COM231021106$21.9M89,3030.6%
Quanta Services, Inc(PWR)COM74762E102$21.6M109,7240.6%
Mercadolibre Inc Com Us$0.001(MELI)COM58733R102$20.3M17,1190.6%
O'Reilly Automotive Inc New $0.01(ORLY)COM67103H107$16.0M16,7480.5%
Prologis, Inc.(PLD)COM74340W103$15.2M124,1400.4%
Pepsico Inc Cap Stock Us$0.0166(PEP)COM713448108$13.3M72,0030.4%
Zoetis Inc Com Us$0.01 'a'(ZTS)CL A98978V103$12.1M70,1020.3%
Abrdn Physical Gold Shares ETF(SGOL)PHYSCL SWISS GLD00326A104$11.7M634,3750.3%
D.R. Horton Inc Com Us$0.01(DHI)COM23331A109$11.2M91,8090.3%
Spdr Gold Trust Shares(GLD)GOLD SHS78463V107$9.8M54,7750.3%
Alibaba Group Holdings Ltd Sponsored ADR(BABA)SPONSORED ADS01609W102$9.3M111,7130.3%
Home Depot Inc Com Us$0.05(HD)COM437076102$8.1M26,0610.2%
Oaktree Specialty Com USD 0.01(OCSL)COM67401P405$6.5M334,7690.2%
Netflix Inc Us$0.001(NFLX)COM64110L106$5.8M13,1670.2%
Procter & Gamble Co Com(PG)COM742718109$5.7M37,5560.2%
S&P Global Inc(SPGI)COM78409V104$5.6M13,9610.2%
Page 1 of 2Next