W1M Asset Management Ltd

London, X0 · CIK 1767559 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLondon

$10.9bn reported value +18.8% vs Q1 2026

203positions

50.3%in top 10

24 new 99 added 60 reduced 44 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

London & Capital Wealth Advisers Ltd – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,282,430	$744.4m6.82%	6.82%	Reduced -202.2k	-202,164 -13.6%
2	AMAZON COM INC COM AMZN	AMZN	2,418,468	$576.1m5.28%	5.28%	Reduced -17.5k	-17,507 -0.7%
3	VISA INC COM CL A V	V	1,607,924	$550.9m5.05%	5.05%	Added +58.9k	+58,855 3.8%
4	GE VERNOVA INC COM GEV	GEV	465,513	$546.6m5.01%	5.01%	Added +4.3k	+4,342 0.9%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,523,852	$544.2m4.99%	4.99%	Reduced -15.7k	-15,703 -1.0%
6	GE AEROSPACE COM NEW GE	GE	1,439,418	$537.4m4.92%	4.92%	Added +56.1k	+56,082 4.0%
7	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	5,975,636	$520.1m4.77%	4.77%	Added +59.8k	+59,833 1.0%
8	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,082,574	$516.0m4.73%	4.73%	Added +14.5k	+14,535 1.4%
9	MICROSOFT CORP COM MSFT	MSFT	1,288,098	$480.2m4.40%	4.40%	Added +50.6k	+50,568 4.1%
10	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	1,980,510	$469.9m4.31%	4.31%	Added +116.4k	+116,418 6.2%
11	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	814,886	$408.0m3.74%	3.74%	Added +21.4k	+21,414 2.7%
12	CAPITAL ONE FINL CORP COM COF	COF	1,838,344	$368.7m3.38%	3.38%	Added +287.7k	+287,667 18.6%
13	SYNOPSYS INC COM SNPS	SNPS	816,669	$364.1m3.34%	3.34%	Added +29.8k	+29,840 3.8%
14	UNITEDHEALTH GROUP INC COM UNH	UNH	842,562	$350.0m3.21%	3.21%	Reduced -38.0k	-38,032 -4.3%
15	MARSH & MCLENNAN COS INC COM MRSH	MRSH	2,090,489	$348.2m3.19%	3.19%	Added +66.7k	+66,737 3.3%
16	CME GROUP INC COM CME	CME	1,573,940	$347.5m3.18%	3.18%	Added +113.7k	+113,698 7.8%
17	UNITED RENTALS INC COM URI	URI	297,832	$337.3m3.09%	3.09%	Added +10.7k	+10,711 3.7%
18	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,157,301	$325.5m2.98%	2.98%	Added +42.2k	+42,199 3.8%
19	YUM CHINA HLDGS INC COM YUMC	YUMC	7,838,137	$320.2m2.93%	2.93%	Added +1.7m	+1,663,611 26.9%
20	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	2,451,234	$301.7m2.76%	2.76%	Added +234.9k	+234,864 10.6%
21	GRAB HOLDINGS LIMITED CLASS A ORD GRAB	GRAB	70,584,847	$265.0m2.43%	2.43%	Added +7.9m	+7,928,096 12.7%
22	VULCAN MATLS CO COM VMC	VMC	570,288	$168.2m1.54%	1.54%	Added +150.7k	+150,672 35.9%
23	EAGLE MATLS INC COM EXP	EXP	689,422	$155.2m1.42%	1.42%	Added +156.4k	+156,424 29.4%
24	SPDR GOLD TR GOLD SHS GLD	GLD	351,835	$129.6m1.19%	1.19%	Added +24.5k	+24,502 7.5%
25	SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD SHG	SHG	1,965,980	$124.3m1.14%	1.14%	Added +142.9k	+142,869 7.8%
26	ALPHABET INC CAP STK CL C GOOG	GOOG	247,250	$87.4m0.80%	0.80%	Reduced -48.0k	-48,041 -16.3%
27	SCHLUMBERGER LTD COM STK SLB	SLB	1,645,092	$76.4m0.70%	0.70%	Reduced -5.0k	-4,992 -0.3%
28	QUALCOMM INC COM QCOM	QCOM	367,840	$68.0m0.62%	0.62%	Reduced -50.4k	-50,442 -12.1%
29	MERCADOLIBRE INC COM MELI	MELI	39,058	$66.3m0.61%	0.61%	Added +203	+203 0.5%
30	CHENIERE ENERGY INC COM NEW LNG	LNG	258,166	$61.7m0.57%	0.57%	Added +647	+647 0.2%
31	WEC ENERGY GROUP INC COM WEC	WEC	527,164	$61.5m0.56%	0.56%	Added +13.4k	+13,449 2.6%
32	CANADIAN PACIFIC KANSAS CITY COM CP	CP	683,953	$59.2m0.54%	0.54%	Added +53.9k	+53,902 8.6%
33	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	642,480	$48.5m0.44%	0.44%	Added +52.1k	+52,059 8.8%
34	NEWMONT CORP COM NEM	NEM	510,733	$47.7m0.44%	0.44%	Reduced -19.5k	-19,486 -3.7%
35	QUANTA SVCS INC COM PWR	PWR	42,845	$30.8m0.28%	0.28%	Reduced -6.1k	-6,105 -12.5%
36	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	57,305	$28.7m0.26%	0.26%	Reduced -11.8k	-11,832 -17.1%
37	AMERICAN EXPRESS CO COM AXP	AXP	81,583	$27.6m0.25%	0.25%	Added +4.7k	+4,670 6.1%
38	CAMECO CORP COM CCJ	CCJ	235,661	$24.0m0.22%	0.22%	Added +50.1k	+50,108 27.0%
39	ETFS GOLD TR PHYSCL GOLD SHS SGOL	SGOL	604,978	$23.1m0.21%	0.21%	Added +30.3k	+30,290 5.3%
40	FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT LMBS	LMBS	455,785	$22.7m0.21%	0.21%	Added +76.4k	+76,353 20.1%
41	APPLE INC COM AAPL	AAPL	72,701	$21.0m0.19%	0.19%	Reduced -26.5k	-26,547 -26.8%
42	WHEATON PRECIOUS METALS CORP COM WPM	WPM	184,762	$20.8m0.19%	0.19%	Reduced -1	-1 0.0%
43	ISHARES TR CORE DIV GRWTH DGRO	DGRO	260,961	$19.8m0.18%	0.18%	Reduced -60	-60 -0.0%
44	ZOETIS INC CL A ZTS	ZTS	263,274	$18.9m0.17%	0.17%	Reduced -13.5k	-13,485 -4.9%
45	AMERICAN INTL GROUP INC COM NEW AIG	AIG	196,050	$14.6m0.13%	0.13%	Reduced -42.7k	-42,669 -17.9%
46	FIRST TR EXCH TRD ALPHDX FD ASIA EX JAPAN FPA	FPA	270,250	$14.4m0.13%	0.13%	Added +14.8k	+14,840 5.8%
47	H WORLD GROUP LTD SPONSORED ADS HTHT	HTHT	314,396	$13.1m0.12%	0.12%	New
48	PACCAR INC COM PCAR	PCAR	88,401	$10.6m0.10%	0.10%	Added +4	+4 0.0%
49	ISHARES TR MSCI CHINA ETF MCHI	MCHI	191,409	$9.8m0.09%	0.09%	Unchanged
50	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	21,966	$9.6m0.09%	0.09%	Unchanged
51	COCA COLA CO COM KO	KO	116,407	$9.5m0.09%	0.09%	Added +17.1k	+17,089 17.2%
52	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	94,482	$8.7m0.08%	0.08%	Added +6.9k	+6,863 7.8%
53	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	11,329	$8.5m0.08%	0.08%	Added +2.1k	+2,115 22.9%
54	FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD FTGC	FTGC	251,724	$6.8m0.06%	0.06%	Added +13.9k	+13,905 5.8%
55	GLOBAL X FDS GLOBAL X COPPER COPX	COPX	84,191	$6.5m0.06%	0.06%	Added +57.1k	+57,090 210.7%
56	NVIDIA CORPORATION COM NVDA	NVDA	32,118	$6.4m0.06%	0.06%	Added +4.2k	+4,176 14.9%
57	FLEXSHARES TR MORNSTAR UPSTR GUNR	GUNR	115,000	$5.7m0.05%	0.05%	Unchanged
58	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	6,824	$4.7m0.04%	0.04%	Reduced -1.1k	-1,062 -13.5%
59	TESLA INC COM TSLA	TSLA	11,061	$4.6m0.04%	0.04%	Reduced -852	-852 -7.2%
60	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	52,161	$4.4m0.04%	0.04%	Added +1.3k	+1,275 2.5%
61	ISHARES TR CORE S&P500 ETF IVV	IVV	5,696	$4.3m0.04%	0.04%	Reduced -799	-799 -12.3%
62	ISHARES TR IBOXX HI YD ETF HYG	HYG	51,913	$4.2m0.04%	0.04%	Added +3.3k	+3,260 6.7%
63	KANZHUN LIMITED SPONSORED ADS BZ	BZ	317,900	$4.1m0.04%	0.04%	Added +95.0k	+95,000 42.6%
64	SPDR INDEX SHS FDS GLB NAT RESRCE GNR	GNR	58,009	$3.9m0.04%	0.04%	Unchanged
65	ISHARES TR CHINA LG-CAP ETF FXI	FXI	122,342	$3.9m0.04%	0.04%	Unchanged
66	MASTERCARD INCORPORATED CL A MA	MA	7,340	$3.8m0.03%	0.03%	Reduced -2.9k	-2,861 -28.1%
67	JPMORGAN CHASE & CO COM JPM	JPM	10,164	$3.3m0.03%	0.03%	Reduced -437	-437 -4.1%
68	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	13,834	$3.3m0.03%	0.03%	Reduced -100	-100 -0.7%
69	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	8,695	$3.2m0.03%	0.03%	Added +1.2k	+1,234 16.5%
70	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	4,240	$3.1m0.03%	0.03%	Added +575	+575 15.7%
71	BAKER HUGHES COMPANY CL A BKR	BKR	55,194	$3.1m0.03%	0.03%	New
72	CHEVRON CORP NEW COM CVX	CVX	17,746	$2.9m0.03%	0.03%	Reduced -221	-221 -1.2%
73	EXXON MOBIL CORP COM XOM	XOM	21,436	$2.9m0.03%	0.03%	Added +2.5k	+2,484 13.1%
74	AUTOLIV INC COM ALV	ALV	23,455	$2.7m0.02%	0.02%	Reduced -566	-566 -2.4%
75	D R HORTON INC COM DHI	DHI	16,427	$2.7m0.02%	0.02%	Added +77	+77 0.5%
76	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	7,678	$2.6m0.02%	0.02%	Unchanged
77	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	16,778	$2.6m0.02%	0.02%	Reduced -8.8k	-8,790 -34.4%
78	HDFC BANK LTD SPONSORED ADS HDB	HDB	100,960	$2.6m0.02%	0.02%	Added +47.5k	+47,456 88.7%
79	AMPLIFY ETF TR AMPLIFY JUNIOR S SILJ	SILJ	100,000	$2.6m0.02%	0.02%	Unchanged
80	BANK AMERICA CORP COM BAC	BAC	42,989	$2.4m0.02%	0.02%	Reduced -6.0k	-6,023 -12.3%
81	META PLATFORMS INC CL A META	META	4,318	$2.4m0.02%	0.02%	Reduced -320	-320 -6.9%
82	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,222	$2.4m0.02%	0.02%	Reduced -141	-141 -10.3%
83	JOHNSON & JOHNSON COM JNJ	JNJ	9,513	$2.4m0.02%	0.02%	Reduced -2.1k	-2,073 -17.9%
84	ELI LILLY & CO COM LLY	LLY	1,987	$2.4m0.02%	0.02%	Added +1.6k	+1,594 405.6%
85	BOOKING HOLDINGS INC COM BKNG	BKNG	12,362	$2.2m0.02%	0.02%	Reduced -3.7k	-3,688 -23.0%
86	LENNAR CORP CL A LEN	LEN	23,586	$2.1m0.02%	0.02%	Added +5.1k	+5,086 27.5%
87	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	5,478	$2.1m0.02%	0.02%	Added +119	+119 2.2%
88	LOCKHEED MARTIN CORP COM LMT	LMT	4,005	$2.0m0.02%	0.02%	Reduced -29	-29 -0.7%
89	BROADCOM INC COM AVGO	AVGO	5,117	$1.9m0.02%	0.02%	Added +397	+397 8.4%
90	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	19,899	$1.9m0.02%	0.02%	Reduced -164	-164 -0.8%
91	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	22,167	$1.8m0.02%	0.02%	Added +12.0k	+12,006 118.2%
92	BOEING CO COM BA	BA	8,395	$1.8m0.02%	0.02%	Added +87	+87 1.1%
93	TJX COS INC NEW COM TJX	TJX	11,758	$1.8m0.02%	0.02%	Reduced -85	-85 -0.7%
94	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	22,516	$1.8m0.02%	0.02%	Added +15.7k	+15,708 230.7%
95	S&P GLOBAL INC COM SPGI	SPGI	4,179	$1.7m0.02%	0.02%	Added +28	+28 0.7%
96	WISDOMTREE TR JAPN HEDGE EQT DXJ	DXJ	8,758	$1.5m0.01%	0.01%	Reduced -402	-402 -4.4%
97	WASTE MGMT INC DEL COM WM	WM	6,605	$1.5m0.01%	0.01%	Added +222	+222 3.5%
98	MERCK & CO INC COM MRK	MRK	10,993	$1.4m0.01%	0.01%	Reduced -296	-296 -2.6%
99	ABBVIE INC COM ABBV	ABBV	5,460	$1.4m0.01%	0.01%	Added +264	+264 5.1%
100	ISHARES TR 0-5YR INVT GR CP SLQD	SLQD	26,900	$1.4m0.01%	0.01%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
UBER TECHNOLOGIES INC UBER	UBER	38,488	$2.8m38.5k shares
PLANET LABS PBC PL	PL	59,650	$1.5m59.6k shares
ISHARES TR ACWI	ACWI	9,477	$1.3m9.5k shares
ADOBE INC ADBE	ADBE	4,689	$1.1m4.7k shares
EMBOTELLADORA ANDINA S A AKO.B	AKO.B	42,000	$1.1m42.0k shares
CIPHER MINING INC CIFR	CIFR	75,000	$964.9k75.0k shares
NGL ENERGY PARTNERS LP NGL	NGL	57,970	$715.9k58.0k shares
ITAU UNIBANCO HLDG S A ITUB	ITUB	84,975	$713.4k85.0k shares
LAUDER ESTEE COS INC EL	EL	9,612	$689.5k9.6k shares
ETF OPPORTUNITIES TRUST HECA	HECA	22,597	$653.8k22.6k shares
VANGUARD WORLD FD MGK	MGK	8,875	$652.3k8.9k shares
ISHARES TR SGOV	SGOV	5,967	$600.7k6.0k shares
ELDORADO GOLD CORP NEW EGO	EGO	17,416	$598.1k17.4k shares
CORE SCIENTIFIC INC NEW CORZ	CORZ	37,500	$560.4k37.5k shares
VANGUARD ADMIRAL FDS INC VOOG	VOOG	7,800	$530.0k7.8k shares
ISHARES TR TIP	TIP	4,635	$511.5k4.6k shares
INTUITIVE MACHINES INC LUNR	LUNR	27,000	$500.4k27.0k shares
PHILIP MORRIS INTL INC PM	PM	2,945	$486.9k2.9k shares
HONEYWELL INTL INC		1,015	$458.7k1.0k shares
ISHARES INC URTH	URTH	2,540	$457.6k2.5k shares
SIXTH STREET SPECIALTY LENDI TSLX	TSLX	23,130	$425.4k23.1k shares
SHOPIFY INC SHOP	SHOP	3,423	$406.1k3.4k shares
COURSERA INC COUR	COUR	68,541	$399.3k68.5k shares
BLACKSTONE SECD LENDING FD BXSL	BXSL	16,767	$397.4k16.8k shares
VINCI PARTNERS INVTS LTD VINP	VINP	36,000	$380.3k36.0k shares