Galilei Investment Office LLP

LONDON, X0 · CIK 2043729 · 13F filing filed 2025-07-28

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.

Legal entityGALILEI INVESTMENT OFFICE LLP (GB)

$196.7m reported value +6.5% vs Q1 2025

27positions

87.0%in top 10

2 new 2 added 4 reduced 2 sold out vs Q1 2025

Holdings, Q2 2025

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	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	77,655	$48.0m24.40%	24.40%	Unchanged
2	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	75,615	$42.2m21.45%	21.45%	Reduced -3.1k	-3,102 -3.9%
3	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	349,528	$26.7m13.56%	13.56%	Reduced -5.1k	-5,087 -1.4%
4	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	134,140	$13.5m6.87%	6.87%	Unchanged
5	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	199,086	$10.5m5.34%	5.34%	Added +18.3k	+18,324 10.1%
6	META PLATFORMS INC CL A META	META	9,770	$7.2m3.67%	3.67%	Unchanged
7	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	54,900	$7.1m3.59%	3.59%	Reduced -2.3k	-2,336 -4.1%
8	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	12,920	$6.3m3.19%	3.19%	Unchanged
9	ISHARES INC CORE MSCI EMKT IEMG	IEMG	99,500	$6.0m3.04%	3.04%	Unchanged
10	ISHARES INC MSCI EMRG CHN EMXC	EMXC	58,133	$3.7m1.87%	1.87%	Unchanged
11	MICROSOFT CORP COM MSFT	MSFT	6,985	$3.5m1.77%	1.77%	Unchanged
12	AMERICAN EXPRESS CO COM AXP	AXP	9,974	$3.2m1.62%	1.62%	Unchanged
13	ALPHABET INC CAP STK CL A GOOGL	GOOGL	14,900	$2.6m1.34%	1.34%	Unchanged
14	BRITISH AMERN TOB PLC SPONSORED ADR BTI	BTI	54,368	$2.6m1.31%	1.31%	Added +949	+949 1.8%
15	SHELL PLC SPON ADS SHEL	SHEL	63,920	$2.3m1.14%	1.14%	New
16	APPLE INC COM AAPL	AAPL	8,449	$1.7m0.88%	0.88%	Unchanged
17	FEDEX CORP COM FDX	FDX	7,088	$1.6m0.82%	0.82%	Unchanged
18	VISA INC COM CL A V	V	4,351	$1.5m0.79%	0.79%	Unchanged
19	COCA COLA CO COM KO	KO	19,577	$1.4m0.70%	0.70%	Unchanged
20	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	18,000	$1.3m0.69%	0.69%	Unchanged
21	NIKE INC CL B NKE	NKE	17,189	$1.2m0.62%	0.62%	Unchanged
22	ISHARES TR RUSSELL 2000 ETF IWM	IWM	5,000	$1.1m0.55%	0.55%	Unchanged
23	SENTINELONE INC CL A S	S	57,500	$1.1m0.53%	0.53%	New
24	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	4,000	$202.8k0.10%	0.10%	Unchanged
25	DBX ETF TR XTRACK HRVST CSI ASHR	ASHR	5,598	$154.2k0.08%	0.08%	Unchanged
26	ISHARES TR MSCI CHINA ETF MCHI	MCHI	1,700	$93.7k0.05%	0.05%	Unchanged
27	CAMECO CORP COM CCJ	CCJ	1,075	$79.8k0.04%	0.04%	Reduced -470	-470 -30.4%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
INVESCO EXCH TRADED FD TR II BKLN	BKLN	186,364	$3.8m186.4k shares
PRECIDIAN ETFS TR SHEH	SHEH	63,920	$2.3m63.9k shares