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13F holdings

Rothschild & Co Wealth Management UK Ltd portfolio

Managed by . 25 reported positions worth $6.5B as of 2026-03-31, filed with the SEC on 2026-05-08. Parsed from the filing itself, not a reseller.

$6.5B
Book value
25
Positions
91%
Top 10 weight
+2
New this quarter
-2
Exited
134 days
Age today
How old this actually is

Every position on this page is a snapshot of 2026-03-31. It was already 38 days old on 2026-05-08, the day it first became public. Today it is 134 days old.

That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.

What changed

Positions opened and closed

Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.

New positions (2)
TickerIssuerValueShares% of book
SUNBSUNBELT RENTALS HOLDINGS INC$534.4M8,511,8338.18%
VSNTVERSANT MEDIA GROUP INC$16.6M448,1990.25%
Closed out (2)
TickerIssuerWas worthShares% of book
FOXAFOX CORP$29.9M409,4270.00%
HAPNLENDINGCLUB CORP$1.9M99,0000.00%
Added to (6)
TickerIssuerValueShares% of bookShares Δ
BKNGBOOKING HOLDINGS INC$723.8M171,90011.08%+20%
SPGIS&P GLOBAL INC$571.0M1,342,4308.74%+26%
TXNTEXAS INSTRS INC$260.2M1,340,2293.98%+2%
VVISA INC$23.1M76,5650.35%+13%
WWAYFAIR INC$22.4M297,8170.34%+13%
CNICANADIAN NATL RY CO$7.9M77,2960.12%+13%
Trimmed (11)
TickerIssuerValueShares% of bookShares Δ
VGKVANGUARD INTL EQUITY INDEX F$2.0M24,4430.03%-56%
IEMGISHARES INC$4.4M62,9090.07%-19%
EWUISHARES TR$10.6M233,5670.16%-16%
AAXJISHARES TR$4.9M50,3720.07%-12%
CABOCABLE ONE INC$25.5M280,0840.39%-2%
MAMASTERCARD INCORPORATED$675.8M1,352,60710.34%-2%
AXPAMERICAN EXPRESS CO$860.3M2,844,15813.17%-2%
LBRDKLIBERTY BROADBAND CORP$47.1M936,8480.72%-2%
CPCANADIAN PACIFIC KANSAS CITY$414.1M5,264,2046.34%-2%
GLIBKGCI LIBERTY INC$9.4M253,5360.14%-1%
RYAAYRYANAIR HOLDINGS PLC$6.5M112,6520.10%-1%
The book

All reported holdings

TickerIssuerValueShares% of bookShares Δ
AXPAMERICAN EXPRESS CO$860.3M2,844,15813.17%
BKNGBOOKING HOLDINGS INC$723.8M171,90011.08%
BRK/BBERKSHIRE HATHAWAY INC DEL$702.8M1,466,54810.76%
MAMASTERCARD INCORPORATED$675.8M1,352,60710.34%
DEDEERE & CO$672.6M1,194,00810.29%
SPGIS&P GLOBAL INC$571.0M1,342,4308.74%
SUNBSUNBELT RENTALS HOLDINGS INC$534.4M8,511,8338.18%
MCOMOODYS CORP$483.8M1,108,9347.40%
CPCANADIAN PACIFIC KANSAS CITY$414.1M5,264,2046.34%
CMCSACOMCAST CORP NEW$330.0M11,493,6975.05%
TXNTEXAS INSTRS INC$260.2M1,340,2293.98%
CHTRCHARTER COMMUNICATIONS INC$121.6M563,2661.86%
LBRDKLIBERTY BROADBAND CORP$47.1M936,8480.72%
CABOCABLE ONE INC$25.5M280,0840.39%
VVISA INC$23.1M76,5650.35%
WWAYFAIR INC$22.4M297,8170.34%
VSNTVERSANT MEDIA GROUP INC$16.6M448,1990.25%
EWUISHARES TR$10.6M233,5670.16%
GLIBKGCI LIBERTY INC$9.4M253,5360.14%
CNICANADIAN NATL RY CO$7.9M77,2960.12%
RYAAYRYANAIR HOLDINGS PLC$6.5M112,6520.10%
AAXJISHARES TR$4.9M50,3720.07%
IEMGISHARES INC$4.4M62,9090.07%
IVVISHARES TR$3.2M4,9290.05%
VGKVANGUARD INTL EQUITY INDEX F$2.0M24,4430.03%

Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.

Read the original

This page was built from one document: the 2026-03-31 Form 13F info table filed by Rothschild & Co Wealth Management UK Ltd (CIK 1784260, accession 0001172661-26-001626). Every other 13F site is reading the same file.

If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager

What a 13F cannot show you

A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:

  • No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
  • No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
  • No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
  • Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
  • Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.

Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test

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