Filed | Stock | Sector / Industry | Pur. £ | Current | P/L % | MPV | |
---|---|---|---|---|---|---|---|
22nd Aug '17 |
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AAPL
Apple |
Technology / Consumer Electronics | £39.30 | £196.98 | 401.19% | £350,832.62 |
14th May '19 |
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CSU.TO
Constellation Software |
Technology / Software - Application | £1,147.85 | £4,682.54 | 307.94% | £285,558.05 |
22nd Aug '17 |
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AMZN
Amazon |
Consumer Cyclical / Internet Retail | £47.66 | £172.61 | 262.14% | £253,494.73 |
16th Nov '17 |
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ASML
ASML |
Technology / Semiconductor Equipment & Materials | £177.91 | £640.16 | 259.82% | £251,875.65 |
22nd Aug '17 |
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GOOG
Alphabet |
Communication Services / Internet Content & Information | £45.33 | £153.36 | 238.30% | £236,807.62 |
13th Dec '18 |
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MSFT
Microsoft |
Technology / Software - Infrastructure | £109.08 | £367.78 | 237.17% | £236,015.76 |
22nd Aug '17 |
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V
Visa |
Financial Services / Credit Services | £103.22 | £329.61 | 219.33% | £223,529.34 |
22nd Aug '17 |
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META
Meta Platforms |
Communication Services / Internet Content & Information | £167.78 | £501.48 | 198.89% | £209,223.99 |
22nd Aug '17 |
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|
Healthcare / Diagnostics & Research | £71.88 | £212.78 | 196.02% | £207,216.44** |
22nd Aug '17 |
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BRK-A
Berkshire Hathaway |
Financial Services / Insurance - Diversified | £268,540.00 | £778,833.00 | 190.02% | £203,017.46 |
16th Jul '19 |
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NOW
Servicenow |
Technology / Software - Application | £301.10 | £772.16 | 156.45% | £179,512.44 |
22nd Aug '17 |
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ROP
Roper Technologies |
Technology / Software - Application | £227.79 | £557.24 | 144.63% | £171,240.18 |
26th Nov '18 |
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|
Technology / Software - Infrastructure | £231.96 | £522.25 | 125.15% | £157,602.60** |
14th May '19 |
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|
Healthcare / Diagnostics & Research | £701.77 | £1,481.07 | 111.05% | £147,733.44** |
3rd Jan '18 |
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UNH
Unitedhealth Group |
Healthcare / Healthcare Plans | £221.16 | £454.11 | 105.33% | £143,731.68 |
22nd Aug '17 |
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|
Consumer Defensive / Household & Personal Products | £106.48 | £201.19 | 88.95% | £132,262.39** |
14th Feb '20 |
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|
Basic Materials / Specialty Chemicals | £193.25 | £353.98 | 83.17% | £128,218.24** |
27th Oct '17 |
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|
Technology / Electronic Components | £42.75 | £69.73 | 63.11% | £114,177.78** |
13th Dec '18 |
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|
Industrials / Specialty Industrial Machinery | £135.61 | £202.35 | 49.21% | £104,450.26** |
22nd Aug '17 |
|
Technology / Scientific & Technical Instruments | £6.15 | £9.00 | 46.34% | £102,439.02** | |
14th Feb '18 |
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|
Consumer Cyclical / Footwear & Accessories | £65.87 | £94.78 | 43.89% | £100,722.63** |
18th Sep '21 |
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BR
Broadridge Financial Solutions |
Technology / Information Technology Services | £166.56 | £235.85 | 41.60% | £99,120.44 |
14th May '19 |
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|
Industrials / Conglomerates | £1,736.50 | £2,460.00 | 41.66% | £99,164.99** |
15th Dec '23 |
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|
Industrials / Building Products & Equipment | £309.09 | £422.12 | 36.57% | £95,598.05** |
16th May '23 |
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|
Technology / Information Technology Services | £171.41 | £230.55 | 34.50% | £94,151.45** |
5th Aug '24 |
EL.PA
Essilorluxottica |
Healthcare / Medical Instruments & Supplies | £207.50 | £247.30 | 19.18% | £83,426.51 | |
22nd Aug '17 |
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|
Healthcare / Drug Manufacturers - General | £133.45 | £157.98 | 18.38% | £82,866.99** |
14th Apr '22 |
|
Financial Services / Financial Data & Stock Exchanges | £8,116.00 | £9,536.00 | 17.50% | £82,247.41** | |
18th Jul '23 |
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|
Basic Materials / Specialty Chemicals | £382.11 | £440.02 | 15.16% | £80,608.73** |
16th May '23 |
|
Healthcare / Medical Instruments & Supplies | £180.80 | £204.10 | 12.89% | £79,023.12** | |
8th Jun '23 |
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|
Financial Services / Credit Services | £113.10 | £126.93 | 12.23% | £78,559.68** |
11th Sep '23 |
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|
Technology / Information Technology Services | £211.22 | £230.55 | 9.15% | £76,406.12** |
16th May '23 |
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|
Consumer Cyclical / Internet Retail | £88.34 | £94.64 | 7.13% | £74,992.08** |
14th Apr '22 |
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|
Industrials / Building Products & Equipment | £245.78 | £259.26 | 5.48% | £73,839.21** |
13th Aug '20 |
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TMO
Thermo Fisher Scientific |
Healthcare / Diagnostics & Research | £416.17 | £427.50 | 2.72% | £71,905.71 |
9th Dec '24 |
LSEG.L
London Stock Exchange Group |
Financial Services / Financial Data & Stock Exchanges | £11,188.54 | £11,360.00 | 1.53% | £71,072.75 | |
8th Jun '23 |
LUNR
Intuit |
Industrials / Aerospace & Defense | £7.80 | £7.45 | -4.49% | £66,858.97 | |
6th Jun '24 |
|
Healthcare / Medical Instruments & Supplies | £208.20 | £197.20 | -5.28% | £66,301.63** | |
16th May '23 |
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|
Consumer Defensive / Household & Personal Products | £81.08 | £77.05 | -4.97% | £66,520.72** |
16th May '23 |
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|
Industrials / Railroads | £82.93 | £77.63 | -6.39% | £65,526.34** |
14th Sep '24 |
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|
Basic Materials / Specialty Chemicals | £375.40 | £353.98 | -5.71% | £66,005.86** |
6th Mar '24 |
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|
Consumer Cyclical / Luxury Goods | £824.40 | £705.30 | -14.45% | £59,887.19** |
26th Nov '18 |
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|
Basic Materials / Specialty Chemicals | £4,922.20 | £4,114.00 | -16.42% | £58,506.39** |
8th Jun '23 |
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|
Consumer Defensive / Household & Personal Products | £403.05 | £338.05 | -16.13% | £58,711.08** |
16th May '23 |
|
Financial Services / Insurance - Life | £82.10 | £56.30 | -31.43% | £48,002.44** |
Since | Company | Role | Active | Companies House |
---|---|---|---|---|
Jun 2020 |
|
Unknown Role/Directorship | Ceased 8th Apr '25 | |
Oct 2017 |
|
Chairman and Founder of Trustees | Ceased 8th Apr '25 | |
Oct 2017 |
|
Director | Ceased 8th Apr '25 | Link |
Aug 2017 |
|
Director | Ceased 10th Dec '24 | |
Aug 2017 |
|
Director | Ceased 8th Apr '25 | Link |
Jan 2011 |
|
Trustee | Ceased 17th May '23 | |
Jan 2011 |
|
Life President and Co-founder | Ceased 8th Apr '25 | |
Jun 2010 |
|
Vice Admiral | Ceased 8th Apr '25 |
Filed | Donation Date | Name | Amount | Type | Corporate | Companies House | |||||
---|---|---|---|---|---|---|---|---|---|---|---|
None declared |
Filed | Destination | Reason | Amount | |||||
---|---|---|---|---|---|---|---|---|
None declared |