DOSSIER · 13F-HR · Q2 2026
London & Capital Asset Management Ltd
$10.9B in tracked AUM across 203 positions as of Q2 2026.
L&
CIK 0001767559 · last filed Jun 30, 2026
AI Analysis · Q2 2026
London & Capital Asset Management Ltd reported $9.2B in 13F holdings for the quarter ending 2026-03-31, concentrated in technology with leading positions in AMZN, V, MSFT. Notable moves this quarter: MSFT INCREASED ($-129.2M); TMO INCREASED ($-65.2M). 7 new positions initiated, 7 closed out, reflecting 57 total changes from the prior quarter.
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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