ILEX CAPITAL PARTNERS (UK) LLP

PrivateCIK: 1985486
Location

LONDON, X0

147
Positions
$4.88B
Total AUM (reported)
73.98M
Total Shares

Allocation by class

TOTAL AUM$4.88B147 positions
COM$3.81B78.2%
SHS$350.14M7.2%
CL A$289.98M5.9%
NAMEN AKT A$107.26M2.2%
SHS CLASS A$88.96M1.8%
ORD SHS$68.28M1.4%
ORD$65.72M1.3%

Portfolio Concentration

Top 320.6%4–1021.9%11–2529.7%Rest27.9%TOP 1042.5%0%100%
Top 3$1.00B20.6%
4–10$1.07B21.9%
11–25$1.45B29.7%
Rest$1.36B27.9%

Top 3 weight

20.6%

Top 10 weight

42.5%

Voting Authority Distribution

Total shares with voting rights: 73.98M

Sole

Full voting authority

73.98M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole147
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings147
Rows:

PROCTER & GAMBLE CO

SOLE
COM
Shares3.73M
TypeSH
Market value$547.65M
11.23%
Sole
3.73M
Shared
0.00
None
0.00

FLUTTER ENTMT PLC

SOLE
SHS
Shares2.73M
TypeSH
Market value$279.12M
5.72%
Sole
2.73M
Shared
0.00
None
0.00

MONDELEZ INTL INC

SOLE
CL A
Shares3.05M
TypeSH
Market value$176.41M
3.62%
Sole
3.05M
Shared
0.00
None
0.00

KEURIG DR PEPPER INC

SOLE
COM
Shares4.97M
TypeSH
Market value$162.68M
3.34%
Sole
4.97M
Shared
0.00
None
0.00

YUM BRANDS INC

SOLE
COM
Shares1.02M
TypeSH
Market value$162.44M
3.33%
Sole
1.02M
Shared
0.00
None
0.00

INTERNATIONAL FLAVORS&FRAGRA

SOLE
COM
Shares1.98M
TypeSH
Market value$156.82M
3.22%
Sole
1.98M
Shared
0.00
None
0.00

CHIPOTLE MEXICAN GRILL INC

SOLE
COM
Shares4.57M
TypeSH
Market value$155.39M
3.19%
Sole
4.57M
Shared
0.00
None
0.00

T-MOBILE US INC

SOLE
COM
Shares925.22K
TypeSH
Market value$155.19M
3.18%
Sole
925.22K
Shared
0.00
None
0.00

PHILIP MORRIS INTL INC

SOLE
COM
Shares804.94K
TypeSH
Market value$145.62M
2.99%
Sole
804.94K
Shared
0.00
None
0.00

HILTON WORLDWIDE HLDGS INC

SOLE
COM
Shares396.38K
TypeSH
Market value$130.99M
2.69%
Sole
396.38K
Shared
0.00
None
0.00

TRANSUNION

SOLE
COM
Shares1.79M
TypeSH
Market value$128.85M
2.64%
Sole
1.79M
Shared
0.00
None
0.00

STRYKER CORPORATION

SOLE
COM
Shares399.90K
TypeSH
Market value$125.90M
2.58%
Sole
399.90K
Shared
0.00
None
0.00

WYNDHAM HOTELS & RESORTS INC

SOLE
COM
Shares1.47M
TypeSH
Market value$123.98M
2.54%
Sole
1.47M
Shared
0.00
None
0.00

ENVISTA HOLDINGS CORPORATION

SOLE
COM
Shares4.37M
TypeSH
Market value$115.22M
2.36%
Sole
4.37M
Shared
0.00
None
0.00

CONAGRA BRANDS INC

SOLE
COM
Shares8.09M
TypeSH
Market value$108.86M
2.23%
Sole
8.09M
Shared
0.00
None
0.00

ON HLDG AG

SOLE
NAMEN AKT A
Shares3.03M
TypeSH
Market value$107.26M
2.20%
Sole
3.03M
Shared
0.00
None
0.00

ABBOTT LABORATORIES

SOLE
COM
Shares1.08M
TypeSH
Market value$98.16M
2.01%
Sole
1.08M
Shared
0.00
None
0.00

FRESHPET INC

SOLE
COM
Shares1.54M
TypeSH
Market value$91.06M
1.87%
Sole
1.54M
Shared
0.00
None
0.00

ACCENTURE PLC IRELAND

SOLE
SHS CLASS A
Shares714.90K
TypeSH
Market value$88.96M
1.82%
Sole
714.90K
Shared
0.00
None
0.00

PERFORMANCE FOOD GROUP CO

SOLE
COM
Shares759.16K
TypeSH
Market value$84.87M
1.74%
Sole
759.16K
Shared
0.00
None
0.00

ROLLINS INC

SOLE
COM
Shares1.98M
TypeSH
Market value$82.68M
1.70%
Sole
1.98M
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares154.74K
TypeSH
Market value$77.58M
1.59%
Sole
154.74K
Shared
0.00
None
0.00

HEICO CORP NEW

SOLE
COM
Shares202.56K
TypeSH
Market value$72.15M
1.48%
Sole
202.56K
Shared
0.00
None
0.00

IQVIA HLDGS INC

SOLE
COM
Shares370.98K
TypeSH
Market value$71.68M
1.47%
Sole
370.98K
Shared
0.00
None
0.00

RESMED INC

SOLE
COM
Shares355.75K
TypeSH
Market value$69.33M
1.42%
Sole
355.75K
Shared
0.00
None
0.00
Page 1 of 6