RATHBONES GROUP PLC

PrivateCIK: 1351991
Location

LIVERPOOL, X0

📋 What this filing means

RATHBONES GROUP PLC filed this quarterly 13F‑HR report disclosing 665 equity positions with a total reported market value of $27.14B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

665
Positions
$27.14B
Total AUM (reported)
155.63M
Total Shares

Allocation by class

TOTAL AUM$27.14B665 positions
COM$27.14B100.0%

Portfolio Concentration

Top 315.8%4–1024.2%11–2520.9%Rest39.1%TOP 1040.0%0%100%
Top 3$4.30B15.8%
4–10$6.56B24.2%
11–25$5.69B20.9%
Rest$10.60B39.1%

Top 3 weight

15.8%

Top 10 weight

40.0%

Voting Authority Distribution

Total shares with voting rights: 155.63M

Sole

Full voting authority

155.63M

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)

Sole665
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings665
Rows:

ASTRAZENECA PLC USD0.25 Ordinary Shares

SOLE
COM
Shares7.98M
TypeSH
Market value$1.49B
5.50%
Sole
7.98M
Shared
0.00
None
0.00

ALPHABET INC USD0.001 Cls A Cap Stock

SOLE
COM
Shares3.99M
TypeSH
Market value$1.42B
5.25%
Sole
3.99M
Shared
0.00
None
0.00

MICROSOFT CORP USD 0.00000625 Common Stock

SOLE
COM
Shares3.70M
TypeSH
Market value$1.38B
5.08%
Sole
3.70M
Shared
0.00
None
0.00

NVIDIA CORP USD0.001 Common Stock

SOLE
COM
Shares6.38M
TypeSH
Market value$1.28B
4.70%
Sole
6.38M
Shared
0.00
None
0.00

AMAZON COM INC USD0.01 Common Stock

SOLE
COM
Shares5.13M
TypeSH
Market value$1.22B
4.50%
Sole
5.13M
Shared
0.00
None
0.00

VISA INC USD0.0001 Common Stock

SOLE
COM
Shares3.13M
TypeSH
Market value$1.08B
3.96%
Sole
3.13M
Shared
0.00
None
0.00

APPLE INC (UK Quoted) NPV Common Stock

SOLE
COM
Shares3.42M
TypeSH
Market value$988.58M
3.64%
Sole
3.42M
Shared
0.00
None
0.00

JP MORGAN CHASE & CO USD1 Common Stock

SOLE
COM
Shares2.75M
TypeSH
Market value$901.15M
3.32%
Sole
2.75M
Shared
0.00
None
0.00

AMPHENOL CORP USD0.001 Cls A Common Stock

SOLE
COM
Shares3.17M
TypeSH
Market value$559.08M
2.06%
Sole
3.17M
Shared
0.00
None
0.00

LILLY (ELI) & CO NPV Common Stock

SOLE
COM
Shares447.65K
TypeSH
Market value$536.93M
1.98%
Sole
447.65K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTORS MAN LTD ADS Rep 5 TWD10 Ord Share

SOLE
COM
Shares1.10M
TypeSH
Market value$524.85M
1.93%
Sole
1.10M
Shared
0.00
None
0.00

ALPHABET INC USD0.001 Cls C Common Stock

SOLE
COM
Shares1.48M
TypeSH
Market value$523.45M
1.93%
Sole
1.48M
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC USD1 Common Stock

SOLE
COM
Shares1.01M
TypeSH
Market value$504.10M
1.86%
Sole
1.01M
Shared
0.00
None
0.00

COCA-COLA CO USD0.25 Common Stock

SOLE
COM
Shares6.05M
TypeSH
Market value$491.77M
1.81%
Sole
6.05M
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC USD0.0033 Cls B Com Stk

SOLE
COM
Shares964.26K
TypeSH
Market value$482.51M
1.78%
Sole
964.26K
Shared
0.00
None
0.00

BROADCOM CORP USD1 Common Stock

SOLE
COM
Shares1.19M
TypeSH
Market value$447.93M
1.65%
Sole
1.19M
Shared
0.00
None
0.00

META PLATFORMS INC USD0.000006 Cls A Common Stock

SOLE
COM
Shares693.26K
TypeSH
Market value$390.51M
1.44%
Sole
693.26K
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP USD0.01 Common Stock

SOLE
COM
Shares368.32K
TypeSH
Market value$372.51M
1.37%
Sole
368.32K
Shared
0.00
None
0.00

CRH EUR0.32 Ord Shs (Primary List)

SOLE
COM
Shares2.95M
TypeSH
Market value$315.74M
1.16%
Sole
2.95M
Shared
0.00
None
0.00

MARSH INC USD1 Common Stock

SOLE
COM
Shares1.73M
TypeSH
Market value$288.84M
1.06%
Sole
1.73M
Shared
0.00
None
0.00

LINDE PLC EUR0.001 Common Shares

SOLE
COM
Shares545.84K
TypeSH
Market value$283.26M
1.04%
Sole
545.84K
Shared
0.00
None
0.00

PALO ALTO NETWORKS INC USD0.0001 Common Stock

SOLE
COM
Shares819.29K
TypeSH
Market value$279.39M
1.03%
Sole
819.29K
Shared
0.00
None
0.00

ABBOTT LABORATORIES NPV Common Stock

SOLE
COM
Shares3.07M
TypeSH
Market value$279.00M
1.03%
Sole
3.07M
Shared
0.00
None
0.00

TOTALENERGIES SE EUR2.5 Shares

SOLE
COM
Shares3.23M
TypeSH
Market value$251.51M
0.93%
Sole
3.23M
Shared
0.00
None
0.00

MASTERCARD INC USD0.0001 Class A Common Stock

SOLE
COM
Shares487.69K
TypeSH
Market value$250.48M
0.92%
Sole
487.69K
Shared
0.00
None
0.00
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