1y return+23.3%S&P 500 +20.9%
3y return+44.1%S&P 500 +68.5%
5y return+39.8%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $218 against $299 in the S&P 500.2
W1M Asset Management LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | $744.4M | 6.8% | −13.6% |
| AMZNAmazon Com Inc | $576.1M | 5.3% | |
| VVisa Inc | $550.9M | 5.0% | +3.8% |
| GEVGe Vernova Inc | $546.6M | 5.0% | |
| GOOGLAlphabet Inc | $544.2M | 5.0% | −1.0% |
| GEGe Aerospace | $537.4M | 4.9% | +4.1% |
| IBKRInteractive Brokers Group In | $520.1M | 4.8% | +1.0% |
| TSMTaiwan Semiconductor Manufac | $516.0M | 4.7% | +1.4% |
| MSFTMicrosoft Corp | $480.2M | 4.4% | +4.1% |
| FERGFerguson Enterprises Inc | $469.9M | 4.3% | +6.2% |
| TMOThermo Fisher Scientific Inc | $408.0M | 3.7% | +2.7% |
| COFCapital One Finl Corp | $368.7M | 3.4% | +18.6% |
| SNPSSynopsys Inc | $364.1M | 3.3% | +3.8% |
| UNHUnitedhealth Group Inc | $350.0M | 3.2% | −4.3% |
| MRSHMarsh & Mclennan Cos Inc | $348.2M | 3.2% | +3.3% |
| CMECme Group Inc | $347.5M | 3.2% | +7.8% |
| URIUnited Rentals Inc | $337.3M | 3.1% | +3.7% |
| IBMInternational Business Machs | $325.5M | 3.0% | +3.8% |
| YUMCYum China Hldgs Inc | $320.2M | 2.9% | +26.9% |
| ICEIntercontinental Exchange In | $301.7M | 2.8% | +10.6% |
| Grab Holdings LimitedCUSIP G4124C109 | $265.0M | 2.4% | +12.7% |
| VMCVulcan Matls Co | $168.2M | 1.5% | +35.9% |
| EXPEagle Matls Inc | $155.2M | 1.4% | +29.3% |
| GLDSpdr Gold Tr | $129.6M | 1.2% | +7.5% |
| SHGShinhan Financial Group Co L | $124.3M | 1.1% | +7.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $516.0M |
| AMDAdvanced Micro Devices Inc | March 31, 2025 | +465.4% | $744.4M |
| GOOGAlphabet Inc | December 31, 2020 | +303.4% | $87.4M |
| GEVGe Vernova Inc | March 31, 2025 | +284.8% | $546.6M |
| GOOGLAlphabet Inc | September 30, 2022 | +273.6% | $544.2M |
| AMZNAmazon Com Inc | June 30, 2022 | +124.4% | $576.1M |
| GLDSpdr Gold Tr | June 30, 2020 | +120.1% | $129.6M |
| GDXVaneck Etf Trust | June 30, 2020 | +105.7% | $48.5M |
| GEGe Aerospace | March 31, 2025 | +86.7% | $537.4M |
| MSFTMicrosoft Corp | June 30, 2020 | +83.3% | $480.2M |
Sold off last quarter
- UBERUber Technologies Inc was $2.8M
- PLPlanet Labs Pbc was $1.5M
- ACWIIshares Tr was $1.3M
- ADBEAdobe Inc was $1.1M
- AKO/BEmbotelladora Andina S A was $1.1M
- CIFRCipher Digital Inc was $965K
- NGLNgl Energy Partners LP was $716K
- ITUBItau Unibanco Hldg S A was $713K
- ELLauder Estee Cos Inc was $690K
- HECAEtf Opportunities Trust was $654K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +16.2% | +14.8% |
| March 31, 2026 | −5.6% | −4.6% |
| December 31, 2025 | +4.6% | +2.4% |
| September 30, 2025 | +7.4% | +7.8% |
| June 30, 2025 | +6.3% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
| December 31, 2024 | −3.2% | +2.1% |
| September 30, 2024 | +6.2% | +5.4% |
| June 30, 2024 | +0.2% | +4.0% |
| March 31, 2024 | +6.4% | +10.0% |
| December 31, 2023 | +9.9% | +11.2% |
| September 30, 2023 | −6.6% | −3.6% |
| June 30, 2023 | +4.1% | +8.3% |
| March 31, 2023 | +7.8% | +7.0% |
| December 31, 2022 | +9.2% | +7.1% |
| September 30, 2022 | −6.9% | −5.3% |
| June 30, 2022 | −14.9% | −16.5% |
| March 31, 2022 | −4.9% | −4.9% |
| December 31, 2021 | +7.2% | +10.7% |
| September 30, 2021 | −2.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: W1M Asset Management Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1767559&type=13F-HR&dateb=&owner=include&count=40CIK 1767559
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1767559/000117266126003335/Filed August 12, 2026 · accession 0001172661-26-003335