Long-term investor
Rothschild & Co. Wealth Management UK LTD @rothschildcowealthmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001784260).
Record
- Tracked since 2025-06-30 (446 days), 19 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -5.3% · all -5.3%
- Max drawdown n/a · win rate 60% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AXP · 13.9% · long · since 2025-06-30
- BKNG · 11.0% · long · since 2025-06-30
- DE · 10.7% · long · since 2025-06-30
- BRK-B · 10.5% · long · since 2025-06-30
- MA · 10.0% · long · since 2025-06-30
- SUNB · 9.2% · long · since 2026-03-31
- SPGI · 7.8% · long · since 2025-06-30
- MCO · 7.2% · long · since 2025-06-30
- CP · 6.5% · long · since 2025-06-30
- TXN · 5.5% · long · since 2025-06-30
- 20030N101 · 4.0% · long · since 2025-06-30
- CHTR · 1.2% · long · since 2025-06-30