WAVERTON INVESTMENT MANAGEMENT LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TMO | 691K | $335.03M |
 | QCOM | 635K | $105.66M |
 | SNPS | 558K | $275.37M |
 | ORLY | 484K | $52.13M |
 | EL | 431K | $38.01M |
 | AL | 427K | $27.18M |
 | GEV | 420K | $258.46M |
 | INTU | 330K | $225.44M |
 | ZTS | 325K | $47.52M |
 | DHI | 295K | $50.03M |
 | JPM | 255K | $80.57M |
 | VMC | 243K | $74.62M |
 | AIG | 239K | $18.78M |
 | URI | 237K | $226.47M |
 | HTHT | 233K | $9.12M |
 | LNG | 197K | $46.24M |
 | HCA | 144K | $61.25M |
 | BRK-B | 63K | $31.67M |
 | AXP | 58K | $19.42M |
 | AAPL | 55K | $14.06M |
Thermo Fisher Scientific Inc.
TMO
Shares Held
691K
Value
$335.03M
QUALCOMM Incorporated
QCOM
Shares Held
635K
Value
$105.66M
Synopsys, Inc.
SNPS
Shares Held
558K
Value
$275.37M
O'Reilly Automotive, Inc.
ORLY
Shares Held
484K
Value
$52.13M
The Estée Lauder Companies Inc.
EL
Shares Held
431K
Value
$38.01M
Air Lease Corporation
AL
Shares Held
427K
Value
$27.18M
GE Vernova Inc.
GEV
Shares Held
420K
Value
$258.46M
Intuit Inc.
INTU
Shares Held
330K
Value
$225.44M
Zoetis Inc.
ZTS
Shares Held
325K
Value
$47.52M
D.R. Horton, Inc.
DHI
Shares Held
295K
Value
$50.03M
JPMorgan Chase & Co.
JPM
Shares Held
255K
Value
$80.57M
Vulcan Materials Company
VMC
Shares Held
243K
Value
$74.62M
American International Group, Inc.
AIG
Shares Held
239K
Value
$18.78M
United Rentals, Inc.
URI
Shares Held
237K
Value
$226.47M
H World Group Limited
HTHT
Shares Held
233K
Value
$9.12M
Cheniere Energy, Inc.
LNG
Shares Held
197K
Value
$46.24M
HCA Healthcare, Inc.
HCA
Shares Held
144K
Value
$61.25M
Berkshire Hathaway Inc.
BRK-B
Shares Held
63K
Value
$31.67M
American Express Company
AXP
Shares Held
58K
Value
$19.42M
Apple Inc.
AAPL
Shares Held
55K
Value
$14.06M