Stock Taper 
WAVERTON INVESTMENT MANAGEMENT LTD
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Intuit Inc. | INTU | 330.19K | $225.44M |
 GE Vernova Inc. | GEV | 420.44K | $258.46M |
 The Estée Lauder Companies Inc. | EL | 431.24K | $38.01M |
 O'Reilly Automotive, Inc. | ORLY | 483.51K | $52.13M |
 Synopsys, Inc. | SNPS | 557.7K | $275.37M |
 QUALCOMM Incorporated | QCOM | 635.11K | $105.66M |
 Thermo Fisher Scientific Inc. | TMO | 691.34K | $335.03M |
 Newmont Corporation | NEM | 704.33K | $59.36M |
 UnitedHealth Group Incorporated | UNH | 723.67K | $249.87M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 959.93K | $268.04M |
 Valaris Limited | VAL | 963.91K | $47M |
 International Business Machines Corporation | IBM | 993.74K | $280.44M |
 GE HealthCare Technologies Inc. | GEHC | 1.09M | $81.58M |
 Microsoft Corporation | MSFT | 1.09M | $563.79M |
 Visa Inc. | V | 1.12M | $382.64M |
 GE Aerospace | GE | 1.14M | $342.13M |
 CME Group Inc. | CME | 1.16M | $312.25M |
 Capital One Financial Corporation | COF | 1.18M | $251.32M |
 Ferguson plc | FERG | 1.47M | $328.9M |
 Intercontinental Exchange, Inc. | ICE | 1.53M | $257.16M |