WINDMILL HILL ASSET MANAGEMENT LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CNTA | 164K | $3.97M |
 | CXM | 97K | $751.29K |
 | LND | 71K | $275.08K |
 | VALE | 61K | $666.20K |
 | TECX | 40K | $627.96K |
 | CP | 37K | $2.74M |
 | GE | 32K | $9.60M |
 | MOS | 23K | $804.85K |
 | IOT | 22K | $836.49K |
 | RKLB | 22K | $1.06M |
 | V | 20K | $6.93M |
 | GOOGL | 18K | $4.27M |
 | FCX | 15K | $589.08K |
 | SLB | 14K | $489.05K |
 | VCTR | 13K | $863.19K |
 | MSFT | 12K | $6.39M |
 | CCJ | 12K | $1.03M |
 | MCO | 9K | $4.52M |
 | SPGI | 8K | $3.88M |
 | COP | 6K | $564.51K |
Centessa Pharmaceuticals plc
CNTA
Shares Held
164K
Value
$3.97M
Sprinklr, Inc.
CXM
Shares Held
97K
Value
$751.29K
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas
LND
Shares Held
71K
Value
$275.08K
Vale S.A.
VALE
Shares Held
61K
Value
$666.20K
Tectonic Therapeutic, Inc.
TECX
Shares Held
40K
Value
$627.96K
Canadian Pacific Kansas City Ltd.
CP
Shares Held
37K
Value
$2.74M
GE Aerospace
GE
Shares Held
32K
Value
$9.60M
The Mosaic Company
MOS
Shares Held
23K
Value
$804.85K
Samsara Inc.
IOT
Shares Held
22K
Value
$836.49K
Rocket Lab USA, Inc.
RKLB
Shares Held
22K
Value
$1.06M
Visa Inc.
V
Shares Held
20K
Value
$6.93M
Alphabet Inc.
GOOGL
Shares Held
18K
Value
$4.27M
Freeport-McMoRan Inc.
FCX
Shares Held
15K
Value
$589.08K
SLB N.V.
SLB
Shares Held
14K
Value
$489.05K
Victory Capital Holdings, Inc.
VCTR
Shares Held
13K
Value
$863.19K
Microsoft Corporation
MSFT
Shares Held
12K
Value
$6.39M
Cameco Corporation
CCJ
Shares Held
12K
Value
$1.03M
Moody's Corporation
MCO
Shares Held
9K
Value
$4.52M
S&P Global Inc.
SPGI
Shares Held
8K
Value
$3.88M
ConocoPhillips
COP
Shares Held
6K
Value
$564.51K