Rathbones Group PLC Q2 2024 Filing

Filed August 9, 2024

Portfolio Value

$18.4B

Holdings

616

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (616 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP USD 0.00000625 Common Stock
3,214,047$1.4B7.82%
2
AMZNAMAZON COM INC USD0.01 Common Stock
4,817,534$931.0M5.07%
3
VVISA INC USD0.0001 Common Stock
3,333,932$875.1M4.77%
4
GOOGLALPHABET INC USD0.001 Cls A Common Stock
4,244,505$773.1M4.21%
5
AAPLAPPLE INC NPV Common Stock
3,113,501$655.8M3.57%
6
NVDANVIDIA CORP USD0.001 Common Stock
4,527,433$559.3M3.05%
7
JPMJP MORGAN CHASE & CO USD1 Common Stock
2,624,880$530.9M2.89%
8
TMOTHERMO FISHER SCIENTIFIC INC USD1 Common Stock
722,412$399.5M2.18%
9
GOOGALPHABET INC USD0.001 Cls C Common Stock
2,075,202$380.6M2.07%
10
BRK/BBERKSHIRE HATHAWAY INC USD0.0033 Cls B Common Stock
926,882$377.1M2.05%
11
KOCOCA-COLA CO USD0.25 Common Stock
5,340,869$339.9M1.85%
12
ACNACCENTURE PLC New A Class Shares
978,450$296.9M1.62%
13
ADBEADOBE INC NPV Common Stock
527,064$292.8M1.59%
14
ABTABBOTT LABORATORIES NPV Common Stock
2,507,626$260.6M1.42%
15
COSTCOSTCO CORP NPV Common Stock
305,990$260.1M1.42%
16
CMECME GROUP INC USD0.01 Cls A Common Stock
1,311,474$257.8M1.40%
17
MAMASTERCARD INC USD0.0001 Class A Common Stock
551,999$243.5M1.33%
18
LINLINDE PLC EUR0.001 Common Shares
534,379$234.5M1.28%
19
APHAMPHENOL CORP USD0.001 Cls A Common Stock
3,327,789$224.2M1.22%
20
SPGIS&P GLOBAL INC USD1 Common Stock
492,399$219.6M1.20%
21
ISRGINTUITIVE SURGICAL INC USD0.001 Common Stock
486,085$216.2M1.18%
22
HDHOME DEPOT INC USD0.05 Common Stock
569,439$196.0M1.07%
23
BSXBOSTON SCIENTIFIC USD0.01 Common Stock
2,407,186$185.4M1.01%
24
JNJJOHNSON & JOHNSON USD1 Common Stock
1,237,143$180.8M0.98%
25
INTUINTUIT INC USD0.01 Common Stock
274,314$180.3M0.98%
26
BKNGBOOKING HOLDINGS INC USD0.008 Common Stock
44,302$175.5M0.96%
27
DISWALT DISNEY (HLDGS) CO USD0.1 Common Stock
1,750,318$173.8M0.95%
28
PGPROCTER & GAMBLE CO NPV Common Stock
1,029,555$169.8M0.92%
29
DC4DEXCOM INC USD0.001 Common Stock
1,401,802$158.9M0.87%
30
PANWPALO ALTO NETWORKS INC USD0.0001 Common Stock
436,170$147.9M0.81%
31
EQIXEQUINIX INC USD0.001 New Common Stock
190,935$144.5M0.79%
32
METAMETA PLATFORMS INC USD0.000006 Cls A Common Stock
282,468$142.4M0.78%
33
MCDMCDONALD'S CORP USD0.01 Common Stock
555,657$141.6M0.77%
34
MRKMERCK & CO INC USD0.50 Common Stock
1,066,187$132.0M0.72%
35
MDLZMONDELEZ INTL INC USD0.01 Common Stock
1,861,439$121.8M0.66%
36
DEDEERE & CO USD1 Common Stock
323,702$120.9M0.66%
37
CITCINTAS CORP NPV Common Stock
171,872$120.4M0.66%
38
WCNWASTE CONNECTIONS INC NPV Common Stock
681,960$119.6M0.65%
39
LLYLILLY (ELI) & CO NPV Common Stock
129,360$117.1M0.64%
40
TJXTJX COMPANIES INC NPV Common Stock
1,059,990$116.7M0.64%
41
MLMMARTIN MARIETTA MATERIALS USD0.01 Common Stock
212,795$115.3M0.63%
42
TSMTAIWAN SEMICONDUCTORS MAN LTD ADS Rep 5 TWD10 Ord Share
653,497$113.6M0.62%
43
HONHONEYWELL INTL INC USD1 Common Stock
504,983$107.8M0.59%
44
WMTWAL-MART STORES INC USD0.1 Common Stock
1,583,303$107.2M0.58%
45
NOWSERVICENOW INC USD0.001 Common Stock
134,557$105.9M0.58%
46
ELESTEE LAUDER COS USD0.01 Class A Common Stock
991,871$105.5M0.57%
47
ROLROLLINS INC USD1 Common Stock
1,994,466$97.3M0.53%
48
SLBSCHLUMBERGER LTD USD0.01 Common Stock
2,015,156$95.1M0.52%
49
SCHWSCHWAB (CHARLES) CORP USD0.01 Common Stock
1,287,254$94.9M0.52%
50
CPCANADIAN PAC KANSAS CITY LTD NPV Common Stock
1,167,882$91.9M0.50%
51
MRSHMARSH & MCLENNAN CO INC USD1 Common Stock
436,203$91.9M0.50%
52
APTVAPTIV PLC USD0.01 Common Stock
1,297,740$91.4M0.50%
53
CRMSALESFORCE.COM INC USD0.001 Common Stock
352,785$90.7M0.49%
54
PEPPEPSICO INC USD0.016666 Cap
548,003$90.4M0.49%
55
NKENIKE INC NPV Cls B Common Stock
1,181,683$89.1M0.49%
56
UNHUNITED HEALTHCARE CORP USD0.01 Common Stock
171,321$87.2M0.48%
57
BRBROADRIDGE FINANCIAL SOLUTIONS USD0.01 Common Stock
439,525$86.6M0.47%
58
EWEDWARDS LIFESCIENCES CORP USD1 Common Stock
920,928$85.1M0.46%
59
RTXRTX CORP USD1.00 Common Stock
822,702$82.6M0.45%
60
CBCHUBB LTD CHF24.15 Ordinary Shares
313,678$80.0M0.44%
61
SHWSHERWIN-WILLIAMS USD1 Common Stock
267,844$79.9M0.44%
62
CDNSCADENCE DESIGN SYSTEMS INC USD0.01 Common Stock
253,162$77.9M0.42%
63
WMWASTE MANAGEMENT INC NPV Common Stock
355,443$75.8M0.41%
64
LMTLOCKHEED MARTIN CO USD1 Common Stock
161,496$75.4M0.41%
65
FWONALIBERTY MEDIA CORP USD0.01 F1 Ser C Com Stk
1,046,656$75.2M0.41%
66
SHOPSHOPIFY INC NPV Class A Common Stock
1,119,859$74.0M0.40%
67
ECLECOLAB INC USD1 Common Stock
308,647$73.5M0.40%
68
DHRDANAHER CORP USD0.01 Common Stock
289,997$72.5M0.39%
69
AKXANSYS INC USD0.01 Common Stock
225,305$72.4M0.39%
70
EFXEQUIFAX INC USD1.25 Common Stock
292,937$71.0M0.39%
71
DWDMORGAN STANLEY USD0.01 Common Stock
720,144$70.0M0.38%
72
ZTSZOETIS INC USD0.01 Cls A Common Stock
398,009$69.0M0.38%
73
CATCATERPILLAR INC USD1 Common Stock
206,750$68.9M0.38%
74
AMTAMER TOWER CORP USD0.01 New Common Stock
350,427$68.1M0.37%
75
JBHTHUNT (JB) TRANSPORT SVCS INC USD0.01 Common Stock
416,591$66.7M0.36%
76
USBUS BANCORP DEL USD0.01 Common Stock
1,596,512$63.4M0.35%
77
BACBANK OF AMERICA CORP NPV Common Stock
1,553,400$61.8M0.34%
78
XYLXYLEM INC USD0.01 Common Stock
453,416$61.5M0.33%
79
WECWEC ENERGY GROUP INC USD0.01 Common Stock
778,583$61.1M0.33%
80
ULTAULTA BEAUTY INC USD0.01 Common Stock
154,095$59.5M0.32%
81
MNSTMONSTER BEVERAGE CORP USD0.005 Common Stock
1,175,749$58.7M0.32%
82
BAHBOOZ ALLEN HAMILTON HLDG CORP USD0.01 Class A Common Stock
343,073$52.8M0.29%
83
VOOVANGUARD INDEX FUNDS S&P 500 ETF (USD)
103,244$51.6M0.28%
84
RHCRH PLC EUR0.32 Ordinary Shares (DI)
677,951$50.8M0.28%
85
FCXFREEPORT-MCMORAN INC USD0.10 Common Stock
1,019,607$49.6M0.27%
86
MRVLMARVELL TECHNOLOGY INC USD0.002 Common Stock
706,657$49.4M0.27%
87
COOCOOPER COS INC USD0.10 Com Stk (Post Split)
543,182$47.4M0.26%
88
IDXXIDEXX LABORATORIES INC USD0.10 Common Stock
97,235$47.4M0.26%
89
GQ9SPDR GOLD TRUST NPV Shares ETF
218,242$46.9M0.26%
90
CVXCHEVRON CORP USD0.75 Common Stock
282,544$44.2M0.24%
91
OTISOTIS WORLDWIDE CORP USD0.01 Common Stock (WI)
454,207$43.7M0.24%
92
SPYSPDR SERIES TRUST S&P 500 ETF Trust
74,510$40.5M0.22%
93
NEENEXTERA ENERGY INC USD0.01 Common Stock
535,465$37.9M0.21%
94
VRSKVERISK ANALYTICS INC USD0.001 Common Stock
140,015$37.7M0.21%
95
GSGOLDMAN SACHS GROUP USD0.01 Common Stock
81,712$37.0M0.20%
96
ADSKAUTODESK INC NPV Common Stock
141,526$35.0M0.19%
97
XOMEXXON MOBIL CORP NPV Common Stock
302,982$34.9M0.19%
98
WMSADVANCED DRAINAGE SYSTEM INC USD0.01 Common Stock
206,970$33.2M0.18%
99
GEGE AEROSPACE USD0.01 Common Stock
201,832$32.1M0.17%
100
TTWOTAKE TWO INTERACTIVE INC USD0.01 Common Stock
198,565$30.9M0.17%
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