Filing analysis
Royal London Asset Management Ltd
13F-HR · period Q2 2026 · filed Aug 13, 2026
$54.28BReported 13F value
678Positions
+15New
182Increased
426Reduced
−24Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| ARM Arm Holdings plc American… | $76.16M | 0.1% |
| SPCX Space Exploration… | $33.37M | 0.1% |
| HONA Honeywell Aerospace Inc | $31.09M | 0.1% |
| MIR Mirion Technologies, Inc. | $21.09M | 0.0% |
| FDXF FedEx Freight Holding… | $6.83M | 0.0% |
| YMM Full Truck Alliance Co. Ltd. | $5.50M | 0.0% |
| AUGO Aura Minerals | $2.54M | 0.0% |
| WSE Wise Group plc Class A… | $2.51M | 0.0% |
| VGNT Versigent PLC | $1.88M | 0.0% |
| CRCL Circle Internet Group | $946,903 | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| MU Micron Technology, Inc. | ▼ Trim | -8.1% | $1.03B |
| GOOGL Alphabet Inc. | ▲ Add | +1.0% | $2.53B |
| NVDA NVIDIA Corporation | ▲ Add | +0.3% | $3.60B |
| AAPL Apple Inc. | ▲ Add | +3.6% | $2.99B |
| AMD Advanced Micro Devices, Inc. | ▼ Trim | -1.2% | $592.83M |
| INTC Intel Corp. | ▼ Trim | -9.4% | $581.78M |
| AMZN Amazon.com, Inc. | ▲ Add | +0.8% | $2.12B |
| V Visa Inc. | ▲ Add | +13.9% | $874.90M |
| TSM Taiwan Semiconductor… | ▼ Trim | -4.5% | $726.51M |
| LLY Eli Lilly and Company | ▼ Trim | -1.6% | $774.67M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.