CIK 1608485
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
Firm-level facts as reported by the adviser on Form ADV Part 1A (latest filing 2026-06-29). Regulatory assets under management (RAUM) is Form ADV's gross figure and can differ from a 13F long book — it includes private-fund assets, leverage and non-13(f) securities. Titles and figures as-filed. Latest ADV filing 2026-06-29. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| DAVIES, PETER, GRAHAM | MEMBER / HEAD OF DEVELOPED MARKETS STRATEGY | 2014-07 | 10–25% ·◆ |
| JORDAN, DANIEL, THOMAS | MEMBER / CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL | 2025-06 | <5% ·◆ |
| LANSDOWNE PARTNERS LIMITEDentity | FIRST CORPORATE MEMBER | 2014-07 | <5% ·◆ |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| ORANGE, HUGH, JAMES | MEMBER / CHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER · MEMBER / CHIEF COMPLIANCE OFFICER | 2024-06 | — not seen at a tracked firm |
| HEYWORTH, RICHARD, BRIAN | MEMBER / CO-MANAGING PARTNER / CHIEF EXECUTIVE OFFICER · MEMBER / CO-MANAGING PARTNER | 2024-06 | — not seen at a tracked firm |
| ZACHARY, KAREN, DENISE | MEMBER / CHIEF OPERATIONS OFFICER | 2024-06 | — not seen at a tracked firm |
| NUTTON, SUZANNA | MEMBER / CHIEF EXECUTIVE OFFICER / CO-MANAGING PARTNER · MEMBER / CHIEF EXECUTIVE OFFICER · MEMBER / CHIEF OPERATING OFFICER | 2023-06 | — not seen at a tracked firm |
| RODEN, STUART, GRANT | MEMBER / CHAIRMAN · MEMBER / CO-HEAD OF DEVELOPED MARKETS STRATEGY | 2018-09 | — not seen at a tracked firm |
| TAI, YOK, WAH | MEMBER / CHIEF FINANCIAL OFFICER | 2015-06 | — not seen at a tracked firm |
| SNOW, ALEXANDER, CHARLES WALLACE | MEMBER / CHIEF EXECUTIVE OFFICER | 2015-06 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
