CIK 1610880
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.
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| PLATT, MICHAEL, EDWARD | SHAREHOLDER | 2018-03 | 25–50% ·◆ |
| COX, PETER, ANTHONY | GROUP CHIEF OPERATING OFFICER | 2008-12 | <5% |
| DEHADRAY, PAUL, JAY | GROUP CHIEF LEGAL OFFICER | 2008-12 | <5% |
| DODD, ANDREW, MICHAEL | GROUP CHIEF FINANCIAL OFFICER, BOARD MEMBER | 2008-12 | <5% |
| HEASELGRAVE, ROBERT, JOHN | BOARD MEMBER | 2013-02 | <5% |
| MARSHALL, MARGUERITE, RICHMOND | GROUP CHIEF COMPLIANCE OFFICER | 2012-02 | <5% |
| BCM CAYMAN LPentity | SHAREHOLDER | 2018-03 | 25–50% |
| WHR INVESTMENTS LIMITED |
| SHAREHOLDER |
| 2018-03 |
| 5–10% |
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) |
|---|---|---|---|
| KERRIDGE, CATHERINE, MARY | BOARD MEMBER · PRINCIPAL, BOARD MEMBER | 2016-03 | — not seen at a tracked firm |
| BRAGA, LEDA, MARIA PASSOS FARIA | PRINCIPAL | 2014-09 | — not seen at a tracked firm |
| SAMBROOK, JEREMY, THOMAS | PRINCIPAL, BOARD MEMBER | 2012-07 | — 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.
