ROYAL LONDON ASSET MANAGEMENT LTD

FundUnited Kingdom · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$54.3B

Reported value of US stock holdings on Jun 30, the filing's own figure

678 positions · filed Aug 13, 44 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 13 · against the report before it

New positions

18, biggest 4

ARM ARM HOLDINGS PLC 215K shares0.1% of this fund's holdings

SPCX SPACE EXPLORATION TECHN CORP 195K sharesunder 0.1% of this fund's holdings

HON HONEYWELL INTL INC 141K sharesunder 0.1% of this fund's holdings

HONA HONEYWELL AEROSPACE INC 141K sharesunder 0.1% of this fund's holdings

Sold out

28, biggest 4

CTRA COTERRA ENERGY INC All 1.9M shares

WSC WILLSCOT HLDGS CORP All 2.5M shares

IBP INSTALLED BLDG PRODS INC All 143K shares

BJ BJS WHSL CLUB HLDGS INC All 246K shares

Added to

80, biggest 4

AAPL APPLE INC +356K shares+4%

MSFT MICROSOFT CORP +117K shares+2%

V VISA INC +311K shares+14%

CSCO CISCO SYS INC +160K shares+5%

Trimmed

196, biggest 4

AVGO BROADCOM INC −300K shares−7%

MU MICRON TECHNOLOGY INC −79,391 shares−8%

TSM TAIWAN SEMICONDUCTOR MANUFAC −71,378 shares−4%

INTC INTEL CORP −432K shares−9%

Top holdings

Reference, not news

Top holdings · 678 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 NVDA NVIDIA CORPORATION 18.0M 6.6% No change

2 AAPL APPLE INC 10.3M 5.5% +4%

3 GOOGL ALPHABET INC 7.1M 4.7% +1%

4 MSFT MICROSOFT CORP 5.8M 4.0% +2%

5 AMZN AMAZON COM INC 8.9M 3.9% +1%

6 AZN ASTRAZENECA PLC 10.2M 3.5% −1%

7 AVGO BROADCOM INC 3.8M 2.6% −7%

8 MU MICRON TECHNOLOGY INC 896K 1.9% −8%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.