Institutional filer · SEC 13F · Q4 2024

Windmill Hill Asset Management Ltd

The reported 13F portfolio of Windmill Hill Asset Management Ltd (CIK 1831132) - top holdings, how concentrated the book is, and what changed last quarter.

$305.6M
Reported book
27
Positions
#146
of 360 filers
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The verdict

According to SEC Form 13F-HR filings in this corpus, Windmill Hill Asset Management Ltd ranks #146 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $305.6M across 27 positions, a concentrated portfolio led by a few core positions.

$305.6M
reported 13F value
27
disclosed positions
82.7%
in SPDR SER TR
#146
of 360 filers

Top-5 share 89.8% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).

According to SEC Form 13F-HR filings in this corpus, Windmill Hill Asset Management Ltd ranks #146 of 360 institutional filers by reported book value (largest first), matching the /funds listing.

Where Windmill Hill Asset Management Ltd sits by disclosed position count

Windmill Hill Asset Management Ltd reports 27 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.

Windmill Hill Asset Management Ltd vs all filers by holding count

Where this filer's disclosed position inventory sits among every tracked 13F manager

27 305th of 360 higher than 55 of 360 filers

Filers, banded by disclosed position count

Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source SEC Form 13F-HR filings · 2026-05-16

Concentration vs. book size among peer filers

Windmill Hill Asset Management Ltd reports a book ($0.31B) concentrated across only 27 disclosed positions -- fewer than the 85-position median among similarly sized filers.

Reported book value vs. disclosed position count

16 tracked 13F filers plotted by reported book value and disclosed position count; Windmill Hill Asset Management Ltd highlighted. Source: SEC Form 13F-HR filings, 2026-05-16. 2×2 strategic matrix plotting 16 entities by Reported book value ($B) (X) and Disclosed positions (Y), with a crosshair dividing the plot into four quadrants. Large & diversifiedSmall & diversifiedConcentrated giantSmall & concentrated $0.3B$0.3B$0.3B$0.3B$0.3B$0.3B$0.3B 02004006008001,000 Reported book value ($B) Disclosed positions Reported book value vs. disclosed position count
16 tracked 13F filers plotted by reported book value and disclosed position count; Windmill Hill Asset Management Ltd highlighted. Source: SEC Form 13F-HR filings, 2026-05-16.

How 13F filings are computed · All institutional filers · Largest filers by value

SEC Form 13F-HR filing desk

CIK 1831132 · Q4 2024 $306M book

BOOK-MID · POS-CORE · CONC-DOM · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT

  • BOOK-MID #146/360
  • POS-CORE 27 names
  • CONC-DOM 90% top-5
  • LEAD-DOM 82.7% SPDR SER TR
  • PHOTO-FINISH HWG Holdings
  • TREND-FLAT Book steady
  • FY-SNAPSHOT Q4 2024

Photo-finish peer on reported book: HWG Holdings LP

Read with: Ownership concentration guide - Windmill Hill Asset Management Ltd's top-five positions weigh 90% of its reported book — read concentration before inferring strategy.

Reported-book neighbourhood · Windmill Hill Asset Management Ltd

Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.

Briaud Financial Pla… · near$306MCarrera · near$306MWindmill Hill Asset… · this …$306MHWG Holdings · near$305MWestshore Wealth, · near$302M
Aggregate reported 13F book value ($)
Windmill Hill Asset Management Ltd's largest reported positions
  1. 1
    SPDR SER TR $252.6M

    82.7% of book

  2. 2
    ALPHABET INC $7.5M

    2.4% of book

  3. 3

    1.8% of book

  4. 4
    MOODYS CORP $4.5M

    1.5% of book

  5. 5

    1.4% of book

  6. 6

    1.3% of book

Top 6 of 27 positions by value · Q4 2024

How the reported book breaks down

$305.6M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.

Top 5 positions: $274.3M (89.8%) Remaining 22 positions: $31.3M (10.2%)

Top Reported Holdings

# Security Value % of book
1 SPDR SER TR $252.6M 82.7%
2 ALPHABET INC $7.5M 2.4%
3 GENERAL ELECTRIC CO $5.5M 1.8%
4 MOODYS CORP $4.5M 1.5%
5 MICROSOFT CORP $4.2M 1.4%
6 MAPLEBEAR INC $4.0M 1.3%
7 GLOBAL X FDS $3.7M 1.2%
8 VISA INC $3.5M 1.2%
9 S&P GLOBAL INC $3.4M 1.1%
10 REDDIT INC $3.0M 1.0%
11 CANADIAN PACIFIC KANSAS CITY $2.7M 0.9%
12 OKLO INC $1.5M 0.5%
13 COINBASE GLOBAL INC $1.1M 0.4%
14 NEUMORA THERAPEUTICS INC. $1.1M 0.4%
15 VICTORY CAP HLDGS INC $910K 0.3%
16 UNITY SOFTWARE INC $902K 0.3%
17 CAMECO CORP $729K 0.2%
18 EXXON MOBIL CORP $628K 0.2%
19 CONOCOPHILLIPS $614K 0.2%
20 MOSAIC CO NEW $590K 0.2%
21 SCHLUMBERGER LTD $587K 0.2%
22 FREEPORT-MCMORAN INC $583K 0.2%
23 VALE S A $579K 0.2%
24 ROBINHOOD MKTS INC $493K 0.2%
25 SAMSARA INC $261K 0.1%

Latest Quarter Trades · Q4 2024

New positions (27)

Frequently Asked Questions

How big is Windmill Hill Asset Management Ltd's 13F portfolio?
Windmill Hill Asset Management Ltd reports $305.6M of long US-equity positions across 27 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
Where does Windmill Hill Asset Management Ltd sit among tracked 13F filers?
According to SEC Form 13F-HR filings in this corpus, Windmill Hill Asset Management Ltd ranks #146 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
What is Windmill Hill Asset Management Ltd's largest position?
Windmill Hill Asset Management Ltd's largest reported position is SPDR SER TR at $252.6M, about 82.7% of its reported book as of Q4 2024.
What did Windmill Hill Asset Management Ltd trade last quarter?
In its Q4 2024 filing, Windmill Hill Asset Management Ltd opened 27 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.

Nationwide filers with similar book size or holding count

Two 13F-derived peer sets for Windmill Hill Asset Management Ltd: nearest reported book value and nearest holding inventory, not catalog browse links.

Using this filing

  • The rankings sort every tracked filer the same way Windmill Hill Asset Management Ltd was placed above, so you can see exactly how the rest of the field compares. View the rankings
  • HWG Holdings LP reported the nearest book value ($305.4M) this quarter, a useful scale comparison for Windmill Hill Asset Management Ltd. Compare filers
  • 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology

Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.