BellwetherHoldings · Jersey

Twelve groups · 28 named holdings

Portfolio

Organised by what each holding actually is rather than by where it happens to be listed. Each group has its own page.

In short

Bellwether Holdings holds twenty-eight named positions across twelve investment groups: consumer and household, food and drink, grocery and general retail, fashion and sportswear, technology, telecommunications, energy, travel and mobility, growth and private, digital assets, currencies, and a group of small unnamed global holdings.

Listed equity

Consumer & household

The shelf people restock without thinking. Detergent, deodorant, tea and ice cream are bought on a rhythm set by the household, not by the market.

3 holdingsView group →
Listed equity

Food & drink

Bought several times a week, at a price the customer stopped questioning years ago.

3 holdingsView group →
Listed equity

Grocery & general retail

Thin margins, enormous volume, and a physical network no online entrant has managed to rebuild cheaply.

3 holdingsView group →
Listed equity

Fashion & sportswear

Speed from sketch to shop floor is the whole game, and only a few operators are genuinely good at it.

4 holdingsView group →
Listed equity

Technology & digital

Three businesses that have turned a one-off purchase into a monthly one.

3 holdingsView group →
Listed equity

Telecommunications

Infrastructure that is expensive to build, impossible to duplicate, and billed by direct debit every month.

2 holdingsView group →
Listed equity

Energy

The cash engine. Three European majors whose distributions fund patience elsewhere in the book.

3 holdingsView group →
Listed equity

Travel & mobility

Getting people from one place to another, at the lowest cost per unit that anyone has managed.

4 holdingsView group →
Listed and unlisted

Growth & private

A small allocation to businesses that are earlier, stranger, or not listed at all.

3 holdingsView group →
Digital assets

Digital assets

A small, deliberately diversified allocation across settlement layers, infrastructure and the occasional bet on culture.

7 holdingsView group →
Cash & FX

Currencies

Cash is a position, not a leftover. Reserves are held across the currencies the portfolio actually earns in.

7 holdingsView group →
Diversified

Broad global holdings

Beyond the named positions, the company holds small stakes in a wide range of companies worldwide.

Not itemisedView group →
Every named holding, with live prices where available
HoldingTickerGroupVenueLatest price
Procter & GamblePGConsumer & householdNYSE
UnileverULVRConsumer & householdLondon · Amsterdam
The Magnum Ice Cream CompanyMICCConsumer & householdEuronext Amsterdam
McDonald'sMCDFood & drinkNYSE
StarbucksSBUXFood & drinkNasdaq
Asahi Group Holdings2502Food & drinkTokyo
Ahold DelhaizeADGrocery & retailEuronext Amsterdam
CarrefourCAGrocery & retailEuronext Paris
Hornbach HoldingHBHGrocery & retailXetra
InditexITXFashion & sportswearBME Madrid
H&MHM BFashion & sportswearNasdaq Stockholm
ZalandoZALFashion & sportswearXetra
JD Sports FashionJD.Fashion & sportswearLondon
AppleAAPLTechnologyNasdaq
AmazonAMZNTechnologyNasdaq
NetflixNFLXTechnologyNasdaq
VodafoneVODTelecomsLondon
KPNKPNTelecomsEuronext Amsterdam
ShellSHELEnergyLondon
BPBP.EnergyLondon
TotalEnergiesTTEEnergyEuronext Paris
RyanairRYATravel & mobilityEuronext Dublin
easyJetEZJTravel & mobilityLondon
UberUBERTravel & mobilityNYSE
SixtSIX2Travel & mobilityXetra
Virgin GalacticSPCEGrowth & privateNYSE
The Sharing GroupPRIVATEGrowth & privateAmsterdam · unlistedUnlisted
Grant & Graham LtdPRIVATEGrowth & privateLondon · unlistedUnlisted
BitcoinBTCDigital assetsDigital asset
PolkadotDOTDigital assetsDigital asset
AlgorandALGODigital assetsDigital asset
1inch Network1INCHDigital assetsDigital asset
Pyth NetworkPYTHDigital assetsDigital asset
CartesiCTSIDigital assetsDigital asset
DogecoinDOGEDigital assetsDigital asset
Pound sterlingGBPCurrenciesBase currency
EuroEURCurrenciesReserve
US dollarUSDCurrenciesReserve
Japanese yenJPYCurrenciesReserve
Swiss francCHFCurrenciesReserve
Swedish kronaSEKCurrenciesOperating
Norwegian kroneNOKCurrenciesOperating

Prices are delayed and indicative, last refreshed on load. Shown for identification only; not a valuation of any position.

Frequently asked questions

What does Bellwether Holdings own?

Twenty-eight named holdings across eleven groups — consumer, food and drink, retail, fashion, technology, telecoms, energy, mobility and growth or private — plus seven digital assets, seven currency reserves and a twelfth group of small unnamed global positions.

How is the portfolio organised?

By what each holding is rather than where it is listed. A grocer listed in Amsterdam and one listed in Paris sit in the same group, because the business is the thing being judged.

Are position sizes published?

No. Groups are described by their contents and their role in the portfolio, but individual weightings are not disclosed.

Where are the holdings listed?

Across ten venues: the NYSE, Nasdaq, London, Euronext Amsterdam, Euronext Paris, Euronext Dublin, Xetra, BME Madrid, Nasdaq Stockholm and Tokyo. Two holdings are unlisted.