Manager activity
William Von Mueffling
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/7/2026 · full comparison · all filings
New · 1
Add · 4
Reduce · 33
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| Reduce | FLUTTER ENTMT PLC | -888,249 | -39.2% | -1.70 pp | 5/7/2026 |
| Reduce | BROADCOM INC | -548,299 | -11.9% | -0.28 pp | 5/7/2026 |
| Reduce | S&P GLOBAL INC | -208,321 | -11.9% | -0.59 pp | 5/7/2026 |
| Reduce | ALPHABET INC | -500,173 | -11.9% | -0.04 pp | 5/7/2026 |
| Reduce | APPLIED MATLS INC | -1,451,818 | -48.8% | -0.68 pp | 5/7/2026 |
| New | SPOTIFY TECHNOLOGY S A | +439,353 | New | +1.42 pp | 5/7/2026 |
| Reduce | TENCENT MUSIC ENTMT GROUP | -5,325,907 | -28.5% | -0.95 pp | 5/7/2026 |
| Reduce | MICROSOFT CORP | -149,754 | -11.9% | -0.56 pp | 5/7/2026 |
| Reduce | CBRE GROUP INC | -528,610 | -11.9% | -0.34 pp | 5/7/2026 |
| Reduce | VISA INC | -231,330 | -11.9% | -0.25 pp | 5/7/2026 |
| Reduce | ADOBE INC | -137,527 | -11.9% | -0.54 pp | 5/7/2026 |
| Reduce | IQVIA HLDGS INC | -230,248 | -11.9% | -0.43 pp | 5/7/2026 |
| Reduce | THERMO FISHER SCIENTIFIC INC | -103,624 | -11.9% | -0.22 pp | 5/7/2026 |
| Reduce | SS&C TECH HLDGS | -505,400 | -11.9% | -0.33 pp | 5/7/2026 |
| Reduce | BLACKROCK INC | -60,970 | -11.9% | -0.08 pp | 5/7/2026 |
| Reduce | AGILENT TECHNOLOGIES INC | -369,809 | -11.9% | -0.21 pp | 5/7/2026 |
| Reduce | TRIP COM GROUP LTD | -80,157 | -1.7% | -0.30 pp | 5/7/2026 |
| Reduce | AON PLC | -147,444 | -11.9% | -0.02 pp | 5/7/2026 |
| Reduce | LIBERTY MEDIA CORP DEL | -671,214 | -39.3% | -0.32 pp | 5/7/2026 |
| Reduce | INTERCONTINENTAL EXCHANGE IN | -396,028 | -11.9% | +0.15 pp | 5/7/2026 |
| Reduce | INTERACTIVE BROKERS GROUP IN | -1,514,023 | -11.9% | +0.57 pp | 5/7/2026 |
| Reduce | MOODYS CORP | -52,887 | -11.9% | -0.09 pp | 5/7/2026 |
| Add | EQUIFAX INC | +67,381 | +3.9% | +0.12 pp | 5/7/2026 |
| Reduce | ENTEGRIS INC | -292,725 | -11.9% | +0.57 pp | 5/7/2026 |
| Add | UBER TECHNOLOGIES INC | +53,201 | +1.0% | +0.21 pp | 5/7/2026 |
| Reduce | AMERICAN TOWER CORP | -218,052 | -11.9% | +0.11 pp | 5/7/2026 |
| Reduce | ALCON AG | -338,026 | -11.9% | +0.04 pp | 5/7/2026 |
| Reduce | LPL FINL HLDGS INC | -44,141 | -12.0% | -0.06 pp | 5/7/2026 |
| Reduce | FERGUSON ENTERPRISES INC | -235,552 | -11.9% | +0.32 pp | 5/7/2026 |
| Add | CANADIAN PACIFIC KANSAS CITY | +136,577 | +3.2% | +0.60 pp | 5/7/2026 |
| Reduce | YUM BRANDS INC | -244,087 | -11.9% | +0.19 pp | 5/7/2026 |
| Reduce | LIVE NATION ENTERTAINMENT IN | -332,146 | -11.9% | +0.34 pp | 5/7/2026 |
| Add | ORACLE CORP | +422,508 | +49.1% | +0.35 pp | 5/7/2026 |
| Reduce | CME GROUP INC | -186,671 | -11.9% | +0.40 pp | 5/7/2026 |
| Reduce | ANALOG DEVICES INC | -257,301 | -11.9% | +0.86 pp | 5/7/2026 |
| Reduce | TAIWAN SEMICONDUCTOR MANUFAC | -335,727 | -11.9% | +0.95 pp | 5/7/2026 |
| Reduce | TRADEWEB MKTS INC | -321,204 | -11.9% | +0.29 pp | 5/7/2026 |
| Reduce | FASTENAL CO | -1,100,224 | -11.9% | +0.51 pp | 5/7/2026 |