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Camrose Capital Investment Partners LLP

Q1 2026 13F Holdings

  • Location
    london, X0
  • Num holdings

    10

  • Value ($000)

    $764,196

  • Date Filed
    05/14/2026
  • Form type
    13F-HR
  • CIK
    0002040608
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CNM

CORE & MAIN INC

CL A
21874C102
$112.02M
15 %

2,267,608

H
HLT

HILTON WORLDWIDE HOLDINGS INC

COM
43300A203
$92.11M
12 %

302,924

S
SPGI

S&P GLOBAL INC

COM
78409V104
$89.7M
12 %

210,885

M
MA

MASTERCARD INC-A

CL A
57636Q104
$89.68M
12 %

179,476

---

TEXAS INSTRUMENTS INC

COM
882508104
$87.59M
12 %

451,165

M
MLM

MARTIN MARIETTA MATERIALS

COM
573284106
$80.48M
11 %

136,719

Y
YUM

YUM BRANDS INC

COM
988498101
$70.01M
9 %

450,260

E
EXPD

EXPEDITORS INTL WASH INC

COM
302130109
$63.73M
8 %

444,976

R
ROP

ROPER TECHNOLOGIES INC

COM
776696106
$41.97M
6 %

118,606

A
AUDP

AUTOMATIC DATA PROCESSING

COM
053015103
$36.91M
5 %

181,639

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