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Portfolio (Quarterly) Guide ↗

Windmill Hill Asset Management Ltd

· CIK 0001831132
13F Portfolio $321M AUM 23 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 4 Added 3 Reduced 4 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MOS MOSAIC CO NEW Basic Materials 23,208.0 $592K 0.18% $25.50 -16.7%
22 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 12,501.0 $424K 0.13% NEW $33.95 -17.6%
23 FIG FIGMA INC Technology 13,274.0 $281K 0.09% $21.14 -10.2%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.7%
Industrials 25.8%
Communication Services 14.2%
Energy 8.5%
Basic Materials 6.1%
Technology 3.3%
Consumer Defensive 1.5%