SEC 13F Intelligence

Managers / Q1 2026

MASECO LLP

CIK 0002074052 · THE KODAK, 11 KEELEY STREET, LONDON, WC2B 4BA · 02070430455

Reported Value
$3.2B
Q1 2026
Positions
391
Filings on Record
4
2019–present window
Filed
Apr 21, 2026
original filing

Summary

Maseco Llp reported $3.2B in U.S.-listed holdings across 391 positions for Q1 2026.

Its largest position, DFUS, represents 16.6% of the portfolio.

Compared with Q4 2025, the fund opened 55 new positions and exited 207.

Reported Value by Quarter

13F Reported Value
Q2 ’25: $2.6BQ2 ’25Q3 ’25: $2.1BQ3 ’25Q4 ’25: $2.3BQ4 ’25Q1 ’26: $3.2BQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$3.2B391Apr 21, 202613F-HRchanges · EDGAR ↗
Q4 2025$2.3B543Jan 22, 202613F-HRchanges · EDGAR ↗
Q3 2025$2.1B267Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$2.6B509Jul 15, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.