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Ilex Capital Partners (UK) LLP

All holdings · as of Dec 31, 2025

66 positions

CompanyClassValueShares% of portfolio
Flutter Entertainment plc—$260.36M1,210,7647.3%
GENERAL MILLS INC—$220.99M4,752,4316.2%
MCCORMICK & CO INC—$218.03M3,201,1076.2%
COCA COLA CO—$195.42M2,795,3525.5%
COLGATE PALMOLIVE CO—$164.93M2,087,1904.7%
BOSTON SCIENTIFIC CORP—$152.64M1,600,8014.3%
MCDONALD'S CORP—$120.79M395,2083.4%
Agilent Technologies Inc—$120.09M882,5493.4%
elf Beauty Inc—$95.59M1,257,1262.7%
ALCON AG—$94.10M1,178,0722.7%
CHURCH & DWIGHT CO INC /DE—$93.31M1,112,8472.6%
CONSTELLATION BRANDS, INC.—$93.20M675,5892.6%
Hilton Worldwide Holdings Inc.—$91.06M316,9982.6%
Crown Castle Inc—$86.13M969,2122.4%
STRYKER CORP—$84.30M239,8632.4%
DANAHER CORP /DE—$83.90M366,5222.4%
GENERAL ELECTRIC CO—$79.25M257,2842.2%
PEPSICO INC—$79.17M551,6552.2%
TransUnion—$68.88M803,2171.9%
Domino's Pizza Inc.—$68.09M163,3471.9%
Accenture plc—$67.58M251,8881.9%
SPORTRADAR GROUP AG—$62.81M2,642,2321.8%
UNITEDHEALTH GROUP INC—$60.47M183,1941.7%
RESMED INC—$59.26M246,0061.7%
Freshpet, Inc.—$55.76M915,1611.6%
STARBUCKS CORP—$54.82M651,0461.5%
ROLLINS INC—$53.68M894,3821.5%
nVent Electric plc—$51.29M503,0371.4%
QIAGEN NV—$46.58M1,020,7251.3%
WYNDHAM HOTELS & RESORTS, INC.—$44.03M582,7741.2%
GE HealthCare Technologies Inc.—$41.87M510,4681.2%
Illumina Inc—$38.94M296,9231.1%
ICON plc—$38.61M211,8981.1%
Otis Worldwide Corp—$38.15M436,7491.1%
Canada Goose Holdings Inc.—$32.39M2,501,1770.9%
Jack Henry & Associates Inc—$29.93M164,0260.8%
Estee Lauder Cos Inc/The—$29.49M281,5710.8%
T-Mobile US, Inc.TMUSCommon Stock$27.63M136,0810.8%
Natera, Inc.—$26.96M117,7020.8%
AT&T INC.—$25.07M1,009,1480.7%
Global Payments Inc—$19.59M253,0410.6%
Warner Music Group Corp—$19.46M634,4960.5%
Visa Inc—$19.19M54,7080.5%
ELI LILLY & Co—$18.79M17,4840.5%
Block, Inc.—$16.44M252,5790.5%
SHOPIFY INC—$11.87M73,7460.3%
AFFIRM HOLDINGS INC CLASS A—$9.58M128,6750.3%
MESHFLOW ACQUISITION CORP—$7.19M719,0580.2%
RANGE CAP ACQUISITION CORP—$6.99M699,9000.2%
ACTIVATE ENERGY ACQUISITION—$6.73M673,5060.2%
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