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Portfolio (Quarterly) Guide ↗

Windmill Hill Asset Management Ltd

· CIK 0001831132
13F Portfolio $448M AUM 21 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 2 Added 10 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BKSY BLACKSKY TECHNOLOGY INC Technology 34,954.0 $976K 0.22% NEW $27.92 +10.2%

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 41.7%
Industrials 27.8%
Communication Services 13.2%
Energy 7.0%
Basic Materials 5.7%
Technology 3.9%
Consumer Defensive 0.7%