A Peek into William von Mueffling’s Portfolio
Why This Portfolio Is Worth Studying
William von Mueffling, founder of Cantillon Capital Management, manages an equity portfolio valued between $13–17 billion. His top holdings show a masterclass in high-conviction investing, with a global focus on technology, financials, and infrastructure—all sectors tied to durable earnings and innovation.
Portfolio Highlights: Biggest Weightings
• Broadcom (AVGO) – ~8.7% of the portfolio (largest position)
• S&P Global (SPGI) – ~5.4%
• Alphabet Inc. (GOOGL) – ~4.3%
• Interactive Brokers (IBKR) – ~4.1%
• Visa (V) – ~4.0%
• Other notable holdings include:
• Adobe (ADBE) – consistent tech growth ️
• Applied Materials (AMAT), Taiwan Semiconductor (TSM), Microsoft (MSFT) – each around 3–4%
These positions reflect a bias toward large-cap, high-quality companies with strong competitive advantages and long-term growth potential.
What Makes This Portfolio Stand Out
• Quality & Scale – Dominant, cash-generating giants built for resilience.
• Diversified Growth – Mix of tech, financial services, and global platforms for stability and expansion.
• Active Risk Management – Strategic trimming and reallocations keep the portfolio sharp.
• Global Reach – Many holdings serve worldwide markets, benefiting from global economic trends.
• Blend of Value & Innovation – Balanced exposure to steady earners like Visa and disruptors like Alphabet.
Takeaways for Investors
1. Invest in Wealth Creators, Not Just “Cheap” Stocks
Broadcom, Visa, and Alphabet show the value of owning companies with durable business models.
2. Diversify by Theme, Not Just by Ticker
Tech, finance, infrastructure, and services offer different growth engines and risk buffers.
3. Stay Disciplined & Adaptable
Rebalancing keeps your portfolio aligned with market realities.
4. Prioritize Global Leaders
Companies with international dominance can weather regional challenges better.
5. Balance Growth with Fundamentals
A mix of innovation-driven growth and strong earnings creates sustainable performance.
Why This Portfolio Is Worth Studying
William von Mueffling, founder of Cantillon Capital Management, manages an equity portfolio valued between $13–17 billion. His top holdings show a masterclass in high-conviction investing, with a global focus on technology, financials, and infrastructure—all sectors tied to durable earnings and innovation.
Portfolio Highlights: Biggest Weightings
• Broadcom (AVGO) – ~8.7% of the portfolio (largest position)
• S&P Global (SPGI) – ~5.4%
• Alphabet Inc. (GOOGL) – ~4.3%
• Interactive Brokers (IBKR) – ~4.1%
• Visa (V) – ~4.0%
• Other notable holdings include:
• Adobe (ADBE) – consistent tech growth ️
• Applied Materials (AMAT), Taiwan Semiconductor (TSM), Microsoft (MSFT) – each around 3–4%
These positions reflect a bias toward large-cap, high-quality companies with strong competitive advantages and long-term growth potential.
What Makes This Portfolio Stand Out
• Quality & Scale – Dominant, cash-generating giants built for resilience.
• Diversified Growth – Mix of tech, financial services, and global platforms for stability and expansion.
• Active Risk Management – Strategic trimming and reallocations keep the portfolio sharp.
• Global Reach – Many holdings serve worldwide markets, benefiting from global economic trends.
• Blend of Value & Innovation – Balanced exposure to steady earners like Visa and disruptors like Alphabet.
Takeaways for Investors
1. Invest in Wealth Creators, Not Just “Cheap” Stocks
Broadcom, Visa, and Alphabet show the value of owning companies with durable business models.
2. Diversify by Theme, Not Just by Ticker
Tech, finance, infrastructure, and services offer different growth engines and risk buffers.
3. Stay Disciplined & Adaptable
Rebalancing keeps your portfolio aligned with market realities.
4. Prioritize Global Leaders
Companies with international dominance can weather regional challenges better.
5. Balance Growth with Fundamentals
A mix of innovation-driven growth and strong earnings creates sustainable performance.