Private Investors Diary Portfolio

End-July portfolio positions

NameEPICMkt.Cap (£m)% of Portfolio
Bioventix PLCBVXP1476.6
Baillie Gifford Shin Nippon PLCBGS4636.1
Biotech Growth Trust (The) PLCBIOG3705.2
Scottish Mortgage Investment Trust PLCSMT70095.1
Lloyds Banking Group PLCLLOY407114.5
Iomart Group PLCIOM4164.4
Faroe Petroleum PLCFPM5534.4
Bloomsbury Publishing PLCBMY1454.3
U and I Group PLCUAI2874.3
Robo-Stox Global Robotics and Automation GO UCITS ETFROBG 3.8
Central Asia Metals PLCCAML3823.6
Diversified Gas & Oil PLCDGOC6343.6
Serica Energy PLCSQZ2873.5
Strix Group PLCKETL2833.5
Anglo Pacific Group PLCAPF2373.4
Syncona LtdSYNC17263.3
Melrose Industries PLCMRO81933.3
India Capital Growth Fund LtdIGC893.2
AdEPT Technology Group PLCADT843.2
Miton Group PLCMGR1073.0
Avation PLCAVAP1603.0
Standard Life UK Smaller Companies Trust PLCSLS4593.0
Fidelity Japanese Values PLCFJV1932.8
Taptica LtdTAP2042.6
Cash depositCD 2.3
Superdry PLCSDRY6622.0
Vietnam Enterprise Investments LtdVEIL9881.8
Geiger Counter Ltd (Subscription Shares)GCS 0.1
Fidelity Asian Values PLC (Subscription Shares)FASS20.1

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