Private Investors Diary Portfolio

End-July portfolio positions

NameEPICTotal sharesMkt.Cap (£m)% of Portfolio
Bioventix PLCBVXP10001647.5
Baillie Gifford Shin Nippon PLCBGS136355446.6
Biotech Growth Trust (The) PLCBIOG29424545.7
Royal Dutch Shell PLCRDSB9001007165.7
Scottish Mortgage Investment Trust PLCSMT410878465.3
Avation PLCAVAP78521574.6
Faroe Petroleum PLCFPM113506214.5
Bloomsbury Publishing PLCBMY79251674.2
Robo-Stox Global Robotics and Automation GO UCITS ETFROBG1306 3.9
U and I Group PLCUAI72872853.9
Iomart Group PLCIOM36824693.8
Lloyds Banking Group PLCLLOY26807421603.8
Diversified Gas & Oil PLCDGOC118166263.5
Miton Group PLCMGR194381233.3
Syncona LtdSYNC492818783.3
India Capital Growth Fund LtdIGC15854983.3
Central Asia Metals PLCCAML54634203.1
AdEPT Telecom PLCADT3171973.1
Taptica LtdTAP33302553.0
Strix Group PLCKETL74393183.0
Dunedin Smaller Companies Investment Trust PLCDNDL43331423.0
Anglo Pacific Group PLCAPF85852663.0
Superdry PLCSDRY8248902.1
Medica Group PLCMGP45031771.7
Vietnam Enterprise Investments LtdVEIL156710321.7
Cash depositCD7151 1.6
Serica Energy PLCSQZ80022291.6
Fidelity Asian Values PLC (subscription shares)FASS144930.1
Geiger Counter Ltd (subscription shares)GCS8045 0.1

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