Private Investors Diary Portfolio

End-July portfolio positions

NameEPICMkt.Cap (£m)% of Portfolio
Bioventix PLCBVXP169.310.1
Baillie Gifford Shin Nippon PLCBGS5286.8
Royal Dutch Shell PLCRDSB100060.75.9
Biotech Growth Trust (The) PLCBIOG444.85.4
Scottish Mortgage Investment Trust PLCSMT7678.94.4
Avation PLCAVAP135.24.2
Bloomsbury Publishing PLCBMY159.74.1
Lloyds Banking Group PLCLLOY446314.1
U and I Group PLCUAI277.84.0
Faroe Petroleum PLCFPM524.23.9
India Capital Growth Fund LtdIGC104.63.6
Iomart Group PLCIOM424.23.6
Diversified Gas & Oil PLCDGOC577.83.3
Dunedin Smaller Companies Investment Trust PLCDNDL143.13.2
Strix Group PLCKETL314.63.0
AdEPT Telecom PLCADT91.33.0
Robo-Stox Global Robotics and Automation GO UCITS ETFROBG 3.0
Anglo Pacific Group PLCAPF242.22.8
Taptica LtdTAP219.32.7
Syncona LtdSYNC1659.62.5
Superdry PLCSDRY1015.62.5
Miton Group PLCMGR113.12.5
Alpha FX Group PLCAFX183.32.4
Elegant Hotels Group PLCEHG69.71.9
Central Asia Metals PLCCAML423.21.7
Vietnam Enterprise Investments LtdVEIL955.21.7
Medica Group PLCMGP159.31.6
Serica Energy PLCSQZ186.41.4
Cash depositCD 0.5
Geiger Counter Ltd (Subscription shares)GCS 0.1
Fidelity Asian Values PLC (Subscription shares)FASS2.90.1

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