
What smart money is saying about Rolls-Royce Holdings plc
1 fund in our archive has pitched Rolls-Royce Holdings plc — most recently Sequoia Fund in December 2025.
Rolls-Royce Holdings plc operates as an industrial technology company in the United Kingdom and internationally. The company operates in four segments: Civil Aerospace, Power Systems, Defence, and New Markets. The Civil Aerospace segment develops, manufactures, and sells aero engines for large commercial aircraft, regional jet, and business aviation markets, as well as provides aftermarket services. The Power Systems segment engages in the development, manufacture, marketing, and sale of integrated solutions for onsite power and propulsion for the marine, defense, power generation, and industrial markets. The Defence segment offers aero engines for military transport and patrol aircraft applications; and naval engines and submarine nuclear power plants, as well as aftermarket services. The New Markets segment develops, manufactures, and sells small modular reactor and new electrical power solutions. It also provides maintenance, repair, and overhaul services. Rolls-Royce Holdings plc was founded in 1884 and is headquartered in London, the United Kingdom.
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Position history
Between Q4 2025 and Q2 2026, 2 fund letters reported a position in Rolls-Royce Holdings plc, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions
- HoldsSequoia Fund (Ruane Cunniff LP)June 2026
Listed in Sequoia Fund (Ruane Cunniff LP)’s reported holdings.
Read the letterRolls-Royce Holdings plc - HoldsArtisan Partners Antero Peak StrategyJune 2026
“Rolls-Royce and GE Aerospace continued to benefit from favorable aerospace fundamentals, Caterpillar participated in the ongoing expansion of domestic industrial investment, and Goldman Sachs generated strong returns as improving capital markets activity and expectations for regulatory reform supported financials.”
Read the letterRolls-Royce Holdings plc
Fund coverage · 1 thesis
- Sequoia FundDecember 2025
Rolls-Royce is benefiting from maturing high-margin Civil Aerospace programs with decades-long annuities and multiple growth vectors in Defense, Power Systems, and Small Modular Reactors.
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