Woodford ups unquoted holdings with four new positions in October

Neil Woodford has increased the number of unlisted stocks held within the £3.4bn Woodford Equity Income fund to ten after initiating four new investments last month.

The largest of the four positions is a £17m holding in semiconductor business Spin Transfer Technologies. The company is a subsidiary of Allied Minds, the technology firm which is itself Woodford's 11th largest holding at 2.4% of his portfolio. The three other positions are in a trio of healthcare companies: Emba, Viamet, and Stratified Medical. Following the purchase of these new positions, the fund now has just over 5% of its assets in unlisted companies. "We are very excited about the long-term growth potential this part of the portfolio represents," said Stephen Lamacraft, a fu...