Albar Capital Partners LLP Portfolio Holdings

Albar Capital Partners LLP

  • $585 Billion
  • Q2 2025

Albar Capital Partners LLP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $585 Billion distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $75.5B, Nvidia Corp with a value of $55.5B, Crown Holdings Inc with a value of $54.7B, Crh PLC with a value of $48.2B, and Corteva, Inc. with a value of $46.6B.

Examining the 13F form we can see an increase of $365B in the current position value, from $220B to 585B.

Albar Capital Partners LLP is based out at London, X0

Below you can find more details about Albar Capital Partners LLP portfolio as well as his latest detailed transactions.

Portfolio value $585 Billion
Technology: $196 Billion
Basic Materials: $156 Billion
Consumer Cyclical: $115 Billion
Industrials: $93.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.27T
$75.5 Billion 12.92% of portfolio
333,512
Q2 2025 Added 482.24%
$456B
$55.5 Billion 9.49% of portfolio
351,361
Q2 2025 New
$12.2B
$54.7 Billion 9.36% of portfolio
531,519
Q2 2025 New
$23.9B
$48.2 Billion 8.24% of portfolio
-
Q2 2025 Added 407.85%
$51B
$46.6 Billion 7.98% of portfolio
625,624
Q2 2025 Added 24.09%
$73.5B
$41.5 Billion 7.1% of portfolio
393,118
Q2 2025 Reduced 26.16%
$119B
$40.9 Billion 7.0% of portfolio
172,037
Q2 2025 Added 138.88%
$60.2B
$25.4 Billion 4.35% of portfolio
586,404
Q2 2025 Added 35.63%
$6B
$23.8 Billion 4.08% of portfolio
1,052,739
Q2 2025 New
$18.7B
$16.2 Billion 2.77% of portfolio
85,863
Q2 2025 New
$44.4B
$14.5 Billion 2.48% of portfolio
1,333,780
Q2 2025 New
$64.2B
$12.4 Billion 2.12% of portfolio
43,849
Q2 2025 Reduced 35.68%
Ge Healthcare Technologies I
-
$12 Billion 2.05% of portfolio
-
Q2 2025 Reduced 1.51%
$229B
$12 Billion 2.05% of portfolio
82,039
Q2 2025 Reduced 39.57%
$10.1B
$10.5 Billion 1.79% of portfolio
93,546
Q2 2025 New
$23.9B
$9.31 Billion 1.59% of portfolio
306,181
Q2 2025 New
$9.4B
$8.99 Billion 1.54% of portfolio
268,573
Q2 2025 New
$96.6B
$8.25 Billion 1.41% of portfolio
11,810
Q2 2025 New
$3.95T
$7.57 Billion 1.3% of portfolio
15,223
Q2 2025 New
$127B
$7.48 Billion 1.28% of portfolio
27,138
Q2 2025 New
$145B
$7.29 Billion 1.25% of portfolio
20,407
Q2 2025 New
$86.2B
$7.19 Billion 1.23% of portfolio
24,653
Q2 2025 New
Smurfit Westrock PLC
-
$7.13 Billion 1.22% of portfolio
-
Q2 2025 Added 1.35%
$405B
$5.39 Billion 0.92% of portfolio
14,709
Q2 2025 New
$3.35B
$4.71 Billion 0.81% of portfolio
50,503
Q2 2025 New
Aptiv PLC
-
$4.04 Billion 0.69% of portfolio
-
Q2 2025 New
$9.81B
$3.7 Billion 0.63% of portfolio
42,859
Q2 2025 New
$306B
$2.32 Billion 0.4% of portfolio
9,017
Q2 2025 New
$32.7B
$2.32 Billion 0.4% of portfolio
18,085
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $585 Billion
  • Prior Value $220 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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