Partners Capital Investment Group, LLP Portfolio Holdings

Partners Capital Investment Group, LLP

  • $2.42 Billion
  • Q2 2025

Partners Capital Investment Group, LLP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.42 Billion distributed in 161 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $506M, Vanguard with a value of $154M, Ishares Inc with a value of $122M, Ishares Currency Hedged Msci E with a value of $121M, and Vanguard Value ETF with a value of $117M.

Examining the 13F form we can see an decrease of $3.14B in the current position value, from $5.57B to 2.42B.

Partners Capital Investment Group, LLP is based out at Boston, MA

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

Portfolio value $2.42 Billion
ETFs: $2.24 Billion
Technology: $63.2 Million
Financial Services: $21.6 Million
Industrials: $21 Million
Communication Services: $19.2 Million
Healthcare: $15.8 Million
Basic Materials: $15.5 Million
Consumer Cyclical: $14.3 Million
Other: $10.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$506 Million 20.88% of portfolio
815,096
Q2 2025 Reduced 60.95%
$0
$154 Million 6.35% of portfolio
2,618,804
Q2 2025 Reduced 41.72%
$0
$122 Million 5.04% of portfolio
2,278,484
Q2 2025 Reduced 47.5%
$0
$121 Million 5.0% of portfolio
3,190,737
Q2 2025 Reduced 47.6%
$0
$117 Million 4.83% of portfolio
662,810
Q2 2025 Reduced 60.14%
$0
$115 Million 4.75% of portfolio
202,662
Q2 2025 Reduced 72.04%
$0
$91.5 Million 3.78% of portfolio
1,449,780
Q2 2025 Reduced 63.76%
$0
$84 Million 3.47% of portfolio
816,725
Q2 2025 Reduced 17.92%
$0
$83 Million 3.42% of portfolio
645,450
Q2 2025 Reduced 73.33%
$0
$78.6 Million 3.24% of portfolio
582,276
Q2 2025 Reduced 50.15%
$0
$71.1 Million 2.93% of portfolio
852,010
Q2 2025 Added 147.36%
$0
$57.8 Million 2.38% of portfolio
524,888
Q2 2025 Reduced 48.74%
$0
$53.7 Million 2.22% of portfolio
702,840
Q2 2025 Reduced 59.5%
$0
$49.5 Million 2.04% of portfolio
385,120
Q2 2025 Added 49.93%
$0
$37.9 Million 1.57% of portfolio
396,173
Q2 2025 Reduced 58.22%
$0
$35 Million 1.45% of portfolio
56,706
Q2 2025 Reduced 73.92%
$0
$30.4 Million 1.26% of portfolio
340,560
Q2 2025 New
$0
$29.3 Million 1.21% of portfolio
294,974
Q2 2025 Reduced 50.05%
$95.7B
$29.1 Million 1.2% of portfolio
56,706
Q2 2025 Reduced 35.9%
$0
$26.4 Million 1.09% of portfolio
262,451
Q2 2025 Reduced 82.91%
$0
$24.5 Million 1.01% of portfolio
327,359
Q2 2025 Reduced 47.15%
$0
$20.6 Million 0.85% of portfolio
344,943
Q2 2025 Reduced 46.73%
$0
$20.4 Million 0.84% of portfolio
454,634
Q2 2025 Reduced 66.42%
$0
$18.7 Million 0.77% of portfolio
498,961
Q2 2025 Reduced 59.4%
$0
$16.8 Million 0.69% of portfolio
157,870
Q2 2025 Reduced 18.58%
$0
$14.4 Million 0.59% of portfolio
126,036
Q2 2025 Reduced 55.12%
$0
$14 Million 0.58% of portfolio
397,056
Q2 2025 Added 8.35%
$0
$13.9 Million 0.57% of portfolio
406,326
Q2 2025 Reduced 27.39%
$0
$12.4 Million 0.51% of portfolio
145,718
Q2 2025 Added 0.85%
$0
$12.4 Million 0.51% of portfolio
138,725
Q2 2025 Reduced 46.09%
$0
$11.3 Million 0.47% of portfolio
123,000
Q2 2025 Reduced 95.63%
$0
$10.4 Million 0.43% of portfolio
29,690
Q2 2025 Reduced 16.73%
$0
$9.93 Million 0.41% of portfolio
113,810
Q2 2025 Reduced 59.1%
$0
$9.78 Million 0.4% of portfolio
192,077
Q2 2025 Reduced 77.12%
$0
$9.21 Million 0.38% of portfolio
167,230
Q2 2025 Reduced 49.38%
$0
$8.67 Million 0.36% of portfolio
104,613
Q2 2025 Reduced 69.99%
$3.95T
$8.4 Million 0.35% of portfolio
16,878
Q2 2025 Reduced 7.34%
$7.01B
$7.78 Million 0.32% of portfolio
203,558
Q1 2025 New
$0
$7.52 Million 0.31% of portfolio
145,123
Q2 2025 Reduced 50.0%
$1.78T
$7.27 Million 0.3% of portfolio
9,855
Q2 2025 Reduced 48.77%
$0
$6.84 Million 0.28% of portfolio
138,569
Q2 2025 Reduced 48.12%
$0
$6.73 Million 0.28% of portfolio
60,905
Q2 2025 Reduced 49.5%
$0
$6.68 Million 0.28% of portfolio
152,638
Q2 2025 Reduced 32.48%
$0
$6.03 Million 0.25% of portfolio
10,922
Q2 2025 Reduced 45.77%
$0
$5.74 Million 0.24% of portfolio
26,595
Q2 2025 Reduced 57.73%
$0
$5.55 Million 0.23% of portfolio
133,464
Q2 2025 Reduced 91.75%
$0
$5.54 Million 0.23% of portfolio
18,213
Q2 2025 Reduced 49.71%
$102B
$5.58 Million 0.23% of portfolio
30,404
Q2 2025 Reduced 58.56%
$76.5B
$5.55 Million 0.23% of portfolio
3,648
Q2 2025 Reduced 55.73%

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $2.42 Billion
  • Prior Value $5.57 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 105 stocks
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