Partners Capital Investment Group, LLP Portfolio Holdings

Partners Capital Investment Group, LLP

  • $5.57 Billion
  • Q1 2025

Partners Capital Investment Group, LLP has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.57 Billion distributed in 182 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 $1.17B, Vanguard Index Fds S&P 500 ETF with a value of $372M, Vanguard Value ETF with a value of $287M, Vanguard Total World Stk Index with a value of $281M, and Vanguard with a value of $264M.

Examining the 13F form we can see an increase of $2.22B in the current position value, from $3.34B to 5.57B.

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 $5.57 Billion
ETFs: $5.28 Billion
Technology: $79.8 Million
Financial Services: $52.3 Million
Industrials: $39.6 Million
Healthcare: $37.1 Million
Communication Services: $27.7 Million
Basic Materials: $22.5 Million
Consumer Cyclical: $14.6 Million
Other: $14 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.17 Billion 21.06% of portfolio
2,087,173
Q1 2025 Added 93.28%
$0
$372 Million 6.69% of portfolio
724,788
Q1 2025 Added 39.5%
$0
$287 Million 5.16% of portfolio
1,663,047
Q1 2025 Added 106.3%
$0
$281 Million 5.04% of portfolio
2,420,527
Q1 2025 Added 58.5%
$0
$264 Million 4.74% of portfolio
4,493,517
Q1 2025 Added 81.61%
$0
$258 Million 4.63% of portfolio
2,812,458
Q1 2025 Added 30.08%
$0
$233 Million 4.18% of portfolio
4,339,839
Q1 2025 Added 97.7%
$0
$221 Million 3.97% of portfolio
6,089,415
Q1 2025 Added 168.58%
$0
$220 Million 3.96% of portfolio
4,000,438
Q1 2025 Added 12.16%
$0
$155 Million 2.78% of portfolio
1,536,118
Q1 2025 Reduced 12.29%
$0
$143 Million 2.56% of portfolio
1,168,032
Q1 2025 Added 132.42%
$0
$129 Million 2.32% of portfolio
1,735,374
Q1 2025 Added 69.06%
$0
$122 Million 2.18% of portfolio
217,409
Q1 2025 Added 91.66%
$0
$114 Million 2.04% of portfolio
1,023,999
Q1 2025 Added 80.48%
$0
$103 Million 1.85% of portfolio
994,985
Q1 2025 Added 51.94%
$0
$90.4 Million 1.62% of portfolio
948,296
Q1 2025 Added 67.32%
$0
$71.1 Million 1.28% of portfolio
583,245
Q1 2025 Added 6.44%
$0
$66.6 Million 1.2% of portfolio
1,618,507
Q1 2025 Added 39.69%
$0
$58.7 Million 1.05% of portfolio
590,499
Q1 2025 Added 16.14%
$0
$56.8 Million 1.02% of portfolio
1,353,974
Q1 2025 Added 48.4%
$0
$45.2 Million 0.81% of portfolio
1,228,973
Q1 2025 Added 44.45%
$0
$43.1 Million 0.77% of portfolio
440,383
Q1 2025 Added 22.73%
$0
$42.5 Million 0.76% of portfolio
619,425
Q1 2025 Added 74.81%
$0
$38.5 Million 0.69% of portfolio
647,546
Q1 2025 Reduced 35.34%
$0
$38.4 Million 0.69% of portfolio
839,585
Q1 2025 Added 39.92%
$94.1B
$37.9 Million 0.68% of portfolio
88,464
Q1 2025 New
$0
$30.9 Million 0.56% of portfolio
280,853
Q1 2025 Added 83.17%
$0
$29.9 Million 0.54% of portfolio
256,859
Q1 2025 Added 176.13%
$0
$28.8 Million 0.52% of portfolio
348,651
Q1 2025 Added 30.76%
$0
$27 Million 0.48% of portfolio
175,970
Q1 2025 Added 641.43%
$0
$26.1 Million 0.47% of portfolio
344,447
Q1 2025 Added 78.79%
$0
$23.3 Million 0.42% of portfolio
257,341
Q1 2025 Added 123.47%
$0
$23.5 Million 0.42% of portfolio
398,892
Q1 2025 Added 17.88%
$0
$22.4 Million 0.4% of portfolio
278,280
Q1 2025 Added 100.81%
$0
$20.5 Million 0.37% of portfolio
193,892
Q1 2025 Added 695.55%
$0
$18.4 Million 0.33% of portfolio
225,418
Q1 2025 Reduced 6.62%
$0
$18 Million 0.32% of portfolio
330,341
Q1 2025 Added 101.34%
$0
$17.3 Million 0.31% of portfolio
101,407
Q1 2025 Added 284.34%
$0
$16.5 Million 0.3% of portfolio
559,637
Q1 2025 Added 265.03%
$0
$16 Million 0.29% of portfolio
175,832
Q1 2025 Added 32.77%
$0
$14.9 Million 0.27% of portfolio
105,813
Q1 2025 Added 19.15%
$0
$13.5 Million 0.24% of portfolio
144,494
Q1 2025 New
$0
$13.3 Million 0.24% of portfolio
120,599
Q1 2025 Added 139.1%
$101B
$12.7 Million 0.23% of portfolio
73,364
Q1 2025 New
$0
$12.6 Million 0.23% of portfolio
62,911
Q1 2025 Added 62.95%
$0
$12.2 Million 0.22% of portfolio
290,246
Q1 2025 Added 100.0%
$0
$12.3 Million 0.22% of portfolio
366,467
Q1 2025 New
$0
$11.8 Million 0.21% of portfolio
267,073
Q1 2025 Added 97.35%
$1.58T
$11.1 Million 0.2% of portfolio
19,235
Q1 2025 Added 108.24%

Summary

  • Portfolio
  • No. of Stocks 182
  • Current Value $5.57 Billion
  • Prior Value $3.34 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 65 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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