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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.01B
$7.78 Million 0.32% of portfolio
203,558
Q1 2025 New
$8.77B
$5.12 Million 0.21% of portfolio
12,594
Q2 2025 New
$4.01B
$2.17 Million 0.09% of portfolio
17,252
Q2 2025 Reduced 57.63%
$3.1B
$1.7 Million 0.07% of portfolio
28,283
Q2 2025 Reduced 56.42%
$9.88B
$1.24 Million 0.05% of portfolio
142,441
Q1 2025 New
$3.25B
$815,000 0.03% of portfolio
42,373
Q2 2025 Reduced 48.72%
$2.3B
$245,000 0.01% of portfolio
13,147
Q1 2025 New

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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