Latest Battery Global Advisors, LLC Stock Portfolio
Battery Global Advisors, LLC Performance:
2025 Q3: -2.8%YTD: -3.84%2024: 8.23%
Performance for 2025 Q3 is -2.8%, and YTD is -3.84%, and 2024 is 8.23%.
About Battery Global Advisors, LLC and 13F Hedge Fund Stock Holdings
Battery Global Advisors, LLC is a hedge fund based in BOSTON, MA. On 30-Jun-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $4.3 Billions. In it's latest 13F Holdings report, Battery Global Advisors, LLC reported an equity portfolio of $212.7 Millions as of 30 Sep, 2025.
The top stock holdings of Battery Global Advisors, LLC are VB, INTU, VEA. The fund has invested 29.5% of it's portfolio in VANGUARD INDEX FDS and 13.2% of portfolio in INTUIT.
The fund managers got completely rid off MONGODB INC (MDB), HUBSPOT INC (HUBS) and SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in BARCLAYS BANK PLC, KRANESHARES TRUST (BNDD) and INTUIT (INTU). Battery Global Advisors, LLC opened new stock positions in VANGUARD INTL EQUITY INDEX F (VEU), VANGUARD WORLD FD (VAW) and ISHARES INC (EMGF). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), VANGUARD TAX-MANAGED FDS (VEA) and SPDR SER TR (BIL).
The top stock holdings of Battery Global Advisors, LLC are VB, INTU, VEA. The fund has invested 29.5% of it's portfolio in VANGUARD INDEX FDS and 13.2% of portfolio in INTUIT.
The fund managers got completely rid off MONGODB INC (MDB), HUBSPOT INC (HUBS) and SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in BARCLAYS BANK PLC, KRANESHARES TRUST (BNDD) and INTUIT (INTU). Battery Global Advisors, LLC opened new stock positions in VANGUARD INTL EQUITY INDEX F (VEU), VANGUARD WORLD FD (VAW) and ISHARES INC (EMGF). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), VANGUARD TAX-MANAGED FDS (VEA) and SPDR SER TR (BIL).
Battery Global Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Battery Global Advisors, LLC made a return of -2.8% in the last quarter. In trailing 12 months, it's portfolio return was 0.82%.
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard intl equity index f | 519,506 |
| vanguard world fd | 277,000 |
| ishares inc | 236,555 |
| digital rlty tr inc | 192,836 |
| equinix inc. | 189,944 |
| vaneck etf trust | 89,096 |
| columbia etf tr ii | 44,868 |
| ishares core msci eafe etf | 23,050 |
New stocks bought by Battery Global Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 62.23 |
| vanguard tax-managed fds | 16.01 |
| spdr ser tr | 15.64 |
| vanguard intl equity index f | 5.48 |
| vanguard index fds | 3.55 |
| ishares gold tr | 2.96 |
| vanguard index fds | 2.75 |
| american wtr wks co inc new | 1.89 |
Additions to existing portfolio by Battery Global Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| barclays bank plc | -31.33 |
| kraneshares trust | -5.92 |
| intuit | -2.94 |
Battery Global Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| mongodb inc | -753,864 |
| salesforce inc | -522,725 |
| hubspot inc | -579,452 |
| paramount global | -311 |
Battery Global Advisors, LLC got rid off the above stocks
Sector Distribution
Battery Global Advisors, LLC has about 71.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 71.6 |
| Technology | 24.3 |
| Communication Services | 1.2 |
Market Cap. Distribution
Battery Global Advisors, LLC has about 19.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 71.6 |
| LARGE-CAP | 16.4 |
| MID-CAP | 8.5 |
| MEGA-CAP | 3.5 |
Stocks belong to which Index?
About 27.6% of the stocks held by Battery Global Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 72.4 |
| S&P 500 | 19.3 |
| RUSSELL 2000 | 8.3 |
Battery Global Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Battery Global Advisors, LLC
Battery Global Advisors, LLC has 148 stocks in it's portfolio. About 86.2% of the portfolio is in top 10 stocks. INTU proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Battery Global Advisors, LLC last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.80 | 6,648 | 1,692,680 | added | 0.06 | ||
| AAXJ | ishares tr | 0.11 | 1,733 | 239,585 | unchanged | 0.00 | ||
| ACWV | ishares inc | 0.00 | 56.00 | 5,617 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.00 | 30.00 | 10,583 | unchanged | 0.00 | ||
| ADI | analog devices inc | 0.04 | 358 | 87,961 | unchanged | 0.00 | ||
| AEE | ameren corp | 0.01 | 126 | 13,115 | added | 0.8 | ||
| AFK | vaneck etf trust | 0.04 | 273 | 89,096 | new | |||
| AFL | aflac inc | 0.04 | 718 | 80,201 | unchanged | 0.00 | ||
| AGCO | agco corp | 0.02 | 358 | 38,331 | unchanged | 0.00 | ||
| AME | ametek inc | 0.02 | 239 | 44,932 | unchanged | 0.00 | ||
| AMGN | amgen inc | 0.03 | 243 | 68,575 | unchanged | 0.00 | ||
| AMP | ameriprise finl inc | 0.03 | 119 | 58,459 | unchanged | 0.00 | ||
| AMT | american tower corp new | 0.01 | 74.00 | 14,328 | added | 1.37 | ||
| AMZN | amazon com inc | 0.06 | 600 | 131,742 | unchanged | 0.00 | ||
| AON | aon plc | 0.00 | 15.00 | 5,400 | unchanged | 0.00 | ||
| APD | air prods & chems inc | 0.00 | 39.00 | 10,683 | unchanged | 0.00 | ||
| APH | amphenol corp new | 0.02 | 374 | 46,348 | added | 0.27 | ||
| AWK | american wtr wks co inc new | 0.00 | 54.00 | 7,488 | added | 1.89 | ||
| AYI | acuity brands inc | 0.02 | 119 | 40,982 | unchanged | 0.00 | ||
| BAC | bank america corp | 0.02 | 756 | 39,020 | added | 0.53 | ||