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Latest Battery Global Advisors, LLC Stock Portfolio

Battery Global Advisors, LLC Performance:
2025 Q4: 15.84%YTD: 23.48%2024: 5.19%
Performance for 2025 Q4 is 15.84%, and YTD is 23.48%, and 2024 is 5.19%.

About Battery Global Advisors, LLC and 13F Hedge Fund Stock Holdings

Battery Global Advisors, LLC is a hedge fund based in Boston, MA. On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Battery Global Advisors, LLC reported an equity portfolio of $215.8 Millions as of 31 Dec, 2025.

The top stock holdings of Battery Global Advisors, LLC are VEU, ISRG, IVOG. The fund has invested 29.3% of it's portfolio in VANGUARD INTL EQUITY INDEX F and 12.6% of portfolio in INTUITIVE SURGICAL INC.

They significantly reduced their stock positions in KRANESHARES TRUST (BNDD), INVESCO EXCHANGE TRADED FD T (CSD) and MADISON SQUARE GRDN SPRT COR (MSGS). Battery Global Advisors, LLC opened new stock positions in INTUITIVE SURGICAL INC (ISRG), LINCOLN NATL CORP IND (LNC) and MICRON TECHNOLOGY INC (MU). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD ADMIRAL FDS INC (IVOG), HONEYWELL INTL INC (HON) and RIVIAN AUTOMOTIVE INC (RIVN).

Battery Global Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Battery Global Advisors, LLC made a return of 15.84% in the last quarter. In trailing 12 months, it's portfolio return was 23.48%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
intuitive surgical inc27,129,900
lincoln natl corp ind2,349,240
micron technology inc2,011,720
cummins inc992,834
keycorp565,374
expand energy corporation369,114
dollar gen corp new351,958
ross stores inc234,220
New stocks bought by Battery Global Advisors, LLC

Additions

Ticker% Inc.
vanguard admiral fds inc31,430
honeywell intl inc11,163
rivian automotive inc10,069
iqvia hldgs inc8,949
ishares tr6,169
ishares tr6,157
ishares tr5,172
msci inc5,052
Additions to existing portfolio by Battery Global Advisors, LLC

Reductions

Ticker% Reduced
kraneshares trust-99.99
invesco exchange traded fd t-99.91
madison square grdn sprt cor-99.82
vanguard index fds-99.81
corning inc-99.79
intel corp-99.67
microsoft corp-99.57
ishares tr-99.53
Battery Global Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Battery Global Advisors, LLC

Sector Distribution

Battery Global Advisors, LLC has about 69.8% of it's holdings in Others sector.

Sector%
Others69.8
Healthcare14
Technology10
Financial Services2.4
Communication Services1.4
Industrials1.2

Market Cap. Distribution

Battery Global Advisors, LLC has about 21.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED69.8
LARGE-CAP17.4
SMALL-CAP7.7
MEGA-CAP3.9
MID-CAP1.2

Stocks belong to which Index?

About 28.5% of the stocks held by Battery Global Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others71.4
S&P 50020.9
RUSSELL 20007.6
Top 5 Winners (%)%
BNDD
kraneshares trust
3509.4 %
FITB
fifth third bancorp
2964.1 %
INTC
intel corp
961.4 %
paramount skydance corp
655.1 %
UVSP
univest financial corporatio
512.3 %
Top 5 Winners ($)$
BNDD
kraneshares trust
83.7 M
VB
vanguard index fds
40.5 M
IAU
ishares tr
34.2 M
VEU
vanguard intl equity index f
19.0 M
VEU
vanguard intl equity index f
18.2 M
Top 5 Losers (%)%
ETN
eaton corp plc
-96.8 %
OTIS
otis worldwide corp
-88.5 %
FICO
fair isaac corp
-86.2 %
LMT
lockheed martin corp
-84.6 %
VB
vanguard index fds
-80.7 %
Top 5 Losers ($)$
IVOG
vanguard admiral fds inc
-68.3 M
VB
vanguard index fds
-52.6 M
INTU
intuit
-13.7 M
VB
vanguard index fds
-5.1 M
AAXJ
ishares tr
-3.2 M

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 234 stocks in it's portfolio. About 85.4% of the portfolio is in top 10 stocks. IVOG proved to be the most loss making stock for the portfolio. BNDD was the most profitable stock for Battery Global Advisors, LLC last quarter.

Last Reported on: 13 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions