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Latest Metis Global Partners, LLC Stock Portfolio

$4.07Billion– No. of Holdings #721

Metis Global Partners, LLC Performance:
2026 Q1: -0.58%YTD: -0.58%2025: 15.22%
Performance for 2026 Q1 is -0.58%, and YTD is -0.58%, and 2025 is 15.22%.

About Metis Global Partners, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Metis Global Partners, LLC reported an equity portfolio of $4.1 Billions as of 31 Mar, 2026.

The top stock holdings of Metis Global Partners, LLC are BCD, SGOL, NVDA. The fund has invested 7.3% of it's portfolio in ABRDN ETFS and 7.2% of portfolio in ETFS GOLD TR.

The fund managers got completely rid off ISHARES TR (ACWF), ISHARES INC (ACWV) and ISHARES INC (EMGF) stocks. They significantly reduced their stock positions in CONSOLIDATED EDISON INC (ED), WEC ENERGY GROUP INC (WEC) and INVESCO EXCH TRADED FD TR II (CGW). Metis Global Partners, LLC opened new stock positions in ASTRAZENECA PLC, AMCOR PLC (AMCR) and LUMENTUM HLDGS INC (LITE). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), VERTIV HOLDINGS CO (VRT) and HUNT J B TRANS SVCS INC (JBHT).
Metis Global Partners, LLC Equity Portfolio Value
Last Reported on: 07 May, 2026

Metis Global Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Metis Global Partners, LLC made a return of -0.58% in the last quarter. In trailing 12 months, it's portfolio return was 18.31%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc8,483,950
amcor plc3,131,860
lumentum hldgs inc1,883,400
coherent corp1,201,060
caseys gen stores inc1,197,330
sunbelt rentals holdings inc955,596
ishares tr848,436
New stocks bought by Metis Global Partners, LLC

Additions

Ticker% Inc.
ishares tr2,431
vertiv holdings co188
hunt j b trans svcs inc60.87
ciena corp56.55
fortive corp56.28
fifth third bancorp55.93
citizens finl group inc32.16
waters corp23.23
Additions to existing portfolio by Metis Global Partners, LLC

Reductions

Ticker% Reduced
consolidated edison inc-73.84
wec energy group inc-72.6
invesco exch traded fd tr ii-49.86
spdr series trust-45.86
bxp inc-33.31
alexandria real estate eq in-32.77
equity lifestyle properties-32.53
west pharmaceutical svsc inc-27.43
Metis Global Partners, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Metis Global Partners, LLC

Sector Distribution

Metis Global Partners, LLC has about 24.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Real Estate
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Healthcare
  • Energy
  • Industrials
  • Utilities
  • Consumer Defensive
  • Basic Materials
Sector%
Others24.7
Technology23.1
Real Estate9.1
Financial Services6.9
Communication Services6.8
Consumer Cyclical6.7
Healthcare5.9
Energy4.5
Industrials4.4
Utilities3.2
Consumer Defensive3.1
Basic Materials1.8

Market Cap. Distribution

Metis Global Partners, LLC has about 73.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP41.3
LARGE-CAP32.2
UNALLOCATED24.7
MID-CAP1.4

Stocks belong to which Index?

About 70.3% of the stocks held by Metis Global Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50070.3
Others28.7
Top 5 Winners (%)%
sandisk corp
161.8 %
LYB
lyondellbasell industries nv
81.9 %
AGRO
adecoagro s a
79.6 %
DOW
dow hldgs inc
74.7 %
PBR
petroleo brasileiro s a
71.5 %
Top 5 Winners ($)$
BCD
abrdn etfs
56.0 M
SGOL
etfs gold tr
22.6 M
XOM
exxon mobil corp
14.4 M
EQIX
equinix inc
8.7 M
CVX
chevron corporation
6.3 M
Top 5 Losers (%)%
flutter entmt plc
-50.8 %
HPP
hudson pacific properties in
-45.4 %
ORGO
organogenesis hldgs inc
-43.1 %
SNAP
snap inc
-43.0 %
MDB
mongodb inc
-40.8 %
Top 5 Losers ($)$
MSFT
microsoft corp
-44.3 M
NVDA
nvidia corporation
-15.7 M
AAPL
apple inc
-13.9 M
TSLA
tesla inc
-12.9 M
AMZN
amazon com inc
-11.1 M

Metis Global Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Metis Global Partners, LLC

Metis Global Partners, LLC has 721 stocks in it's portfolio. About 38% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. BCD was the most profitable stock for Metis Global Partners, LLC last quarter.

Last Reported on: 07 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions