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Latest PARTNERS CAPITAL INVESTMENT GROUP, LLP Stock Portfolio

$2.65Billion– No. of Holdings #174

PARTNERS CAPITAL INVESTMENT GROUP, LLP Performance:
2026 Q1: -0.42%YTD: -0.42%2025: 11.94%
Performance for 2026 Q1 is -0.42%, and YTD is -0.42%, and 2025 is 11.94%.

About PARTNERS CAPITAL INVESTMENT GROUP, LLP and 13F Hedge Fund Stock Holdings

On 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, PARTNERS CAPITAL INVESTMENT GROUP, LLP reported an equity portfolio of $2.7 Billions as of 31 Mar, 2026.

The top stock holdings of PARTNERS CAPITAL INVESTMENT GROUP, LLP are IJR, BNDW, EMGF. The fund has invested 20.2% of it's portfolio in ISHARES CORE S&P 500 ETF and 6.4% of portfolio in VANGUARD SHORT-TERM TREASURY ETF.

The fund managers got completely rid off APPLE INC (AAPL), JOHN BEAN TECHNOLOGIES CORP (JBT) and IRIS ENERGY LTD (IREN) stocks. They significantly reduced their stock positions in PACER FUNDS TRUST-PACER BENCHMARK INDUSTRIAL REAL ESTATE SCTR ETF (AFTY), SPDR BLACKSTONE SENIOR LOAN ETF (GAL) and SERVICENOW INC (NOW). PARTNERS CAPITAL INVESTMENT GROUP, LLP opened new stock positions in VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF (BUZZ), ISHARES U.S. HOME CONSTRUCTION ETF (AAXJ) and PARKER-HANNIFIN CORP (PH). The fund showed a lot of confidence in some stocks as they added substantially to COINBASE GLOBAL INC (COIN), XCEL ENERGY INC (XEL) and ISHARES 3-7 YEAR TREASURY BOND ETF (AAXJ).
PARTNERS CAPITAL INVESTMENT GROUP, LLP Equity Portfolio Value
Last Reported on: 12 May, 2026

PARTNERS CAPITAL INVESTMENT GROUP, LLP Annual Return Estimates Vs S&P 500

Our best estimate is that PARTNERS CAPITAL INVESTMENT GROUP, LLP made a return of -0.42% in the last quarter. In trailing 12 months, it's portfolio return was 12.5%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vaneck j. p. morgan em local currency bond etf19,418,300
ishares u.s. home construction etf2,069,820
parker-hannifin corp1,459,240
general electric co1,418,280
johnson controls international plc1,399,720
paccar inc1,164,930
global x cybersecurity etf992,096
eversource energy410,623
New stocks bought by PARTNERS CAPITAL INVESTMENT GROUP, LLP

Additions

Ticker% Inc.
coinbase global inc377
xcel energy inc262
ishares 3-7 year treasury bond etf262
trane technologies plc233
emerson electric co223
ishares core growth allocation etf216
ishares msci acwi ex us etf106
ishares 0-3 month treasury bond etf105
Additions to existing portfolio by PARTNERS CAPITAL INVESTMENT GROUP, LLP

Reductions

Ticker% Reduced
pacer funds trust-pacer benchmark industrial real estate sctr etf-62.86
spdr blackstone senior loan etf-62.16
pacer funds trust-pacer benchmark data & infrastructure real estate sctr etf-61.84
servicenow inc-61.67
spdr s&p biotech etf-48.36
ishares msci eafe etf-40.8
xtrackers msci europe hedged equity etf-24.48
ishares 0-5 year tips bond etf-23.74
PARTNERS CAPITAL INVESTMENT GROUP, LLP reduced stake in above stock

Sold off

Ticker$ Sold
john bean technologies corp-2,081,660
invesco nasdaq biotechnology etf-366,781
apple inc-3,416,010
iris energy ltd-415,470
kimberly-clark corp-252,225
palantir technologies inc-222,899
tesla inc-221,262
PARTNERS CAPITAL INVESTMENT GROUP, LLP got rid off the above stocks

Sector Distribution

PARTNERS CAPITAL INVESTMENT GROUP, LLP has about 89.7% of it's holdings in Others sector.

  • Others
  • Utilities
  • Technology
  • Industrials
Sector%
Others89.7
Utilities4.5
Technology2
Industrials1.3

Market Cap. Distribution

PARTNERS CAPITAL INVESTMENT GROUP, LLP has about 5.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MID-CAP
  • LARGE-CAP
  • MEGA-CAP
Category%
UNALLOCATED89.8
MID-CAP4.5
LARGE-CAP4.4
MEGA-CAP1.2

Stocks belong to which Index?

About 9.5% of the stocks held by PARTNERS CAPITAL INVESTMENT GROUP, LLP either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others90.5
S&P 5005
RUSSELL 20004.5
Top 5 Winners (%)%
ALLO
allogene therapeutics inc
78.1 %
VRT
vertiv holdings co
49.8 %
MTZ
mastec inc
45.7 %
STX
seagate technology plc
42.3 %
STX
seagate technology holdings plc
42.3 %
Top 5 Winners ($)$
EMGF
ishares msci emerging markets ex china etf
6.5 M
EMGF
ishares core msci emerging markets etf
5.4 M
XLB
energy select sector spdr fund
4.9 M
ACSG
xtrackers msci japan hedged equity etf
4.2 M
ACWF
ishares currency hedged msci eafe etf
4.0 M
Top 5 Losers (%)%
CANG
cango inc/ky
-66.8 %
ACVA
acv auctions inc
-47.1 %
SNAP
snap inc
-43.0 %
BTBT
bit digital inc
-30.7 %
CRM
salesforce.com inc
-28.0 %
Top 5 Losers ($)$
IJR
ishares core s&p 500 etf
-26.8 M
VB
vanguard s&p 500 etf
-5.1 M
IJR
ishares core s&p total us stock market etf
-3.0 M
SPY
spdr s&p 500 etf trust
-1.8 M
SNPS
synopsys inc
-1.8 M

PARTNERS CAPITAL INVESTMENT GROUP, LLP Holdings Map

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

Current Stock Holdings of PARTNERS CAPITAL INVESTMENT GROUP, LLP

PARTNERS CAPITAL INVESTMENT GROUP, LLP has 174 stocks in it's portfolio. About 59.1% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. EMGF was the most profitable stock for PARTNERS CAPITAL INVESTMENT GROUP, LLP last quarter.

Last Reported on: 12 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions