Latest AlTi Global, Inc. Stock Portfolio
AlTi Global, Inc. Performance:
2025 Q3: 4.92%YTD: 39.06%2024: -0.26%
Performance for 2025 Q3 is 4.92%, and YTD is 39.06%, and 2024 is -0.26%.
About AlTi Global, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, AlTi Global, Inc. reported an equity portfolio of $4.3 Billions as of 30 Sep, 2025.
The top stock holdings of AlTi Global, Inc. are IJR, IJR, SPY. The fund has invested 13.1% of it's portfolio in ISHARES TR and 9.4% of portfolio in ISHARES TR.
The fund managers got completely rid off ARCHER DANIELS MIDLAND CO (ADM), PROCEPT BIOROBOTICS CORP (PRCT) and ANSYS INC (ANSS) stocks. They significantly reduced their stock positions in BOEING CO (BA), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (IJR). AlTi Global, Inc. opened new stock positions in TERAWULF INC (WULF), PURE STORAGE INC (PSTG) and AGNICO EAGLE MINES LTD. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR, ISHARES TR (IJR) and COLGATE PALMOLIVE CO (CL).
The top stock holdings of AlTi Global, Inc. are IJR, IJR, SPY. The fund has invested 13.1% of it's portfolio in ISHARES TR and 9.4% of portfolio in ISHARES TR.
The fund managers got completely rid off ARCHER DANIELS MIDLAND CO (ADM), PROCEPT BIOROBOTICS CORP (PRCT) and ANSYS INC (ANSS) stocks. They significantly reduced their stock positions in BOEING CO (BA), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (IJR). AlTi Global, Inc. opened new stock positions in TERAWULF INC (WULF), PURE STORAGE INC (PSTG) and AGNICO EAGLE MINES LTD. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR, ISHARES TR (IJR) and COLGATE PALMOLIVE CO (CL).
AlTi Global, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that AlTi Global, Inc. made a return of 4.92% in the last quarter. In trailing 12 months, it's portfolio return was 37.64%.
New Buys
| Ticker | $ Bought |
|---|---|
| terawulf inc | 4,599,980 |
| pure storage inc | 2,516,980 |
| agnico eagle mines ltd | 1,515,540 |
| micron technology inc | 1,452,690 |
| first majestic silver corp | 1,262,070 |
| marriott intl inc new | 899,818 |
| synopsys inc | 886,620 |
| tyler technologies inc | 875,769 |
New stocks bought by AlTi Global, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 1,309 |
| ishares tr | 430 |
| colgate palmolive co | 286 |
| vanguard intl equity index f | 153 |
| tjx cos inc new | 146 |
| ishares tr | 136 |
| united parcel service inc | 127 |
| composecure inc | 116 |
Additions to existing portfolio by AlTi Global, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| boeing co | -93.17 |
| select sector spdr tr | -56.9 |
| ishares tr | -54.14 |
| at&t inc | -46.97 |
| allstate corp | -44.91 |
| ishares tr | -44.61 |
| keysight technologies inc | -39.42 |
| armstrong world inds inc new | -35.34 |
AlTi Global, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| archer daniels midland co | -5,379,260 |
| procept biorobotics corp | -3,447,010 |
| paramount global | -611,083 |
| snap inc | -186,835 |
| talos energy inc | -139,284 |
| nomura hldgs inc | -69,448 |
| kenvue inc | -218,716 |
| telefonica brasil sa | -118,049 |
AlTi Global, Inc. got rid off the above stocks
Sector Distribution
AlTi Global, Inc. has about 73.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 73.4 |
| Technology | 6.4 |
| Energy | 3.6 |
| Communication Services | 3.2 |
| Financial Services | 2.9 |
| Consumer Cyclical | 2.7 |
| Healthcare | 2.5 |
| Utilities | 1.5 |
| Industrials | 1.5 |
| Consumer Defensive | 1.4 |
Market Cap. Distribution
AlTi Global, Inc. has about 23.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 73.4 |
| MEGA-CAP | 13.6 |
| LARGE-CAP | 9.8 |
| SMALL-CAP | 1.7 |
Stocks belong to which Index?
About 24.5% of the stocks held by AlTi Global, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 75.5 |
| S&P 500 | 21.9 |
| RUSSELL 2000 | 2.6 |
AlTi Global, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of AlTi Global, Inc.
AlTi Global, Inc. has 426 stocks in it's portfolio. About 52.7% of the portfolio is in top 10 stocks. DIS proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for AlTi Global, Inc. last quarter.
Last Reported on: 06 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.80 | 301,447 | 76,758,200 | added | 3.15 | ||
| AAXJ | ishares tr | 0.35 | 140,212 | 14,931,200 | reduced | -24.93 | ||
| AAXJ | ishares tr | 0.25 | 78,033 | 10,787,300 | reduced | -3.43 | ||
| AAXJ | ishares tr | 0.06 | 51,160 | 2,713,020 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.04 | 13,459 | 1,608,480 | reduced | -3.95 | ||
| AAXJ | ishares tr | 0.03 | 13,502 | 1,285,260 | reduced | -2.3 | ||
| AAXJ | ishares tr | 0.03 | 11,964 | 1,232,170 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.03 | 13,968 | 1,134,060 | reduced | -2.74 | ||
| AAXJ | ishares tr | 0.01 | 7,020 | 421,762 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.01 | 6,205 | 420,885 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 1,033 | 216,166 | new | |||
| AAXJ | ishares tr | 0.00 | 1,588 | 215,412 | new | |||
| ABBV | abbvie inc | 0.26 | 47,014 | 10,885,200 | reduced | -2.27 | ||
| ABG | asbury automotive group inc | 0.09 | 16,006 | 3,912,670 | reduced | -3.08 | ||
| ABNB | airbnb inc | 0.04 | 12,679 | 1,539,490 | added | 1.21 | ||
| ABT | abbott labs | 0.07 | 23,035 | 3,084,900 | reduced | -3.2 | ||
| ACHR | archer aviation inc | 0.00 | 10,710 | 102,602 | new | |||
| ACN | accenture plc ireland | 0.03 | 5,652 | 1,393,780 | added | 66.43 | ||
| ACWF | ishares tr | 0.24 | 231,176 | 10,215,700 | reduced | -1.66 | ||
| ACWF | ishares tr | 0.16 | 97,437 | 6,730,780 | added | 4.94 | ||