Grufity logo
Grufity logo

Latest Border to Coast Pensions Partnership Ltd Stock Portfolio

$6.78Billion | No. of Holdings #90

Border to Coast Pensions Partnership Ltd Performance

2026 Q2+2.01%
YTD-3.18%
2025+12.52%

About Border to Coast Pensions Partnership Ltd and 13F Hedge Fund Stock Holdings

On 2026-07-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Border to Coast Pensions Partnership Ltd reported an equity portfolio of $6.8 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Border to Coast Pensions Partnership Ltd are NVDA, GOOG, . The fund has invested 6.6% of it's portfolio in NVIDIA CORP and 5.3% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off OXFORD LANE CAPITAL CORP, CAMDEN PROPERTY TRUST (CPT) and ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) stocks. They significantly reduced their stock positions in GOLUB CAPITAL BDC INC (GBDC), IRON MOUNTAIN INC (IRM) and ENBRIDGE INC (ENB). Border to Coast Pensions Partnership Ltd opened new stock positions in CARNIVAL CORP LTD and COCA-COLA EUROPACIFIC PARTNERS PLC (KO). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD MID-CAP ETF (VB), SPOTIFY TECHNOLOGY SA (SPOT) and TOPBUILD CORP (BLD).
Border to Coast Pensions Partnership Ltd Equity Portfolio Value
Last Reported on: 27 Jul, 2026
$6.78Billion
  as of Jul 27, 2026

Border to Coast Pensions Partnership Ltd Annual Return Estimates Vs S&P 500

Our best estimate is that Border to Coast Pensions Partnership Ltd made a return of 2.01% in the last quarter. In trailing 12 months, it's portfolio return was 4.67%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
carnival corp ltd27,754,000
coca-cola europacific partners plc25,451,000
New stocks bought by Border to Coast Pensions Partnership Ltd

Additions

Ticker% Inc.
vanguard mid-cap etf300
spotify technology sa78.59
topbuild corp52.95
waste management inc50.00
nrg energy inc49.99
walt disney co/the49.05
globant sa48.66
prologis inc38.1
Additions to existing portfolio by Border to Coast Pensions Partnership Ltd

Reductions

Ticker% Reduced
golub capital bdc inc-52.00
iron mountain inc-41.49
enbridge inc-30.56
welltower inc-30.00
blackstone secured lending fund-16.67
xpo inc-15.54
texas instruments inc-12.84
clean harbors inc-11.11
Border to Coast Pensions Partnership Ltd reduced stake in above stock

Sold off

Ticker$ Sold
oxford lane capital corp-4,316,000
lineage inc-1,643,000
alexandria real estate equities inc-1,164,000
camden property trust-1,469,000
Border to Coast Pensions Partnership Ltd got rid off the above stocks

Sector Distribution

Border to Coast Pensions Partnership Ltd has about 29.4% of it's holdings in Technology sector.

  • Technology
  • Others
  • Communication Services
  • Financial Services
  • Healthcare
  • Consumer Cyclical
  • Industrials
  • Real Estate
  • Consumer Defensive
  • Utilities
  • Energy
Sector%
Technology29.4
Others19.1
Communication Services9.1
Financial Services8.5
Healthcare7.1
Consumer Cyclical7
Industrials6.4
Real Estate3.6
Consumer Defensive3.6
Utilities2.8
Energy2.3

Market Cap. Distribution

Border to Coast Pensions Partnership Ltd has about 79.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP56.5
LARGE-CAP22.9
UNALLOCATED19.1
MID-CAP1.6

Stocks belong to which Index?

About 77.1% of the stocks held by Border to Coast Pensions Partnership Ltd either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50077.1
Others22.6
Top 5 Winners (%)%
AMD
advanced micro devices inc
181.1 %
INTC
intel corp
151.8 %
AMAT
applied materials inc
110.7 %
UNH
unitedhealth group inc
53.0 %
TXN
texas instruments inc
49.5 %
Top 5 Winners ($)$
AMD
advanced micro devices inc
144.2 M
AMAT
applied materials inc
78.0 M
GOOG
alphabet inc
69.6 M
NVDA
nvidia corp
56.2 M
INTC
intel corp
51.2 M
Top 5 Losers (%)%
VB
vanguard mid-cap etf
-61.7 %
INTU
intuit inc
-39.9 %
GLOB
globant sa
-33.4 %
BSX
boston scientific corp
-32.3 %
NFLX
netflix inc
-24.9 %
Top 5 Losers ($)$
VB
vanguard mid-cap etf
-528.3 M
INTU
intuit inc
-25.2 M
NFLX
netflix inc
-19.9 M
totalenergies se
-17.0 M
CVX
chevron corp
-15.5 M

Border to Coast Pensions Partnership Ltd Holdings Map

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

Current Stock Holdings of Border to Coast Pensions Partnership Ltd

Border to Coast Pensions Partnership Ltd has 90 stocks in it's portfolio. About 42.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AMD was the most profitable stock for Border to Coast Pensions Partnership Ltd last quarter.

$6.78BTotal Value
94.00Positions
27 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Border to Coast Pensions Partnership Ltd, last reported on 27 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
CRH
Crh Plc

Crh Plc

CRH
Border to Coast Pensions Partnership Ltd's holding in Crh Plc over time
0.47%295,498
$31.59M
0.47%
unchanged 0 percentunchanged