Latest Border to Coast Pensions Partnership Ltd Stock Portfolio
Border to Coast Pensions Partnership Ltd Performance:
2025 Q3: 5.86%YTD: 10.02%2024: 24.06%
Performance for 2025 Q3 is 5.86%, and YTD is 10.02%, and 2024 is 24.06%.
About Border to Coast Pensions Partnership Ltd and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Border to Coast Pensions Partnership Ltd reported an equity portfolio of $5.7 Billions as of 30 Sep, 2025.
The top stock holdings of Border to Coast Pensions Partnership Ltd are NVDA, MSFT, VB. The fund has invested 7.5% of it's portfolio in NVIDIA CORP and 7.4% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off AUTOMATIC DATA PROCESSING INC (ADP), MCDONALD'S CORP (MCD) and ELEVANCE HEALTH INC (ELV) stocks. They significantly reduced their stock positions in ORACLE CORP (ORCL), EQUINIX INC (EQIX) and ELI LILLY & CO (LLY). Border to Coast Pensions Partnership Ltd opened new stock positions in CRH PLC (CRH), WEST PHARMACEUTICAL SERVICES INC (WST) and CDW CORP/DE (CDW). The fund showed a lot of confidence in some stocks as they added substantially to DOLLAR GENERAL CORP (DG), GLOBANT SA and TEXAS INSTRUMENTS INC (TXN).
The top stock holdings of Border to Coast Pensions Partnership Ltd are NVDA, MSFT, VB. The fund has invested 7.5% of it's portfolio in NVIDIA CORP and 7.4% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off AUTOMATIC DATA PROCESSING INC (ADP), MCDONALD'S CORP (MCD) and ELEVANCE HEALTH INC (ELV) stocks. They significantly reduced their stock positions in ORACLE CORP (ORCL), EQUINIX INC (EQIX) and ELI LILLY & CO (LLY). Border to Coast Pensions Partnership Ltd opened new stock positions in CRH PLC (CRH), WEST PHARMACEUTICAL SERVICES INC (WST) and CDW CORP/DE (CDW). The fund showed a lot of confidence in some stocks as they added substantially to DOLLAR GENERAL CORP (DG), GLOBANT SA and TEXAS INSTRUMENTS INC (TXN).
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 5.86% in the last quarter. In trailing 12 months, it's portfolio return was 12.41%.
New Buys
| Ticker | $ Bought |
|---|---|
| crh plc | 43,751,000 |
| west pharmaceutical services inc | 40,853,000 |
| cdw corp/de | 29,649,000 |
| nrg energy inc | 27,003,000 |
| anglogold ashanti plc | 15,376,000 |
| oxford lane capital corp | 7,449,000 |
New stocks bought by Border to Coast Pensions Partnership Ltd
Additions
| Ticker | % Inc. |
|---|---|
| dollar general corp | 66.11 |
| globant sa | 38.32 |
| texas instruments inc | 32.81 |
| danaher corp | 31.07 |
| republic services inc | 30.78 |
| cisco systems inc | 24.49 |
| thermo fisher scientific inc | 20.59 |
| rtx corp | 19.45 |
Additions to existing portfolio by Border to Coast Pensions Partnership Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| oracle corp | -72.07 |
| equinix inc | -44.00 |
| eli lilly & co | -36.39 |
| janus henderson aaa clo etf | -33.33 |
| sherwin-williams co/the | -20.88 |
| accenture plc | -19.47 |
| broadcom inc | -17.8 |
| american express co | -15.9 |
Border to Coast Pensions Partnership Ltd reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| oxford lane capital corp | -9,240,000 |
| automatic data processing inc | -43,981,000 |
| mcdonald's corp | -39,287,000 |
| elevance health inc | -26,496,000 |
| adobe inc | -10,666,000 |
Border to Coast Pensions Partnership Ltd got rid off the above stocks
Sector Distribution
Border to Coast Pensions Partnership Ltd has about 27.5% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 27.5 |
| Others | 14.9 |
| Financial Services | 10.1 |
| Communication Services | 9.6 |
| Consumer Cyclical | 8.6 |
| Healthcare | 7.2 |
| Industrials | 6 |
| Consumer Defensive | 4.6 |
| Real Estate | 4.4 |
| Energy | 2.7 |
| Basic Materials | 2.3 |
| Utilities | 2.1 |
Market Cap. Distribution
Border to Coast Pensions Partnership Ltd has about 82.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 54.4 |
| LARGE-CAP | 28.3 |
| UNALLOCATED | 15.7 |
| MID-CAP | 1.6 |
Stocks belong to which Index?
About 80.2% of the stocks held by Border to Coast Pensions Partnership Ltd either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 80.2 |
| Others | 19.6 |
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 83 stocks in it's portfolio. About 45.6% of the portfolio is in top 10 stocks. AMT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Border to Coast Pensions Partnership Ltd last quarter.
Last Reported on: 05 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 5.46 | 1,230,460 | 313,313,000 | added | 5.94 | ||
| ABT | abbott laboratories | 0.98 | 422,356 | 56,570,000 | added | 4.64 | ||
| ACN | accenture plc | 0.70 | 162,202 | 39,999,000 | reduced | -19.47 | ||
| ADBE | adobe inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADP | automatic data processing inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMT | american tower corp | 1.31 | 392,264 | 75,440,000 | added | 1.95 | ||
| AMZN | amazon.com inc | 4.60 | 1,201,820 | 263,884,000 | added | 5.77 | ||
| AON | aon plc | 0.64 | 102,557 | 36,570,000 | unchanged | 0.00 | ||
| ARE | alexandria real estate equities inc | 0.22 | 150,000 | 12,501,000 | unchanged | 0.00 | ||
| AVGO | broadcom inc | 2.94 | 511,938 | 168,893,000 | reduced | -17.8 | ||
| AXP | american express co | 0.88 | 152,856 | 50,773,000 | reduced | -15.9 | ||
| BAC | bank of america corp | 1.25 | 1,397,520 | 72,098,000 | unchanged | 0.00 | ||
| BX | blackstone inc | 0.37 | 125,000 | 21,356,000 | reduced | -10.71 | ||
| CDW | cdw corp/de | 0.52 | 186,146 | 29,649,000 | new | |||
| CLH | clean harbors inc | 0.28 | 70,000 | 16,255,000 | unchanged | 0.00 | ||
| CNM | core & main inc | 0.57 | 604,112 | 32,519,000 | unchanged | 0.00 | ||
| COP | conocophillips | 0.55 | 336,413 | 31,821,000 | unchanged | 0.00 | ||
| COST | costco wholesale corp | 0.44 | 27,024 | 25,014,000 | unchanged | 0.00 | ||
| CRH | crh plc | 0.76 | 364,899 | 43,751,000 | new | |||
| CSCO | cisco systems inc | 1.26 | 1,061,020 | 72,595,000 | added | 24.49 | ||