Latest Border to Coast Pensions Partnership Ltd Stock Portfolio

Border to Coast Pensions Partnership Ltd Performance:

2025 Q2: 9.41%YTD: 4.01%2024: 23.24%

Performance for 2025 Q2 is 9.41%, and YTD is 4.01%, and 2024 is 23.24%.

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 $5.4 Billions as of 30 Jun, 2025.

The top stock holdings of Border to Coast Pensions Partnership Ltd are MSFT, NVDA, VB. The fund has invested 7.5% of it's portfolio in MICROSOFT CORP and 7.3% of portfolio in NVIDIA CORP.

The fund managers got completely rid off MERCK & CO INC (MRK), OTIS WORLDWIDE CORP (OTIS) and CONSTELLATION BRANDS INC (STZ) stocks. They significantly reduced their stock positions in ADOBE INC (ADBE), ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) and VISA INC (V). Border to Coast Pensions Partnership Ltd opened new stock positions in COCA-COLA EUROPACIFIC PARTNERS PLC, ZOETIS INC (ZTS) and DOLLAR GENERAL CORP (DG). The fund showed a lot of confidence in some stocks as they added substantially to THERMO FISHER SCIENTIFIC INC (TMO), UNITEDHEALTH GROUP INC (UNH) and ACCENTURE PLC (ACN).

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 9.41% in the last quarter. In trailing 12 months, it's portfolio return was 11.55%.

New Buys

Ticker	$ Bought
coca-cola europacific partners plc	41,706,000
zoetis inc	33,647,000
dollar general corp	23,354,000

New stocks bought by Border to Coast Pensions Partnership Ltd

Additions

Ticker	% Inc.
thermo fisher scientific inc	50.28
unitedhealth group inc	28.18
accenture plc	27.71
texas instruments inc	22.59
deere & co	21.3
cisco systems inc	18.58
vici properties inc	17.65
bank of america corp	15.59

Additions to existing portfolio by Border to Coast Pensions Partnership Ltd

Reductions

Ticker	% Reduced
adobe inc	-72.13
alexandria real estate equities inc	-25.00
visa inc	-21.14
mcdonald's corp	-15.63
republic services inc	-11.2
equinix inc	-7.41
welltower inc	-7.14
clean harbors inc	-6.67

Border to Coast Pensions Partnership Ltd reduced stake in above stock

Sold off

Ticker	$ Sold
merck & co inc	-43,025,000
otis worldwide corp	-27,139,000
phillips 66	-18,419,000
constellation brands inc	-23,167,000

Border to Coast Pensions Partnership Ltd got rid off the above stocks

Sector Distribution

Border to Coast Pensions Partnership Ltd has about 27.6% of it's holdings in Technology sector.

Sector	%
Technology	27.6
Others	15.2
Financial Services	10.6
Consumer Cyclical	9
Communication Services	8.7
Healthcare	6.8
Industrials	6.6
Real Estate	5
Consumer Defensive	4.7
Energy	2.6
Utilities	1.6
Basic Materials	1.6

Market Cap. Distribution

Border to Coast Pensions Partnership Ltd has about 83.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	54.4
LARGE-CAP	28.7
UNALLOCATED	15.2
MID-CAP	1.8

Stocks belong to which Index?

About 80.4% 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	80.4
Others	19.4

Top 5 Winners (%)		%
AVGO	broadcom inc	63.5 %
ORCL	oracle corp	55.3 %
NVDA	nvidia corp	44.8 %
NFLX	netflix inc	43.6 %
MSFT	microsoft corp	32.2 %

Top 5 Winners ($)		$
NVDA	nvidia corp	122.4 M
MSFT	microsoft corp	99.9 M
AVGO	broadcom inc	69.0 M
ORCL	oracle corp	38.2 M
AMZN	amazon.com inc	32.4 M

Top 5 Losers (%)		%
UNH	unitedhealth group inc	-34.7 %
ARE	alexandria real estate equities inc	-21.4 %
ZBH	zimmer biomet holdings inc	-19.4 %
COP	conocophillips	-14.6 %
CVX	chevron corp	-14.4 %

Top 5 Losers ($)		$
UNH	unitedhealth group inc	-30.1 M
AAPL	apple inc	-20.6 M
TMO	thermo fisher scientific inc	-8.8 M
CVX	chevron corp	-7.7 M
ZBH	zimmer biomet holdings inc	-7.4 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 82 stocks in it's portfolio. About 43.2% of the portfolio is in top 10 stocks. UNH proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Border to Coast Pensions Partnership Ltd last quarter.

Last Reported on: 14 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	MSFT	microsoft corp	7.53	824,773	410,250,000	added	1.25
Historical Trend of MICROSOFT CORP Position Held By Border to Coast Pensions Partnership Ltd What % of Portfolio is MSFT?: Number of MSFT shares held: Change in No. of Shares Held:
	NVDA	nvidia corp	7.27	2,506,110	395,941,000	added	3.47

	VB	vanguard mid-cap etf	6.22	1,210,150	338,636,000	unchanged	0.00

	AMZN	amazon.com inc	4.58	1,136,310	249,295,000	added	5.96

	AAPL	apple inc	4.38	1,161,440	238,292,000	reduced	-3.4

	GOOG	alphabet inc	3.70	1,144,050	201,615,000	reduced	-2.16

	AVGO	broadcom inc	3.15	622,802	171,675,000	reduced	-4.1

	META	meta platforms inc	2.23	164,912	121,720,000	unchanged	0.00

	JPM	jpmorgan chase & co	2.12	398,699	115,587,000	added	6.64

		berkshire hathaway inc	2.06	231,345	112,380,000	unchanged	0.00

	ORCL	oracle corp	1.97	491,341	107,422,000	added	6.44

	NFLX	netflix inc	1.61	65,399	87,578,000	unchanged	0.00

	NEE	nextera energy inc	1.58	1,240,800	86,136,000	added	2.06

	AMT	american tower corp	1.56	384,764	85,041,000	added	2.01

	WMT	walmart inc	1.56	871,841	85,249,000	reduced	-5.58

	HD	home depot inc/the	1.50	222,374	81,531,000	added	5.62

	LLY	eli lilly & co	1.47	102,435	79,851,000	unchanged	0.00

		ubs group ag	1.43	2,307,000	77,818,000	added	10.38

	MA	mastercard inc	1.34	130,340	73,243,000	unchanged	0.00

	UNP	union pacific corp	1.30	307,267	70,696,000	added	10.82