Latest RIT CAPITAL PARTNERS PLC Stock Portfolio
RIT CAPITAL PARTNERS PLC Performance:
2025 Q1: -2.1%YTD: -2.1%2024: 20.92%
Performance for 2025 Q1 is -2.1%, and YTD is -2.1%, and 2024 is 20.92%.
About RIT CAPITAL PARTNERS PLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, RIT CAPITAL PARTNERS PLC reported an equity portfolio of $683.8 Millions as of 31 Mar, 2025.
The top stock holdings of RIT CAPITAL PARTNERS PLC are AMZN, ICE, MA. The fund has invested 9.8% of it's portfolio in AMAZON COM INC and 8.6% of portfolio in INTERCONTINENTAL EXCHANGE IN.
The fund managers got completely rid off MICROSOFT CORP (MSFT) stocks. They significantly reduced their stock positions in COUPANG INC (CPNG), JPMORGAN CHASE & CO. (JPM) and MASTERCARD INCORPORATED (MA). RIT CAPITAL PARTNERS PLC opened new stock positions in SALESFORCE INC (CRM), ATLASSIAN CORPORATION (TEAM) and GODADDY INC (GDDY). The fund showed a lot of confidence in some stocks as they added substantially to VISA INC (V).
The top stock holdings of RIT CAPITAL PARTNERS PLC are AMZN, ICE, MA. The fund has invested 9.8% of it's portfolio in AMAZON COM INC and 8.6% of portfolio in INTERCONTINENTAL EXCHANGE IN.
The fund managers got completely rid off MICROSOFT CORP (MSFT) stocks. They significantly reduced their stock positions in COUPANG INC (CPNG), JPMORGAN CHASE & CO. (JPM) and MASTERCARD INCORPORATED (MA). RIT CAPITAL PARTNERS PLC opened new stock positions in SALESFORCE INC (CRM), ATLASSIAN CORPORATION (TEAM) and GODADDY INC (GDDY). The fund showed a lot of confidence in some stocks as they added substantially to VISA INC (V).
RIT CAPITAL PARTNERS PLC Annual Return Estimates Vs S&P 500
Our best estimate is that RIT CAPITAL PARTNERS PLC made a return of -2.1% in the last quarter. In trailing 12 months, it's portfolio return was 9.03%.
New Buys
| Ticker | $ Bought |
|---|---|
| salesforce inc | 35,674,600 |
| atlassian corporation | 33,193,600 |
| godaddy inc | 32,405,400 |
| somnigroup international inc | 30,424,100 |
| international paper co | 23,153,900 |
New stocks bought by RIT CAPITAL PARTNERS PLC
Additions
| Ticker | % Inc. |
|---|---|
| visa inc | 20.2 |
Additions to existing portfolio by RIT CAPITAL PARTNERS PLC
Reductions
| Ticker | % Reduced |
|---|---|
| coupang inc | -19.05 |
| jpmorgan chase & co. | -18.09 |
| mastercard incorporated | -13.89 |
RIT CAPITAL PARTNERS PLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| microsoft corp | -28,647,000 |
RIT CAPITAL PARTNERS PLC got rid off the above stocks
Sector Distribution
RIT CAPITAL PARTNERS PLC has about 38.1% of it's holdings in Financial Services sector.
| Sector | % |
|---|---|
| Financial Services | 38.1 |
| Consumer Cyclical | 34.8 |
| Technology | 20.5 |
| Others | 6.6 |
Market Cap. Distribution
RIT CAPITAL PARTNERS PLC has about 77.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 44 |
| LARGE-CAP | 33.5 |
| UNALLOCATED | 13.3 |
| MID-CAP | 9.1 |
Stocks belong to which Index?
About 66.4% of the stocks held by RIT CAPITAL PARTNERS PLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 66.4 |
| Others | 33.6 |
RIT CAPITAL PARTNERS PLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of RIT CAPITAL PARTNERS PLC
RIT CAPITAL PARTNERS PLC has 14 stocks in it's portfolio. About 60.2% of the portfolio is in top 10 stocks. AMZN proved to be the most loss making stock for the portfolio. ICE was the most profitable stock for RIT CAPITAL PARTNERS PLC last quarter.
Last Reported on: 15 May, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AJG | gallagher arthur j & co | 2.08 | 41,200 | 14,226,400 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 9.75 | 350,500 | 66,686,100 | unchanged | 0.00 | ||
| BYND | beyond meat inc | 0.38 | 21,600,000 | 2,565,000 | unchanged | 0.00 | ||
| CPNG | coupang inc | 5.45 | 1,700,000 | 37,264,000 | reduced | -19.05 | ||
| CRM | salesforce inc | 5.22 | 133,000 | 35,674,600 | new | |||
| GDDY | godaddy inc | 4.74 | 180,000 | 32,405,400 | new | |||
| ICE | intercontinental exchange in | 8.58 | 340,000 | 58,667,000 | unchanged | 0.00 | ||
| IP | international paper co | 3.39 | 434,000 | 23,153,900 | new | |||
| JPM | jpmorgan chase & co. | 4.48 | 125,000 | 30,657,500 | reduced | -18.09 | ||
| MA | mastercard incorporated | 6.21 | 77,500 | 42,459,200 | reduced | -13.89 | ||
| MSFT | microsoft corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| TEAM | atlassian corporation | 4.85 | 156,500 | 33,193,600 | new | |||
| TPX | somnigroup international inc | 4.45 | 508,000 | 30,424,100 | new | |||
| V | visa inc | 6.16 | 120,200 | 42,112,100 | added | 20.2 | ||
| VFC | v f corp | 2.13 | 940,360 | 14,594,400 | unchanged | 0.00 | ||
| smurfit westrock plc | 4.77 | 724,000 | 32,609,000 | unchanged | 0.00 | |||