Latest RIT CAPITAL PARTNERS PLC Stock Portfolio
RIT CAPITAL PARTNERS PLC Performance:
2025 Q2: 6.37%YTD: 4.22%2024: 20.92%
Performance for 2025 Q2 is 6.37%, and YTD is 4.22%, 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 $797.7 Millions as of 30 Jun, 2025.
The top stock holdings of RIT CAPITAL PARTNERS PLC are MSFT, , AMZN. The fund has invested 13.2% of it's portfolio in MICROSOFT CORP and 12% of portfolio in WEBULL CORP.
The fund managers got completely rid off MASTERCARD INCORPORATED (MA), VISA INC (V) and JPMORGAN CHASE & CO. (JPM) stocks. They significantly reduced their stock positions in SMURFIT WESTROCK PLC, COUPANG INC (CPNG) and AMAZON COM INC (AMZN). RIT CAPITAL PARTNERS PLC opened new stock positions in MICROSOFT CORP (MSFT), WEBULL CORP and RENAISSANCERE HLDGS LTD (RNR). The fund showed a lot of confidence in some stocks as they added substantially to V F CORP (VFC).
The top stock holdings of RIT CAPITAL PARTNERS PLC are MSFT, , AMZN. The fund has invested 13.2% of it's portfolio in MICROSOFT CORP and 12% of portfolio in WEBULL CORP.
The fund managers got completely rid off MASTERCARD INCORPORATED (MA), VISA INC (V) and JPMORGAN CHASE & CO. (JPM) stocks. They significantly reduced their stock positions in SMURFIT WESTROCK PLC, COUPANG INC (CPNG) and AMAZON COM INC (AMZN). RIT CAPITAL PARTNERS PLC opened new stock positions in MICROSOFT CORP (MSFT), WEBULL CORP and RENAISSANCERE HLDGS LTD (RNR). The fund showed a lot of confidence in some stocks as they added substantially to V F CORP (VFC).
RIT CAPITAL PARTNERS PLC Annual Return Estimates Vs S&P 500
Our best estimate is that RIT CAPITAL PARTNERS PLC made a return of 6.37% in the last quarter. In trailing 12 months, it's portfolio return was 16.59%.
New Buys
| Ticker | $ Bought |
|---|---|
| microsoft corp | 105,392,000 |
| webull corp | 95,509,400 |
| renaissancere hldgs ltd | 48,129,800 |
| golar lng ltd | 34,053,300 |
| constellation energy corp | 26,774,100 |
New stocks bought by RIT CAPITAL PARTNERS PLC
Additions
| Ticker | % Inc. |
|---|---|
| v f corp | 159 |
Additions to existing portfolio by RIT CAPITAL PARTNERS PLC
Reductions
| Ticker | % Reduced |
|---|---|
| smurfit westrock plc | -36.46 |
| coupang inc | -5.34 |
| amazon com inc | -4.32 |
| intercontinental exchange inc | -4.32 |
| salesforce inc | -4.32 |
| cae inc | -4.32 |
| atlassian corporation | -4.31 |
RIT CAPITAL PARTNERS PLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| jpmorgan chase & co. | -30,657,500 |
| visa inc | -42,112,100 |
| mastercard incorporated | -42,459,200 |
| gallagher arthur j & co | -14,226,400 |
RIT CAPITAL PARTNERS PLC got rid off the above stocks
Sector Distribution
RIT CAPITAL PARTNERS PLC has about 28.7% of it's holdings in Consumer Cyclical sector.
| Sector | % |
|---|---|
| Consumer Cyclical | 28.7 |
| Technology | 28.4 |
| Others | 24 |
| Financial Services | 15.1 |
| Utilities | 3.7 |
Market Cap. Distribution
RIT CAPITAL PARTNERS PLC has about 62.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 33 |
| MEGA-CAP | 29.9 |
| UNALLOCATED | 28.3 |
| MID-CAP | 8.8 |
Stocks belong to which Index?
About 48.9% of the stocks held by RIT CAPITAL PARTNERS PLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 51.1 |
| S&P 500 | 48.9 |
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 16 stocks in it's portfolio. About 71% of the portfolio is in top 10 stocks. VFC proved to be the most loss making stock for the portfolio. CPNG was the most profitable stock for RIT CAPITAL PARTNERS PLC last quarter.
Last Reported on: 11 Aug, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| MSFT | microsoft corp | 13.21 | 212,000 | 105,392,000 | new | |||
Historical Trend of MICROSOFT CORP Position Held By RIT CAPITAL PARTNERS PLCWhat % of Portfolio is MSFT?:Number of MSFT shares held:Change in No. of Shares Held: | ||||||||
| webull corp | 11.97 | 10,007,300 | 95,509,400 | new | ||||
| AMZN | amazon com inc | 9.22 | 335,350 | 73,562,400 | reduced | -4.32 | ||
| ICE | intercontinental exchange inc | 7.48 | 325,300 | 59,663,300 | reduced | -4.32 | ||
| CPNG | coupang inc | 6.04 | 1,609,200 | 48,195,500 | reduced | -5.34 | ||
| RNR | renaissancere hldgs ltd | 6.03 | 198,000 | 48,129,800 | new | |||
| CRM | salesforce inc | 4.35 | 127,250 | 34,689,600 | reduced | -4.32 | ||
| TPX | somnigroup international inc | 4.33 | 508,000 | 34,549,100 | unchanged | 0.00 | ||
| golar lng ltd | 4.27 | 826,738 | 34,053,300 | new | ||||
| GDDY | godaddy inc | 4.06 | 180,000 | 32,392,800 | unchanged | 0.00 | ||
| TEAM | atlassian corporation | 3.81 | 149,750 | 30,403,700 | reduced | -4.31 | ||
| VFC | v f corp | 3.59 | 2,440,360 | 28,649,800 | added | 159 | ||
| CEG | constellation energy corp | 3.36 | 83,000 | 26,774,100 | new | |||
| CAE | cae inc | 2.80 | 764,399 | 22,299,000 | reduced | -4.32 | ||
| IP | international paper co | 2.55 | 434,000 | 20,319,900 | unchanged | 0.00 | ||
| smurfit westrock plc | 2.49 | 460,000 | 19,839,800 | reduced | -36.46 | |||
| BYND | beyond meat inc | 0.24 | 21,600,000 | 1,944,000 | unchanged | 0.00 | ||
| V | visa inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| MA | mastercard incorporated | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| JPM | jpmorgan chase & co. | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
