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Border to Coast Pensions Partnership Ltd

hedge fundUpdated 45 days ago

Managed by Border To Coast Pensions Partnership Ltd • Latest filing Q2 2026

Portfolio value
$6.8B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
20.3%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$3.7B
Q2 2023$4B
Q3 2023$3.8B
Q4 2023$4.1B
Q1 2024$4.5B
Q2 2024$4.2B
Q3 2024$4.9B
Q4 2024$5.1B
Q1 2025$4.9B
Q2 2025$5.4B
Q3 2025$5.7B
Q4 2025$5.7B
Q1 2026$5.9B
Q2 2026$6.8B

Top holdings

94 positions as of Q2 2026

View filing
N

NVIDIA Corp

-0.0%
Value
$449.3M
Shares
2.25M
% Port
6.62%
G

Alphabet Inc

Unchanged
Value
$362M
Shares
1.01M
% Port
5.34%
A
3.AZN

AstraZeneca PLC

-5.7%
Value
$361.4M
Shares
1.93M
% Port
5.33%
A

Apple Inc

Unchanged
Value
$350.8M
Shares
1.21M
% Port
5.17%
V

Vanguard Mid-Cap ETF

+300.0%
Value
$327.9M
Shares
4.07M
% Port
4.83%
M

Microsoft Corp

+12.7%
Value
$260.6M
Shares
699.2K
% Port
3.84%
A

Amazon.com Inc

Unchanged
Value
$235.6M
Shares
989.3K
% Port
3.47%
A
8.AMD

Advanced Micro Devices Inc

+1.3%
Value
$223.9M
Shares
385.7K
% Port
3.30%
A

Broadcom Inc

+8.1%
Value
$188.7M
Shares
500.0K
% Port
2.78%
A
10.AMAT

Applied Materials Inc

Unchanged
Value
$148.4M
Shares
205.4K
% Port
2.19%
L
11.LLY

Eli Lilly & Co

+6.2%
Value
$147.6M
Shares
123.2K
% Port
2.18%
J

JPMorgan Chase & Co

Unchanged
Value
$130.6M
Shares
399.4K
% Port
1.93%
U
13.UBS

UBS Group AG

+3.8%
Value
$118.8M
Shares
2.39M
% Port
1.75%
B

Berkshire Hathaway Inc

Unchanged
Value
$113.2M
Shares
226.4K
% Port
1.67%
M
15.META

Meta Platforms Inc

+4.3%
Value
$110.3M
Shares
196.0K
% Port
1.63%
C
16.CSCO

Cisco Systems Inc

-5.7%
Value
$107.4M
Shares
914.8K
% Port
1.58%
T
17.TSLA

Tesla Inc

+18.5%
Value
$89.1M
Shares
212.1K
% Port
1.31%
I
18.INTC

Intel Corp

+30.5%
Value
$84.9M
Shares
608.8K
% Port
1.25%
R
19.RTX

RTX Corp

-8.7%
Value
$84.2M
Shares
444.3K
% Port
1.24%
W
20.WST

West Pharmaceutical Services Inc

Unchanged
Value
$81.4M
Shares
226.9K
% Port
1.20%

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