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GLOBALT Investments LLC / GA
hedge fundUpdated 9 days agoManaged by Globalt Investments Llc / Ga • Latest filing Q3 2026
Portfolio value
$2.9B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
8.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $2.7B |
| Q1 2026 | $2.8B |
| Q2 2026 | $3B |
| Q3 2026 | $2.9B |
Top holdings
212 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $446.9M | 3.57M | 15.38% | Trimmed(-2.5%) | |
| 2 | $414.5M | 1.67M | 14.27% | Trimmed(-2.5%) | |
| 3 | $282.9M | 9.87M | 9.74% | Trimmed(-1.6%) | |
| 4 | $156.2M | 5.73M | 5.38% | Trimmed(-2.1%) | |
| 5 | $130.9M | 5.49M | 4.50% | Trimmed(-2.3%) | |
| 6 | $78.3M | 205.7K | 2.70% | Added(+40.4%) | |
| 7 | $67M | 1.70M | 2.31% | Trimmed(-2.7%) | |
| 8 | $65.5M | 235.6K | 2.25% | Trimmed(-3.3%) | |
| 9 | $64.3M | 2.88M | 2.22% | Trimmed(-2.1%) | |
| 10 | $61.1M | 695.5K | 2.10% | Added(+43.7%) | |
| 11 | $57.3M | 1.42M | 1.97% | Trimmed(-2.3%) | |
| 12 | $54M | 231.6K | 1.86% | Trimmed(-3.1%) | |
| 13 | ? N/A ISHARES TR | $53M | 2.30M | 1.82% | Trimmed(-2.6%) |
| 14 | $47.1M | 141.4K | 1.62% | Added(+12.6%) | |
| 15 | $45.5M | 1.58M | 1.57% | Trimmed(-2.3%) | |
| 16 | $38.4M | 239.0K | 1.32% | Trimmed(-3.0%) | |
| 17 | $34.1M | 66.6K | 1.18% | Trimmed(-3.1%) | |
| 18 | $34M | 136.3K | 1.17% | Added(+20.8%) | |
| 19 | $32.9M | 95.6K | 1.13% | Trimmed(-2.8%) | |
| 20 | $30.7M | 541.4K | 1.06% | Trimmed(-2.5%) |