Battery Global Advisors, LLC

Registered adviser

CIK

1582272

Location

BOSTON, MA

Portfolio Value

Small $199,755,506

Diversification

Highly concentrated

Filing Date

Global Rank

#6,533 / 8,818 ▼ 236

Top Industry

Software - Infrastructure 44.9%

Period ended 4 months ago

Filed Aug 12, 2026 · 3mo

11 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 158508

Roster of Oct 1, 2026

Regulatory AUM

$8,374,300,000

Main clients

Individuals and high net worth (61% of AUM)

Private funds

77 funds · Mixed

Focus by fund count, roster of Oct 1, 2026

$3,259,900,000 gross assets

LEI

549300D4JFFPLJN2NI02

Private funds on Schedule D 7.B.(1)

As filed Jul 2, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$2,207,400,000 gross assets in 61 funds Real estate funds $854,000,000 (17) Hedge funds $586,300,000 (16) Other private funds $470,300,000 (13) Venture capital funds $233,800,000 (12) Private equity funds $63,000,000 (3)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$8,374,300,000	Individuals and high net worth (61%)
Jun 2025 to Mar 2026	$6,899,500,000	Individuals and high net worth (64%)
Apr 2025 to May 2025	$6,899,500,000	Individuals and high net worth (64%)
Apr 2024 to Mar 2025	$4,124,800,000	Pooled investment vehicles (53%)
May 2023 to Mar 2024	$4,269,500,000	Individuals and high net worth (50%)
Apr 2023	$4,269,500,000	Individuals and high net worth (50%)

4 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 90.1% of the book (60%+)

Turnover

High turnover

103.6% over the last four quarters (100%+)

Horizon

Medium horizon

Value-weighted holding period 10.4 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 89.6%; sector active share 64.7% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

157 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

47.7%

+2.6 pts

Top 5

76.5%

−0.4 pts

Top 10

90.1%

−0.8 pts

HHI

2,550

Highly concentrated+192

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	77.6%	$154,964,585	30
Technology	17.0%	$33,911,798	18
Communication Services	1.7%	$3,430,638	11
Financial Services	1.1%	$2,267,650	21
Healthcare	0.7%	$1,403,482	19
Real Estate	0.6%	$1,188,160	6
Industrials	0.5%	$1,027,863	21
Energy	0.2%	$447,654	5
Basic Materials	0.2%	$375,135	8
Consumer Cyclical	0.2%	$372,071	9
Consumer Defensive	0.2%	$341,679	5
Utilities	0.0%	$24,791	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	+61,202	73,443	$6,326,380
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	+5,790	6,948	$574,043
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+2,597	2,968	$354,735
RSP	Victory Portfolios II	+2,512	22,256	$4,735,409
—		+1,811	78,856	$1,340,946
IAU	Ishares Gold Trust	+1,738	102,542	$7,742,946
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+1,410	168,815	$10,076,567
BWVTF	Barclays Bank PLC	+907	19,587	$676,143
VOO	VANGUARD 500 INDEX FUND	+447	29,717	$20,409,932
ACWI	iShares MSCI ACWI ETF	+6	1,746	$274,069
COP	Conocophillips	+4	1,254	$130,365
MSFT	Microsoft Corp	+3	3,944	$1,471,190
BAC	Bank Of America Corp	+3	768	$43,760
PEP	Pepsico Inc	+3	380	$51,452
AAPL	Apple Inc.	+3	6,656	$1,925,980
BX	Blackstone Inc.	+2	1,408	$165,679
FXI	iShares China Large-Cap ETF	+2	218	$6,886
AEE	Ameren Corp	+1	128	$14,469
XOM	ExxonMobil Holdings Corp	+1	1,561	$213,419
UNP	Union Pacific Corp	+1	71	$19,312
APH	Amphenol Corp	+1	376	$66,296
AMT	American Tower Corp	+1	76	$12,431
SCHW	Schwab Charles Corp	+1	304	$28,050
IVV	iShares Core S&P 500 ETF	+1	525	$393,167
ZTS	Zoetis Inc.	+1	99	$7,114
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
PAYO	Payoneer Global Inc.	−500,000	2,390,975	$17,023,742
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−4,971	170,698	$63,165,087
VEA	Vanguard FTSE Developed Markets ETF	−4,721	273,246	$19,468,777
INTU	Intuit Inc.	−1,702	39,254	$10,245,294
MSGS	Madison Square Garden Sports Corp.	−541	541	$217,395
DD	DuPont de Nemours, Inc.	−272	136	$18,447
HON	Honeywell International Inc	−2	2	$447
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
TRLV	Trulieve Cannabis Corp.	1,112	$10,930
VGNT	Versigent PLC	37	$1,554
HONA	Honeywell Aerospace Inc.	2	$442
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

157 tracked positions · $199,755,506 total · filing declares 157 positions · $199,802,918 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 157 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	170,698	-4,971	$63,165,087	+12.1%	11	before history	31.62%
VOO	VANGUARD 500 INDEX FUND	Added	29,717	+447	$20,409,932	+16.7%	10	unpriced	10.22%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	273,246	-4,721	$19,468,777	+9.3%	11	before history	9.75%
PAYO	Payoneer Global Inc. Technology	Reduced	2,390,975	-500,000	$17,023,742	+21.9%	11	before history	8.52%
INTU	Intuit Inc. Technology	Reduced	39,254	-1,702	$10,245,294	−42.1%	11	before history	5.13%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	168,815	+1,410	$10,076,567	+11.4%	11	before history	5.04%
IAU	Ishares Gold Trust	Added	102,542	+1,738	$7,742,946	−12.9%	11	before history	3.88%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Held	152,557	0	$7,687,347	+10.4%	11	before history	3.85%
VUG	VANGUARD GROWTH INDEX FUND	Added	73,443	+61,202	$6,326,380	+18.3%	11	before history	3.17%
RSP	Victory Portfolios II	Added	22,256	+2,512	$4,735,409	+25.0%	8	$198.89	2.37%
TPYP	Tortoise North American Pipeline ETF	Held	68,388	0	$2,867,508	−1.0%	9	$28.10	1.44%
AAPL	Apple Inc. Technology	Added	6,656	+3	$1,925,980	+14.1%	8	$227.08	0.96%
VV	VANGUARD LARGE-CAP INDEX FUND	Held	4,880	0	$1,678,280	+15.1%	11	before history	0.84%
CRWD	CrowdStrike Holdings, Inc. Technology	Held	2,108	0	$1,608,699	+95.5%	11	before history	0.81%
GOOGL	Alphabet Inc. Communication Services	Held	4,200	0	$1,500,954	+24.3%	6	$187.77	0.75%
GOOG	Alphabet Inc. Communication Services	Held	4,179	0	$1,476,566	+23.2%	8	$175.42	0.74%
MSFT	Microsoft Corp Technology	Added	3,944	+3	$1,471,190	+0.8%	11	before history	0.74%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Held	3,680	0	$1,345,776	+21.0%	11	before history	0.67%
		Added	78,856	+1,811	$1,340,946	+17.4%	9	$15.52	0.67%
VTV	VANGUARD VALUE INDEX FUND	Held	6,113	0	$1,332,206	+11.1%	11	before history	0.67%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Held	22,356	0	$1,157,593	+10.4%	11	before history	0.58%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Held	4,545	0	$1,104,389	+11.8%	11	before history	0.55%
SPY	Spdr S&P 500 ETF Trust	Held	1,218	0	$909,565	+14.8%	3	$679.18	0.46%
BWVTF	Barclays Bank PLC	Added	19,587	+907	$676,143	+5.2%	9	unpriced	0.34%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Held	3,770	0	$591,701	+13.5%	4	$139.64	0.30%
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	Added	6,948	+5,790	$574,043	+21.6%	11	before history	0.29%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,719	+1	$562,680	+11.3%	8	$300.09	0.28%
EQIX	Equinix Inc Real Estate	Held	482	0	$502,431	+6.3%	4	unpriced	0.25%
GLW	Corning Inc Technology	Held	1,915	0	$489,148	+87.9%	8	$120.43	0.24%
CI	Cigna Group Healthcare	Held	1,676	0	$462,039	+3.3%	8	$277.89	0.23%
BNY	Bank of New York Mellon Corp Financial Services	Held	3,112	0	$450,026	+21.9%	8	$104.10	0.23%
DLR	Digital Realty Trust, Inc. Real Estate	Held	2,257	0	$405,312	−0.3%	4	$170.92	0.20%
IVV	iShares Core S&P 500 ETF	Added	525	+1	$393,167	+14.9%	11	before history	0.20%
EMXC	iShares MSCI Emerging Markets ex China ETF	Held	3,504	0	$358,459	+30.1%	4	$80.25	0.18%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	2,968	+2,597	$354,735	—	4	unpriced	0.18%
ROK	Rockwell Automation, Inc Industrials	Held	598	0	$296,057	+38.0%	8	$382.74	0.15%
ACWI	iShares MSCI ACWI ETF	Added	1,746	+6	$274,069	+13.8%	11	before history	0.14%
SRAD	Sportradar Group AG Technology	Held	17,800	0	$266,466	−10.6%	9	$23.24	0.13%
WPC	W. P. Carey Inc. Real Estate	Held	3,655	0	$261,332	+5.2%	8	$59.28	0.13%
JNJ	Johnson & Johnson Healthcare	Held	957	0	$243,049	+3.9%	8	$232.00	0.12%
GS	Goldman Sachs Group Inc Financial Services	Held	229	0	$231,603	+19.5%	8	unpriced	0.12%
VRSK	Verisk Analytics, Inc. Industrials	Held	1,231	0	$221,001	−5.4%	11	before history	0.11%
MSGS	Madison Square Garden Sports Corp. Communication Services	Reduced	541	-541	$217,395	−37.5%	8	$297.88	0.11%
XOM	ExxonMobil Holdings Corp Energy	Added	1,561	+1	$213,419	−19.4%	8	$145.74	0.11%
KWR	Quaker Chemical Corp Basic Materials	Held	1,197	0	$190,167	+27.9%	8	$169.04	0.10%
SMH	VanEck Semiconductor ETF	Held	273	0	$179,057	+71.1%	4	$296.06	0.09%
FICO	Fair Isaac Corp Technology	Held	148	0	$176,827	+11.9%	5	unpriced	0.09%
CSCO	Cisco Systems, Inc. Technology	Held	1,436	0	$168,672	+51.4%	8	$73.43	0.08%
HD	Home Depot, Inc. Consumer Cyclical	Held	478	0	$168,581	+7.2%	8	$364.49	0.08%
INTC	Intel Corp Technology	Held	1,197	0	$167,137	+216.4%	8	$45.77	0.08%

Showing the top 50 of 157 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.