AlTi Global, Inc.

CIK

1838615

Location

NEW YORK, NY

Portfolio Value

Mid $1,817,908,777

Diversification

Diversified

Filing Date

Global Rank

#1,267 / 8,621 ▲ 25 · as of Mar 2026

Top Industry

Oil & Gas Integrated 16.8%

3Y Alpha vs SPY

+0.3%

Period ended 4 months ago

Filed May 7, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+53.9%

SPY

+52.3%

Annualised alpha

+0.5%

Max drawdown

−15.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.

Portfolio Concentration

294 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.9%

+0.7 pts

Top 5

48.6%

+2.5 pts

Top 10

61.5%

+2.3 pts

HHI

699

Diversified+52

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	42.7%	$776,135,919	12
Energy	12.1%	$219,104,389	17
Technology	12.0%	$218,759,457	46
Communication Services	7.1%	$129,755,927	14
Financial Services	7.0%	$126,817,615	53
Healthcare	4.9%	$89,273,913	35
Consumer Cyclical	3.9%	$71,224,753	31
Industrials	3.6%	$65,801,647	39
Consumer Defensive	3.5%	$63,732,657	12
Real Estate	1.7%	$30,290,381	13
Basic Materials	0.9%	$15,510,896	14
Utilities	0.6%	$11,501,223	8

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
OPTU	Optimum Communications, Inc.	+81,060	231,060	$300,378
OKE	Oneok Inc /New/	+75,777	79,973	$7,228,759
PSKY	Paramount Skydance Corp	+64,492	125,977	$1,136,312
SPY	Spdr S&P 500 ETF Trust	+48,278	584,387	$380,050,240
NKE	NIKE, Inc.	+27,781	34,024	$1,797,146
CCJ	Cameco Corp	+24,020	158,650	$17,230,976
CP	Canadian Pacific Kansas City Ltd/Cn	+17,333	35,825	$2,817,993
UNH	Unitedhealth Group Inc	+14,916	29,008	$7,849,274
CVX	Chevron Corp	+14,557	185,654	$38,411,811
IBIT	iShares Bitcoin Trust ETF	+11,826	407,581	$15,659,261
MUFG	Mitsubishi Ufj Financial Group Inc	+11,383	22,871	$388,120
MSFT	Microsoft Corp	+8,736	89,854	$33,261,254
VLO	Valero Energy Corp/Tx	+8,015	12,883	$3,183,131
AMZN	Amazon Com Inc	+7,040	96,971	$20,196,149
BSX	Boston Scientific Corp	+6,729	32,465	$2,037,178
GOOGL	Alphabet Inc.	+6,052	256,372	$73,722,332
JPM	Jpmorgan Chase & Co	+5,787	42,957	$12,636,230
UBER	Uber Technologies, Inc	+5,464	391,973	$28,194,617
DIS	Walt Disney Co	+5,042	195,669	$18,858,577
AFL	Aflac Inc	+4,006	7,793	$854,969
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+3,119	4,650	$1,571,467
UNP	Union Pacific Corp	+2,637	17,866	$4,334,647
ISRG	Intuitive Surgical Inc	+2,356	3,023	$1,393,571
PYPL	PayPal Holdings, Inc.	+2,341	11,953	$540,633
PFE	Pfizer Inc	+2,231	39,768	$1,116,684
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	ExxonMobil Holdings Corp	−164,618	800,276	$135,774,825
WULF	Terawulf Inc.	−149,913	259,934	$3,750,846
SLV	iShares Silver Trust	−137,573	76,606	$5,219,932
BMY	Bristol Myers Squibb Co	−105,548	9,221	$559,252
HTBK	HERITAGE COMMERCE CORP	−50,000	561,671	$7,009,654
LYB	LyondellBasell Industries N.V.	−40,032	3,098	$249,574
RPRX	Royalty Pharma plc	−25,554	25,073	$1,202,751
CMCSA	Comcast Corp	−22,482	214,995	$6,172,506
IAU	Ishares Gold Trust	−21,255	1,566,989	$138,145,750
IAUM	iShares Gold Trust Micro	−20,951	1,339,049	$62,533,588
ORCL	Oracle Corp	−19,185	67,622	$9,947,871
PLD	Prologis, Inc.	−17,307	182,345	$24,102,361
EIX	Edison International	−13,966	86,538	$6,332,850
ABT	Abbott Laboratories	−12,779	10,563	$1,084,502
AMGN	Amgen Inc	−9,833	21,159	$7,444,793
VZ	Verizon Communications Inc	−6,535	262,649	$13,184,979
MO	Altria Group, Inc.	−5,131	103,092	$6,803,040
BRK-B	Berkshire Hathaway Inc	−4,910	26,278	$12,592,417
NFLX	Netflix Inc	−4,737	20,846	$2,004,342
AXP	American Express Co	−4,440	5,124	$1,549,907
T	At&T Inc.	−4,204	21,972	$636,967
NVDA	Nvidia Corp	−2,954	100,670	$17,556,848
MA	Mastercard Inc	−2,625	7,310	$3,652,513
NVO	Novo Nordisk A S	−2,609	6,335	$232,811
ADP	Automatic Data Processing Inc	−2,439	8,650	$1,757,506
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
OMC	Omnicom Group Inc.	40,851	$3,076,488
ISTR	Investar Holding Corp	86,568	$2,360,709
BTC	Grayscale Bitcoin Mini Trust ETF	60,197	$1,805,308
CHD	Church & Dwight Co Inc /De/	18,375	$1,714,754
JHG	Janus Henderson Group Ltd.	25,001	$1,284,301
ET	Energy Transfer LP	65,458	$1,263,339
GBDC	GOLUB CAPITAL BDC, Inc.	96,554	$1,222,373
AKAM	Akamai Technologies Inc	10,396	$1,193,979
EPD	Enterprise Products Partners L.P.	23,465	$887,915
ESTA	Establishment Labs Holdings Inc.	14,825	$841,763
FERG	Ferguson Enterprises Inc. /DE/	3,000	$699,779
WES	Western Midstream Partners, LP	12,804	$527,140
MELI	Mercadolibre Inc	203	$350,990
EQR	Equity Residential	5,349	$316,393
DOV	DOVER Corp	1,516	$316,010
MPC	Marathon Petroleum Corp	1,218	$297,410
FCX	Freeport-Mcmoran Inc	4,859	$285,611
CARR	CARRIER GLOBAL Corp	4,958	$279,184
MAA	Mid America Apartment Communities Inc.	2,135	$260,725
HWM	Howmet Aerospace Inc.	1,125	$259,266
GLW	Corning Inc /Ny	1,769	$240,530
XYL	Xylem Inc.	1,803	$215,458
MRNA	Moderna, Inc.	4,220	$214,375
NSC	Norfolk Southern Corp	734	$210,658
RF	Regions Financial Corp	7,992	$208,750
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
TAP-A	Molson Coors Beverage Co	120,341	$5,617,517
SWKS	Skyworks Solutions, Inc.	80,349	$5,094,929
PRVA	Privia Health Group, Inc.	112,615	$2,670,101
BN	BROOKFIELD Corp /ON/	48,060	$2,205,473
B	Barrick Mining Corp	29,919	$1,302,972
LIN	Linde PLC	2,914	$1,242,500
TEAM	Atlassian Corp	6,108	$990,350
NBIX	Neurocrine Biosciences Inc	6,826	$968,130
TTWO	Take Two Interactive Software Inc	3,256	$833,633
QXO	QXO, Inc.	42,300	$815,967
ZTS	Zoetis Inc.	5,430	$683,202
SAN	Banco Santander, S.A.	39,096	$458,595
UL	Unilever PLC	6,638	$434,125
RBRK	Rubrik, Inc.	5,373	$410,927
SAP	Sap SE	1,632	$396,429
HSBC	Hsbc Holdings PLC	4,798	$377,458
SEE	SEALED AIR CORP/DE	7,534	$312,133
FND	Floor & Decor Holdings, Inc.	4,966	$302,379
SONY	Sony Group Corp	11,630	$297,728
ABG	Asbury Automotive Group Inc	1,266	$294,382
TM	Toyota Motor Corp/	1,354	$289,837
GIS	General Mills Inc	5,806	$269,979
CHTR	Charter Communications, Inc. /Mo/	1,286	$268,452
FBTC	Fidelity Wise Origin Bitcoin Fund	3,311	$252,397
RELX	Relx PLC	6,035	$243,934
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

294 positions · $1,817,908,777 total · as of Mar 31, 2026

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

Showing 1–50 of 294 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	584,387	+48,278	$380,050,240	+4.0%	20.91%
GLD	Spdr Gold Trust	Added	360,601	+106	$155,163,004	+8.6%	8.54%
IAU	Ishares Gold Trust	Reduced	1,566,989	-21,255	$138,145,750	+7.2%	7.60%
XOM	ExxonMobil Holdings Corp Energy	Reduced	800,276	-164,618	$135,774,825	+16.9%	7.47%
GOOGL	Alphabet Inc. Communication Services	Added	256,372	+6,052	$73,722,332	−5.9%	4.06%
AAPL	Apple Inc. Technology	Reduced	289,193	-788	$73,394,290	−6.9%	4.04%
IAUM	iShares Gold Trust Micro	Reduced	1,339,049	-20,951	$62,533,588	+7.0%	3.44%
CVX	Chevron Corp Energy	Added	185,654	+14,557	$38,411,811	+47.3%	2.11%
MSFT	Microsoft Corp Technology	Added	89,854	+8,736	$33,261,254	−15.2%	1.83%
UBER	Uber Technologies, Inc Technology	Added	391,973	+5,464	$28,194,617	−10.7%	1.55%
MDT	Medtronic plc Healthcare	Reduced	304,688	-102	$26,401,215	−9.8%	1.45%
PLD	Prologis, Inc. Real Estate	Reduced	182,345	-17,307	$24,102,361	−5.4%	1.33%
GS	Goldman Sachs Group Inc Financial Services	Added	27,500	+87	$23,264,724	−3.4%	1.28%
AMZN	Amazon Com Inc Consumer Cyclical	Added	96,971	+7,040	$20,196,149	−2.7%	1.11%
DIS	Walt Disney Co Communication Services	Added	195,669	+5,042	$18,858,577	−13.0%	1.04%
NVDA	Nvidia Corp Technology	Reduced	100,670	-2,954	$17,556,848	−9.2%	0.97%
CCJ	Cameco Corp Energy	Added	158,650	+24,020	$17,230,976	+39.9%	0.95%
WMT	Walmart Inc. Consumer Defensive	Reduced	132,439	-1,661	$16,459,517	+10.2%	0.91%
IBIT	iShares Bitcoin Trust ETF	Added	407,581	+11,826	$15,659,261	−20.3%	0.86%
QQQ	Invesco Qqq Trust, Series 1	Added	25,209	+1,842	$14,550,130	+1.4%	0.80%
GPGI	GPGI, Inc. Industrials	Held	807,557	0	$13,809,224	−11.3%	0.76%
JNJ	Johnson & Johnson Healthcare	Added	54,646	+1,101	$13,357,667	+20.5%	0.73%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	35,728	-196	$13,281,883	−17.8%	0.73%
VZ	Verizon Communications Inc Communication Services	Reduced	262,649	-6,535	$13,184,979	+20.3%	0.73%
JPM	Jpmorgan Chase & Co Financial Services	Added	42,957	+5,787	$12,636,230	+5.5%	0.70%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	26,278	-4,910	$12,592,417	−19.7%	0.69%
CME	Cme Group Inc. Financial Services	Added	40,128	+5	$11,851,804	+8.2%	0.65%
PEP	Pepsico Inc Consumer Defensive	Added	72,334	+659	$11,232,746	+9.2%	0.62%
ORCL	Oracle Corp Technology	Reduced	67,622	-19,185	$9,947,871	−41.2%	0.55%
META	Meta Platforms, Inc. Communication Services	Reduced	16,041	-1,004	$9,177,536	−18.4%	0.50%
UNH	Unitedhealth Group Inc Healthcare	Added	29,008	+14,916	$7,849,274	+68.7%	0.43%
PSX	Phillips 66 Energy	Held	42,629	0	$7,766,150	+41.2%	0.43%
AVGO	Broadcom Inc. Technology	Added	24,796	+1,796	$7,674,609	−3.6%	0.42%
AMGN	Amgen Inc Healthcare	Reduced	21,159	-9,833	$7,444,793	−26.6%	0.41%
V	Visa Inc. Financial Services	Added	24,441	+1,319	$7,387,047	−8.9%	0.41%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	43,895	-29	$7,257,599	+3.0%	0.40%
OKE	Oneok Inc /New/ Energy	Added	79,973	+75,777	$7,228,759	+2243.9%	0.40%
MCD	Mcdonalds Corp Consumer Cyclical	Added	22,945	+127	$7,131,075	+2.3%	0.39%
HTBK	HERITAGE COMMERCE CORP Financial Services	Reduced	561,671	-50,000	$7,009,654	−4.6%	0.39%
MO	Altria Group, Inc. Consumer Defensive	Reduced	103,092	-5,131	$6,803,040	+9.0%	0.37%
EIX	Edison International Utilities	Reduced	86,538	-13,966	$6,332,850	+5.0%	0.35%
KO	Coca Cola Co Consumer Defensive	Reduced	82,052	-301	$6,240,054	+8.4%	0.34%
CAT	Caterpillar Inc Industrials	Added	8,792	+95	$6,228,779	+25.0%	0.34%
CMCSA	Comcast Corp Communication Services	Reduced	214,995	-22,482	$6,172,506	−7.2%	0.34%
SCHW	Schwab Charles Corp Financial Services	Reduced	57,933	-1,166	$5,444,542	−7.8%	0.30%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	37,452	+603	$5,409,566	+2.4%	0.30%
HD	Home Depot, Inc. Consumer Cyclical	Added	16,299	+339	$5,360,577	−2.4%	0.29%
ADBE	Adobe Inc. Technology	Reduced	21,621	-126	$5,255,632	−30.9%	0.29%
SLV	iShares Silver Trust	Reduced	76,606	-137,573	$5,219,932	−62.2%	0.29%
RHLD	Resolute Holdings Management, Inc. Industrials	Held	31,019	0	$5,034,383	−21.4%	0.28%