AlTi Global, Inc.

CIK

1838615

Location

NEW YORK, NY

Portfolio Value

Mid $1,818,347,161

Diversification

Diversified

Filing Date

Global Rank

#1,045 / 8,232 ▲ 93

Top Industry

Oil & Gas Integrated 16.8%

3Y Alpha vs SPY

+0.2%

Period ended 2 months ago

Filed May 7, 2026 · 37d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+53.6%

SPY

+52.9%

Annualised alpha

+0.2%

Max drawdown

−15.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. 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%

+2.4 pts

HHI

698

Diversified+53

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	42.7%	$776,665,263	12
Energy	12.0%	$219,104,389	17
Technology	12.0%	$218,759,457	46
Communication Services	7.1%	$129,755,927	14
Financial Services	7.0%	$126,871,013	53
Healthcare	4.9%	$89,273,913	35
Consumer Cyclical	4.0%	$71,972,225	31
Industrials	3.6%	$65,684,570	39
Consumer Defensive	3.5%	$63,732,657	12
Real Estate	1.7%	$30,290,381	13
Basic Materials	0.8%	$14,736,143	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	Exxon Mobil 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 PLC	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	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 · $1,818,347,161 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%	20.90%
GLD	Spdr Gold Trust	Added	360,601	+106	$155,163,004	+8.6%	8.53%
IAU	Ishares Gold Trust	Reduced	1,566,989	-21,255	$138,145,750	+7.2%	7.60%
XOM	Exxon Mobil 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%	4.05%
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%	0.69%
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%