Pacific Capital Partners Ltd

CIK

2064920

Location

LONDON, X0

Portfolio Value

Micro $20,100,145

Diversification

Diversified

Filing Date

Global Rank

#5,668 / 8,232 ▲ 259

Top Industry

Semiconductors 11.5%

3Y Alpha vs SPY

-22.0%

Period ended 2 months ago

Filed Apr 9, 2026 · 2mo

11 quarters · since Sep 2023

Clone Performance

Nov 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+2.6%

SPY

+70.5%

Annualised alpha

-22.0%

Max drawdown

−28.4%

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

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

Top Position

8.4%

+1.1 pts

Top 5

36.7%

+3.9 pts

Top 10

59.7%

+3.8 pts

HHI

459

Diversified+19

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	23.6%	$20,100,145	9
Financial Services	23.5%	$20,001,031	7
Communication Services	14.9%	$12,676,184	5
Industrials	14.2%	$12,112,669	3
Consumer Cyclical	10.3%	$8,787,977	2
Healthcare	10.2%	$8,692,642	5
Real Estate	1.7%	$1,439,976	2
Energy	1.7%	$1,432,047	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
SCHW	Schwab Charles Corp	+36,374	67,044	$6,300,795
MIDD	MIDDLEBY Corp	+25,713	47,394	$6,283,496
TDW	Tidewater Inc	+4,640	17,140	$1,432,047
AZO	Autozone Inc	+1,237	2,108	$7,120,360
BRK-B	Berkshire Hathaway Inc	+132	2,986	$1,430,891
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
BDX	Becton Dickinson & Co	−20,949	16,551	$2,602,313
UNP	Union Pacific Corp	−6,637	18,883	$4,581,393
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
PGR	Progressive Corp/Oh/	34,784	$6,895,580
AMD	Advanced Micro Devices Inc	22,926	$4,663,836
NVDA	Nvidia Corp	25,200	$4,394,880
AMAT	Applied Materials Inc /De	11,000	$3,759,690
CMCSA	Comcast Corp	120,520	$3,460,129
CHTR	Charter Communications, Inc. /Mo/	15,895	$3,431,412
SPHR	Sphere Entertainment Co.	24,407	$2,865,381
LYV	Live Nation Entertainment, Inc.	12,689	$1,935,199
COO	Cooper Companies, Inc.	26,410	$1,888,315
WAT	Waters Corp /De/	6,141	$1,828,789
AJG	Arthur J. Gallagher & Co.	8,290	$1,795,448
IBKR	Interactive Brokers Group, Inc.	25,861	$1,734,497
AMZN	Amazon Com Inc	8,007	$1,667,617
KLAC	Kla Corp	1,113	$1,638,792
SAP	Sap SE	8,300	$1,421,043
MSFT	Microsoft Corp	3,767	$1,394,430
SOLV	Solventum Corp	20,751	$1,355,040
ITT	Itt Inc.	6,549	$1,247,780
JPM	Jpmorgan Chase & Co	3,900	$1,147,224
AKAM	Akamai Technologies Inc	9,000	$1,033,650
LLY	ELI LILLY & Co	1,107	$1,018,185
INTU	Intuit Inc.	2,332	$1,008,310
META	Meta Platforms, Inc.	1,720	$984,063
INTC	Intel Corp	17,800	$785,514
AMT	American Tower Corp /Ma/	4,300	$742,094
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
DHR	Danaher Corp /De/	27,250	$6,238,070
CRH	Crh Public Ltd Co	43,750	$5,460,000
AVTR	Avantor, Inc.	424,520	$4,864,999
AER	AerCap Holdings N.V.	32,750	$4,708,140
EPAM	EPAM Systems, Inc.	20,250	$4,148,820
UNH	Unitedhealth Group Inc	11,750	$3,878,792
RPRX	Royalty Pharma plc	94,750	$3,661,140
CLH	Clean Harbors Inc	14,750	$3,458,580
HUM	Humana Inc	13,500	$3,457,755
PYPL	PayPal Holdings, Inc.	50,500	$2,948,190
APO	Apollo Global Management, Inc.	17,500	$2,533,300
ICUI	Icu Medical Inc/De	17,750	$2,532,392
CBZ	CBIZ, Inc.	43,750	$2,207,187
CWST	Casella Waste Systems Inc	20,750	$2,032,255
FTV	Fortive Corp	32,500	$1,794,325
MET	Metlife Inc	19,250	$1,519,595
KKR	KKR & Co. Inc.	10,750	$1,370,410
ACA	Arcosa, Inc.	9,750	$1,036,620
LPX	Louisiana-Pacific Corp	12,500	$1,009,500
NCNO	nCino, Inc.	37,500	$961,500
WWD	Woodward, Inc.	2,500	$755,800
LAB	Standard Biotools Inc.	475,000	$608,000
BXMT	Blackstone Mortgage Trust, Inc.	27,500	$526,075
SXT	Sensient Technologies Corp	5,000	$469,750
CNMD	CONMED Corp	9,500	$385,700
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

9 positions · $20,100,145 total · Technology only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMD	Advanced Micro Devices Inc Technology	NEW	22,926	NEW	$4,663,836	NEW	23.20%
NVDA	Nvidia Corp Technology	NEW	25,200	NEW	$4,394,880	NEW	21.86%
AMAT	Applied Materials Inc /De Technology	NEW	11,000	NEW	$3,759,690	NEW	18.70%
KLAC	Kla Corp Technology	NEW	1,113	NEW	$1,638,792	NEW	8.15%
SAP	Sap SE Technology	NEW	8,300	NEW	$1,421,043	NEW	7.07%
MSFT	Microsoft Corp Technology	NEW	3,767	NEW	$1,394,430	NEW	6.94%
AKAM	Akamai Technologies Inc Technology	NEW	9,000	NEW	$1,033,650	NEW	5.14%
INTU	Intuit Inc. Technology	NEW	2,332	NEW	$1,008,310	NEW	5.02%
INTC	Intel Corp Technology	NEW	17,800	NEW	$785,514	NEW	3.91%