RIT CAPITAL PARTNERS PLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 88.1%; sector active share 52.6% against the combined 13F book's sector weights.
Over time 26 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 backtestPortfolio Concentration
13 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 48.4% | $300,398,845 |
| Financial Services | 19.2% | $119,379,589 |
| Consumer Cyclical | 13.9% | $86,424,281 |
| Unclassified | 8.5% | $52,815,000 |
| Healthcare | 6.5% | $40,109,872 |
| Consumer Defensive | 3.5% | $21,966,672 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BKNG | Booking Holdings Inc. | +208,800 | 217,500 | $38,767,200 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GDX | VanEck Gold Miners ETF | −262,000 | 700,000 | $52,815,000 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 1,634,820 | $279,325,345 | 44.97% | |
| GDX |
VanEck Gold Miners ETF
|
Reduced | 700,000 | $52,815,000 | 8.50% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 217,500 | $38,767,200 | 6.24% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 68,050 | $34,950,480 | 5.63% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Held | 100,200 | $33,078,024 | 5.33% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Held | 76,000 | $30,951,758 | 4.98% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 123,400 | $29,411,156 | 4.74% | |
| SYK |
Stryker Corp
Healthcare
|
NEW | 74,800 | $23,550,032 | 3.79% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 149,800 | $21,966,672 | 3.54% | |
| ALLE |
Allegion plc
Industrials
|
Held | 150,000 | $21,073,500 | 3.39% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Held | 165,700 | $20,399,327 | 3.28% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 67,500 | $18,245,925 | 2.94% | |
| BSX |
Boston Scientific Corp
Healthcare
|
NEW | 388,000 | $16,559,840 | 2.67% |
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.