AlTi Global, Inc.
CIK
1838615
City
NEW YORK
State / Country
NY
Top Portfolio Positions
294 positions ·
$1,818,347,161 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
584,387 | $380,050,240 | 20.90% | |
| GLD |
Spdr Gold Trust
|
360,601 | $155,163,004 | 8.53% | |
| IAU |
Ishares Gold Trust
|
1,566,989 | $138,145,750 | 7.60% | |
| XOM |
Exxon Mobil Corp
Energy
|
800,276 | $135,774,825 | 7.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
256,372 | $73,722,332 | 4.05% | |
| AAPL |
Apple Inc.
Technology
|
289,193 | $73,394,290 | 4.04% | |
| IAUM |
iShares Gold Trust Micro
|
1,339,049 | $62,533,588 | 3.44% | |
| CVX |
Chevron Corp
Energy
|
185,654 | $38,411,811 | 2.11% | |
| MSFT |
Microsoft Corp
Technology
|
89,854 | $33,261,254 | 1.83% | |
| UBER |
Uber Technologies, Inc
Technology
|
391,973 | $28,194,617 | 1.55% |
Portfolio Trend
10 quarters · across all stocks
Holdings in REFI
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $196,209 | 17,333 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $205,146 | 16,733 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $206,200 | 16,122 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $217,329 | 15,568 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $221,352 | 15,058 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $225,209 | 14,605 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $219,962 | 14,182 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $211,522 | 13,771 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $210,702 | 13,361 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $210,081 | 12,984 | Shares | Defined | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||