Regal Partners Ltd
SEC Form 13F institutional filer · CIK 0001577774
13F-HR · 38 reported holdings · 2026-03-31
Regal Partners Ltd is an Australian investment manager.
Reported long-US-equity value
$1.15B
Top-10 concentration
84.3%
Regal Partners Ltd — $1.15B AUM allocation strategy
Regal Partners Ltd files SEC Form 13F and reports $1.15B of long US equity value across 38 reported holdings for 2026-03-31.
Its largest sector bet is Financials 35.8%, followed by Materials 34.5% and Consumer Discretionary 9.8%.
The top 10 holdings account for 84% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Regal Partners Ltd — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.15B
total across 38 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
84% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BAC +343K sh · +$2.43M+$APO +281K sh · −$1.71M+$TFC +277K sh · +$9.75M
Biggest trims (shares)
−$FCX −756K sh · −$18.9M−$NEM −131K sh · +$3.21M−$SO −45.1K sh · −$4.67M
Exited to nil (held last quarter, gone now)
$XLF ($3.8M last qtr)$XLU ($3.32M last qtr)$NWSA ($2.52M last qtr)$CVNA ($2.34M last qtr)$HOOD ($1.54M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Diversified Banks20.6%—
- Gold18.3%—
- Copper12.5%—
- Asset Management & Custody Banks12.3%—
- Casinos & Gaming7.9%—
- Rail Transportation5.8%—
- Interactive Media & Services4.0%—
- Steel3.0%—
- Other holdings15.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NEM | Newmont Corporation | 1.94M | $210M | -131K | 18.3% |
| $FCX | Freeport-McMoRan Inc | 2.44M | $143M | -756K | 12.5% |
| $APO | Apollo Global Management Inc | 1.27M | $141M | +281K | 12.3% |
| $BAC | Bank of America Corporation | 2.63M | $128M | +343K | 11.2% |
| $WYNN | Wynn Resorts Limited | 898K | $91.2M | +92K | 7.9% |
| $UNP | Union Pacific Corporation | 273K | $66.1M | +950 | 5.8% |
| $TFC | Truist Financial Corporation | 1.19M | $54.9M | +277K | 4.8% |
| $WFC | Wells Fargo & Company | 664K | $52.8M | +59K | 4.6% |
| $GOOGL | Alphabet Inc | 160K | $45.9M | -5.26K | 4.0% |
| $SCHW | Charles Schwab Corporation | 356K | $33.4M | — | 2.9% |
…and 28 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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