Battery Global Advisors, LLC
SEC Form 13F institutional filer · CIK 0001582272
13F-HR · 107 reported holdings · 2026-03-31
Reported long-US-equity value
$0.12B
Top-10 concentration
92.8%
Battery Global Advisors, LLC — $118M AUM allocation strategy
Battery Global Advisors, LLC files SEC Form 13F and reports $118M of long US equity value across 107 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 18.7%, followed by Financials 9.9% and Communication Services 2.0%.
The top 10 holdings account for 93% 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.
Battery Global Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$118M
total across 107 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
93% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VTI +175K sh · +$56.1M+$INTU +39.6K sh · +$17.7M+$IVZ +19.7K sh · +$3.78M
Biggest trims (shares)
−$VOO −340K sh · −$6.38M−$IQV −12.6K sh · −$2.42M−$NOW −3.94K sh · −$608K
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$ISRG ($27.1M last qtr)$MU ($2.01M last qtr)$CMI ($993K last qtr)$KEY ($565K last qtr)$EXE ($369K 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)
- Application Software15.0%—
- Financial Exchanges & Data6.0%—
- Asset Management & Custody Banks3.6%—
- Interactive Media & Services2.0%—
- Systems Software1.9%—
- Technology Hardware, Storage & Peripherals1.4%—
- Data Center REITs0.8%—
- Diversified Banks0.4%—
- Other holdings68.9%—
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
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $INTU | Intuit Inc | 41K | $17.7M | +39.6K | 15.1% |
| $SPGI | S&P Global Inc | 153K | $6.98M | +1 | 5.9% |
| $IVZ | Invesco Ltd | 19.7K | $3.79M | +19.7K | 3.2% |
| $AAPL | Apple Inc | 6.65K | $1.69M | -595 | 1.4% |
| $MSFT | Microsoft Corporation | 3.94K | $1.46M | +3.92K | 1.2% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 4.2K | $1.21M | -275 | 1.0% |
| $GOOGL | Alphabet Inc | 4.18K | $1.2M | -231 | 1.0% |
| $CRWD | CrowdStrike Holdings Inc | 2.11K | $823K | +1.87K | 0.7% |
…and 99 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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