PARTNERS CAPITAL INVESTMENT GROUP, LLP
SEC Form 13F institutional filer · CIK 0001694870
13F-HR · 67 reported holdings · 2026-03-31
Reported long-US-equity value
$1.24B
Top-10 concentration
91.0%
PARTNERS CAPITAL INVESTMENT GROUP, LLP — $1.24B AUM allocation strategy
PARTNERS CAPITAL INVESTMENT GROUP, LLP files SEC Form 13F and reports $1.24B of long US equity value across 67 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 3.4%, followed by Industrials 1.2% and Financials 1.1%.
The top 10 holdings account for 91% 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.
PARTNERS CAPITAL INVESTMENT GROUP, LLP — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.24B
total across 67 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
91% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +254K sh · −$29.9M+$XYL +24.3K sh · +$1.43M+$XEL +13.7K sh · +$1.12M
Biggest trims (shares)
−$VOO −19.9K sh · −$17.3M−$NWS −16K sh · −$588K−$NOW −11.8K sh · −$2.17M
Exited to nil (held last quarter, gone now)
$AAPL ($3.42M last qtr)$KMB ($252K last qtr)$PLTR ($223K last qtr)$TSLA ($221K 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 Software3.0%—
- Industrial Machinery & Supplies & Components0.8%—
- Interactive Media & Services0.8%—
- Industrial Gases0.5%—
- Asset Management & Custody Banks0.5%—
- Agricultural & Farm Machinery0.4%—
- Systems Software0.4%—
- Pharmaceuticals0.4%—
- Other holdings93.4%—
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
3 of 3 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SNPS | Synopsys Inc | 57.2K | $37.2M | +164 | 3.0% |
| $XYL | Xylem Inc. Common Stock New | 200K | $9.87M | +24.3K | 0.8% |
| $LIN | Linde plc | 12.7K | $6.31M | +2.03K | 0.5% |
…and 64 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
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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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