AlTi Global, Inc.
SEC Form 13F institutional filer · CIK 0001838615
13F-HR · 216 reported holdings · 2026-03-31
AlTi Global, Inc. is a global wealth and asset management firm.
Reported long-US-equity value
$2.35B
Top-10 concentration
69.9%
AlTi Global, Inc. — $2.35B AUM allocation strategy
AlTi Global, Inc. files SEC Form 13F and reports $2.35B of long US equity value across 216 reported holdings for 2026-03-31.
Its largest sector bet is Energy 7.4%, followed by Information Technology 5.3% and Communication Services 4.9%.
The top 10 holdings account for 70% 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.
AlTi Global, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$2.35B
total across 216 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
70% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +144K sh · +$14.4M+$OKE +75.8K sh · +$6.77M+$PSKY +64.5K sh · +$315K
Biggest trims (shares)
−$XOM −165K sh · +$19.7M−$BMY −106K sh · −$5.63M−$LYB −40K sh · −$1.62M
Exited to nil (held last quarter, gone now)
$TAP ($5.62M last qtr)$SWKS ($5.09M last qtr)$LIN ($1.24M last qtr)$TTWO ($834K last qtr)$ZTS ($683K 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)
- Integrated Oil & Gas7.4%—
- Interactive Media & Services4.1%—
- Technology Hardware, Storage & Peripherals3.2%—
- Investment Banking & Brokerage1.7%—
- Systems Software1.4%—
- Passenger Ground Transportation1.2%—
- Health Care Equipment1.1%—
- Industrial REITs1.0%—
- Other holdings78.8%—
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
5 of 5 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $XOM | ExxonMobil Holdings Corporation | 800K | $136M | -165K | 5.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 256K | $73.9M | +6.05K | 3.1% |
| $AAPL | Apple Inc | 289K | $73.4M | -788 | 3.1% |
| $CVX | Chevron Corporation | 186K | $38.1M | +14.6K | 1.6% |
| $MSFT | Microsoft Corporation | 89.9K | $33.3M | +8.74K | 1.4% |
…and 211 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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