Border to Coast Pensions Partnership Ltd
SEC Form 13F institutional filer · CIK 0001876496
13F-HR · 66 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
43.4%
Border to Coast Pensions Partnership Ltd — $4.65M AUM allocation strategy
Border to Coast Pensions Partnership Ltd files SEC Form 13F and reports $4.65M of long US equity value across 66 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 27.9%, followed by Communication Services 10.2% and Financials 6.4%.
The top 10 holdings account for 43% of reported value — a broadly spread portfolio. 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.
Border to Coast Pensions Partnership Ltd — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$4.65M
total across 66 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
43% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$TECH +255K sh · +$11.7K+$AMD +184K sh · +$35.5K+$COP +142K sh · +$31.8K
Biggest trims (shares)
−$BAC −297K sh · −$23.2K−$DIS −277K sh · −$38.3K−$CSCO −222K sh · −$16.5K
Exited to nil (held last quarter, gone now)
$KO ($55.2K last qtr)$ABT ($45.6K last qtr)$ZBH ($35.6K last qtr)$DHR ($27.4K last qtr)$ORCL ($17.1K 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)
- Semiconductors13.2%—
- Interactive Media & Services8.6%—
- Technology Hardware, Storage & Peripherals6.7%—
- Systems Software5.0%—
- Broadline Retail4.4%—
- Diversified Banks2.5%—
- Multi-Utilities2.4%—
- Multi-Sector Holdings2.4%—
- Other holdings54.9%—
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
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 2.25M | $393K | +73.4K | 8.5% |
| $AAPL | Apple Inc | 1.21M | $309K | -17.1K | 6.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 1.01M | $292K | +33.1K | 6.3% |
| $MSFT | Microsoft Corporation | 621K | $230K | -204K | 5.0% |
| $AMZN | Amazon.com Inc | 989K | $207K | +23.6K | 4.4% |
| $AVGO | Broadcom Inc | 463K | $144K | -75.9K | 3.1% |
| $JPM | JP Morgan Chase & Co | 399K | $118K | -30.8K | 2.5% |
| $NEE | NextEra Energy Inc | 1.18M | $110K | -25K | 2.4% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 226K | $109K | +10.4K | 2.3% |
| $META | Meta Platforms Inc | 188K | $108K | +23K | 2.3% |
…and 56 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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