What does AlTi Global, Inc. hold?

AlTi Global, Inc.'s largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include SPY. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1838615.

What is AlTi Global, Inc.'s AUM?

AlTi Global, Inc. reported approximately $4.8B in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities).

Where does 13F Pro source AlTi Global, Inc.'s holdings?

All AlTi Global, Inc. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1838615. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is AlTi Global, Inc.'s 13F data updated on 13F Pro?

AlTi Global, Inc.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

AlTi Global, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1838615

Institutional-grade research for retail investors

Sector Allocation

Other68.5%$3.3B
Financials10.1%$489.3M
Technology8.1%$392.1M
Energy3.9%$190.0M
Healthcare2.0%$97.7M
Consumer Discretionary1.6%$78.4M
Materials1.6%$75.7M
Consumer Staples1.4%$66.6M
Industrials1.0%$46.8M
Communication Services0.8%$40.7M

AUM History

13fpro.ai/research/fund/alti-global-inc-1838615

Conviction and streaks

Stable · top 10 = 54.0%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold12.6% weight · held 10 quarters

$Conviction hold10.2% weight · held 10 quarters

$SPYConviction hold9.0% weight · held 10 quarters

$Conviction hold3.9% weight · held 10 quarters

$Conviction hold3.8% weight · held 10 quarters

$Accumulating+83% shares · 9 quarters running

$Accumulating+1% shares · 9 quarters running

$REFIAccumulating+35% shares · 9 quarters running

$LMTAccumulating+54% shares · 7 quarters running

$Accumulating+23% shares · 6 quarters running

$Trimming-52% shares · 9 quarters running

$Trimming-41% shares · 9 quarters running

$Trimming-94% shares · 9 quarters running

$Trimming-88% shares · 9 quarters running

$Trimming-49% shares · 8 quarters running

Largest positions — Q2 2026

ISHARES
$608.1M
ISHARES
$491.5M
SPY
$434.6M
SPDR
$189.4M
2023
$183.3M
VANGUARD
$183.1M
FIRST
$154.4M
IAU
$124.7M
ISHARES
$122.8M
FIRST
$122.4M
XOM.R34088
$96.5M
GOOGL
$91.6M
AAPL
$89.4M
GLD
$68.4M
SPDR
$58.8M
VANGUARD
$57.8M
IAUM
$56.8M
ISHARES
$51.3M
PROFESIONALLY
$49.1M
ISHARES
$47.9M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/alti-global-inc-1838615

AlTi Global, Inc. 13F holdings — Q2 2026

$4.8B portfolio (+5.2% QoQ) · 505 holdings · Q2 2026 13F · top 10 are 54% of the stock portfolio

1
ISHARES TR - MSCI EAFE ETF
$608.1M
12.6% of stocks
-6%This quarter—Since filed—Held
AIQuality—Est. buy—
2
ISHARES TR - CORE S&P TTL STK
$491.5M
10.2% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
3
SPDR S&P 500 ETF TRUST
$SPY
$434.6M
9.0% of stocks
-0.6%This quarter-0.6%Since filed10+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
4
SPDR SERIES TRUST - ST STR P400MID
$189.4M
3.9% of stocks
-0.7%This quarter—Since filed—Held
AIQuality—Est. buy—
5
2023 ETF SERIES TRUST - PAC NO GL EM ETF
$183.3M
3.8% of stocks
+61%This quarter—Since filed—Held
AIQuality—Est. buy—
6
VANGUARD INDEX FDS - TOTAL STK MKT
$183.1M
3.8% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
7
FIRST TR EXCHANGE-TRADED FD - ENERGY INM PARTN
$154.4M
3.2% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
8
ISHARES GOLD TRUST
$IAU
$124.7M
2.6% of stocks
+5%This quarter-5.5%Since filed10+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
9
ISHARES TR - CORE S&P MCP ETF
$122.8M
2.5% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
10
FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY
$122.4M
2.5% of stocks
+0.3%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES TR - MSCI EAFE ETF	$608.1M	12.6%	-6%	—	—	—	—
2	ISHARES TR - CORE S&P TTL STK	$491.5M	10.2%	+3%	—	—	—	—
3	SPDR S&P 500 ETF TRUST$SPY	$434.6M	9.0%	-0.6%	-0.6%	10+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
4	SPDR SERIES TRUST - ST STR P400MID	$189.4M	3.9%	-0.7%	—	—	—	—
5	2023 ETF SERIES TRUST - PAC NO GL EM ETF	$183.3M	3.8%	+61%	—	—	—	—
6	VANGUARD INDEX FDS - TOTAL STK MKT	$183.1M	3.8%	-1%	—	—	—	—
7	FIRST TR EXCHANGE-TRADED FD - ENERGY INM PARTN	$154.4M	3.2%	+6%	—	—	—	—
8	ISHARES GOLD TRUST$IAU	$124.7M	2.6%	+5%	-5.5%	10+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
9	ISHARES TR - CORE S&P MCP ETF	$122.8M	2.5%	-2%	—	—	—	—
10	FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY	$122.4M	2.5%	+0.3%	—	—	—	—

All holdings — AlTi Global, Inc. (Q2 2026)

Sort

505 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$XOM.R34088	EXXON MOBIL CORP	Energy	$96.5M	2.0%	706K	-12%	10+ qtrsTrimmed 2 qtrs in a row	57.8	13F
12	$GOOGL	Alphabet Inc.	Technology	$91.6M	1.9%	256K	-0.0%	10+ qtrs	77.7	13F
13	$AAPL	Apple Inc.	Technology	$89.4M	1.9%	309K	+7%	10+ qtrs	75.7	13F
14	$GLD	SPDR GOLD TRUSTetf/fund	Financials	$68.4M	1.4%	186K	-49%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
15	—	SPDR SERIES TRUST - ST STR NYSE TECHetf/fund	—	$58.8M	1.2%	150K	+41%	—	—	13F
16	—	VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund	—	$57.8M	1.2%	84K	+0.6%	—	—	13F
17	$IAUM	iShares Gold Trust Microetf/fund	Financials	$56.8M	1.2%	1.42M	+6%	5 qtrs	AI quality score is Pro: unlock with a free trial	13F
18	—	ISHARES TR - 0-5 YR TIPS ETFetf/fund	—	$51.3M	1.1%	502K	-0.7%	—	—	13F
19	—	PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETFetf/fund	—	$49.1M	1.0%	924K	-70%	—	—	13F
20	—	ISHARES TR - 20 YR TR BD ETFetf/fund	—	$47.9M	1.0%	554K	-2%	—	—	13F
21	$AEM	AGNICO EAGLE MINES LTD	Materials	$43.1M	0.9%	278K	+2987%	4 qtrs	AI quality score is Pro: unlock with a free trial	13F
22	$MSFT	MICROSOFT CORP	Technology	$33.6M	0.7%	90K	+0.3%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	—	ISHARES TR - ESG AW MSCI EAFEetf/fund	—	$29.7M	0.6%	289K	+1%	—	—	13F
24	—	ISHARES TR - PARI ALIG EX ETFetf/fund	—	$29.3M	0.6%	423K	+6%	—	—	13F
25	—	ISHARES TR - PARI ALI CLI ETFetf/fund	—	$28.5M	0.6%	375K	+7%	—	—	13F
26	$GS	GOLDMAN SACHS GROUP INC	Financials	$27.7M	0.6%	27K	-0.4%
27	$IVZ	Invesco Ltd.	Financials	$27.3M	0.6%	90K	+113%
28	$GOOG	Alphabet Inc.	Technology	$26.6M	0.6%	75K	-5%
29	$CVX	CHEVRON CORP	Energy	$26.5M	0.6%	160K	-14%
30	$PLD	Prologis, Inc.	Real Estate	$24.7M	0.5%	182K	+0.0%
31	$MDT	Medtronic plc	Healthcare	$24.1M	0.5%	305K	+0.1%
32	$AMZN	AMAZON COM INC	Consumer Discretionary	$23.6M	0.5%	99K	+2%
33	$NVDA	NVIDIA CORP	Technology	$23.4M	0.5%	117K	+16%
34	—	VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF	—	$23.2M	0.5%	262K	-1%
35	$TSLA	Tesla, Inc.	Consumer Discretionary	$21.5M	0.4%	51K	+43%
36	—	ISHARES TR - ESG AWR MSCI USA	—	$20.2M	0.4%	123K	-0.3%
37	—	ISHARES TR - CORE S&P500 ETF	—	$19.6M	0.4%	26K	-83%
38	$WT	WisdomTree, Inc.	Financials	$19.5M	0.4%	113K	-0.4%
39	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$19.4M	0.4%	26K	+4%
40	$DIS	Walt Disney Co	Communication Services	$18.7M	0.4%	193K	-1%
41	—	ISHARES TR - RUSSELL 3000 ETF	—	$17.2M	0.3%	40K	+0.5%
42	$TRGP	Targa Resources Corp.	Energy	$17.1M	0.3%	64K	New
43	$WMT	Walmart Inc.	Consumer Staples	$15.3M	0.3%	135K	+2%
44	—	ISHARES TR - MSCI ACWI ETF	—	$14.9M	0.3%	95K	+5%
45	$JPM	JPMORGAN CHASE & CO	Financials	$14.7M	0.3%	45K	+4%
46	—	ISHARES TR - NATIONAL MUN ETF	—	$14.1M	0.3%	131K	+21%
47	$JNJ	JOHNSON & JOHNSON	Healthcare	$14.1M	0.3%	56K	+2%
48	$PSLV	Sprott Physical Silver Trust	Financials	$13.4M	0.3%	672K	New
49	—	ISHARES TR - S&P MC 400GR ETF	—	$13.1M	0.3%	111K	-1%
50	$WULF	TERAWULF INC.	Financials	$12.6M	0.3%	510K	+96%
51	—	ISHARES TR - SELECT DIVID ETF	—	$12.4M	0.3%	79K	-0.5%
52	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$11.5M	0.2%	28K	-4%
53	—	ISHARES TR - MSCI INTL QUALTY	—	$11.3M	0.2%	228K	-0.3%
54	—	ISHARES TR - RUS 1000 GRW ETF	—	$10.7M	0.2%	87K	+233%
55	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$10.7M	0.2%	21K	-19%
56	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$10.4M	0.2%	246K	-6%
57	—	SCHWAB STRATEGIC TR - FUNDAMENTAL US L	—	$10.1M	0.2%	326K	-2%
58	$MU	MICRON TECHNOLOGY INC	Technology	$10.0M	0.2%	8,674	-20%
59	$IBIT	iShares Bitcoin Trust ETF	Financials	$9.9M	0.2%	298K	-27%
60	$PEP	PEPSICO INC	Consumer Staples	$9.7M	0.2%	72K	-0.9%
61	$CAT	CATERPILLAR INC	Industrials	$9.5M	0.2%	8,939	+2%
62	$META	Meta Platforms, Inc.	Technology	$9.5M	0.2%	17K	+5%
63	$ORCL	ORACLE CORP	Technology	$9.3M	0.2%	64K	-6%
64	—	ISHARES TR - RUS 1000 ETF	—	$9.3M	0.2%	23K	-0.1%
65	—	ISHARES TR - S&P 500 GRWT ETF	—	$9.1M	0.2%	66K	+1%
66	$CME	CME GROUP INC.	Financials	$8.9M	0.2%	40K	-0.0%
67	$AVGO	Broadcom Inc.	Technology	$8.8M	0.2%	23K	-6%
68	$V	VISA INC.	Financials	$8.6M	0.2%	25K	+3%
69	—	VANGUARD WORLD FD - ESG US STK ETF	—	$8.5M	0.2%	64K	+805%
70	$WT	WisdomTree, Inc.	Financials	$8.3M	0.2%	165K	—
71	$PM	Philip Morris International Inc.	Consumer Staples	$8.2M	0.2%	45K	+3%
72	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	—	$8.0M	0.2%	96K	+0.6%
73	$AMGN	AMGEN INC	Healthcare	$8.0M	0.2%	22K	+5%
74	$ADP	AUTOMATIC DATA PROCESSING INC	Technology	$8.0M	0.2%	36K	+313%
75	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	—	$7.8M	0.2%	147K	-4%
76	$MO	ALTRIA GROUP, INC.	Consumer Staples	$7.7M	0.2%	107K	+3%
77	—	ISHARES TR - RUS 1000 VAL ETF	—	$7.6M	0.2%	31K	-7%
78	$AMAT	APPLIED MATERIALS INC /DE	Technology	$7.5M	0.2%	10K	-23%
79	$INTC	INTEL CORP	Technology	$7.4M	0.1%	53K	+8%
80	$DY	DYCOM INDUSTRIES INC	Energy	$7.4M	0.1%	15K	+15%
81	—	SPDR SERIES TRUST - ST STR MSCI USAQ	—	$7.4M	0.1%	40K	+0.1%
82	—	DIMENSIONAL ETF TRUST - INTL CORE EQT MK	—	$7.4M	0.1%	178K	—
83	$PSX	Phillips 66	Energy	$7.2M	0.1%	43K	-0.3%
84	$KO	COCA COLA CO	Consumer Staples	$7.1M	0.1%	87K	+6%
85	$OKE	ONEOK INC /NEW/	Energy	$7.1M	0.1%	82K	+2%
86	—	ISHARES TR - CORE MSCI EURO	—	$7.0M	0.1%	93K	+7%
87	$SNOW	Snowflake Inc.	Technology	$6.9M	0.1%	27K	+3%
88	—	SPDR SERIES TRUST - STATE STRET SPDR	—	$6.8M	0.1%	204K	+182%
89	$BRK.A	BERKSHIRE HATHAWAY INC	Financials	$6.7M	0.1%	9	-18%
90	—	ISHARES TR - U S EQUITY FACTR	—	$6.7M	0.1%	88K	-6%
91	$EIX	EDISON INTERNATIONAL	Utilities	$6.5M	0.1%	88K	+1%
92	$PAYX	PAYCHEX INC	Technology	$6.4M	0.1%	65K	New
93	$LLY	ELI LILLY & Co	Healthcare	$6.2M	0.1%	5,208	+27%
94	$KMB	KIMBERLY CLARK CORP	Materials	$6.1M	0.1%	56K	New
95	$ET	Energy Transfer LP	Energy	$5.9M	0.1%	310K	+374%
96	$OMC	OMNICOM GROUP INC.	Communication Services	$5.9M	0.1%	80K	+97%
97	—	ISHARES TR - MSCI EMG MKT ETF	—	$5.9M	0.1%	86K	+9%
98	$IVZ	Invesco Ltd.	Financials	$5.8M	0.1%	27K	+0.8%
99	$HD	HOME DEPOT, INC.	Consumer Discretionary	$5.7M	0.1%	16K	-0.9%
100	—	ISHARES TR - LOW CA OP MS ETF	—	$5.6M	0.1%	22K	+10%
101	—	ISHARES TR - CORE US AGGBD ET	—	$5.5M	0.1%	56K	-16%
102	$PG	PROCTER & GAMBLE Co	Consumer Staples	$5.5M	0.1%	37K	-0.0%
103	$SCHW	SCHWAB CHARLES CORP	Financials	$5.4M	0.1%	58K	+0.4%
104	—	ISHARES TR - RUSSELL 2000 ETF	—	$5.3M	0.1%	18K	-4%
105	—	DIMENSIONAL ETF TRUST - GLOBAL REAL EST	—	$5.2M	0.1%	180K	—
106	$MCD	MCDONALDS CORP	Consumer Discretionary	$5.1M	0.1%	19K	-18%
107	—	DIMENSIONAL ETF TRUST - US HIGH PROF ETF	—	$4.9M	0.1%	118K	-33%
108	—	VANGUARD INDEX FDS - GROWTH ETF	—	$4.8M	0.1%	56K	+500%
109	—	ISHARES TR - RUSEL 2500 ETF	—	$4.6M	0.1%	51K	-2%
110	$CCJ	CAMECO CORP	Materials	$4.6M	0.1%	47K	-70%
111	$ADBE	ADOBE INC.	Technology	$4.6M	0.1%	22K	+3%
112	$ABBV	AbbVie Inc.	Healthcare	$4.5M	0.1%	18K	-2%
113	—	AMERICAN CENTY ETF TR - AVANTIS RESPON U	—	$4.5M	0.1%	51K	—
114	—	VANGUARD SCOTTSDALE FDS - INTER TERM TREAS	—	$4.2M	0.1%	71K	—
115	$SLV	iShares Silver Trust	Financials	$4.0M	0.1%	74K	-3%
116	$ENB	ENBRIDGE INC	Energy	$3.9M	0.1%	72K	New
117	$MA	Mastercard Inc	Financials	$3.9M	0.1%	7,516	+3%
118	$NEM	NEWMONT Corp /DE/	Materials	$3.8M	0.1%	41K	+1%
119	$MUFG	MITSUBISHI UFJ FINANCIAL GROUP INC	Financials	$3.8M	0.1%	70K	+8%
120	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$3.8M	0.1%	63K	+2%
121	$CSCO	CISCO SYSTEMS, INC.	Technology	$3.7M	0.1%	32K	+28%
122	—	ISHARES TR - INTL EQTY FACTOR	—	$3.7M	0.1%	91K	-3%
123	—	DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG	—	$3.7M	0.1%	93K	—
124	$CRDO	Credo Technology Group Holding Ltd	Technology	$3.7M	0.1%	14K	New
125	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$3.6M	0.1%	51K	-46%
126	—	ISHARES INC - MSCI JAPAN ETF	—	$3.6M	0.1%	39K	-0.4%
127	$PHYS	Sprott Physical Gold Trust	Financials	$3.5M	0.1%	112K	New
128	—	SELECT SECTOR SPDR TR - ST STR UTIL ETF	—	$3.5M	0.1%	77K	+1618%
129	$SUN	Sunoco LP	Energy	$3.5M	0.1%	51K	New
130	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	—	$3.4M	0.1%	116K	+65%
131	$LIN	LINDE PLC	Materials	$3.4M	0.1%	6,634	New
132	$SW	Smurfit Westrock plc	Materials	$3.3M	0.1%	72K	New
133	—	ETF SER SOLUTIONS - DEFIA QUANT ETF	—	$3.3M	0.1%	20K	+91%
134	$PWR	QUANTA SERVICES, INC.	Industrials	$3.3M	0.1%	4,588	+9%
135	$MS	MORGAN STANLEY	Financials	$3.3M	0.1%	16K	+0.7%
136	$BAC	BANK OF AMERICA CORP /DE/	Financials	$3.3M	0.1%	58K	+3%
137	$UNP	UNION PACIFIC CORP	Industrials	$3.3M	0.1%	12K	-33%
138	$RTX	RTX Corp	Industrials	$3.2M	0.1%	17K	+8%
139	$MRK	Merck & Co., Inc.	Healthcare	$3.1M	0.1%	24K	+3%
140	—	ISHARES TR - MSCI USA QLT FCT	—	$3.1M	0.1%	14K	-2%
141	—	ISHARES TR - ISHS 1-5YR INVS	—	$3.1M	0.1%	59K	—
142	$CMI	CUMMINS INC	Industrials	$3.1M	0.1%	4,358	+0.6%
143	$CP	CANADIAN PACIFIC KANSAS CITY LTD/CN	Industrials	$3.1M	0.1%	36K	-0.2%
144	—	ISHARES INC - MSCI WORLD ETF	—	$3.1M	0.1%	15K	+147%
145	—	FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY	—	$3.0M	0.1%	154K	+0.2%
146	—	NUSHARES ETF TR - NUVEEN ESG MIDCP	—	$3.0M	0.1%	64K	—
147	$ORLY	O REILLY AUTOMOTIVE INC	Consumer Discretionary	$3.0M	0.1%	33K	-34%
148	—	ISHARES INC - MSCI EM ASIA ETF	—	$3.0M	0.1%	25K	-16%
149	$ALAB	Astera Labs, Inc.	Technology	$2.9M	0.1%	5,910	-24%
150	—	ISHARES TR - S&P 500 VAL ETF	—	$2.8M	0.1%	12K	+5%

What changed in Q2 2026

Against the previous quarter's 13F: 90 new, 211 added to, 143 trimmed, 27 sold out. Share-count changes; largest moves by dollar size first.

New positions (90)

$TRGPTarga Resources Corp.$17.1M
first bought this quarter
$PSLVSprott Physical Silver Trust$13.4M
first bought this quarter
$PAYXPAYCHEX INC$6.4M
first bought this quarter
$KMBKIMBERLY CLARK CORP$6.1M
first bought this quarter
$ENBENBRIDGE INC$3.9M
first bought this quarter
$CRDOCredo Technology Group Holding Ltd$3.7M
first bought this quarter

+84 more in the Excel export

Added to (211)

2023 ETF SERIES TRUST - PAC NO GL EM ETF+61%
now $183.3M
$AEMAGNICO EAGLE MINES LTD+2987%
now $43.1M · held 4 qtrs
SPDR SERIES TRUST - ST STR NYSE TECH+41%
now $58.8M
ISHARES TR - CORE S&P TTL STK+3%
now $491.5M
$IVZInvesco Ltd.+113%
now $27.3M · held 10+ qtrs, 2 adds in a row
FIRST TR EXCHANGE-TRADED FD - ENERGY INM PARTN+6%
now $154.4M

+205 more in the Excel export

Trimmed (143)

PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF-70%
now $49.1M
ISHARES TR - CORE S&P500 ETF-83%
now $19.6M
$GLDSPDR GOLD TRUST-49%
now $68.4M · held 10+ qtrs
ISHARES TR - MSCI EAFE ETF-6%
now $608.1M
$UBERUber Technologies, Inc-91%
now $2.6M · held 10+ qtrs
$XOM.R34088EXXON MOBIL CORP-12%
now $96.5M · held 10+ qtrs, 2 trims in a row

+137 more in the Excel export

Sold out (27)

$GPGIGPGI, Inc.was $13.8M
held 6 qtrs
$HTBKHERITAGE COMMERCE CORPwas $7.1M
held 9+ qtrs
$RHLDResolute Holdings Management, Inc.was $5.0M
held 5 qtrs
$ISTRInvestar Holding Corpwas $2.4M
held 1 qtr
$BTCGrayscale Bitcoin Mini Trust ETFwas $1.8M
$RPRXRoyalty Pharma plcwas $1.2M

+21 more in the Excel export

Holdings by quarter

Every 13F AlTi Global, Inc. has filed, 10 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of AlTi Global's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 13 of the 20 are scored)

Top 10 since filing

-1.7%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 26% over the last 4

Top 10 weight

54%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

93%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

AlTi Global, Inc. disclosed 505 positions worth $4.8B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 90 new positions and exited 27 — including a new stake in $TRGP and a full exit from $GPGI. The portfolio is most concentrated in Other (68.5% of disclosed assets). All figures are sourced directly from AlTi Global, Inc.’s Form 13F-HR filing with the SEC under CIK 1838615.

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AI-Powered Hedge Fund Analysis: AlTi Global, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For AlTi Global, Inc. (SEC CIK: 1838615), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in AlTi Global, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.