Institutions / &Partners

&Partners

CIK 107136 · Institution · as of Mar 31, 2026
Portfolio value
$20.23B
Positions
2,395
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$20.23B+5.8%
$20.23B$19.67B$19.11BQ4 '25Q1 '26

Positions

2,395+5.0%
2,3952,3392,282Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 2,395 →
CompanyClassValueShares% of portfolio
Apple Inc.$706.00M2,780,7943.5%
iShares Tr$556.88M851,1502.8%
iShares Tr$526.00M7,777,8032.6%
Microsoft Corp$522.97M1,410,9842.6%
NVIDIA Corp$460.23M2,643,8342.3%
iShares Tr$389.10M3,916,8311.9%
Dimensional ETF Trust$355.04M9,105,1721.8%
iShares Tr$299.42M3,304,6881.5%
Broadcom Inc.$273.52M883,5941.4%
JPMORGAN CHASE & CO$265.32M936,6181.3%
Amazon.com Inc$261.80M1,261,7361.3%
Alphabet Inc.$260.75M908,5151.3%
State Str SPDR S&P 500 ETF T$200.47M308,3161.0%
Vanguard Charlotte Fds$190.62M3,959,6440.9%
Johnson & Johnson$185.98M760,7300.9%
Vanguard Index Fds$181.33M303,7390.9%
Walmart Inc.$169.30M1,362,0780.8%
Meta Platforms Inc$160.73M280,8560.8%
ELI LILLY & Co$157.93M171,6960.8%
Vanguard Index Fds$140.50M321,0830.7%
iShares Inc$138.53M1,982,9860.7%
iShares MSCI UAE ETF$127.89M665,7120.6%
Vanguard Specialized Funds$122.74M570,7810.6%
Exxon Mobil Corp$121.29M714,9510.6%
Visa Inc$121.13M401,1250.6%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
Add46434G103$74.69M+1.1M
+116.99%
1,982,986
0.68% of portfolio
high
Q1 2026
as of
Add464287507$53.02M+784K
+11.21%
7,777,803
2.60% of portfolio
high
Q1 2026
as of
Add464287200$49.92M+76K
+9.85%
851,150
2.75% of portfolio
medium
Q1 2026
as of
Add464287226$46.96M+473K
+13.73%
3,916,831
1.92% of portfolio
medium
Q1 2026
as of
AddApple Inc.$32.84M+129K
+4.88%
2,780,794
3.49% of portfolio
medium
Q1 2026
as of
AddMicrosoft Corp$31.88M+86K
+6.49%
1,410,984
2.58% of portfolio
medium
Q1 2026
as of
TrimNextpower Inc.$-29.92M-248K
-94.84%
13,498
<0.01% of portfolio
medium
Q1 2026
as of
AddNVIDIA Corp$28.94M+166K
+6.71%
2,643,834
2.27% of portfolio
medium
Q1 2026
as of
Add25434V203$28.92M+742K
+8.87%
9,105,172
1.75% of portfolio
medium
Q1 2026
as of
Add92203J407$26.44M+549K
+16.10%
3,959,644
0.94% of portfolio
medium