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Portfolio (Quarterly) Guide ↗

AlTi Global, Inc.

· CIK 0001838615
13F Portfolio $4.8B AUM 811 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 505 New
Page 22 of 26  ·  505 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PYPL PAYPAL HLDGS INC Financial Services 7,388.0 $319K 0.01% NEW $43.18 +21.4%
422 NVO NOVO-NORDISK A S Healthcare 6,590.0 $316K 0.01% NEW $47.94 -9.8%
423 HWM HOWMET AEROSPACE INC Industrials 1,167.0 $314K 0.01% NEW $268.74 -14.5%
424 CVNA CARVANA CO Consumer Cyclical 4,703.0 $310K 0.01% NEW $65.82 -1.1%
425 DELL DELL TECHNOLOGIES INC Technology 708.0 $305K 0.01% NEW $431.26 +31.9%
426 CB CHUBB LIMITED Financial Services 888.0 $303K 0.01% NEW $341.33 -0.2%
427 BBEU J P MORGAN EXCHANGE TRADED F 3,812.0 $296K 0.01% NEW $77.77 -0.6%
428 MAA MID-AMER APT CMNTYS INC Real Estate 2,122.0 $295K 0.01% NEW $138.94 -14.4%
429 KOID KRANESHARES TRUST 7,150.0 $295K 0.01% NEW $41.22 -13.9%
430 SPEM SPDR INDEX SHS FDS 5,657.0 $293K 0.01% NEW $51.78 +1.2%
431 KLAC KLA CORP Technology 970.0 $293K 0.01% NEW $301.71 -41.3%
432 VYM VANGUARD WHITEHALL FDS 1,850.0 $292K 0.01% NEW $158.02 +0.8%
433 MPWR MONOLITHIC PWR SYS INC Technology 211.0 $292K 0.01% NEW $1384.36 -12.0%
434 XLK SELECT SECTOR SPDR TR 1,519.0 $289K 0.01% NEW $190.52 -0.5%
435 SCI SERVICE CORP INTL Consumer Cyclical 3,806.0 $289K 0.01% NEW $75.96 +2.4%
436 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,544.0 $288K 0.01% NEW $81.17 -14.0%
437 JEPI J P MORGAN EXCHANGE TRADED F 5,084.0 $287K 0.01% NEW $56.49 -0.4%
438 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,144.0 $285K 0.01% NEW $133.14 -0.9%
439 CBOE CBOE GLOBAL MKTS INC Financial Services 1,171.0 $284K 0.01% NEW $242.68 +12.4%
440 PPG PPG INDS INC Basic Materials 2,342.0 $284K 0.01% NEW $121.27 -13.8%
Page 22 of 26  ·  505 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 46.6%
Technology 13.2%
Energy 10.1%
Communication Services 7.8%
Healthcare 5.1%
Consumer Cyclical 4.3%
Consumer Defensive 3.8%
Industrials 3.5%
Basic Materials 3.2%
Real Estate 1.7%