1y return+17.0%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $141 against $157 in the S&P 500.2
AlTi Global, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| EFAIshares Tr | $608.1M | 12.6% | −5.9% |
| ITOTIshares Tr | $491.5M | 10.2% | +3.2% |
| SPYState Str Spdr S&p 500 Etf T | $434.6M | 9.0% | |
| SPMDSpdr Series Trust | $189.4M | 3.9% | |
| GEME2023 Etf Series Trust | $183.3M | 3.8% | +61.1% |
| VTIVanguard Index Fds | $183.1M | 3.8% | −1.3% |
| EIPXFirst Tr Exchange-traded Fd | $154.4M | 3.2% | +6.4% |
| IAUIshares Gold Tr | $124.7M | 2.6% | +5.4% |
| IJHIshares Tr | $122.8M | 2.5% | −1.8% |
| EMLPFirst Tr Exchange-traded Fd | $122.4M | 2.5% | |
| Exxon Mobil CorpCUSIP 30231G102 | $96.5M | 2.0% | −11.8% |
| GOOGLAlphabet Inc | $91.6M | 1.9% | |
| AAPLApple Inc | $89.4M | 1.8% | +6.8% |
| GLDSpdr Gold Tr | $68.4M | 1.4% | −48.5% |
| XNTKSpdr Series Trust | $58.8M | 1.2% | +40.8% |
| VOOVanguard Index Fds | $57.8M | 1.2% | |
| IAUMIshares Gold Trust Micro | $56.8M | 1.2% | +6.0% |
| STIPIshares Tr | $51.3M | 1.1% | |
| AKREProfesionally Managed Portfo | $49.1M | 1.0% | −70.5% |
| TLTIshares Tr | $47.9M | 1.0% | −2.0% |
| AEMAgnico Eagle Mines Ltd | $43.1M | 0.9% | +2987.4% |
| MSFTMicrosoft Corp | $33.6M | 0.7% | |
| ESGDIshares Tr | $29.7M | 0.6% | +1.3% |
| PABDIshares Tr | $29.3M | 0.6% | +5.7% |
| PABUIshares Tr | $28.5M | 0.6% | +7.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $23.4M |
| GSGoldman Sachs Group Inc | December 31, 2023 | +162.2% | $27.7M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $91.6M |
| GOOGAlphabet Inc | December 31, 2023 | +150.7% | $26.6M |
| DXJWisdomtree Tr | December 31, 2023 | +97.2% | $19.5M |
| IAUIshares Gold Tr | December 31, 2023 | +93.5% | $124.7M |
| GLDSpdr Gold Tr | December 31, 2023 | +92.7% | $68.4M |
| QQQInvesco Qqq Tr | December 31, 2023 | +79.8% | $19.4M |
| TSLATesla Inc | December 31, 2023 | +69.3% | $21.5M |
| VOOVanguard Index Fds | December 31, 2023 | +57.2% | $57.8M |
Sold off last quarter
- GPGIGpgi Inc was $13.8M
- Heritage Comm CorpCUSIP 426927109 was $7.1M
- RHLDResolute Hldgs Mgmt Inc was $5.0M
- Honeywell Intl IncCUSIP 438516106 was $3.9M
- ISTRInvestar Holding Corp was $2.4M
- BTCGrayscale Bitcoin Mini Tr Et was $1.8M
- Royalty Pharma PLCCUSIP G7709Q104 was $1.2M
- AKAMAkamai Technologies Inc was $1.2M
- CTRACoterra Energy Inc was $1.1M
- Barrick Mng CorpCUSIP 06849F908 was $1.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.9% | +14.8% |
| March 31, 2026 | −0.8% | −4.6% |
| December 31, 2025 | +2.7% | +2.4% |
| September 30, 2025 | +7.4% | +7.8% |
| June 30, 2025 | +6.9% | +10.5% |
| March 31, 2025 | −0.2% | −4.6% |
| December 31, 2024 | −1.0% | +2.1% |
| September 30, 2024 | +6.2% | +5.4% |
| June 30, 2024 | +0.2% | +4.0% |
| March 31, 2024 | +7.4% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: AlTi Global, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1838615&type=13F-HR&dateb=&owner=include&count=40CIK 1838615
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1838615/000183861526000004/Filed August 5, 2026 · accession 0001838615-26-000004