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BORDER TO COAST PENSIONS PARTNERSHIP LTD

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13F Summary
Border TO Coast Pensions Partnership LTD is based out of Leeds. Their last reported 13F filing for Q4 2023 included $4,097,652,000 in managed 13F securities and a top 10 holdings concentration of 39.19%. Border TO Coast Pensions Partnership LTD's largest holding is Microsoft Corp. with shares held of 753,500. Whalewisdom has at least 16 13F filings

2023-12-31

Top Buys (13F)

Name % Change
MA Mastercard Inc 0.84%
MSFT Microsoft Corp. 0.73%
AMZN Amazon.com Inc. 0.42%
AVGO Broadcom Ltd. (Avago 0.38%
VO VANGUARD MID-CAP IND 0.27%

2023-12-31

Top Sells (13F)

Name % Change
EMB iShares J.P. Morgan 1.03%
ATVI Activision Blizzard 0.74%
V VISA Inc 0.44%
CRH CRH Plc 0.44%
DG Dollar General Corp. 0.23%

2023-12-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 6.91%
VO VANGUARD MID-CAP IND 6.59%
AAPL Apple Inc 6.26%
GOOGL Alphabet Inc. Class 4.12%
AMZN Amazon.com Inc. 3.74%

2023-12-31

13F Activity

Market Value $4.10b, Prior: $3.76b
New Purchases 2 stocks
Added To 16 stocks
Sold out of 3 stocks
Reduced holdings in 19 stocks
Top 10 Holdings % 39.19%
Turnover %[1] 6.33%
Turnover Alt %[2] 2.14%
Time Held Top 20 6.2 quarters
Time Held Top 10 5.6 quarters
Time Held All 9.05 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance