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