Partners Capital Investment Group, LLP

13F filer · CIK 0001694870

Reported Aug 13, 2026

Net seller this quarter

13F portfolio value$2.83BU.S. long equity reported on 13F

Positions10525 new · 12 closed

Net flow last quarter-$26.1MBuys minus sells

Top 10 positions weight9.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 2026105 positions
EMXCEmax Holdings Corp	$107M	3.77%	Not reported	+2.2%	Q3 2022
SNPSSynopsys Inc	$36.7M	1.30%	0.03%	-14.0%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$36.7M	1.30%	Not reported	-14.0%	Q3 2018
IAUIshares Gold Trust	$30M	1.06%	0.05%	-2.1%	Q2 2018
SPYXSmartpay Express, Inc.	$17.8M	0.63%	Not reported	-18.5%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$8.37M	0.30%	Not reported	+0.8%	Q2 2019
GOOGLAlphabet Inc.	$5.59M	0.20%	0.00%	-7.1%	Q4 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.43M	0.19%	0.00%	-9.4%	Q1 2021
DEDeere & Co	$5.15M	0.18%	0.00%	-11.2%	Q3 2023
MTZMastec Inc	$4.85M	0.17%	0.01%	-37.5%	Q4 2025
GLDSPDR Gold Trust	$4.53M	0.16%	0.00%	Not reported	Q1 2018
LINLinde PLC	$4.43M	0.16%	0.00%	-32.9%	Q4 2018
STXSeagate Technology Holdings plc	$4.35M	0.15%	0.00%	Not reported	Q2 2018
PCGPG&E Corp	$4.18M	0.15%	0.01%	+852.8%	Q1 2025
URIUnited Rentals, Inc.	$4.14M	0.15%	0.01%	-14.6%	Q3 2025
METAMeta Platforms, Inc.	$4.03M	0.14%	Not reported	-1.8%	Q2 2019
VPLInvesco Pennsylvania Value Municipal Income Trust	$3.99M	0.14%	Not reported	-10.9%	Q3 2018
NVSEFNovartis AG	$3.81M	0.13%	Not reported	-13.8%	Q2 2023
BMYBristol Myers Squibb Co	$3.48M	0.12%	0.00%	-14.6%	Q2 2020
HLTHilton Worldwide Holdings Inc.	$3.48M	0.12%	0.00%	-14.6%	Q4 2020
VMCVulcan Materials CO	$3.23M	0.11%	0.01%	-13.8%	Q1 2022
TDGTransDigm Group INC	$3.22M	0.11%	0.00%	-13.5%	Q4 2017
VVisa Inc.	$3.14M	0.11%	0.00%	-14.3%	Q4 2017
AVGOBroadcom Inc.	$3.1M	0.11%	0.00%	-10.8%	Q2 2023
NWSANews Corp	$3.06M	0.11%	0.02%	-13.9%	Q4 2021
SCHWSchwab Charles Corp	$3.04M	0.11%	0.00%	-14.6%	Q4 2017
COFCapital One Financial Corp	$2.8M	0.10%	0.00%	-14.5%	Q4 2025
DPZDominos Pizza Inc	$2.79M	0.10%	0.03%	New	Q2 2026
PSXPhillips 66	$2.6M	0.09%	0.00%	New	Q2 2026
SPGIS&P Global Inc.	$2.43M	0.09%	0.00%	-14.6%	Q1 2021
GOOGAlphabet Inc.	$2.41M	0.08%	Not reported	+0.1%	Q1 2021
ICEIntercontinental Exchange, Inc.	$2.35M	0.08%	0.00%	-14.6%	Q4 2023
MCHPMicrochip Technology Inc	$2.17M	0.08%	0.00%	New	Q2 2026
CRMSalesforce, Inc.	$2.03M	0.07%	0.00%	-14.6%	Q4 2019
HWMHowmet Aerospace Inc.	$1.94M	0.07%	0.00%	Not reported	Q2 2022
UTHRUNITED THERAPEUTICS Corp	$1.69M	0.06%	0.01%	-14.5%	Q3 2022
INCYIncyte Corp	$1.58M	0.06%	0.01%	-14.6%	Q4 2017
ARGXArgenx SE	$1.54M	0.05%	0.00%	-14.4%	Q3 2022
LIENChicago Atlantic BDC, Inc.	$1.42M	0.05%	0.64%	New	Q2 2026
ACVAACV Auctions Inc.	$1.3M	0.05%	0.11%	Not reported	Q4 2021
ONCBeOne Medicines Ltd.	$1.25M	0.04%	0.00%	-14.6%	Q4 2019
COINCoinbase Global, Inc.	$1.21M	0.04%	0.00%	Not reported	Q2 2021
CMICummins Inc	$1.11M	0.04%	0.00%	+28.7%	Q1 2025
MUMicron Technology Inc	$1.1M	0.04%	0.00%	Not reported	Q1 2021
GEGeneral Electric Co	$1.09M	0.04%	0.00%	-41.6%	Q1 2022
ETNEaton Corp plc	$1.01M	0.04%	0.00%	+142.2%	Q3 2023
GMGeneral Motors Co	$992K	0.04%	0.00%	+76.1%	Q4 2017
SNAPSnap Inc	$970K	0.03%	0.01%	Not reported	Q2 2023
JCIJohnson Controls International plc	$950K	0.03%	0.00%	-39.2%	Q1 2026
TTTrane Technologies plc	$918K	0.03%	0.00%	-53.7%	Q4 2023

Q1 2026Reported May 12, 202692 positions
EMXCEmax Holdings Corp	$80.4M	3.03%	Not reported	-11.5%	Q3 2022
SNPSSynopsys Inc	$37.2M	1.40%	0.03%	+0.3%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$37.2M	1.40%	Not reported	+0.3%	Q3 2018
IAUIshares Gold Trust	$35.8M	1.35%	0.05%	+8.0%	Q2 2018
SPYXSmartpay Express, Inc.	$18.9M	0.71%	Not reported	+0.2%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$6.51M	0.25%	Not reported	+1.5%	Q2 2019
LINLinde PLC	$6.31M	0.24%	0.00%	+19.0%	Q4 2018
MTZMastec Inc	$5.99M	0.23%	0.02%	-9.7%	Q4 2025
GLDSPDR Gold Trust	$5.3M	0.20%	0.00%	Not reported	Q1 2018
DEDeere & Co	$5.15M	0.19%	0.00%	+16.6%	Q3 2023
MSFTMicrosoft Corp	$5.1M	0.19%	0.00%	-10.0%	Q4 2017
GOOGLAlphabet Inc.	$4.84M	0.18%	0.00%	-7.0%	Q4 2017
BMYBristol Myers Squibb Co	$4.29M	0.16%	0.00%	-10.5%	Q2 2020
NVSEFNovartis AG	$4.27M	0.16%	Not reported	-9.9%	Q2 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.24M	0.16%	0.00%	-10.5%	Q1 2021
METAMeta Platforms, Inc.	$4.16M	0.16%	Not reported	-18.5%	Q2 2019
VPLInvesco Pennsylvania Value Municipal Income Trust	$3.78M	0.14%	Not reported	-9.8%	Q3 2018
HLTHilton Worldwide Holdings Inc.	$3.75M	0.14%	0.01%	-10.5%	Q4 2020
SCHWSchwab Charles Corp	$3.63M	0.14%	0.00%	-10.5%	Q4 2017
QSRRestaurant Brands International Inc.	$3.57M	0.13%	0.01%	-10.5%	Q4 2024
NWSANews Corp	$3.57M	0.13%	0.02%	-10.1%	Q4 2021
ICEIntercontinental Exchange, Inc.	$3.51M	0.13%	0.00%	-10.5%	Q4 2023
VMCVulcan Materials CO	$3.46M	0.13%	0.01%	-10.0%	Q1 2022
FERGFerguson Enterprises Inc.	$3.32M	0.12%	0.01%	-10.5%	Q2 2025
TDGTransDigm Group INC	$3.24M	0.12%	0.00%	-9.8%	Q4 2017
VVisa Inc.	$3.22M	0.12%	0.00%	-13.7%	Q4 2017
URIUnited Rentals, Inc.	$3.12M	0.12%	0.01%	-10.5%	Q3 2025
COFCapital One Financial Corp	$2.97M	0.11%	0.00%	-10.4%	Q4 2025
SPGIS&P Global Inc.	$2.97M	0.11%	0.00%	-10.5%	Q1 2021
AVGOBroadcom Inc.	$2.85M	0.11%	0.00%	-10.5%	Q2 2023
CRMSalesforce, Inc.	$2.83M	0.11%	0.00%	-10.5%	Q4 2019
TYLTyler Technologies Inc	$2.58M	0.10%	0.02%	-10.5%	Q2 2025
UTHRUNITED THERAPEUTICS Corp	$2.16M	0.08%	0.01%	-10.4%	Q3 2022
GOOGAlphabet Inc.	$1.95M	0.07%	Not reported	-12.2%	Q1 2021
STXSeagate Technology Holdings plc	$1.77M	0.07%	0.00%	Not reported	Q2 2018
TTTrane Technologies plc	$1.68M	0.06%	0.00%	+233.5%	Q4 2023
HWMHowmet Aerospace Inc.	$1.66M	0.06%	0.00%	Not reported	Q2 2022
INCYIncyte Corp	$1.54M	0.06%	0.01%	-10.5%	Q4 2017
ONCBeOne Medicines Ltd.	$1.53M	0.06%	0.00%	-10.5%	Q4 2019
EMREmerson Electric Co	$1.52M	0.06%	0.00%	+223.9%	Q1 2025
XELXcel Energy Inc	$1.5M	0.06%	0.00%	+262.8%	Q3 2025
PHParker-Hannifin Corp	$1.46M	0.05%	0.00%	Not reported	Q2 2022
COINCoinbase Global, Inc.	$1.45M	0.05%	0.00%	+377.9%	Q2 2021
GEGeneral Electric Co	$1.42M	0.05%	0.00%	Not reported	Q1 2022
ARGXArgenx SE	$1.41M	0.05%	0.00%	-10.4%	Q3 2022
JCIJohnson Controls International plc	$1.4M	0.05%	0.00%	New	Q1 2026
PCARPaccar Inc	$1.16M	0.04%	0.00%	New	Q1 2026
SNAPSnap Inc	$1M	0.04%	0.01%	Not reported	Q2 2023
BXMTBlackstone Mortgage Trust, Inc.	$872K	0.03%	0.03%	+2.4%	Q4 2017
NUNu Holdings Ltd.	$848K	0.03%	Not reported	Not reported	Q2 2023

Q4 2025Reported Feb 13, 202687 positions
EMXCEmax Holdings Corp	$84M	3.13%	Not reported	+6.9%	Q3 2022
SNPSSynopsys Inc	$38.9M	1.45%	0.03%	+0.3%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$38.9M	1.45%	Not reported	+0.3%	Q3 2018
IAUIshares Gold Trust	$30.6M	1.14%	0.05%	+7.6%	Q2 2018
SPYXSmartpay Express, Inc.	$20M	0.75%	Not reported	+24.8%	Q1 2022
MSFTMicrosoft Corp	$7.41M	0.28%	0.00%	-10.1%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$6.82M	0.25%	Not reported	+0.1%	Q2 2019
METAMeta Platforms, Inc.	$5.89M	0.22%	Not reported	-9.4%	Q2 2019
GOOGLAlphabet Inc.	$5.66M	0.21%	0.00%	-28.5%	Q4 2017
GLDSPDR Gold Trust	$4.88M	0.18%	0.00%	Not reported	Q1 2018
LINLinde PLC	$4.56M	0.17%	0.00%	+11.5%	Q4 2018
MTZMastec Inc	$4.48M	0.17%	0.03%	New	Q4 2025
CRMSalesforce, Inc.	$4.48M	0.17%	0.00%	+29.3%	Q4 2019
COFCapital One Financial Corp	$4.41M	0.16%	0.00%	New	Q4 2025
VVisa Inc.	$4.33M	0.16%	0.00%	-14.0%	Q4 2017
NVSEFNovartis AG	$4.32M	0.16%	Not reported	-26.2%	Q2 2023
SCHWSchwab Charles Corp	$4.31M	0.16%	0.00%	-18.8%	Q4 2017
BMYBristol Myers Squibb Co	$4.26M	0.16%	0.00%	+9.4%	Q2 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.26M	0.16%	0.00%	-36.1%	Q1 2021
NWSANews Corp	$4.16M	0.15%	0.03%	+5.5%	Q4 2021
TDGTransDigm Group INC	$4.12M	0.15%	0.01%	-15.1%	Q4 2017
SPGIS&P Global Inc.	$4.08M	0.15%	0.00%	+9.1%	Q1 2021
ICEIntercontinental Exchange, Inc.	$4.04M	0.15%	0.00%	-17.9%	Q4 2023
VMCVulcan Materials CO	$4.02M	0.15%	0.01%	-10.4%	Q1 2022
HLTHilton Worldwide Holdings Inc.	$3.95M	0.15%	0.01%	-23.8%	Q4 2020
VPLInvesco Pennsylvania Value Municipal Income Trust	$3.88M	0.14%	Not reported	+8.3%	Q3 2018
URIUnited Rentals, Inc.	$3.87M	0.14%	0.01%	-4.8%	Q3 2025
TYLTyler Technologies Inc	$3.81M	0.14%	0.02%	-8.6%	Q2 2025
QSRRestaurant Brands International Inc.	$3.68M	0.14%	0.02%	-15.6%	Q4 2024
DEDeere & Co	$3.65M	0.14%	0.00%	-15.9%	Q3 2023
AVGOBroadcom Inc.	$3.56M	0.13%	0.00%	-36.7%	Q2 2023
FERGFerguson Enterprises Inc.	$3.53M	0.13%	0.01%	-11.0%	Q2 2025
AAPLApple Inc.	$3.42M	0.13%	0.00%	+1.1%	Q3 2020
NOWServiceNow, Inc.	$2.94M	0.11%	0.00%	+8.4%	Q1 2020
GOOGAlphabet Inc.	$2.43M	0.09%	Not reported	+349.3%	Q1 2021
JBTMJBT MAREL Corp	$2.08M	0.08%	0.03%	-19.9%	Q4 2024
UTHRUNITED THERAPEUTICS Corp	$1.99M	0.07%	0.01%	-30.2%	Q3 2022
ARGXArgenx SE	$1.82M	0.07%	0.00%	-38.4%	Q3 2022
INCYIncyte Corp	$1.8M	0.07%	0.01%	-38.3%	Q4 2017
SNAPSnap Inc	$1.76M	0.07%	0.01%	Not reported	Q2 2023
ONCBeOne Medicines Ltd.	$1.75M	0.07%	0.00%	-44.6%	Q4 2019
HWMHowmet Aerospace Inc.	$1.48M	0.06%	0.00%	Not reported	Q2 2022
ACVAACV Auctions Inc.	$1.45M	0.05%	0.10%	Not reported	Q4 2021
STXSeagate Technology Holdings plc	$1.24M	0.05%	0.00%	Not reported	Q2 2018
APOApollo Global Management, Inc.	$1.07M	0.04%	0.00%	Not reported	Q2 2023
NUNu Holdings Ltd.	$988K	0.04%	Not reported	-13.0%	Q2 2023
BXMTBlackstone Mortgage Trust, Inc.	$851K	0.03%	0.03%	+2.5%	Q4 2017
BXBlackstone Inc.	$646K	0.02%	0.00%	+0.2%	Q2 2023
CMICummins Inc	$615K	0.02%	0.00%	-9.4%	Q1 2025
NFLXNetflix Inc	$606K	0.02%	0.00%	-11.0%	Q4 2017

Q3 2025Reported Oct 31, 202586 positions
EMXCEmax Holdings Corp	$73M	2.90%	Not reported	-25.4%	Q3 2022
SNPSSynopsys Inc	$37.9M	1.51%	0.03%	+0.3%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$37.9M	1.51%	Not reported	+0.3%	Q3 2018
IAUIshares Gold Trust	$25.5M	1.01%	0.05%	Not reported	Q2 2018
SPYXSmartpay Express, Inc.	$15.7M	0.62%	Not reported	+48.6%	Q1 2022
MSFTMicrosoft Corp	$8.83M	0.35%	0.00%	+1.0%	Q4 2017
METAMeta Platforms, Inc.	$7.24M	0.29%	Not reported	Not reported	Q2 2019
QQQInvesco QQQ Trust, Series 1	$6.66M	0.26%	Not reported	+1.5%	Q2 2019
GOOGLAlphabet Inc.	$6.14M	0.24%	0.00%	Not reported	Q4 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$6.13M	0.24%	0.00%	Not reported	Q1 2021
AVGOBroadcom Inc.	$5.36M	0.21%	0.00%	+50.0%	Q2 2023
ABLZFAbb Ltd	$5.34M	0.21%	0.00%	Not reported	Q2 2023
NVSEFNovartis AG	$5.34M	0.21%	Not reported	Not reported	Q2 2023
ICEIntercontinental Exchange, Inc.	$5.12M	0.20%	0.01%	Not reported	Q4 2023
SCHWSchwab Charles Corp	$5.07M	0.20%	0.00%	Not reported	Q4 2017
VVisa Inc.	$4.9M	0.19%	0.00%	0.0%	Q4 2017
VMCVulcan Materials CO	$4.84M	0.19%	0.01%	Not reported	Q1 2022
BNBROOKFIELD Corp	$4.83M	0.19%	Not reported	Not reported	Q4 2022
TYLTyler Technologies Inc	$4.81M	0.19%	0.02%	Not reported	Q2 2025
CTVACorteva, Inc.	$4.81M	0.19%	0.01%	Not reported	Q2 2022
TDGTransDigm Group INC	$4.81M	0.19%	0.01%	Not reported	Q4 2017
URIUnited Rentals, Inc.	$4.79M	0.19%	0.01%	New	Q3 2025
HLTHilton Worldwide Holdings Inc.	$4.68M	0.19%	0.01%	Not reported	Q4 2020
NWSANews Corp	$4.63M	0.18%	0.03%	Not reported	Q4 2021
LINLinde PLC	$4.56M	0.18%	0.00%	+3.3%	Q4 2018
GLDSPDR Gold Trust	$4.38M	0.17%	0.00%	Not reported	Q1 2018
DEDeere & Co	$4.27M	0.17%	0.00%	Not reported	Q3 2023
QSRRestaurant Brands International Inc.	$4.1M	0.16%	0.02%	Not reported	Q4 2024
FERGFerguson Enterprises Inc.	$4.01M	0.16%	0.01%	Not reported	Q2 2025
TMOThermo Fisher Scientific Inc.	$3.91M	0.16%	0.00%	Not reported	Q4 2020
ONCBeOne Medicines Ltd.	$3.53M	0.14%	0.00%	Not reported	Q4 2019
SPGIS&P Global Inc.	$3.48M	0.14%	0.00%	Not reported	Q1 2021
VPLInvesco Pennsylvania Value Municipal Income Trust	$3.48M	0.14%	Not reported	+0.6%	Q3 2018
BMYBristol Myers Squibb Co	$3.26M	0.13%	0.00%	Not reported	Q2 2020
NOWServiceNow, Inc.	$3.25M	0.13%	0.00%	Not reported	Q1 2020
AAPLApple Inc.	$3.16M	0.13%	0.00%	-1.6%	Q3 2020
CRMSalesforce, Inc.	$3.1M	0.12%	0.00%	Not reported	Q4 2019
ARGXArgenx SE	$2.58M	0.10%	0.01%	Not reported	Q3 2022
INCYIncyte Corp	$2.51M	0.10%	0.02%	Not reported	Q4 2017
UTHRUNITED THERAPEUTICS Corp	$2.45M	0.10%	0.01%	Not reported	Q3 2022
JBTMJBT MAREL Corp	$2.42M	0.10%	0.03%	Not reported	Q4 2024
SNAPSnap Inc	$1.68M	0.07%	0.01%	+53.3%	Q2 2023
HWMHowmet Aerospace Inc.	$1.41M	0.06%	0.00%	Not reported	Q2 2022
NUNu Holdings Ltd.	$1.09M	0.04%	Not reported	Not reported	Q2 2023
STXSeagate Technology Holdings plc	$1.06M	0.04%	0.00%	Not reported	Q2 2018
APOApollo Global Management, Inc.	$985K	0.04%	0.00%	Not reported	Q2 2023
NFLXNetflix Inc	$870K	0.03%	0.00%	Not reported	Q4 2017
BXMTBlackstone Mortgage Trust, Inc.	$799K	0.03%	0.03%	+2.4%	Q4 2017
LLYELI LILLY & Co	$774K	0.03%	0.00%	+0.2%	Q2 2023
IRENIREN Ltd	$751K	0.03%	Not reported	New	Q3 2025

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