AlTi Global, Inc.

13F filer · CIK 0001838615

Reported Aug 5, 2026

13F portfolio value$4.84BU.S. long equity reported on 13F

Positions347Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight25.4%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 5, 2026347 positions
SPYSPDR S&P 500 ETF Trust	$435M	8.98%	Not reported	-0.6%	Q4 2023
SPMDSupermedia Inc.	$189M	3.91%	Not reported	-0.7%	Q4 2023
IAUIshares Gold Trust	$125M	2.58%	0.20%	+5.4%	Q4 2023
XOMExxonMobil Holdings Corp	$96.5M	1.99%	0.02%	-11.8%	Q4 2023
GOOGLAlphabet Inc.	$91.6M	1.89%	0.00%	0.0%	Q4 2023
AAPLApple Inc.	$89.4M	1.85%	0.00%	+6.9%	Q4 2023
GLDSPDR Gold Trust	$68.4M	1.41%	0.05%	-48.5%	Q4 2023
IAUMiShares Gold Trust Micro	$56.8M	1.17%	0.90%	+6.0%	Q2 2025
AEMAgnico Eagle Mines Ltd	$43.1M	0.89%	0.06%	+2987.4%	Q4 2024
MSFTMicrosoft Corp	$33.6M	0.69%	0.00%	+0.3%	Q4 2023
GSGoldman Sachs Group Inc	$27.7M	0.57%	0.01%	-0.4%	Q4 2023
GOOGAlphabet Inc.	$26.6M	0.55%	Not reported	-4.5%	Q4 2023
CVXChevron Corp	$26.5M	0.55%	0.01%	-14.0%	Q4 2023
PLDPrologis, Inc.	$24.7M	0.51%	0.02%	0.0%	Q4 2023
MDTMedtronic plc	$24.1M	0.50%	0.02%	+0.1%	Q2 2024
AMZNAmazon Com Inc	$23.6M	0.49%	0.00%	+2.2%	Q4 2023
NVDANvidia Corp	$23.4M	0.48%	0.00%	+16.2%	Q4 2023
TSLATesla, Inc.	$21.5M	0.44%	0.00%	+43.2%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$19.4M	0.40%	Not reported	+4.5%	Q4 2023
DISWalt Disney Co	$18.7M	0.39%	0.01%	-1.5%	Q4 2023
TRGPTarga Resources Corp.	$17.1M	0.35%	0.03%	New	Q2 2026
WMTWalmart Inc.	$15.3M	0.32%	0.00%	+2.3%	Q4 2023
JPMJPMorgan Chase & Co	$14.7M	0.30%	0.00%	+4.4%	Q4 2023
JNJJohnson & Johnson	$14.1M	0.29%	0.00%	+1.8%	Q4 2023
PSLVSprott Physical Silver Trust	$13.4M	0.28%	0.11%	New	Q2 2026
WULFTerawulf Inc.	$12.6M	0.26%	0.10%	+96.1%	Q3 2025
UNHUnitedhealth Group Inc	$11.5M	0.24%	0.00%	-4.3%	Q4 2023
BRK.BBerkshire Hathaway Inc	$10.7M	0.22%	Not reported	-18.5%	Q4 2023
VZVerizon Communications Inc	$10.4M	0.22%	0.01%	-6.5%	Q4 2023
MUMicron Technology Inc	$10M	0.21%	0.00%	-19.9%	Q2 2024
IBITiShares Bitcoin Trust ETF	$9.91M	0.20%	0.02%	-27.0%	Q3 2024
PEPPepsico Inc	$9.71M	0.20%	0.01%	-0.9%	Q4 2023
CATCaterpillar Inc	$9.52M	0.20%	0.00%	+1.7%	Q4 2023
METAMeta Platforms, Inc.	$9.52M	0.20%	Not reported	+5.3%	Q4 2023
ORCLOracle Corp	$9.31M	0.19%	0.00%	-6.0%	Q4 2023
CMECme Group Inc.	$8.86M	0.18%	0.01%	0.0%	Q4 2023
AVGOBroadcom Inc.	$8.77M	0.18%	0.00%	-6.4%	Q4 2023
VVisa Inc.	$8.64M	0.18%	0.00%	+3.0%	Q4 2023
PMPhilip Morris International Inc.	$8.18M	0.17%	0.00%	+2.5%	Q4 2023
AMGNAmgen Inc	$8.03M	0.17%	0.00%	+4.8%	Q4 2023
ADPAutomatic Data Processing Inc	$8.01M	0.17%	0.01%	+312.9%	Q4 2023
MOAltria Group, Inc.	$7.73M	0.16%	0.01%	+3.4%	Q4 2023
AMATApplied Materials Inc	$7.52M	0.16%	0.00%	-23.5%	Q4 2023
INTCIntel Corp	$7.45M	0.15%	0.00%	+8.0%	Q4 2023
DYDycom Industries Inc	$7.43M	0.15%	0.05%	+15.1%	Q3 2024
PSXPhillips 66	$7.19M	0.15%	0.01%	-0.3%	Q4 2023
KOCoca Cola Co	$7.13M	0.15%	0.00%	+6.2%	Q4 2023
OKEOneok Inc	$7.1M	0.15%	0.01%	+2.1%	Q4 2023
SNOWSnowflake Inc.	$6.93M	0.14%	0.01%	+3.0%	Q4 2023
BRK.ABerkshire Hathaway Inc	$6.74M	0.14%	Not reported	-18.2%	Q4 2023

Q1 2026Reported May 7, 2026305 positions
SPYSPDR S&P 500 ETF Trust	$383M	8.32%	Not reported	+9.0%	Q4 2023
SPMDSupermedia Inc.	$167M	3.64%	Not reported	-5.4%	Q4 2023
GLDSPDR Gold Trust	$155M	3.38%	0.10%	0.0%	Q4 2023
IAUIshares Gold Trust	$138M	3.00%	0.18%	-1.3%	Q4 2023
XOMExxonMobil Holdings Corp	$136M	2.95%	0.02%	-17.1%	Q4 2023
GOOGLAlphabet Inc.	$73.9M	1.61%	0.00%	+2.4%	Q4 2023
AAPLApple Inc.	$73.4M	1.60%	0.00%	-0.3%	Q4 2023
IAUMiShares Gold Trust Micro	$63.5M	1.38%	0.88%	-1.5%	Q2 2025
CVXChevron Corp	$38.1M	0.83%	0.01%	+8.5%	Q4 2023
MSFTMicrosoft Corp	$33.3M	0.72%	0.00%	+10.8%	Q4 2023
UBERUber Technologies, Inc	$28.2M	0.61%	0.02%	+1.4%	Q4 2023
MDTMedtronic plc	$26.6M	0.58%	0.02%	0.0%	Q2 2024
PLDPrologis, Inc.	$24.1M	0.52%	0.02%	-8.7%	Q4 2023
GSGoldman Sachs Group Inc	$23.3M	0.51%	0.01%	+0.3%	Q4 2023
GOOGAlphabet Inc.	$22.6M	0.49%	Not reported	-6.4%	Q4 2023
AMZNAmazon Com Inc	$20.2M	0.44%	0.00%	+7.8%	Q4 2023
DISWalt Disney Co	$18.9M	0.41%	0.01%	+2.6%	Q4 2023
CCJCameco Corp	$18.3M	0.40%	0.04%	+17.8%	Q4 2023
NVDANvidia Corp	$17.6M	0.38%	0.00%	-2.9%	Q4 2023
WMTWalmart Inc.	$16.5M	0.36%	0.00%	-1.2%	Q4 2023
IBITiShares Bitcoin Trust ETF	$16M	0.35%	0.03%	+3.0%	Q3 2024
QQQInvesco QQQ Trust, Series 1	$14.6M	0.32%	Not reported	+7.9%	Q4 2023
GPGIGPGI, Inc.	$13.8M	0.30%	0.28%	Not reported	Q4 2024
JNJJohnson & Johnson	$13.4M	0.29%	0.00%	+2.1%	Q4 2023
TSLATesla, Inc.	$13.3M	0.29%	0.00%	-0.6%	Q4 2023
VZVerizon Communications Inc	$13.2M	0.29%	0.01%	-2.4%	Q4 2023
JPMJPMorgan Chase & Co	$12.6M	0.27%	0.00%	+15.6%	Q4 2023
BRK.BBerkshire Hathaway Inc	$12.6M	0.27%	Not reported	-15.7%	Q4 2023
CMECme Group Inc.	$11.9M	0.26%	0.01%	0.0%	Q4 2023
PEPPepsico Inc	$11.3M	0.25%	0.01%	+0.9%	Q4 2023
ORCLOracle Corp	$9.95M	0.22%	0.00%	-22.1%	Q4 2023
METAMeta Platforms, Inc.	$9.18M	0.20%	Not reported	-5.9%	Q4 2023
UNHUnitedhealth Group Inc	$8.22M	0.18%	0.00%	+105.9%	Q4 2023
BRK.ABerkshire Hathaway Inc	$7.94M	0.17%	Not reported	+22.2%	Q4 2023
AVGOBroadcom Inc.	$7.67M	0.17%	0.00%	+7.8%	Q4 2023
AMGNAmgen Inc	$7.44M	0.16%	0.00%	-31.7%	Q4 2023
VVisa Inc.	$7.39M	0.16%	0.00%	+5.7%	Q4 2023
PSXPhillips 66	$7.31M	0.16%	0.01%	Not reported	Q4 2023
PMPhilip Morris International Inc.	$7.21M	0.16%	0.00%	-0.1%	Q4 2023
MCDMcdonalds Corp	$7.13M	0.16%	0.00%	+0.6%	Q4 2023
HTBKHeritage Commerce Corp	$7.08M	0.15%	0.91%	-8.2%	Q4 2023
OKEOneok Inc	$7.08M	0.15%	0.01%	+1805.9%	Q4 2023
MOAltria Group, Inc.	$6.93M	0.15%	0.01%	-4.7%	Q4 2023
EIXEdison International	$6.44M	0.14%	0.02%	-13.9%	Q4 2025
KOCoca Cola Co	$6.28M	0.14%	0.00%	-0.4%	Q4 2023
CATCaterpillar Inc	$6.23M	0.14%	0.00%	+1.1%	Q4 2023
CMCSAComcast Corp	$6.09M	0.13%	0.01%	-9.5%	Q4 2023
SCHWSchwab Charles Corp	$5.44M	0.12%	0.00%	-2.0%	Q4 2023
PGPROCTER & GAMBLE Co	$5.41M	0.12%	0.00%	+1.6%	Q4 2023
HDHome Depot, Inc.	$5.36M	0.12%	0.00%	+2.1%	Q4 2023

Q4 2025Reported Feb 13, 2026319 positions
SPYSPDR S&P 500 ETF Trust	$366M	7.86%	Not reported	-0.5%	Q4 2023
SPMDSupermedia Inc.	$173M	3.71%	Not reported	-4.2%	Q4 2023
GLDSPDR Gold Trust	$143M	3.06%	0.10%	-1.9%	Q4 2023
IAUIshares Gold Trust	$129M	2.76%	0.19%	+4.1%	Q4 2023
XOMExxonMobil Holdings Corp	$116M	2.49%	0.02%	+0.8%	Q4 2023
AAPLApple Inc.	$78.8M	1.69%	0.00%	-3.8%	Q4 2023
GOOGLAlphabet Inc.	$78.3M	1.68%	0.00%	-2.5%	Q4 2023
IAUMiShares Gold Trust Micro	$58.5M	1.25%	1.02%	-2.9%	Q2 2025
MSFTMicrosoft Corp	$39.2M	0.84%	0.00%	-3.1%	Q4 2023
UBERUber Technologies, Inc	$31.6M	0.68%	0.02%	-3.9%	Q4 2023
MDTMedtronic plc	$29.5M	0.63%	0.02%	0.0%	Q2 2024
GOOGAlphabet Inc.	$26.4M	0.57%	Not reported	-5.8%	Q4 2023
CVXChevron Corp	$26.1M	0.56%	0.01%	-0.6%	Q4 2023
PLDPrologis, Inc.	$25.5M	0.55%	0.02%	-3.6%	Q4 2023
GSGoldman Sachs Group Inc	$24.1M	0.52%	0.01%	-7.9%	Q4 2023
DISWalt Disney Co	$21.8M	0.47%	0.01%	-0.6%	Q4 2023
IBITiShares Bitcoin Trust ETF	$21.4M	0.46%	0.03%	+15.8%	Q3 2024
AMZNAmazon Com Inc	$20.8M	0.45%	0.00%	-4.8%	Q4 2023
NVDANvidia Corp	$19.3M	0.41%	0.00%	-2.7%	Q4 2023
ORCLOracle Corp	$16.9M	0.36%	0.00%	-1.4%	Q4 2023
TSLATesla, Inc.	$16.2M	0.35%	0.00%	-31.2%	Q4 2023
BRK.BBerkshire Hathaway Inc	$15.7M	0.34%	Not reported	-28.2%	Q4 2023
GPGIGPGI, Inc.	$15.6M	0.33%	0.65%	Not reported	Q4 2024
WMTWalmart Inc.	$15M	0.32%	0.00%	+0.3%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$14.4M	0.31%	Not reported	+0.2%	Q4 2023
SLViShares Silver Trust	$13.8M	0.30%	0.04%	+405.1%	Q4 2023
CCJCameco Corp	$12.3M	0.26%	0.03%	0.0%	Q4 2023
JPMJPMorgan Chase & Co	$12M	0.26%	0.00%	-0.6%	Q4 2023
METAMeta Platforms, Inc.	$11.3M	0.24%	Not reported	+15.7%	Q4 2023
JNJJohnson & Johnson	$11.1M	0.24%	0.00%	-40.4%	Q4 2023
VZVerizon Communications Inc	$11M	0.24%	0.01%	-0.3%	Q4 2023
CMECme Group Inc.	$11M	0.23%	0.01%	0.0%	Q4 2023
PEPPepsico Inc	$10.3M	0.22%	0.01%	+4.6%	Q4 2023
AMGNAmgen Inc	$10.1M	0.22%	0.01%	+47.9%	Q4 2023
VVisa Inc.	$8.11M	0.17%	0.00%	-1.1%	Q4 2023
AVGOBroadcom Inc.	$7.96M	0.17%	0.00%	-10.6%	Q4 2023
ADBEAdobe Inc.	$7.61M	0.16%	0.01%	-0.8%	Q4 2023
HTBKHeritage Commerce Corp	$7.35M	0.16%	1.00%	-6.9%	Q4 2023
CMCSAComcast Corp	$7.1M	0.15%	0.01%	+613.8%	Q4 2023
PMPhilip Morris International Inc.	$7.08M	0.15%	0.00%	+428.6%	Q4 2023
MCDMcdonalds Corp	$6.97M	0.15%	0.00%	+0.8%	Q4 2023
BRK.ABerkshire Hathaway Inc	$6.79M	0.15%	Not reported	Not reported	Q4 2023
RHLDResolute Holdings Management, Inc.	$6.4M	0.14%	0.36%	0.0%	Q2 2025
MOAltria Group, Inc.	$6.25M	0.13%	0.01%	+14.5%	Q4 2023
BMYBristol Myers Squibb Co	$6.19M	0.13%	0.01%	+2394.4%	Q4 2023
EIXEdison International	$6.03M	0.13%	0.03%	New	Q4 2025
SCHWSchwab Charles Corp	$5.9M	0.13%	0.00%	-53.0%	Q4 2023
SNOWSnowflake Inc.	$5.82M	0.12%	0.01%	+8.0%	Q4 2023
KOCoca Cola Co	$5.76M	0.12%	0.00%	+0.8%	Q4 2023
MAMastercard Inc	$5.67M	0.12%	0.00%	-1.7%	Q4 2023

Q3 2025Reported Nov 6, 2025300 positions
SPYSPDR S&P 500 ETF Trust	$360M	8.44%	Not reported	+0.1%	Q4 2023
SPMDSupermedia Inc.	$178M	4.18%	Not reported	-15.8%	Q4 2023
GLDSPDR Gold Trust	$131M	3.06%	0.11%	-2.4%	Q4 2023
IAUIshares Gold Trust	$111M	2.60%	0.20%	-2.7%	Q4 2023
XOMExxonMobil Holdings Corp	$108M	2.53%	0.02%	-0.1%	Q4 2023
AAPLApple Inc.	$76.8M	1.80%	0.00%	+3.2%	Q4 2023
GOOGLAlphabet Inc.	$62.4M	1.46%	0.00%	+1.6%	Q4 2023
IAUMiShares Gold Trust Micro	$53.9M	1.26%	1.42%	Not reported	Q2 2025
MSFTMicrosoft Corp	$43.4M	1.02%	0.00%	-0.4%	Q4 2023
UBERUber Technologies, Inc	$39.4M	0.92%	0.02%	-21.6%	Q4 2023
MDTMedtronic plc	$29.2M	0.69%	0.02%	+0.4%	Q2 2024
CVXChevron Corp	$26.7M	0.63%	0.01%	+1.0%	Q4 2023
ORCLOracle Corp	$24.8M	0.58%	0.00%	+1.4%	Q4 2023
PLDPrologis, Inc.	$23.7M	0.56%	0.02%	+0.1%	Q4 2023
GSGoldman Sachs Group Inc	$23.7M	0.56%	0.01%	+87.3%	Q4 2023
TSLATesla, Inc.	$23.2M	0.54%	0.00%	+30.2%	Q4 2023
IBITiShares Bitcoin Trust ETF	$22.2M	0.52%	0.03%	-19.8%	Q3 2024
DISWalt Disney Co	$22M	0.51%	0.01%	+0.3%	Q4 2023
BRK.BBerkshire Hathaway Inc	$21.8M	0.51%	Not reported	-1.7%	Q4 2023
GOOGAlphabet Inc.	$21.7M	0.51%	Not reported	-0.3%	Q4 2023
AMZNAmazon Com Inc	$20.7M	0.49%	0.00%	+3.7%	Q4 2023
NVDANvidia Corp	$19.9M	0.47%	0.00%	+7.3%	Q4 2023
GPGIGPGI, Inc.	$16.8M	0.39%	0.79%	+117.0%	Q4 2024
JNJJohnson & Johnson	$16.7M	0.39%	0.00%	-4.7%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$14M	0.33%	Not reported	-9.4%	Q4 2023
WMTWalmart Inc.	$13.8M	0.32%	0.00%	+1.1%	Q4 2023
SCHWSchwab Charles Corp	$12M	0.28%	0.01%	-1.6%	Q4 2023
VZVerizon Communications Inc	$11.9M	0.28%	0.01%	+0.5%	Q4 2023
JPMJPMorgan Chase & Co	$11.8M	0.28%	0.00%	+2.9%	Q4 2023
CCJCameco Corp	$11.3M	0.27%	0.03%	-0.5%	Q4 2023
ABBVAbbVie Inc.	$10.9M	0.26%	0.00%	-2.3%	Q4 2023
CMECme Group Inc.	$10.8M	0.25%	0.01%	+3.8%	Q4 2023
METAMeta Platforms, Inc.	$10.8M	0.25%	Not reported	+25.0%	Q4 2023
PEPPepsico Inc	$9.63M	0.23%	0.01%	-2.1%	Q4 2023
AVGOBroadcom Inc.	$8.48M	0.20%	0.00%	+3.1%	Q4 2023
VVisa Inc.	$7.98M	0.19%	0.00%	+0.3%	Q4 2023
ADBEAdobe Inc.	$7.73M	0.18%	0.01%	+1.3%	Q4 2023
VLOValero Energy Corp	$7.64M	0.18%	0.01%	0.0%	Q4 2023
BKNGBooking Holdings Inc.	$7.51M	0.18%	0.00%	-2.3%	Q4 2023
AXPAmerican Express Co	$7.43M	0.17%	0.00%	-18.5%	Q4 2023
MCDMcdonalds Corp	$6.88M	0.16%	0.00%	-1.5%	Q4 2023
UNHUnitedhealth Group Inc	$6.82M	0.16%	0.00%	+85.1%	Q4 2023
BRK.ABerkshire Hathaway Inc	$6.79M	0.16%	Not reported	Not reported	Q4 2023
HTBKHeritage Commerce Corp	$6.52M	0.15%	1.07%	0.0%	Q4 2023
THOThor Industries Inc	$6.49M	0.15%	0.12%	-3.0%	Q2 2025
PSXPhillips 66	$6.48M	0.15%	0.01%	+6.8%	Q4 2023
MOAltria Group, Inc.	$6.3M	0.15%	0.01%	-4.7%	Q4 2023
HDHome Depot, Inc.	$6.16M	0.14%	0.00%	+3.0%	Q4 2023
CVSCVS HEALTH Corp	$6.15M	0.14%	0.01%	+5.5%	Q4 2023
PGRProgressive Corp	$6.06M	0.14%	0.00%	-1.9%	Q2 2024

Premium opens every quarter this fund has filed