AlTi Global, Inc. Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$3.6B

Holdings

382

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (382 positions)

#StockSharesValue% PortfolioType
201
ALSALLSTATE CORP
5,661$984.6B27377.25%
202
WTWWILLIS TOWERS WATSON PLC LTD
3,546$978.3B27200.96%
203
CTRACOTERRA ENERGY INC
34,978$975.2B27115.19%
204
GEGENERAL ELECTRIC CO
5,456$957.7B26629.85%
205
PWRQUANTA SVCS INC
3,642$946.0B26302.58%
206
CPCANADIAN PACIFIC KANSAS CITY
10,710$945.8B26298.16%
207
VLOVALERO ENERGY CORP
5,414$924.4B25703.24%
208
URTHISHARES INC
6,342$919.0B25553.45%
209
DRIDARDEN RESTAURANTS INC
5,351$894.4B24869.45%
210
COPCONOCOPHILLIPS
6,970$887.2B24667.67%
211
IBMINTERNATIONAL BUSINESS MACHS
4,505$860.3B23920.07%
212
MDXGMIMEDX GROUP INC
111,554$859.0B23883.67%
213
DEDEERE & CO
2,040$840.9B23381.23%
214
AZOAUTOZONE INC
263$828.9B23047.24%
215
AXPAMERICAN EXPRESS CO
3,419$778.6B21648.42%
216
IGMISHARES TR
8,993$775.0B21550.07%
217
TFCTRUIST FINL CORP
19,843$773.5B21507.36%
218
DYHTARGET CORP
4,204$745.1B20716.61%
219
SPYMSPDR SER TR
11,877$730.8B20320.22%
220
HEDJWISDOMTREE TR
14,932$721.2B20052.96%
221
8CWCROWN CASTLE INC
6,773$716.8B19930.36%
222
AMTAMERICAN TOWER CORP NEW
3,556$702.6B19536.37%
223
IXUSISHARES TR
10,276$697.3B19389.55%
224
AMDADVANCED MICRO DEVICES INC
3,800$685.9B19070.49%
225
IEIISHARES TR
5,809$672.7B18705.63%
226
PANWPALO ALTO NETWORKS INC
2,363$671.4B18668.34%
227
BMYBRISTOL-MYERS SQUIBB CO
11,977$649.5B18059.83%
228
EPPISHARES INC
14,976$641.1B17826.52%
229
IYWISHARES TR
4,680$632.1B17575.10%
230
PLTRPALANTIR TECHNOLOGIES INC
27,376$629.9B17515.07%
231
EWEDWARDS LIFESCIENCES CORP
6,297$601.7B16731.49%
232
EWCISHARES INC
15,378$588.7B16368.05%
233
GDGENERAL DYNAMICS CORP
2,078$587.0B16322.01%
234
LNGCHENIERE ENERGY INC
3,563$574.6B15977.97%
235
TAT&T INC
32,484$571.7B15896.51%
236
NVONOVO-NORDISK A S
4,329$559.9B15567.18%
237
ASANASANA INC
35,866$555.6B15447.54%
238
OGM1COGENT COMMUNICATIONS HLDGS
8,298$550.1B15296.05%
239
TTWOTAKE-TWO INTERACTIVE SOFTWAR
3,670$545.0B15152.63%
240
VCSHVANGUARD SCOTTSDALE FDS
6,970$538.9B14982.83%
241
MRSHMARSH & MCLENNAN COS INC
2,595$534.5B14862.35%
242
EMBISHARES TR
5,822$522.1B14515.92%
243
REGNREGENERON PHARMACEUTICALS
538$517.8B14398.06%
244
SHYISHARES TR
6,291$514.5B14305.13%
245
EFVISHARES TR
9,442$513.6B14281.97%
246
GLGLOBE LIFE INC
4,353$506.6B14084.86%
247
SYKSTRYKER CORPORATION
1,398$501.3B13939.39%
248
DDDUPONT DE NEMOURS INC
6,425$492.6B13696.95%
249
NOWSERVICENOW INC
633$482.6B13418.73%
250
RSTEM INC
217,940$477.3B13271.09%
251
INTUINTUIT
730$474.7B13198.85%
252
TRVCCITIGROUP INC
7,489$473.6B13168.82%
253
AFLAFLAC INC
5,488$471.2B13101.78%
254
HYGISHARES TR
6,060$471.0B13097.45%
255
DBCINVESCO DB COMMDY INDX TRCK
20,360$467.7B13003.38%
256
IUSGISHARES TR
3,971$465.4B12941.65%
257
UPSUNITED PARCEL SERVICE INC
3,124$464.3B12909.09%
258
PHPARKER-HANNIFIN CORP
835$464.1B12903.95%
259
VIGVANGUARD SPECIALIZED FUNDS
2,529$461.9B12843.17%
260
SHELSHELL PLC
6,883$461.4B12829.46%
261
PSXPHILLIPS 66
2,786$455.0B12651.42%
262
ETNEATON CORP PLC
1,442$450.9B12536.92%
263
CARRCARRIER GLOBAL CORPORATION
7,746$450.3B12520.43%
264
NORWGLOBAL X FDS
18,232$447.3B12436.99%
265
BABOEING CO
2,317$447.1B12432.87%
266
XCORFUNDX INVT TR
7,272$447.0B12429.23%
267
MAINMAIN STR CAP CORP
9,350$442.3B12299.58%
268
DSIISHARES TR
4,370$440.5B12249.28%
269
BNDVANGUARD BD INDEX FDS
6,049$439.3B12215.88%
270
COFCAPITAL ONE FINL CORP
2,933$436.7B12142.34%
271
IPACISHARES TR
6,890$436.2B12128.77%
272
FDXFEDEX CORP
1,499$436.2B12128.19%
273
FNDASCHWAB STRATEGIC TR
7,472$426.1B11848.55%
274
MUMICRON TECHNOLOGY INC
3,594$424.1B11792.52%
275
SPGIS&P GLOBAL INC
978$416.1B11569.78%
276
BKNGBOOKING HOLDINGS INC
113$410.0B11398.94%
277
IWSISHARES TR
3,261$408.7B11363.99%
278
BNDXVANGUARD CHARLOTTE FDS
8,235$405.1B11263.06%
279
YUMYUM BRANDS INC
2,903$402.5B11190.74%
280
TXNTEXAS INSTRS INC
2,289$398.8B11087.77%
281
MDGLMADRIGAL PHARMACEUTICALS INC
1,492$398.4B11078.24%
282
TQQQPROSHARES TR
6,428$395.7B11002.94%
283
AFRMAFFIRM HLDGS INC
10,498$391.2B10876.12%
284
XBISPDR SER TR
4,062$385.4B10717.44%
285
PPGPPG INDS INC
2,651$384.1B10680.18%
286
VRTVERTIV HOLDINGS CO
4,700$383.8B10672.98%
287
VRTXVERTEX PHARMACEUTICALS INC
908$379.6B10553.53%
288
ENZLISHARES TR
8,311$378.1B10512.21%
289
CLCOLGATE PALMOLIVE CO
4,162$374.7B10419.95%
290
EHCENCOMPASS HEALTH CORP
4,463$369.2B10266.33%
291
JEPIJ P MORGAN EXCHANGE TRADED F
6,361$368.0B10233.60%
292
DFUVDIMENSIONAL ETF TRUST
8,900$364.0B10121.35%
293
PRUPRUDENTIAL FINL INC
3,096$363.5B10106.34%
294
NEENEXTERA ENERGY INC
5,537$353.9B9840.18%
295
EMREMERSON ELEC CO
3,078$349.1B9707.72%
296
GTLBGITLAB INC
5,970$348.2B9680.92%
297
TRVTRAVELERS COMPANIES INC
1,505$346.4B9632.65%
298
VXUSVANGUARD STAR FDS
5,683$342.7B9528.41%
299
OTISOTIS WORLDWIDE CORP
3,444$341.9B9506.19%
300
NSCNORFOLK SOUTHN CORP
1,337$340.8B9474.91%
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