Border to Coast Pensions Partnership Ltd

CIK: 0001876496SEC EDGAR →

Portfolio Value

$5.7B

Holdings

84

As of

Q4 2025

New Positions

84

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NVIDIA Corp

2,174,805$406.3M
7.08%
2

Microsoft Corp

824,773$399.6M
6.96%
3

Apple Inc

1,230,462$335.1M
5.84%
4

Vanguard Mid-Cap ETF

1,143,082$332.3M
5.79%
5

Alphabet Inc

980,688$307.5M
5.36%
6

Amazon.com Inc

965,647$223.3M
3.89%
7

Broadcom Inc

538,493$186.7M
3.25%
8

JPMorgan Chase & Co

430,237$138.9M
2.42%
9

Thermo Fisher Scientific Inc

200,442$116.4M
2.03%
10

Meta Platforms Inc

164,912$109.1M
1.90%

Quarterly Changes

Top Buys

NVDANEW
$406.3M
MSFTNEW
$399.6M
AAPLNEW
$335.1M
VONEW
$332.3M
$307.5M

Top Sells

No sells this quarter

New Positions (84)

$406.3M · 2.2M shares
$399.6M · 825K shares
$335.1M · 1.2M shares
$332.3M · 1.1M shares
$307.5M · 981K shares
$223.3M · 966K shares
$186.7M · 538K shares
$138.9M · 430K shares
$116.4M · 200K shares
$109.1M · 165K shares
$108.8M · 216K shares
$107.8M · 2.3M shares
$96.8M · 1.2M shares
$92.0M · 1.2M shares
$89.4M · 487K shares
$83.9M · 751K shares
$79.0M · 341K shares
$78.2M · 73K shares
$77.0M · 1.4M shares
$75.5M · 663K shares
$74.5M · 130K shares
$73.0M · 162K shares
$71.4M · 207K shares
$70.3M · 400K shares
$68.6M · 207K shares
$68.0M · 102K shares
$65.1M · 236K shares
$64.0M · 182K shares
$61.4M · 654K shares
$60.5M · 348K shares
$58.6M · 126K shares
$58.1M · 405K shares
$56.7M · 153K shares
$55.8M · 300K shares
$55.2M · 788K shares
$53.5M · 1.1M shares
$53.3M · 346K shares
$53.2M · 171K shares
$50.3M · 81K shares
$48.9M · 320K shares
$48.5M · 380K shares
$45.7M · 214K shares
$45.6M · 365K shares
$45.6M · 363K shares
$45.1M · 339K shares
$45.1M · 253K shares
$42.2M · 197K shares
$41.6M · 500K shares
$40.0M · 2.0M shares
$38.6M · 386K shares
$37.1M · 233K shares
$37.0M · 79K shares
$35.6M · 396K shares
$35.2M · 108K shares
$35.2M · 166K shares
$31.5M · 336K shares
$28.6M · 137K shares
$27.4M · 120K shares
$26.1M · 180K shares
$24.9M · 33K shares
$24.7M · 160K shares
$23.3M · 780K shares
$21.5M · 248K shares
$20.4M · 725K shares
$19.2M · 300K shares
$17.1M · 88K shares
$16.6M · 85K shares
$15.9M · 243K shares
$15.6M · 1.3M shares
$15.0M · 255K shares
$14.5M · 550K shares
$14.1M · 60K shares
$13.5M · 430K shares
$12.0M · 800K shares
$10.9M · 80K shares
$10.9M · 800K shares
$10.1M · 200K shares
$9.6M · 200K shares
$8.8M · 40K shares
$7.5M · 400K shares
$6.5M · 440K shares
$4.9M · 12K shares
$3.8M · 30K shares
$3.7M · 75K shares

Sector Breakdown

Sector# HoldingsValue%
Technology12$1.7B29.1%
Financial Services23$1.2B20.2%
Communication Services4$553.5M9.6%
Consumer Cyclical6$519.9M9.1%
Healthcare8$451.9M7.9%
Industrials9$374.2M6.5%
Consumer Defensive4$242.3M4.2%
Real Estate7$220.5M3.8%
Unknown3$190.9M3.3%
Energy4$150.5M2.6%
Basic Materials3$107.0M1.9%
Utilities1$96.8M1.7%