How many stocks does &PARTNERS own?

As of Q2 2025, &PARTNERS holds 1,990 positions in their 13F portfolio.

What is &PARTNERS's largest holding?

MSFT at 3.8% of portfolio, worth $500.2M.

What is &PARTNERS's total portfolio value?

$13B as of Q2 2025, tracked across 1,990 holdings.

Is &PARTNERS a hedge fund?

&PARTNERS is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does &PARTNERS report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has &PARTNERS's portfolio changed in Q2 2025?

View &PARTNERS's latest portfolio changes, new positions, and exits for Q2 2025 on HoldingsIntel.

What is &PARTNERS's investment strategy?

&PARTNERS is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

&PARTNERS Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

&PARTNERS

Institutional investor · Portfolio as of Q2 2025

Solid(2.5 / 5.0)

$13B

AUM

1,990

Positions

300

New

Q2 2025

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

&PARTNERS manages $13B across 1990 positions as of Q2 2025. Top holdings: MSFT (3.8%), AAPL (3.2%), IVV (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.

Q2 2025 Summary

Active quarter - 300 new positions, 63 exits, 1316 increased. Top move: MSFT (INCREASED, conviction 72). Portfolio: $13.0B across 1990 positions.

Portfolio Allocation

Top holdings by portfolio weight

MSFT3.84%

AAPL3.17%

IVV2.85%

IJH2.65%

AGG2.00%

DFAI1.92%

IEFA1.76%

NVDA1.71%

JPM1.53%

AVGO1.47%

Other1.19%

Similar Funds

Funds with similar investing DNA

Soroban Capital Partners LP

$13.7B

First Eagle Investment Management, LLC

$56.8B

+3 more

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

TRX4Q held

TRX GOLD CORPORATION

Avg $0.40 · $37,083 est. P&L

Est. P&L

+337.50%

TMC2Q held

TMC THE METALS COMPANY INC

Avg $1.72 · $70,140 est. P&L

Est. P&L

+295.93%

ATRO2Q held

ASTRONICS CORP

Avg $25.24 · $699,385 est. P&L

Est. P&L

+199.83%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings10 of 1992

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
MSFT MICROSOFT CORP	1M	$500.2M	3.8%	—	$434.97	+13.62%	26 qtrssince 2019-Q1	Increased 72
AAPL APPLE INC	2M	$412.9M	3.2%	—	$217.85	-7.98%	26 qtrssince 2019-Q1	Increased 69
IVVETF ISHARES TR	597,818	$371.8M	2.9%	—	$556.55	+10.22%	24 qtrssince 2019-Q3	Increased 60
IJHETF ISHARES TR	5.6M	$344.9M	2.6%	—	$60.02	+2.50%	26 qtrssince 2019-Q1	Increased 68
AGGETF ISHARES TR	2.6M	$261.1M	2.0%	—	$94.70	+1.64%	17 qtrssince 2021-Q2	Increased 68
DFAIETF DIMENSIONAL ETF TRUST	7.2M	$249.9M	1.9%	—	$30.86	+10.57%	6 qtrssince 2024-Q1	Increased 60
IEFAETF ISHARES TR	2.7M	$229.2M	1.8%	—	$72.80	+12.27%	7 qtrssince 2023-Q4	Increased 56
NVDA NVIDIA CORP	1.4M	$223.5M	1.7%	—	$132.41	+19.12%	9 qtrssince 2023-Q2	Increased 61
JPM JPMORGAN CHASE & CO	687,963	$199.5M	1.5%	—	$225.44	+25.56%	26 qtrssince 2019-Q1	Increased 58
AVGO BROADCOM INC	697,035	$192.1M	1.5%	—	$208.15	+28.93%	7 qtrssince 2023-Q4	Increased 59
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