Filed: 7/16/2024ACC: 0001876496-24-000003
📋 What this filing means
BORDER TO COAST PENSIONS PARTNERSHIP LTD filed this quarterly 13F‑HR report disclosing 80 equity positions with a total reported market value of $4.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
80
Positions
$4.24M
Total AUM (reported)
34.66M
Total Shares
Allocation by class
COMMON STOCK$3.93M92.8%
REIT$281.5K6.6%
ADR$23.2K0.5%
Portfolio Concentration
Top 3$884.3K20.9%
4–10$855.9K20.2%
11–25$901.9K21.3%
Rest$1.59M37.6%
Top 3 weight
20.9%
Top 10 weight
41.1%
Voting Authority Distribution
Total shares with voting rights: 34.66M
Sole
Full voting authority
34.66M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole80
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings80
Rows:
Microsoft Corp
SOLEShares727.59K
TypeSH
Market value$325.3K
7.68%
Sole
727.59K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares2.33M
TypeSH
Market value$288.1K
6.80%
Sole
2.33M
Shared
0.00
None
0.00
Apple Inc
SOLEShares1.29M
TypeSH
Market value$270.9K
6.40%
Sole
1.29M
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares1.19M
TypeSH
Market value$216.3K
5.11%
Sole
1.19M
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares973.42K
TypeSH
Market value$188.2K
4.44%
Sole
973.42K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares67.25K
TypeSH
Market value$108.0K
2.55%
Sole
67.25K
Shared
0.00
None
0.00
Berkshire Hathaway Inc
SOLEShares221.48K
TypeSH
Market value$90.1K
2.13%
Sole
221.48K
Shared
0.00
None
0.00
Eli Lilly & Co
SOLEShares95.30K
TypeSH
Market value$86.3K
2.04%
Sole
95.30K
Shared
0.00
None
0.00
NextEra Energy Inc
SOLEShares1.19M
TypeSH
Market value$84.3K
1.99%
Sole
1.19M
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares408.93K
TypeSH
Market value$82.7K
1.95%
Sole
408.93K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares144.93K
TypeSH
Market value$73.1K
1.73%
Sole
144.93K
Shared
0.00
None
0.00
American Tower Corp
SOLEShares366.60K
TypeSH
Market value$71.3K
1.68%
Sole
366.60K
Shared
0.00
None
0.00
UnitedHealth Group Inc
SOLEShares135.24K
TypeSH
Market value$68.9K
1.63%
Sole
135.24K
Shared
0.00
None
0.00
Visa Inc
SOLEShares250.82K
TypeSH
Market value$65.9K
1.55%
Sole
250.82K
Shared
0.00
None
0.00
Equinix Inc
SOLEShares86.33K
TypeSH
Market value$65.3K
1.54%
Sole
86.33K
Shared
0.00
None
0.00
Procter & Gamble Co/The
SOLEShares387.70K
TypeSH
Market value$64.0K
1.51%
Sole
387.70K
Shared
0.00
None
0.00
Oracle Corp
SOLEShares415.04K
TypeSH
Market value$58.6K
1.38%
Sole
415.04K
Shared
0.00
None
0.00
Home Depot Inc/The
SOLEShares169.43K
TypeSH
Market value$58.3K
1.38%
Sole
169.43K
Shared
0.00
None
0.00
Welltower Inc
SOLEShares550K
TypeSH
Market value$57.4K
1.35%
Sole
550K
Shared
0.00
None
0.00
Merck & Co Inc
SOLEShares458.88K
TypeSH
Market value$56.8K
1.34%
Sole
458.88K
Shared
0.00
None
0.00
Walmart Inc
SOLEShares825.45K
TypeSH
Market value$55.9K
1.32%
Sole
825.45K
Shared
0.00
None
0.00
UBS Group AG
SOLEShares1.82M
TypeSH
Market value$53.5K
1.26%
Sole
1.82M
Shared
0.00
None
0.00
Chevron Corp
SOLEShares333.22K
TypeSH
Market value$52.1K
1.23%
Sole
333.22K
Shared
0.00
None
0.00
Iron Mountain Inc
SOLEShares565K
TypeSH
Market value$50.7K
1.20%
Sole
565K
Shared
0.00
None
0.00
Adobe Inc
SOLEShares90.14K
TypeSH
Market value$50.1K
1.18%
Sole
90.14K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | Common Stock | 727.59K | SH | $325.3K 7.68% | 727.59K | 0.00 | 0.00 |
NVIDIA CorpSOLE | Common Stock | 2.33M | SH | $288.1K 6.80% | 2.33M | 0.00 | 0.00 |
Apple IncSOLE | Common Stock | 1.29M | SH | $270.9K 6.40% | 1.29M | 0.00 | 0.00 |
Alphabet IncSOLE | Common Stock | 1.19M | SH | $216.3K 5.11% | 1.19M | 0.00 | 0.00 |
Amazon.com IncSOLE | Common Stock | 973.42K | SH | $188.2K 4.44% | 973.42K | 0.00 | 0.00 |
Broadcom IncSOLE | Common Stock | 67.25K | SH | $108.0K 2.55% | 67.25K | 0.00 | 0.00 |
Berkshire Hathaway IncSOLE | Common Stock | 221.48K | SH | $90.1K 2.13% | 221.48K | 0.00 | 0.00 |
Eli Lilly & CoSOLE | Common Stock | 95.30K | SH | $86.3K 2.04% | 95.30K | 0.00 | 0.00 |
NextEra Energy IncSOLE | Common Stock | 1.19M | SH | $84.3K 1.99% | 1.19M | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | Common Stock | 408.93K | SH | $82.7K 1.95% | 408.93K | 0.00 | 0.00 |
Meta Platforms IncSOLE | Common Stock | 144.93K | SH | $73.1K 1.73% | 144.93K | 0.00 | 0.00 |
American Tower CorpSOLE | REIT | 366.60K | SH | $71.3K 1.68% | 366.60K | 0.00 | 0.00 |
UnitedHealth Group IncSOLE | Common Stock | 135.24K | SH | $68.9K 1.63% | 135.24K | 0.00 | 0.00 |
Visa IncSOLE | Common Stock | 250.82K | SH | $65.9K 1.55% | 250.82K | 0.00 | 0.00 |
Equinix IncSOLE | REIT | 86.33K | SH | $65.3K 1.54% | 86.33K | 0.00 | 0.00 |
Procter & Gamble Co/TheSOLE | Common Stock | 387.70K | SH | $64.0K 1.51% | 387.70K | 0.00 | 0.00 |
Oracle CorpSOLE | Common Stock | 415.04K | SH | $58.6K 1.38% | 415.04K | 0.00 | 0.00 |
Home Depot Inc/TheSOLE | Common Stock | 169.43K | SH | $58.3K 1.38% | 169.43K | 0.00 | 0.00 |
Welltower IncSOLE | REIT | 550K | SH | $57.4K 1.35% | 550K | 0.00 | 0.00 |
Merck & Co IncSOLE | Common Stock | 458.88K | SH | $56.8K 1.34% | 458.88K | 0.00 | 0.00 |
Walmart IncSOLE | Common Stock | 825.45K | SH | $55.9K 1.32% | 825.45K | 0.00 | 0.00 |
UBS Group AGSOLE | Common Stock | 1.82M | SH | $53.5K 1.26% | 1.82M | 0.00 | 0.00 |
Chevron CorpSOLE | Common Stock | 333.22K | SH | $52.1K 1.23% | 333.22K | 0.00 | 0.00 |
Iron Mountain IncSOLE | REIT | 565K | SH | $50.7K 1.20% | 565K | 0.00 | 0.00 |
Adobe IncSOLE | Common Stock | 90.14K | SH | $50.1K 1.18% | 90.14K | 0.00 | 0.00 |
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