Filed: 8/11/2025ACC: 0001424379-25-000017
📋 What this filing means
RIT CAPITAL PARTNERS PLC filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $797.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$797.72M
Total AUM (reported)
42.35M
Total Shares
Allocation by class
COM$549.54M68.9%
CL A$140.95M17.7%
SHS$95.08M11.9%
SPONSORED ADS$10.21M1.3%
BOND$1.94M0.2%
Portfolio Concentration
Top 3$279.06M35.0%
4–10$358.23M44.9%
11–25$160.44M20.1%
Top 3 weight
35.0%
Top 10 weight
79.9%
Voting Authority Distribution
Total shares with voting rights: 42.35M
Sole
Full voting authority
42.35M
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)
Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:
MICROSOFT CORP
SOLEShares212K
TypeSH
Market value$105.39M
13.21%
Sole
212K
Shared
0.00
None
0.00
WEBULL CORP
SOLEShares10.01M
TypeSH
Market value$95.51M
11.97%
Sole
10.01M
Shared
0.00
None
0.00
COUPANG INC
SOLEShares2.61M
TypeSH
Market value$78.16M
9.80%
Sole
2.61M
Shared
0.00
None
0.00
GOLAR LNG LTD
SOLEShares1.83M
TypeSH
Market value$75.24M
9.43%
Sole
1.83M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares335.35K
TypeSH
Market value$73.56M
9.22%
Sole
335.35K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE INC
SOLEShares325.30K
TypeSH
Market value$59.66M
7.48%
Sole
325.30K
Shared
0.00
None
0.00
RENAISSANCERE HLDGS LTD
SOLEShares198K
TypeSH
Market value$48.13M
6.03%
Sole
198K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares127.25K
TypeSH
Market value$34.69M
4.35%
Sole
127.25K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares508K
TypeSH
Market value$34.55M
4.33%
Sole
508K
Shared
0.00
None
0.00
GODADDY INC
SOLEShares180K
TypeSH
Market value$32.39M
4.06%
Sole
180K
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares149.75K
TypeSH
Market value$30.40M
3.81%
Sole
149.75K
Shared
0.00
None
0.00
V F CORP
SOLEShares2.44M
TypeSH
Market value$28.65M
3.59%
Sole
2.44M
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares83K
TypeSH
Market value$26.77M
3.36%
Sole
83K
Shared
0.00
None
0.00
CAE INC
SOLEShares764.40K
TypeSH
Market value$22.30M
2.80%
Sole
764.40K
Shared
0.00
None
0.00
INTERNATIONAL PAPER CO
SOLEShares434K
TypeSH
Market value$20.32M
2.55%
Sole
434K
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
SOLEShares460K
TypeSH
Market value$19.84M
2.49%
Sole
460K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares90K
TypeSH
Market value$10.21M
1.28%
Sole
90K
Shared
0.00
None
0.00
BEYOND MEAT INC
SOLEShares21.60M
TypePRN
Market value$1.94M
0.24%
Sole
21.60M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 212K | SH | $105.39M 13.21% | 212K | 0.00 | 0.00 |
WEBULL CORPSOLE | COM | 10.01M | SH | $95.51M 11.97% | 10.01M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 2.61M | SH | $78.16M 9.80% | 2.61M | 0.00 | 0.00 |
GOLAR LNG LTDSOLE | SHS | 1.83M | SH | $75.24M 9.43% | 1.83M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 335.35K | SH | $73.56M 9.22% | 335.35K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INCSOLE | COM | 325.30K | SH | $59.66M 7.48% | 325.30K | 0.00 | 0.00 |
RENAISSANCERE HLDGS LTDSOLE | COM | 198K | SH | $48.13M 6.03% | 198K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 127.25K | SH | $34.69M 4.35% | 127.25K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 508K | SH | $34.55M 4.33% | 508K | 0.00 | 0.00 |
GODADDY INCSOLE | CL A | 180K | SH | $32.39M 4.06% | 180K | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 149.75K | SH | $30.40M 3.81% | 149.75K | 0.00 | 0.00 |
V F CORPSOLE | COM | 2.44M | SH | $28.65M 3.59% | 2.44M | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 83K | SH | $26.77M 3.36% | 83K | 0.00 | 0.00 |
CAE INCSOLE | COM | 764.40K | SH | $22.30M 2.80% | 764.40K | 0.00 | 0.00 |
INTERNATIONAL PAPER COSOLE | COM | 434K | SH | $20.32M 2.55% | 434K | 0.00 | 0.00 |
SMURFIT WESTROCK PLCSOLE | SHS | 460K | SH | $19.84M 2.49% | 460K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 90K | SH | $10.21M 1.28% | 90K | 0.00 | 0.00 |
BEYOND MEAT INCSOLE | BOND | 21.60M | PRN | $1.94M 0.24% | 21.60M | 0.00 | 0.00 |