MIO Partners, Inc. — 13F Holdings & Portfolio
CIK 1535457 · latest 13F-HR filed 2026-08-05
MIO Partners, Inc. manages $371.5M in 13F-reported U.S. long-equity assets across 6 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are FXI (44.61%), SPY (37.57%), HYG (10.07%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 0; 1 existing position rose in reported value and 0 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$371.5M
Long-equity book
Holdings
6
Distinct positions
Period
2026-06-30
Filed 2026-08-05
Q/Q Activity
+0 / −0 / ↑1 / ↓0
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Mar 30, 2026.
Assets Under Management
$59.59B
Discretionary
$59.59B
Employees
287
Accounts
75
Address
630 FIFTH AVENUE, 37TH FLOOR
NEW YORK, NY 10111
NEW YORK, NY 10111
Phone
(212) 203-4000
This firm reports 3 disclosure items on its registration.
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BALL, PATIENCE, BETTY Control | DIRECTOR since Jul 2021 | Less than 5% | Individual |
| BETTENCOURT, KATHLEEN, ANN HUGHES Control | DIRECTOR since Jul 2021 | Less than 5% | Individual |
| BLUMER, DAVID, JAKOB Control | DIRECTOR since Sep 2020 | Less than 5% | Individual |
| CUMMING, CHRISTINE, MAUREEN Control | DIRECTOR since Nov 2017 | Less than 5% | Individual |
| DARUVALA, TOOS, NOSHIR Control | DIRECTOR since Apr 2021 | Less than 5% | Individual |
| FLYNN, TIMOTHY, PATRICK Control | DIRECTOR since Nov 2017 | Less than 5% | Individual |
| KELLY, MATTHEW, CHARLES Control | CHIEF FINANCIAL OFFICER since Jan 2014 | Less than 5% | Individual |
| LIPSCOMB, CASEY, SINCLAIR Control | GENERAL COUNSEL AND SECRETARY since Dec 2004 | Less than 5% | Individual |
| MIO GROUP, INC. Control | SHAREHOLDER since Jul 2003 | 75% or more | Domestic Entity |
| MORRISSEY, HELENA, LOUISE Control | DIRECTOR since Sep 2020 | Less than 5% | Individual |
| NARVEKAR, NIRMAL, PRABHAKAR Control | DIRECTOR since Sep 2020 | Less than 5% | Individual |
| NOSKI, CHARLES, HOWARD Control | DIRECTOR since Nov 2022 | Less than 5% | Individual |
| ORR, GORDON, ROBERT HALYBURTON Control | DIRECTOR since Jun 2008 | Less than 5% | Individual |
| PATSALOS-FOX, MICHAEL, THEMISTOCLES Control | DIRECTOR since Feb 2020 | Less than 5% | Individual |
| PRITSCH, GUNNAR Control | PRESIDENT AND CHIEF OPERATING OFFICER since Jun 2008 | Less than 5% | Individual |
| SALZBERG, MARK, DANIEL Control | CHIEF COMPLIANCE OFFICER since Jul 2022 | Less than 5% | Individual |
| WILLIAMS, BASIL, CONSTANTINE Control | CHIEF EXECUTIVE OFFICER since Apr 2021 | Less than 5% | Individual |
| ZUBROW, BARRY, LEE Control | DIRECTOR since Sep 2020 | Less than 5% | Individual |
| AZAD, DAVID, FRANKLIN | CO-CHIEF INVESTMENT OFFICER since Jan 2020 | Less than 5% | Individual |
| CLANCY, KEVIN, FRANCIS | CO-CHIEF INVESTMENT OFFICER since Jan 2020 | Less than 5% | Individual |
| MCKINSEY & COMPANY, INC. Control Indirect owner via MIO GROUP, INC. | SHAREHOLDER since Oct 1986 | 75% or more | Domestic Entity |
Ownership & leadership changes · 30 filings with changes since Mar 29, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 28, 2025 filing
- No longer listedKUPOR, SCOTT, AARON · DIRECTOR · Less than 5% · control person · listed since Jul 2022
- ChangedPRITSCH, GUNNAR · title CHIEF OPERATING OFFICER → PRESIDENT AND CHIEF OPERATING OFFICER
Mar 28, 2024 filing
- ChangedPRITSCH, GUNNAR · title CHIEF RISK OFFICER AND CHIEF OPERATING OFFICER → CHIEF OPERATING OFFICER
Mar 30, 2023 filing
- AddedAZAD, DAVID, FRANKLIN · CO-CHIEF INVESTMENT OFFICER · Less than 5%
- AddedCLANCY, KEVIN, FRANCIS · CO-CHIEF INVESTMENT OFFICER · Less than 5%
Nov 8, 2022 filing
- AddedNOSKI, CHARLES, HOWARD · DIRECTOR · Less than 5% · control person
- ChangedKUPOR, SCOTT, AARON · now a control person
- ChangedSALZBERG, MARK, DANIEL · now a control person
Jul 29, 2022 filing
- AddedKUPOR, SCOTT, AARON · DIRECTOR · Less than 5%
- AddedSALZBERG, MARK, DANIEL · CHIEF COMPLIANCE OFFICER · Less than 5%
- ChangedPRITSCH, GUNNAR · title CHIEF RISK OFFICER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER → CHIEF RISK OFFICER AND CHIEF OPERATING OFFICER
May 20, 2022 filing
- No longer listedCHUN, LISA · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Aug 2018
- ChangedPRITSCH, GUNNAR · title CHIEF RISK OFFICER AND CHIEF OPERATING OFFICER → CHIEF RISK OFFICER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER
Jan 5, 2022 filing
- No longer listedTIBBETTS, TODD · CHIEF INVESTMENT OFFICER · Less than 5% · control person · listed since Dec 2000
- No longer listedWILLIAMS, PETER, H · CHIEF TECHNOLOGY OFFICER · Less than 5% · control person · listed since May 2014
Nov 19, 2021 filing
- No longer listedBUEHLER, KEVIN · DIRECTOR · Less than 5% · control person · listed since Jan 2004
- No longer listedMalhotra, Vikram · DIRECTOR · Less than 5% · control person · listed since Dec 2015
- No longer listedMieszala, Jean-Christophe · DIRECTOR · Less than 5% · control person · listed since Jun 2018
Jul 29, 2021 filing
- AddedBALL, PATIENCE, BETTY · DIRECTOR · Less than 5% · control person
- AddedBETTENCOURT, KATHLEEN, ANN HUGHES · DIRECTOR · Less than 5% · control person
Jul 13, 2021 filing
- No longer listedBOZON, IVO · DIRECTOR · Less than 5% · control person · listed since Mar 2011
- No longer listedHUBER, MARTIN · DIRECTOR · Less than 5% · control person · listed since Jul 2014
- No longer listedWAITE, DONALD · DIRECTOR · Less than 5% · control person · listed since Jan 2004
Older changes (21 more filings)
Apr 13, 2021 filing
- AddedWILLIAMS, BASIL, CONSTANTINE · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
- ChangedDARUVALA, TOOS, NOSHIR · title CO-CHIEF EXECUTIVE OFFICER → DIRECTOR
- ChangedTIBBETTS, TODD · title CHIEF INVESTMENT OFFICER/ CO-CHIEF EXECUTIVE OFFICER → CHIEF INVESTMENT OFFICER
Oct 2, 2020 filing
- AddedBLUMER, DAVID, JAKOB · DIRECTOR · Less than 5% · control person
- AddedMORRISSEY, HELENA, LOUISE · DIRECTOR · Less than 5% · control person
- AddedNARVEKAR, NIRMAL, PRABHAKAR · DIRECTOR · Less than 5% · control person
- AddedZUBROW, BARRY, LEE · DIRECTOR · Less than 5% · control person
Mar 31, 2020 filing
- AddedPATSALOS-FOX, MICHAEL, THEMISTOCLES · DIRECTOR · Less than 5% · control person
Oct 24, 2019 filing
- No longer listedLEMPRES, ELIZABETH · DIRECTOR · Less than 5% · control person · listed since Nov 2014
Jun 6, 2019 filing
- No longer listedTyreman, Magnus · DIRECTOR · Less than 5% · control person · listed since Nov 2017
Mar 29, 2019 filing
- ChangedKELLY, MATTHEW, CHARLES · title CHEIF FINANCIAL OFFICER → CHIEF FINANCIAL OFFICER
Sep 11, 2018 filing
- No longer listedSpeicher, Kevin · DIRECTOR · Less than 5% · control person · listed since Nov 2017
Aug 28, 2018 filing
- No longer listedTALARICO, GUY, FRANCIS · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Oct 2004
- AddedCHUN, LISA · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Jul 2, 2018 filing
- AddedMieszala, Jean-Christophe · DIRECTOR · Less than 5% · control person
Dec 5, 2017 filing
- No longer listedBarkin, Thomas, I · DIRECTOR · Less than 5% · control person · listed since Jun 2017
Nov 30, 2017 filing
- No longer listedSPANG, STEFAN · DIRECTOR · Less than 5% · control person · listed since Dec 2004
- No longer listedWEBERG, PAAL · DIRECTOR · Less than 5% · control person · listed since Jun 2008
- AddedCUMMING, CHRISTINE, MAUREEN · DIRECTOR · Less than 5% · control person
- AddedFLYNN, TIMOTHY, PATRICK · DIRECTOR · Less than 5% · control person
- AddedSpeicher, Kevin · DIRECTOR · Less than 5% · control person
- AddedTyreman, Magnus · DIRECTOR · Less than 5% · control person
Jun 30, 2017 filing
- AddedBarkin, Thomas, I · DIRECTOR · Less than 5% · control person
Jun 9, 2017 filing
- No longer listedGARCIA, JON · DIRECTOR · Less than 5% · control person · listed since Dec 2006
Jan 3, 2017 filing
- No longer listedCHURCH, TIMOTHY, J E · PRESIDENT · Less than 5% · control person · listed since Jan 1998
- No longer listedZAINULBHAI, ADIL · DIRECTOR · Less than 5% · control person · listed since Nov 2013
- Listed againDARUVALA, TOOS, NOSHIR · CO-CHIEF EXECUTIVE OFFICER · Less than 5% · control person
- ChangedTIBBETTS, TODD · title CHIEF INVESTMENT OFFICER → CHIEF INVESTMENT OFFICER/ CO-CHIEF EXECUTIVE OFFICER
Nov 7, 2016 filing
- No longer listedDARUVALA, TOOS, NOSHIR · DIRECTOR · Less than 5% · control person · listed since Dec 2004
Feb 23, 2016 filing
- No longer listedMCKINSEY & COMPANY, INC. · SHAREHOLDER · 75% or more · indirect via MIO GROUP · control person · listed since Oct 1986
- No longer listedMOLINO, VIRGINIA · ASSISTANT SECRETARY · Less than 5% · control person · listed since Dec 2004
- AddedMCKINSEY & COMPANY, INC. · SHAREHOLDER · 75% or more · indirect via MIO GROUP, INC. · control person
- AddedWILLIAMS, PETER, H · CHIEF TECHNOLOGY OFFICER · Less than 5% · control person
- ChangedHUBER, MARTIN · now a control person
- ChangedLEMPRES, ELIZABETH · now a control person
- ChangedMalhotra, Vikram · now a control person
- ChangedTALARICO, GUY, FRANCIS · now a control person
Jan 8, 2016 filing
- No longer listedHUYETT, WILLIAM · CHAIRMAN · Less than 5% · control person · listed since Oct 2008
- AddedMalhotra, Vikram · DIRECTOR · Less than 5%
May 21, 2015 filing
- ChangedKELLY, MATTHEW, CHARLES · title VIDE PRESIDENT-FINANCE AND CHEIF FINANCIAL OFFICER → CHEIF FINANCIAL OFFICER
- ChangedLIPSCOMB, CASEY, SINCLAIR · title VICE PRESIDENT -- LEGAL & SECRETARY → GENERAL COUNSEL AND SECRETARY
- ChangedTIBBETTS, TODD · title VICE PRESIDENT -- INVESTMENTS & CHIEF INVESTMENT OFFICER → CHIEF INVESTMENT OFFICER
Mar 31, 2015 filing
- No longer listedCASAL, CHRISTIAN · DIRECTOR · Less than 5% · control person · listed since Jun 2005
- No longer listedVIGUERIE, PATRICK · DIRECTOR · Less than 5% · control person · listed since Jan 2004
- AddedHUBER, MARTIN · DIRECTOR · Less than 5%
- AddedLEMPRES, ELIZABETH · DIRECTOR · Less than 5%
Mar 31, 2014 filing
- No longer listedFERGIE, JORGE · DIRECTOR · Less than 5% · control person · listed since Jan 2004
- No longer listedGOVEIA, FRANK · VICE PRESIDENT -- FINANCE & CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Apr 2002
- AddedKELLY, MATTHEW, CHARLES · VIDE PRESIDENT-FINANCE AND CHEIF FINANCIAL OFFICER · Less than 5% · control person
- AddedZAINULBHAI, ADIL · DIRECTOR · Less than 5% · control person
Mar 29, 2012 filing (earliest on record)
- ListedBOZON, IVO · DIRECTOR · Less than 5% · control person
- ListedBUEHLER, KEVIN · DIRECTOR · Less than 5% · control person
- ListedCASAL, CHRISTIAN · DIRECTOR · Less than 5% · control person
- ListedCHURCH, TIMOTHY, J E · PRESIDENT · Less than 5% · control person
- ListedDARUVALA, TOOS, NOSHIR · DIRECTOR · Less than 5% · control person
- ListedFERGIE, JORGE · DIRECTOR · Less than 5% · control person
- ListedGARCIA, JON · DIRECTOR · Less than 5% · control person
- ListedGOVEIA, FRANK · VICE PRESIDENT -- FINANCE & CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ListedHUYETT, WILLIAM · CHAIRMAN · Less than 5% · control person
- ListedLIPSCOMB, CASEY, SINCLAIR · VICE PRESIDENT -- LEGAL & SECRETARY · Less than 5% · control person
- ListedMCKINSEY & COMPANY, INC. · SHAREHOLDER · 75% or more · indirect via MIO GROUP · control person
- ListedMIO GROUP, INC. · SHAREHOLDER · 75% or more · control person
- ListedMOLINO, VIRGINIA · ASSISTANT SECRETARY · Less than 5% · control person
- ListedORR, GORDON, ROBERT HALYBURTON · DIRECTOR · Less than 5% · control person
- ListedPRITSCH, GUNNAR · CHIEF RISK OFFICER AND CHIEF OPERATING OFFICER · Less than 5% · control person
- ListedSPANG, STEFAN · DIRECTOR · Less than 5% · control person
- ListedTALARICO, GUY, FRANCIS · CHIEF COMPLIANCE OFFICER · Less than 5%
- ListedTIBBETTS, TODD · VICE PRESIDENT -- INVESTMENTS & CHIEF INVESTMENT OFFICER · Less than 5% · control person
- ListedVIGUERIE, PATRICK · DIRECTOR · Less than 5% · control person
- ListedWAITE, DONALD · DIRECTOR · Less than 5% · control person
- ListedWEBERG, PAAL · DIRECTOR · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
MIO Partners, Inc. Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR Put | FXI | 464287184 | $165.7M | 44.61% | 52,462 | SH |
| 2 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $139.6M | 37.57% | 186,911 | SH |
| 3 | ISHARES TR Put | HYG | 464288513 | $37.4M | 10.07% | 4,680 | SH |
| 4 | ISHARES TR Put | EEM | 464287234 | $20.9M | 5.62% | 3,050 | SH |
| 5 | ISHARES INC Put | EWZ | 464286400 | $4.0M | 1.07% | 1,150 | SH |
| 6 | ISHARES INC Call | EWZ | 464286400 | $4.0M | 1.07% | 1,150 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-05 | $371.5M | 6 | 0001535457-26-000007 |
| 2026-03-31 | 2026-04-28 | $339.6M | 6 | 0001535457-26-000006 |
| 2025-12-31 | 2026-01-28 | $444.4M | 8 | 0001535457-26-000004 |
Filer Information
Address
630 5TH AVE37TH FLOOR
NEW YORK, NY 10111
Phone
(212) 203-4000
Filing Manager
MIO PARTNERS, INC.
NEW YORK, NY
Signatory
Mark D. Salzberg
Chief Compliance Officer