Border to Coast Pensions Partnership Ltd — 13F Holdings & Portfolio

CIK 1876496 · latest 13F-HR filed 2026-07-27

Border to Coast Pensions Partnership Ltd manages $6.8M in 13F-reported U.S. long-equity assets across 94 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (6.62%), GOOGL (5.34%), AZN (5.33%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 4, added to 49, and trimmed 23.

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.

Filer Information
Address
TORONTO SQUARE, TORONTO STREET
FLOOR 5
LEEDS, X0 LS1 2HJ
Phone
0113 532 4396
Filing Manager
Border to Coast Pensions Partnership Ltd
LEEDS, X0
Signatory
Teodora Harrop
Head of Compliance
Loading holdings…
AUM

$6.8M

Long-equity book

Holdings

94

Distinct positions

Period

2026-06-30

Filed 2026-07-27

Q/Q Activity

+2 / −4 / ↑49 / ↓23

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Advanced Micro Devices Inc$146.2K +188.1%
  • Applied Materials Inc$78.0K +110.7%
  • Alphabet Inc$69.6K +23.8%
  • Intel Corp$64.3K +311.4%
  • NVIDIA Corp$56.0K +14.2%
Show all 49

Top Trims

  • AstraZeneca PLC-$36.8K -9.2%
  • Intuit Inc-$25.2K -39.9%
  • TotalEnergies SE-$24.1K -23.1%
  • Chevron Corp-$15.5K -20.2%
  • Enbridge Inc-$14.9K -30.6%
Show all 23

New Positions

  • Carnival Corp Ltd$27.8K
  • Coca-Cola Europacific Partners PLC$25.5K
Show all 2

Exited Positions

  • Oxford Lane Capital Corp$4.3K
  • Lineage Inc$1.6K
  • Camden Property Trust$1.5K
  • Alexandria Real Estate Equities Inc$1.2K
Show all 4
All Holdings

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 NVIDIA Corp NVDA 67066G104 $449.3K 6.62% 2,247,523 SH
2 Alphabet Inc GOOGL 02079K305 $362.0K 5.34% 1,013,789 SH
3 AstraZeneca PLC AZN G0593M107 $361.4K 5.33% 1,932,961 SH
4 Apple Inc AAPL 037833100 $350.8K 5.17% 1,213,399 SH
5 Vanguard Mid-Cap ETF VO 922908629 $327.9K 4.83% 4,072,748 SH
6 Microsoft Corp MSFT 594918104 $260.6K 3.84% 699,216 SH
7 Amazon.com Inc AMZN 023135106 $235.6K 3.47% 989,296 SH
8 Advanced Micro Devices Inc AMD 007903107 $223.9K 3.30% 385,689 SH
9 Broadcom Inc AVGO 11135F101 $188.7K 2.78% 499,970 SH
10 Applied Materials Inc AMAT 038222105 $148.4K 2.19% 205,377 SH
11 Eli Lilly & Co LLY 532457108 $147.6K 2.18% 123,167 SH
12 JPMorgan Chase & Co JPM 46625H100 $130.6K 1.93% 399,401 SH
13 UBS Group AG UBS H42097107 $118.8K 1.75% 2,394,800 SH
14 Berkshire Hathaway Inc BRK.B 084670702 $113.2K 1.67% 226,374 SH
15 Meta Platforms Inc META 30303M102 $110.3K 1.63% 195,999 SH
16 Cisco Systems Inc CSCO 17275R102 $107.4K 1.58% 914,820 SH
17 Tesla Inc TSLA 88160R101 $89.1K 1.31% 212,124 SH
18 Intel Corp INTC 458140100 $84.9K 1.25% 608,759 SH
19 RTX Corp RTX 75513E101 $84.2K 1.24% 444,304 SH
20 West Pharmaceutical Services Inc WST 955306105 $81.4K 1.20% 226,857 SH
21 Texas Instruments Inc TXN 882508104 $80.5K 1.19% 270,310 SH
22 TotalEnergies SE TTE F92124100 $80.3K 1.18% 1,032,885 SH
23 NRG Energy Inc NRG 629377508 $76.4K 1.13% 523,517 SH
24 UnitedHealth Group Inc UNH 91324P102 $74.6K 1.10% 179,621 SH
25 Mastercard Inc MA 57636Q104 $71.8K 1.06% 139,844 SH
26 Walmart Inc WMT 931142103 $71.5K 1.05% 631,922 SH
27 Deere & Co DE 244199105 $71.5K 1.05% 112,821 SH
28 Morgan Stanley MS 617446448 $70.6K 1.04% 337,784 SH
29 Marriott International Inc/MD MAR 571903202 $63.4K 0.93% 171,235 SH
30 Westinghouse Air Brake Technologies Corp WAB 929740108 $62.7K 0.92% 232,826 SH
31 Bank of America Corp BAC 060505104 $62.6K 0.92% 1,100,242 SH
32 Chevron Corp CVX 166764100 $61.2K 0.90% 369,753 SH
33 Synopsys Inc SNPS 871607107 $60.1K 0.89% 134,914 SH
34 Netflix Inc NFLX 64110L106 $60.0K 0.88% 840,387 SH
35 Procter & Gamble Co/The PG 742718109 $59.3K 0.87% 404,977 SH
36 NextEra Energy Inc NEE 65339F101 $59.0K 0.87% 673,306 SH
37 Walt Disney Co/The DIS 254687106 $55.2K 0.81% 574,064 SH
38 TJX Cos Inc/The TJX 872540109 $52.4K 0.77% 346,355 SH
39 American Express Co AXP 025816109 $51.7K 0.76% 152,856 SH
40 ConocoPhillips COP 20825C104 $49.7K 0.73% 478,554 SH
41 Dollar General Corp DG 256677105 $49.1K 0.72% 427,318 SH
42 Welltower Inc WELL 95040Q104 $47.6K 0.70% 210,000 SH
43 Bio-Techne Corp TECH 09073M104 $47.0K 0.69% 665,718 SH
44 Johnson & Johnson JNJ 478160104 $46.4K 0.68% 182,850 SH
45 NextEra Energy Inc NEE 65339F101 $46.0K 0.68% 525,000 SH
46 Thermo Fisher Scientific Inc TMO 883556102 $44.1K 0.65% 87,990 SH
47 PNC Financial Services Group Inc/The PNC 693475105 $43.5K 0.64% 176,776 SH
48 Visa Inc V 92826C839 $43.4K 0.64% 126,459 SH
49 KKR & Co Inc KKR 48251W104 $43.1K 0.64% 470,000 SH
50 PepsiCo Inc PEP 713448108 $41.8K 0.62% 309,269 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-27 $6.8M 94 0001876496-26-000003
2026-03-31 2026-04-22 $5.9M 96 0001876496-26-000002
2025-12-31 2026-01-26 $5.7M 88 0001876496-26-000001