Border to Coast Pensions Partnership Ltd — 13F Holdings & Portfolio
CIK 1876496 · latest 13F-HR filed 2026-04-22
Border to Coast Pensions Partnership Ltd manages $5.9M in 13F-reported U.S. long-equity assets across 96 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AZN (6.73%), NVDA (6.64%), AAPL (5.22%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 14 new positions, exited 6, added to 23, and trimmed 38.
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.
$5.9M
Long-equity book
96
Distinct positions
2026-03-31
Filed 2026-04-22
+14 / −6 / ↑23 / ↓38
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Advanced Micro Devices Inc$35.5K +84.3%
- ConocoPhillips$31.8K +100.8%
- Eli Lilly & Co$28.7K +36.7%
- Chevron Corp$27.9K +57.0%
- TopBuild Corp$21.4K +435.3%
Top Trims
- Microsoft Corp-$169.2K -42.3%
- Thermo Fisher Scientific Inc-$73.0K -62.7%
- Broadcom Inc-$43.1K -23.1%
- Vanguard Mid-Cap ETF-$39.0K -11.7%
- Walt Disney Co/The-$38.3K -50.7%
New Positions
- AstraZeneca PLC$398.3K
- TotalEnergies SE$104.3K
- Applied Materials Inc$70.4K
- PepsiCo Inc$48.2K
- Johnson & Johnson$44.8K
Exited Positions
- Coca-Cola Co/The$55.2K
- Abbott Laboratories$45.6K
- Zimmer Biomet Holdings Inc$35.6K
- Danaher Corp$27.4K
- Oracle Corp$17.1K
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 | AstraZeneca PLC | AZN | G0593M107 | $398.3K | 6.73% | 2,049,658 | SH |
| 2 | NVIDIA Corp | NVDA | 67066G104 | $393.3K | 6.64% | 2,248,250 | SH |
| 3 | Apple Inc | AAPL | 037833100 | $308.9K | 5.22% | 1,213,399 | SH |
| 4 | Vanguard Mid-Cap ETF | VO | 922908629 | $293.3K | 4.95% | 1,018,187 | SH |
| 5 | Alphabet Inc | GOOGL | 02079K305 | $292.4K | 4.94% | 1,013,789 | SH |
| 6 | Microsoft Corp | MSFT | 594918104 | $230.4K | 3.89% | 620,612 | SH |
| 7 | Amazon.com Inc | AMZN | 023135106 | $206.7K | 3.49% | 989,296 | SH |
| 8 | Broadcom Inc | AVGO | 11135F101 | $143.6K | 2.43% | 462,579 | SH |
| 9 | JPMorgan Chase & Co | JPM | 46625H100 | $117.8K | 1.99% | 399,401 | SH |
| 10 | Berkshire Hathaway Inc | BRK.B | 084670702 | $108.8K | 1.84% | 226,374 | SH |
| 11 | Meta Platforms Inc | META | 30303M102 | $107.9K | 1.82% | 187,949 | SH |
| 12 | Eli Lilly & Co | LLY | 532457108 | $107.0K | 1.81% | 115,949 | SH |
| 13 | TotalEnergies SE | TTE | F92124100 | $104.3K | 1.76% | 1,115,885 | SH |
| 14 | RTX Corp | RTX | 75513E101 | $94.2K | 1.59% | 486,647 | SH |
| 15 | UBS Group AG | UBS | H42097107 | $88.5K | 1.49% | 2,307,000 | SH |
| 16 | Walmart Inc | WMT | 931142103 | $78.8K | 1.33% | 631,922 | SH |
| 17 | Advanced Micro Devices Inc | AMD | 007903107 | $77.7K | 1.31% | 380,762 | SH |
| 18 | Chevron Corp | CVX | 166764100 | $76.7K | 1.30% | 369,753 | SH |
| 19 | Cisco Systems Inc | CSCO | 17275R102 | $75.5K | 1.28% | 970,046 | SH |
| 20 | Netflix Inc | NFLX | 64110L106 | $71.8K | 1.21% | 744,607 | SH |
| 21 | Applied Materials Inc | AMAT | 038222105 | $70.4K | 1.19% | 205,377 | SH |
| 22 | Mastercard Inc | MA | 57636Q104 | $70.1K | 1.18% | 139,844 | SH |
| 23 | Tesla Inc | TSLA | 88160R101 | $66.8K | 1.13% | 179,012 | SH |
| 24 | ConocoPhillips | COP | 20825C104 | $63.4K | 1.07% | 478,554 | SH |
| 25 | Intuit Inc | INTU | 461202103 | $63.1K | 1.07% | 145,466 | SH |
| 26 | NextEra Energy Inc | NEE | 65339F101 | $62.7K | 1.06% | 673,306 | SH |
| 27 | Texas Instruments Inc | TXN | 882508104 | $60.4K | 1.02% | 310,144 | SH |
| 28 | Welltower Inc | WELL | 95040Q104 | $59.5K | 1.01% | 300,000 | SH |
| 29 | Procter & Gamble Co/The | PG | 742718109 | $58.7K | 0.99% | 404,977 | SH |
| 30 | Deere & Co | DE | 244199105 | $58.5K | 0.99% | 103,492 | SH |
| 31 | Westinghouse Air Brake Technologies Corp | WAB | 929740108 | $58.4K | 0.99% | 232,826 | SH |
| 32 | West Pharmaceutical Services Inc | WST | 955306105 | $57.0K | 0.96% | 226,857 | SH |
| 33 | Marriott International Inc/MD | MAR | 571903202 | $56.2K | 0.95% | 171,235 | SH |
| 34 | TJX Cos Inc/The | TJX | 872540109 | $55.5K | 0.94% | 346,355 | SH |
| 35 | Bank of America Corp | BAC | 060505104 | $53.8K | 0.91% | 1,100,242 | SH |
| 36 | NRG Energy Inc | NRG | 629377508 | $52.4K | 0.88% | 357,371 | SH |
| 37 | Enbridge Inc | ENB | 29250N105 | $48.8K | 0.82% | 900,000 | SH |
| 38 | UnitedHealth Group Inc | UNH | 91324P102 | $48.8K | 0.82% | 179,621 | SH |
| 39 | PepsiCo Inc | PEP | 713448108 | $48.2K | 0.81% | 309,269 | SH |
| 40 | Iron Mountain Inc | IRM | 46284V101 | $48.2K | 0.81% | 470,000 | SH |
| 41 | NextEra Energy Inc | NEE | 65339F101 | $47.0K | 0.79% | 505,000 | SH |
| 42 | American Express Co | AXP | 025816109 | $46.4K | 0.78% | 152,856 | SH |
| 43 | Dollar General Corp | DG | 256677105 | $46.2K | 0.78% | 387,729 | SH |
| 44 | Morgan Stanley | MS | 617446448 | $46.0K | 0.78% | 278,808 | SH |
| 45 | Johnson & Johnson | JNJ | 478160104 | $44.8K | 0.76% | 182,850 | SH |
| 46 | Thermo Fisher Scientific Inc | TMO | 883556102 | $43.4K | 0.73% | 87,990 | SH |
| 47 | Synopsys Inc | SNPS | 871607107 | $42.2K | 0.71% | 106,116 | SH |
| 48 | KKR & Co Inc | KKR | 48251W104 | $40.4K | 0.68% | 435,000 | SH |
| 49 | Ares Capital Corp | ARCC | 04010L103 | $39.8K | 0.67% | 2,200,000 | SH |
| 50 | Visa Inc | V | 92826C839 | $38.3K | 0.65% | 126,459 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-22 | $5.9M | 96 | 0001876496-26-000002 |
| 2025-12-31 | 2026-01-26 | $5.7M | 88 | 0001876496-26-000001 |