Saranac Partners Ltd

Q4 2025 13F-HR Holdings

Location
London, X0
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
77
Total value ($000)
$255,814
Net value change ($000)
-296,304 (-53.7%)
New positions
4
Sold out positions
161
Turnover %
109.8%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BAC 7,809 NEW
CP 5,973 NEW
GOOGL 5,742 57.4%
AMZN 3,957 72.4%
AME 3,440 71.2%
ISRG 2,525 58.4%
QCOM 2,179 43.2%
TSM 2,089 39.0%
MSFT 2,034 16.8%
MA 1,966 24.1%
Top Reduces (Value $000, Stocks/ETFs)
iShares Core MSCI World UCITS ETF (Acc) -63,173 -100.0%
iShares US Mortgage Backed Securities UCITS ETF (Acc) -59,157 -100.0%
iShares Core MSCI EM IMI UCITS ETF (Acc) -21,664 -100.0%
iShares Corp Bond UCITS ETF (Acc) -13,137 -100.0%
JPM -8,224 -96.7%
SHEL -8,198 -100.0%
Enel SpA -7,509 -100.0%
iShares VI PLC - iShares Edge MSCI World Minimum Volatility UCITS ETF -7,292 -100.0%
BAE SYSTEMS PLC ORD -7,160 -100.0%
Intesa Sanpaolo S.p.A. -6,947 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 184 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type