Battery Global Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
157
Total value ($000)
$199,803
Net value change ($000)
+13,633 (7.3%)
New positions
5
Sold out positions
2
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 6,809 12.1%
PAYO 3,061 21.9%
VOO 2,920 16.7%
VEA 1,657 9.3%
VWO 1,029 11.4%
VUG 979 18.3%
RSP 946 25.0%
CRWD 786 95.5%
SPDW 723 10.4%
GOOGL 293 24.3%
Top Reduces (Value $000, Stocks/ETFs)
INTU -7,463 -42.1%
IAU -1,144 -12.9%
MSGS -131 -37.6%
XOM -52 -19.6%
COP -35 -21.2%
SRAD -32 -10.7%
T -30 -28.8%
TPYP -29 -1.0%
NOC -28 -25.2%
DD -19 -100.0%
Instrument mix + QoQ Δ (ex-options)
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