Battery Global Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
157
Total value ($000)
$207,193
Net value change ($000)
+7,390 (3.7%)
New positions
3
Sold out positions
3
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 3,891 6.2%
TPYP 2,087 72.8%
VEA 732 3.8%
CRWD 623 38.7%
MSFT 553 37.6%
INTU 525 5.1%
VOO 417 2.0%
RSP 412 8.7%
IAU 364 4.7%
VUG 292 4.6%
Top Reduces (Value $000, Stocks/ETFs)
PAYO -2,331 -13.7%
XOM -213 -100.0%
GLW -195 -39.9%
VBK -103 -7.7%
FICO -89 -50.3%
KCCA -81 -6.0%
GOOGL -56 -3.7%
VBR -54 -4.9%
GOOG -53 -3.6%
CXT -53 -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