Galilei Investment Office LLP

Q2 2026 13F-HR Holdings

Location
London, X0
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
28
Total value ($000)
$217,938
Net value change ($000)
+24,949 (12.9%)
New positions
3
Sold out positions
0
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 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)
SPY 7,400 14.8%
VOO 6,931 16.3%
VGK 2,172 8.1%
IGSB 2,000 17.7%
IEMG 1,510 21.8%
EMXC 1,374 30.0%
GOOGL 1,040 24.3%
NOBL 558 6.0%
FEDEX FGHT HLDG CO INC 535 NEW
AXP 357 11.8%
Top Reduces (Value $000, Stocks/ETFs)
SHEL -535 -17.7%
FDX -306 -12.1%
NKE -202 -22.2%
META -65 -1.6%
ICSH -1 -0.5%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type