Pacific Capital Partners Ltd

Q1 2026 13F-HR Holdings

Location
London, X0
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
38
Total value ($000)
$101,348
Net value change ($000)
+7,187 (7.6%)
New positions
29
Sold out positions
27
Turnover %
118.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
PGR 6,896 NEW
BRK-B 6,206 117.4%
AMD 4,664 NEW
NVDA 4,395 NEW
AZO 4,166 141.0%
AMAT 3,760 NEW
CMCSA 3,460 NEW
CHTR 3,431 NEW
SCHW 3,237 105.6%
MIDD 3,060 94.9%
Top Reduces (Value $000, Stocks/ETFs)
DHR -6,238 -100.0%
CRH -5,460 -100.0%
AVTR -4,865 -100.0%
AER -4,708 -100.0%
BDX -4,676 -64.2%
EPAM -4,149 -100.0%
UNH -3,879 -100.0%
RPRX -3,661 -100.0%
CLH -3,459 -100.0%
HUM -3,458 -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