WELCH CAPITAL PARTNERS LLC/NY
All 13F Filings
- Location
- Harrison, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 510,257
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 26 | 510,257 | 13F-HR | WELCH CAPITAL PARTNERS LLC/NY |
| Q1 2026 | 5/7/2026 | 26 | 444,181 | 13F-HR | WELCH CAPITAL PARTNERS LLC/NY |
| Q4 2025 | 2/12/2026 | 26 | 498,926 | 13F-HR | WELCH CAPITAL PARTNERS LLC/NY |
| Q3 2025 | 11/14/2025 | 26 | 485,519 | 13F-HR | WELCH CAPITAL PARTNERS LLC/NY |
| Q2 2025 | 8/14/2025 | 21 | 449,158 | 13F-HR | WELCH CAPITAL PARTNERS LLC/NY |
| Q2 2014 | 7/22/2014 | 36 | 283,667 | 13F-HR | WELCH CAPITAL PARTNERS LLC/NY |
| Q1 2014 | 5/6/2014 | 36 | 280,806 | 13F-HR | WELCH CAPITAL PARTNERS LLC/NY |
| Q4 2013 | 2/12/2014 | 36 | 298,427 | 13F-HR | WELCH CAPITAL PARTNERS LLC/NY |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 73.72 K | 14.4% | 7.904 K | 0 | 7.904 K |
| ETFs | 429.4 K | 84.2% | 58.65 K | 0 | 58.65 K |
| Other | 7.112 K | 1.4% | 0 | 480 | -480 |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
510,257
Holdings
26
QoQ value change ($000)
66,076
(14.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.