CCLA Investment Management
All 13F Filings
- Location
- London, X0
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 6,233,629
- Description
- London London based institutional endowment platform with a structured investment organization and a disciplined and process driven investment mandate. The approach emphasizes active stewardship and governance oversight, long duration private asset evaluation, and valuation discipline and downside awareness for long horizon charitable portfolios. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through multi horizon portfolio review and decision traceability.
- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/22/2026 | 55 | 6,233,629 | 13F-HR | CCLA Investment Management |
| Q3 2025 | 10/14/2025 | 53 | 6,251,248 | 13F-HR | CCLA Investment Management |
| Q2 2025 | 8/1/2025 | 53 | 124,792 | 13F-HR | CCLA Investment Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.234 M | 100.0% | 0 | 17.62 K | -17.62 K |
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Fund Snapshot
Q4 2025
Latest filed
1/22/2026
Total value ($000)
6,233,629
Holdings
55
QoQ value change ($000)
-17,619
(-0.3%)
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.