AlTi Global, Inc.
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 4,663,987
- Description
- New York New York based research oriented capital manager with a corporation based operating model and a governance centered and selective investment mandate. The approach emphasizes cross border allocation discipline, model based security selection, and valuation discipline and downside awareness for long horizon investment mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through capital preservation orientation and mandate calibration.
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 2/13/2026 | 451 | 4,663,987 | 13F-HR | AlTi Global, Inc. |
| Q3 2025 | 11/6/2025 | 430 | 4,262,620 | 13F-HR | AlTi Global, Inc. |
| Q2 2025 | 7/31/2025 | 415 | 3,986,097 | 13F-HR | AlTi Global, Inc. |
| Q1 2025 | 5/15/2025 | 388 | 3,814,929 | 13F-HR | AlTi Global, Inc. |
| Q4 2024 | 2/14/2025 | 411 | 4,143,681 | 13F-HR | AlTi Global, Inc. |
| Q3 2024 | 11/14/2024 | 384 | 4,160,641 | 13F-HR | AlTi Global, Inc. |
| Q2 2024 | 8/14/2024 | 381 | 3,723,866 | 13F-HR | AlTi Global, Inc. |
| Q1 2024 | 5/15/2024 | 384 | 3,596,457 | 13F-HR | AlTi Global, Inc. |
| Q4 2023 | 2/14/2024 | 356 | 3,268,497 | 13F-HR | AlTi Global, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.999 M | 64.3% | 0 | 37.87 K | -37.87 K |
| ETFs | 1.661 M | 35.6% | 441.9 K | 0 | 441.9 K |
| Debt | 3.078 K | 0.1% | 0 | 1.585 K | -1.585 K |
| Other | 1.219 K | 0.0% | 0 | 66 | -66 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
4,663,987
Holdings
451
QoQ value change ($000)
401,367
(9.4%)
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.