REGATTA CAPITAL GROUP, LLC
All 13F Filings
- Location
- El Segundo, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 662,102
- Description
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- Website
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- 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 | 1/13/2026 | 211 | 662,102 | 13F-HR | REGATTA CAPITAL GROUP, LLC |
| Q3 2025 | 10/17/2025 | 214 | 633,095 | 13F-HR | REGATTA CAPITAL GROUP, LLC |
| Q2 2025 | 7/15/2025 | 210 | 582,444 | 13F-HR | REGATTA CAPITAL GROUP, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 547.3 K | 82.7% | 46.13 K | 0 | 46.13 K |
| ETFs | 112 K | 16.9% | 979 | 0 | 979 |
| Debt | 2.855 K | 0.4% | 0 | 18.1 K | -18.1 K |
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Fund Snapshot
Q4 2025
Latest filed
1/13/2026
Total value ($000)
662,102
Holdings
211
QoQ value change ($000)
29,007
(4.6%)
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.