13F-HR: AlTi Global Discloses Q3 2025 Equity Holdings

AlTi Global, Inc. filed its Form 13F-HR, revealing a total equity portfolio value of approximately $4.26 billion across 683 holdings as of September 30, 2025.

Summary

• AlTi Global, Inc. submitted a Form 13F-HR for the quarter ended September 30, 2025.
• The total market value of the disclosed holdings is $4,262,619,696.
• The report details 683 individual holdings entries.
• This is a 13F Combination Report, indicating that a portion of AlTi Global, Inc.'s holdings are reported in this document, while other portions are reported by other managers.
• AlTi Global, Inc. may have shared investment discretion with TIG Advisors, LLC and certain investment funds managed by TIG Advisors, which file separate Form 13Fs.
• Numerous other institutional investment managers are listed as reporting for AlTi Global, Inc., including 3EDGE Asset Management, LP, Aperio Group, LLC, AQR Capital Management LLC, and many others.

Sentiment

Score: 5

Explanation: The filing is a factual, regulatory disclosure of past holdings, providing no explicit positive or negative performance indicators or forward-looking statements to assess sentiment.

Positives

• The filing demonstrates regulatory compliance and transparency by disclosing institutional equity holdings.
• It provides a snapshot of AlTi Global, Inc.'s investment strategy and portfolio composition as of the reporting date.

Negatives

• The information provided is historical, reflecting holdings as of September 30, 2025, and does not represent current investment decisions or future intentions.
• The filing does not include performance data or detailed rationale behind specific investment choices.

Risks

• The inherent risk is the market fluctuation of the disclosed equity holdings, which can impact the portfolio's value.
• The filing itself does not introduce new risks for AlTi Global, Inc. beyond the general market risks associated with managing an investment portfolio.

Future Outlook

NA

Industry Context

This filing is a routine quarterly disclosure required for institutional investment managers, providing transparency into their equity portfolios. It offers a glimpse into AlTi Global, Inc.'s investment allocations within the broader market, but does not provide commentary on industry trends or competitive positioning.

Stakeholder Impact

• Shareholders and potential investors gain transparency into AlTi Global, Inc.'s equity investment portfolio, aiding in their due diligence and investment analysis.
• Regulatory authorities receive mandated disclosures, ensuring compliance with Section 13(f) of the Securities Exchange Act of 1934.

Key Dates

Keywords

AlTi Global, 13F-HR, SEC filing, equity holdings, institutional investment manager, portfolio disclosure, Q3 2025