RIT CAPITAL PARTNERS PLC

CIK 939334 · View on SEC EDGAR ↗

Portfolio value
$620.6M
#3,301 of 9,443 by 13F value · top 35.0%
Positions
13
As of
June 30, 2026

Portfolio value QoQ: +65.9% 13F does not disclose cash

Top 10 holdings weight
91.11%
Top 25 holdings weight
100.00%
Positions above 1%
13
Effective number of positions
4.3

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 11.52% Est. buys $356,333,057 · sells $57,291,329

Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 29.5% still held

New positions
3
Increased
1
Decreased
1
Closed
2
On this page

Performance vs S&P 500

Tracked Q4 2025–Q2 2026
-13.2%
S&P 500 total return (same window)
+8.7%
Excess return
-21.9%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Financial Services
13.9%
Consumer Discretionary
9.2%
Health Care
6.5%
Financials
5.3%
Retail
4.7%
Consumer products
3.5%
Industrials
3.4%
Other/Unmapped
53.5%

Full portfolio 13 positions

Type Streak 8Q trend
Unknown issuer (CUSIP: 84615Q103) $279,014,729 44.96% 1,634,820 Up ×1
GDX GDX $52,787,000 8.51% 700,000 $-35,466,880 Down ×2
BKNG Booking Holdings Inc. - Common Stock $38,762,850 6.25% 217,500 $2,170,128 Up ×1
MA Mastercard Incorporated Common Stock $34,939,592 5.63% 68,050 $937,729
TRV The Travelers Companies, Inc. Common Stock $33,078,024 5.33% 100,200 $3,855,696
SPGI S&P Global Inc. Common Stock $30,909,960 4.98% 76,000 $-1,410,560
AMZN Amazon.com, Inc. - Common Stock $29,391,412 4.74% 123,400 $3,692,128
SYK Stryker Corporation Common Stock $23,550,032 3.79% 74,800 Up ×1
PG Procter & Gamble Company (The) Common Stock $21,941,206 3.54% 149,800 $308,588
ALLE Allegion plc Ordinary Shares $21,064,500 3.39% 150,000 $-721,500
ICE Intercontinental Exchange Inc. Common Stock $20,394,356 3.29% 165,700 $-5,670,254
MCD McDonald's Corporation Common Stock $18,238,500 2.94% 67,500 $-2,738,475
BSX Boston Scientific Corporation Common Stock $16,555,960 2.67% 388,000 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
Unknown issuer (CUSIP: 84615Q103) $279,014,729 1,634,820 44.96%
SYK $23,550,032 74,800 3.79%
BSX $16,555,960 388,000 2.67%

Top movers (QoQ)

Security Action Shares Δ Value Δ
GDX Trimmed -262K -$35.5M
ICE Price move only +0 -$5.7M
TRV Price move only +0 +$3.9M
AMZN Price move only +0 +$3.7M
MCD Price move only +0 -$2.7M
BKNG Bought more +209K +$2.2M
SPGI Price move only +0 -$1.4M
MA Price move only +0 +$938K
ALLE Price move only +0 -$722K
PG Price move only +0 +$309K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
BAC March 31, 2025 4,600,000 $202,170,000 50.7%
BULL Dec. 31, 2025 14,977,267 $191,832,225 26.3%
CPNG Dec. 31, 2025 2,700,750 $86,937,142 -30.8%
MSFT Dec. 31, 2025 160,250 $82,999,885 -0.1%
KWEB Dec. 31, 2025 1,260,000 $52,907,400 No longer tracked
SGI Dec. 31, 2025 615,000 $51,862,950 -27.1%
RNR Sept. 30, 2025 198,000 $48,129,840 25.7%
MA June 30, 2025 77,500 $42,459,150 2.7%
V June 30, 2025 120,200 $42,112,070 3.5%
LEN June 30, 2025 345,000 $39,599,100 -22.4%
VFC Dec. 31, 2025 2,440,360 $35,189,991 -21.7%
CRM Sept. 30, 2025 127,250 $34,689,623 -13.2%
GDDY Sept. 30, 2025 180,000 $32,392,800 -28.5%
JD June 30, 2025 750,000 $30,840,000 -10.7%
JPM June 30, 2025 125,000 $30,657,500 22.5%
TEAM Sept. 30, 2025 149,750 $30,403,742 10.0%
MSFT March 31, 2025 68,000 $28,647,040 28.7%
CEG Sept. 30, 2025 83,000 $26,774,140 -16.3%
TT June 30, 2026 52,100 $21,714,759 -7.5%
IP Sept. 30, 2025 434,000 $20,319,880 -11.4%
SW Sept. 30, 2025 460,000 $19,839,800 15.0%
TXN June 30, 2026 81,500 $15,819,150 -10.8%
AJG June 30, 2025 41,200 $14,226,360 -18.6%
KBR June 30, 2025 209,900 $10,455,119 -20.8%
BABA Sept. 30, 2025 90,000 $10,206,900 -29.9%
GLNG March 31, 2026 125,218 $4,656,857 -2.5%
FIG Dec. 31, 2025 50,000 $2,591,500 -26.0%
CAE March 31, 2026 30,409 $923,690 -2.1%