Border to Coast Pensions Partnership Ltd

CIK 0001876496 · Q1 2026

13F Equity AUM

$5.9M

+3.1% QoQ

Positions

+8 QoQ

AUM Rank

#11,703

Top 94%

Skill Alpha (FF)

-0.3%/yr^ns

No Clear Edge

Rank #2,694 · Top 33%

vs S&P -3.2%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 28.5%Top 10: 42.1%Top 20: 57.7%

AZN6.7%

NVDA6.6%

AAPL5.2%

VO5.0%

GOOGL4.9%

MSFT3.9%

AMZN3.5%

AVGO2.4%

JPM2.0%

NEE1.9%

Others (82)57.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology25.3%

Financial Services19.6%

Healthcare13.1%

Communication Services9.4%

Industrials7.3%

Consumer Cyclical7.1%

Energy5.2%

Real Estate4.3%

Other8.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 92Median: 0.74%Avg: 1.09%

0–0.5%

32(8.7%)

0.5–1%

31(23.5%)

1–3%

22(31.9%)

3–5%

4(17.3%)

5%+

3(18.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 92Unique: 0vs 20 funds

1.3%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.8%

BANK OF AMERICA CORP /DE/

1.9%

1.9%

2.2%

2.6%

2.9%

VANGUARD CAPITAL MANAGEMENT LLC

2.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.9%

GEODE CAPITAL MANAGEMENT, LLC

2.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New14Increased37Decreased30Exited6

New Positions

AZN6.7%

+2.0M

TTE1.8%

+1.1M

AMAT1.2%

+205K

PEP0.8%

+309K

JNJ0.8%

+183K

XPO0.6%

+185K

COO0.5%

+379K

LYV0.5%

+172K

BSX0.4%

+387K

INTC0.3%

+466K

Increased

TECH0.5%

+255K(+100%)

ARCC0.7%

+225K(+11%)

AMD1.3%

+184K(+94%)

COP1.1%

+142K(+42%)

NRA0.9%

+140K(+60%)

TPG0.3%

+110K(+37%)

OWL0.1%

+100K(+13%)

IBN0.4%

+98K(+13%)

NFLX1.2%

+91K(+14%)

HTGC0.1%

+75K(+19%)

Decreased

BAC0.9%

-297,279(-21%)

DIS0.6%

-277,377(-42%)

CSCO1.3%

-221,941(-19%)

ENB0.8%

-215,000(-19%)

MSFT3.9%

-204,161(-25%)

GBDC0.1%

-175,000(-22%)

UNP0.8%

-133,783(-39%)

VO5.0%

-124,895(-11%)

WMT1.3%

-119,538(-16%)

TMO0.7%

-112,452(-56%)

Exited

-788,000

-363,027

-395,621

-119,536

-87,811

-79,785

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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