Alti-Global

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ALAB",
  null,
  "GDX",
  null,
  null,
  null,
  null,
  "PPLT",
  "SNOW",
  "MU",
  "FNDA",
  "ACN",
  "MDGL",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  "MAIN",
  null,
  "ALL",
  "GOOGL",
  "PRCT",
  "ALTI",
  "PXF",
  "AXP",
  null,
  "AFRM",
  null,
  "TEAM",
  "ASML",
  "T",
  "BLK",
  "ATUS",
  "CAT",
  "AVGO",
  "LOW",
  null,
  "CP.TO",
  "BSX",
  null,
  "CCI",
  "COF",
  "CMI",
  "DUK",
  null,
  "NUV",
  "EHC",
  null,
  null,
  null,
  null,
  "PRVA",
  "FRT",
  null,
  null,
  "EVF",
  "GD",
  "TALO",
  "GILD",
  "GIS",
  "HON",
  "HD",
  null,
  null,
  "MCD",
  null,
  null,
  "UNP",
  "QCOM",
  "HTBK",
  "AMAT",
  "BKNG",
  "NBIX",
  "ICE",
  "MUB",
  "META",
  null,
  null,
  "MDXG",
  "NRDY",
  "ORLA",
  "IVW",
  "IJH",
  null,
  "RLMD",
  null,
  null,
  "SFIX",
  "STEM",
  null,
  null,
  null,
  "IQV",
  null,
  null,
  null,
  null,
  "LRCX",
  "IWS",
  "LIN",
  null,
  null,
  null,
  "PWR",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "FCNCA",
  "FTV",
  "GE",
  null,
  "HIG",
  "HES",
  "HOLX",
  "NU",
  null,
  "ORLY",
  "ADM",
  null,
  null,
  "GNTA",
  "BX",
  "HSY",
  "IJR",
  "ANET",
  "KKR",
  "IWD",
  "ORCL",
  "OKE",
  null,
  "VGIT",
  null,
  null,
  null,
  "EEM",
  "IWF",
  "PANW",
  "PEP",
  "PNC",
  "VGSH",
  "IJK",
  "IVV",
  null,
  null,
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "INTC",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  null,
  "AMGN",
  null,
  "PARA",
  "PPG",
  "REGN",
  "FNDX",
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  "NOW",
  "SLB",
  "SHEL",
  "RTX",
  "GLD",
  null,
  "SPYG",
  "BP",
  "AMT",
  null,
  "SPLG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "VIV",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TFC",
  "UBER",
  "UNM",
  "VNQ",
  "VO",
  "NEM",
  "ATRC",
  "SCHW",
  null,
  null,
  "VWO",
  null,
  "IWV",
  null,
  "LPX",
  null,
  null,
  "VCIT",
  null,
  null,
  "VIG",
  null,
  null,
  null,
  "REFI",
  "IEF",
  "GL",
  "TSM",
  null,
  null,
  "BN.TO",
  null,
  "VYM",
  "DD",
  "EW",
  "VRT",
  "SEIC",
  "PEN",
  "APTV",
  "AFL",
  "SDY",
  "FI",
  "DRI",
  "TAP",
  "FTNT",
  "IWP",
  "IWR",
  "AEP",
  "EHAB",
  "IIIV",
  null,
  "DNUT",
  "PEG",
  "NVO",
  "AMZN",
  "TTWO",
  null,
  "IVE",
  null,
  "ESGD",
  null,
  null,
  null,
  null,
  null,
  "VEU",
  "VGT",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  "VGK",
  "MGK",
  null,
  "VXUS",
  "BNDX",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WTW",
  "WMB",
  null,
  null,
  "YUM",
  "XYL",
  "IUSG",
  "SOLV",
  "BBEU",
  "DY",
  "AEM",
  "DVY",
  "MKL",
  null,
  null,
  "PSX",
  "CRM",
  "SNAP",
  "RPRX",
  "RBLX",
  "SCI",
  "DIA",
  "SEE",
  "SPOT",
  null,
  null,
  "IXUS",
  "LYB",
  null,
  "NVT",
  null,
  null,
  "ESGU",
  null,
  "UDR",
  "FDX",
  null,
  "ADP",
  "AZO",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BA",
  "EAT",
  "BMY",
  "BNL",
  "BWXT",
  "CCJ",
  "CPT",
  "CARR",
  "CSL",
  "CVX",
  "LNG",
  "CHTR",
  "CB",
  "CHD",
  "CSCO",
  "CFG",
  "C",
  "CME",
  "KO",
  "COIN",
  "CMCSA",
  "CL",
  "COP",
  "CMPO",
  "CFLT",
  "ED",
  "CTRA",
  "COST",
  "CTVA",
  "CVS",
  "CSX",
  "DHR",
  "DE",
  "DESP",
  "FANG",
  null,
  null,
  null,
  "RSP",
  "EWJ",
  "EFA",
  "MCO",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "MO",
  "MLM",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 617
Total Value: 3814929332
Accession Number: 0001085146-25-003243
Form Type: 13F-HR
CIK: alti-global
Manager Name: Alti-Global

Data Enrichment

80% identified

495 identified122 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

617 positions • $3.8B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 14 of 20

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464288877

Shares:10.0K

Value:$586.9K

% of Portfolio:0.0% ($586.9K/$3.8B)

46641Q332

Shares:10.2K

Value:$582.6K

% of Portfolio:0.0% ($582.6K/$3.8B)

Astera Labs, Inc.

ALAB|04626A103

Shares:9.7K

Value:$580.2K

% of Portfolio:0.0% ($580.2K/$3.8B)

Paramount Global

PARA|92556H206

Shares:47.8K

Value:$574.2K

% of Portfolio:0.0% ($574.2K/$3.8B)

464287234

EEM|464287234

Shares:11.8K

Value:$572.7K

% of Portfolio:0.0% ($572.7K/$3.8B)

CROWN CASTLE INC.

CCI|22822V101

Shares:5.4K

Value:$567.4K

% of Portfolio:0.0% ($567.4K/$3.8B)

GLOBE LIFE INC.

GL|37959E102

Shares:4.2K

Value:$550.3K

% of Portfolio:0.0% ($550.3K/$3.8B)

78463X533

Shares:15.4K

Value:$549.2K

% of Portfolio:0.0% ($549.2K/$3.8B)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:4.7K

Value:$518.7K

% of Portfolio:0.0% ($518.7K/$3.8B)

Main Street Capital CORP

MAIN|56035L104

Shares:9.2K

Value:$517.5K

% of Portfolio:0.0% ($517.5K/$3.8B)

IQVIA HOLDINGS INC.

IQV|46266C105

Shares:2.9K

Value:$516.9K

% of Portfolio:0.0% ($516.9K/$3.8B)

464287440

IEF|464287440

Shares:5.4K

Value:$512.4K

% of Portfolio:0.0% ($512.4K/$3.8B)

464287671

IUSG|464287671

Shares:4.0K

Value:$504.6K

% of Portfolio:0.0% ($504.6K/$3.8B)

46641Q209

Shares:8.8K

Value:$500.4K

% of Portfolio:0.0% ($500.4K/$3.8B)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

Shares:1.4K

Value:$498.9K

% of Portfolio:0.0% ($498.9K/$3.8B)

MARKEL GROUP INC.

MKL|570535104

Shares:266

Value:$497.3K

% of Portfolio:0.0% ($497.3K/$3.8B)

37954Y830

Shares:12.7K

Value:$496.2K

% of Portfolio:0.0% ($496.2K/$3.8B)

MADRIGAL PHARMACEUTICALS, INC.

MDGL|558868105

Shares:1.5K

Value:$494.2K

% of Portfolio:0.0% ($494.2K/$3.8B)

37950E101

Shares:18.2K

Value:$494.1K

% of Portfolio:0.0% ($494.1K/$3.8B)

46436E718

Shares:4.9K

Value:$493.4K

% of Portfolio:0.0% ($493.4K/$3.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288877)✕	10.0K	QoQ +5.46% (+516) YoY +5.46% (+516)	All Managers (Combined)	$586.9K	0.0% ($586.9K/$3.8B)	QoQ +18.46% (+$91.5K) YoY +14.26% (+$73.3K)
(cusip46641Q332)✕	10.2K	QoQ -0.48% (-50) YoY +60.28% (+3.8K)	All Managers (Combined)	$582.6K	0.0% ($582.6K/$3.8B)	QoQ -2.28% (-$13.6K) YoY +58.29% (+$214.6K)
Astera Labs, Inc.(ALABcusip04626A103)	9.7K	QoQ 0.00% (-0) YoY NEW(+9.7K)	All Managers (Combined)	$580.2K	0.0% ($580.2K/$3.8B)	QoQ -54.94% (-$707.7K) YoY NEW(+$580.2K)
Paramount Global(PARAcusip92556H206)	47.8K	QoQ -0.13% (-63) YoY NEW(+47.8K)	All Managers (Combined)	$574.2K	0.0% ($574.2K/$3.8B)	QoQ +16.74% (-$82.4K) YoY NEW(+$574.2K)
(EEMcusip464287234)	11.8K	QoQ +3.54% (+403) YoY +47.94% (+3.8K)	All Managers (Combined)	$572.7K	0.0% ($572.7K/$3.8B)	QoQ +20.04% (+$95.6K) YoY +75.15% (+$245.7K)
CROWN CASTLE INC.(CCIcusip22822V101)	5.4K	QoQ -2.33% (-130) YoY -19.62% (-1.3K)	All Managers (Combined)	$567.4K	0.0% ($567.4K/$3.8B)	QoQ +11.83% (-$60.0K) YoY -20.83% (-$149.4K)
GLOBE LIFE INC.(GLcusip37959E102)	4.2K	QoQ -0.09% (-4) YoY -4.02% (-175)	All Managers (Combined)	$550.3K	0.0% ($550.3K/$3.8B)	QoQ +17.91% (-$83.6K) YoY +8.63% (-$43.7K)
(cusip78463X533)✕	15.4K	QoQ +100.00% (+7.7K) YoY NEW(+15.4K)	All Managers (Combined)	$549.2K	0.0% ($549.2K/$3.8B)	QoQ +102.27% (+$277.7K) YoY NEW(+$549.2K)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	4.7K	QoQ -0.10% (-5) YoY NEW(+4.7K)	All Managers (Combined)	$518.7K	0.0% ($518.7K/$3.8B)	QoQ +5.05% (-$25.0K) YoY NEW(+$518.7K)
Main Street Capital CORP(MAINcusip56035L104)	9.2K	QoQ -2.13% (-200) YoY -2.13% (-200)	All Managers (Combined)	$517.5K	0.0% ($517.5K/$3.8B)	QoQ -5.51% (-$30.2K) YoY +16.99% (-$75.2K)
IQVIA HOLDINGS INC.(IQVcusip46266C105)	2.9K	QoQ +64.33% (+1.1K) YoY NEW(+2.9K)	All Managers (Combined)	$516.9K	0.0% ($516.9K/$3.8B)	QoQ +46.65% (+$164.4K) YoY NEW(+$516.9K)
(IEFcusip464287440)	5.4K	QoQ 0.00% (+0) YoY NEW(+5.4K)	All Managers (Combined)	$512.4K	0.0% ($512.4K/$3.8B)	QoQ +3.15% (+$15.7K) YoY NEW(+$512.4K)
(IUSGcusip464287671)	4.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$504.6K	0.0% ($504.6K/$3.8B)	QoQ -8.80% (-$48.7K) YoY +8.42% (+$39.2K)
(cusip46641Q209)✕	8.8K	QoQ 0.00% (+0) YoY NEW(+8.8K)	All Managers (Combined)	$500.4K	0.0% ($500.4K/$3.8B)	QoQ +6.68% (+$31.4K) YoY NEW(+$500.4K)
CHARTER COMMUNICATIONS, INC. /MO/(CHTRcusip16119P108)	1.4K	QoQ -7.95% (-117) YoY +27.85% (+295)	All Managers (Combined)	$498.9K	0.0% ($498.9K/$3.8B)	QoQ -2.56% (-$13.2K) YoY +62.13% (+$191.2K)
MARKEL GROUP INC.(MKLcusip570535104)	266	QoQ -0.37% (-1) YoY NEW(+266)	All Managers (Combined)	$497.3K	0.0% ($497.3K/$3.8B)	QoQ +7.90% (-$36.4K) YoY NEW(+$497.3K)
(cusip37954Y830)✕	12.7K	QoQ 0.00% (-0) YoY NEW(+12.7K)	All Managers (Combined)	$496.2K	0.0% ($496.2K/$3.8B)	QoQ -1.90% (-$9.7K) YoY NEW(+$496.2K)
MADRIGAL PHARMACEUTICALS, INC.(MDGLcusip558868105)	1.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$494.2K	0.0% ($494.2K/$3.8B)	QoQ +7.34% (+$33.8K) YoY +24.03% (+$95.8K)
(cusip37950E101)✕	18.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$494.1K	0.0% ($494.1K/$3.8B)	QoQ +12.60% (+$55.3K) YoY +10.46% (+$46.8K)
(cusip46436E718)✕	4.9K	QoQ +25.95% (+1.0K) YoY NEW(+4.9K)	All Managers (Combined)	$493.4K	0.0% ($493.4K/$3.8B)	QoQ +26.12% (+$102.2K) YoY NEW(+$493.4K)