Alti Global, Inc.

Investment Portfolio & 13F Holdings Analysis

About

AlTi Global, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 617 holdings worth $3.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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: 0001838615
Manager Name: Alti Global, Inc.

Data Enrichment

80% identified

495 identified122 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

617 positions • $3,814,929.332K total value

617 positions

Manager:

SEC FilingSEC DataHachi Filing

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464287465

EFA|464287465

5797378(-21.3%)

Value:

$473.8B(-14.9%)

464287507

IJH|464287507

6249246(-5.9%)

Value:

$364.6B(-12.2%)

464287150

ITOT|464287150

2542030(+4.8%)

Value:

$310.2B(-0.6%)

78464A847

5336965(-1.0%)

Value:

$273.1B(-7.3%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

457699(+0.8%)

Value:

$256.8B(-4.8%)

922908769

VTI|922908769

531912(-0.9%)

Value:

$146.2B(-6.0%)

SPDR GOLD TRUST

GLD|78463V107

469814(+8.1%)

Value:

$135.4B(+26.0%)

EXXON MOBIL CORP

XOM|30231G102

962818(-6.1%)

Value:

$114.5B(+3.6%)

33738D101

3019391(-8.2%)

Value:

$113.2B(-3.5%)

33739Q804

4093723(+7.5%)

Value:

$106.6B(+14.1%)

464285204

1548242(+13.5%)

Value:

$91.3B(+35.0%)

464287432

747746(-17.2%)

Value:

$68.1B(-13.6%)

Apple Inc.

AAPL|037833100

283400(-4.8%)

Value:

$63.0B(-12.2%)

46429B747

579377(-11.1%)

Value:

$59.9B(-8.5%)

922908363

VOO|922908363

93969(-8.6%)

Value:

$48.3B(-12.8%)

Alphabet Inc.

GOOGL|02079K305

249279(-6.7%)

Value:

$38.5B(-24.1%)

25434V831

1153300(-7.6%)

Value:

$38.2B(-10.2%)

Uber Technologies, Inc

UBER|90353T100

504756(-1.2%)

Value:

$36.8B(+19.1%)

MICROSOFT CORP

MSFT|594918104

79396(-17.4%)

Value:

$29.8B(-26.8%)

CHEVRON CORP

CVX|166764100

165675(-11.4%)

Value:

$27.7B(+0.1%)

Instrument	Shares		Other Manager	Value
(EFAcusip464287465)	5.8M	QoQ -21.26% (-1.6M) YoY -5.54% (-340.6K)	All Managers (Combined)	$473.8M	QoQ -14.89% (-$83.0M) YoY -3.33% (-$16.4M)
(IJHcusip464287507)	6.2M	QoQ -5.88% (-390.5K) YoY +3.00% (-182.3K)	All Managers (Combined)	$364.6M	QoQ -12.15% (-$50.5M) YoY -1.04% (-$3.9M)
(ITOTcusip464287150)	2.5M	QoQ +4.78% (-116.0K) YoY +14.56% (+323.3K)	All Managers (Combined)	$310.2M	QoQ -0.60% (-$1.9M) YoY +21.23% (+$54.3M)
(cusip78464A847)✕	5.3M	QoQ -0.99% (-53.4K) YoY -8.16% (-474.2K)	All Managers (Combined)	$273.1M	QoQ -7.34% (-$21.7M) YoY -11.87% (-$36.8M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	457.7K	QoQ +0.85% (-3.9K) YoY -3.96% (-18.9K)	All Managers (Combined)	$256.8M	QoQ -4.78% (-$12.9M) YoY +2.70% (-$6.8M)
(VTIcusip922908769)	531.9K	QoQ -0.93% (-5.0K) YoY +1.38% (+7.3K)	All Managers (Combined)	$146.2M	QoQ -6.05% (-$9.4M) YoY +7.21% (+$9.8M)
Spdr Gold Trust(GLDcusip78463V107)	469.8K	QoQ +8.12% (+35.3K) YoY +242.64% (+332.7K)	All Managers (Combined)	$135.4M	QoQ +25.98% (+$27.9M) YoY +380.16% (+$107.2M)
Exxon Mobil Corp(XOMcusip30231G102)	962.8K	QoQ -6.11% (-62.7K) YoY -4.57% (-46.1K)	All Managers (Combined)	$114.5M	QoQ +3.63% (-$4.0M) YoY -2.36% (-$2.8M)
(cusip33738D101)✕	3.0M	QoQ -8.23% (-270.8K) YoY -13.11% (-455.6K)	All Managers (Combined)	$113.2M	QoQ -3.49% (-$4.1M) YoY +10.31% (-$10.6M)
(cusip33739Q804)✕	4.1M	QoQ +7.46% (+284.4K) YoY +52.03% (+1.4M)	All Managers (Combined)	$106.6M	QoQ +14.08% (+$13.2M) YoY +71.82% (+$44.6M)
(cusip464285204)✕	1.5M	QoQ +13.47% (+183.8K) YoY +31.50% (+370.9K)	All Managers (Combined)	$91.3M	QoQ +34.97% (+$23.7M) YoY +84.55% (+$41.8M)
(cusip464287432)✕	747.7K	QoQ -17.17% (-155.1K) YoY +52.18% (+256.4K)	All Managers (Combined)	$68.1M	QoQ -13.60% (-$10.7M) YoY +46.41% (+$21.6M)
Apple Inc.(AAPLcusip037833100)	283.4K	QoQ -4.83% (-14.4K) YoY -18.65% (-65.0K)	All Managers (Combined)	$63.0M	QoQ -12.15% (-$8.7M) YoY +5.28% (-$3.2M)
(cusip46429B747)✕	579.4K	QoQ -11.07% (-72.2K) YoY -31.47% (-266.1K)	All Managers (Combined)	$59.9M	QoQ -8.54% (-$5.6M) YoY -28.68% (-$24.1M)
(VOOcusip922908363)	94.0K	QoQ -8.62% (-8.9K) YoY +10.28% (+8.8K)	All Managers (Combined)	$48.3M	QoQ -12.84% (-$7.1M) YoY +17.90% (+$7.3M)
Alphabet Inc.(GOOGLcusip02079K305)	249.3K	QoQ -6.72% (-18.0K) YoY -3.06% (-7.9K)	All Managers (Combined)	$38.5M	QoQ -24.13% (-$12.3M) YoY -0.67% (-$263.3K)
(cusip25434V831)✕	1.2M	QoQ -7.59% (-94.8K) YoY +85.31% (+531.0K)	All Managers (Combined)	$38.2M	QoQ -10.24% (-$4.4M) YoY +94.19% (+$18.5M)
Uber Technologies, Inc(UBERcusip90353T100)	504.8K	QoQ -1.24% (-6.3K) YoY -8.13% (-44.7K)	All Managers (Combined)	$36.8M	QoQ +19.09% (-$5.9M) YoY -13.05% (-$5.5M)
Microsoft Corp(MSFTcusip594918104)	79.4K	QoQ -17.40% (-16.7K) YoY -21.75% (-22.1K)	All Managers (Combined)	$29.8M	QoQ -26.75% (-$10.9M) YoY -30.18% (-$12.9M)
Chevron Corp(CVXcusip166764100)	165.7K	QoQ -11.37% (-21.3K) YoY -10.15% (-18.7K)	All Managers (Combined)	$27.7M	QoQ +0.08% (-$24.4K) YoY -4.71% (-$1.4M)