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Nelda Kacyem

@Partners Capital Investment Group, Llp

Latest period2024 - Q3ReportedManaged Assets$6.255BTotal holdings177
Assets growth rate5.67%Assets growth rate (2-Q avg)32.86%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Partners Capital Investment Group, Llp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 177 positions.

Assets under management

The assets under management (AUM) of Partners Capital Investment Group, Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 6.255B in assets, with a quarterly growth rate of 5.67% and a 2-quarter average growth rate of 32.86%. The portfolio is managed by Nelda Kacyem, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CDNSCadence Design Systems Inc
Recent Activity
Exited
0%
$2.521M
8,193 shares@ $307.76 avg price
IXSRFIshares Msci Em Ex-china Ucits Etf
Recent Activity
Exited
0%
$1.164M
275,248 shares@ $4.24 avg price
ISHOFIshares S&p Small Cap 600 Ucits Etf
Recent Activity
Exited
0%
$416,264
4,880 shares@ $85.3 avg price
SNOWSnowflake Inc
Recent Activity
Exited
0%
$375,280
2,778 shares@ $135.09 avg price
GOOGAlphabet Inc
Recent Activity
Exited
0%
$210,974
1,150 shares@ $183.46 avg price
DNAGinkgo Bioworks Holdings Inc
Recent Activity
Exited
0%
$42,345
126,667 shares@ $0.34 avg price