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Simon Bowden

Saranac Partners Ltd

Assets Managed
$233.827M
Holdings
95
Last Quarter
2026 - Q1
Filed Date
30d ago
Growth Rate
-8.59%(2Q avg: -31.13%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Saranac Partners Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 95 positions.

Assets under management

The assets under management (AUM) of Saranac Partners Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 233.827M in assets, with a quarterly growth rate of -8.59% and a 2-quarter average growth rate of -31.13%. The portfolio is managed by Simon Bowden, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -7.97%
5.7%
$13.313M↑ Call
46,298 shares@ $287.56 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.46%
4.61%
$10.76M↓ Put
29,088 shares@ $369.93 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 20.16%
4.38%
$10.222M↓ Put
49,032 shares@ $208.48 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 13.52%
3.95%
$9.213M↓ Put
30,346 shares@ $303.61 avg price
MA
Mastercard Inc - A
Recent Activity
Decreased -4.62%
3.54%
$8.277M
16,884 shares@ $490.23 avg price
TJX
Tjx Companies Inc
Recent Activity
Decreased -15.97%
3.5%
$8.18M
51,621 shares@ $158.46 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.05%
3.46%
$8.084M
31,831 shares@ $253.98 avg price
BAC
Bank Of America Corp
Recent Activity
Increased 13.23%
3.36%
$7.857M
160,560 shares@ $48.94 avg price
ABBV
Abbvie Inc
Recent Activity
Decreased -11.93%
3.2%
$7.462M
34,561 shares@ $215.92 avg price
ICE
Intercontinental Exchange In
Recent Activity
Decreased -11.78%
3.09%
$7.222M
46,292 shares@ $156.02 avg price

1-10 of 95