CIK: 0001876496
申报总市值
US$59.2亿
申报季度: 2026-03-31 · 持股只数: 96
Border to Coast Pensions Partnership Ltd在最新一期 13F 报告中披露了 96 项持股，申报期为 2026-03-31，总持股市值约为 US$59.2亿，季度换手率为 35.4%。
Border to Coast Pensions Partnership Ltd 目前披露的持仓，Herfindahl 集中度指数为 0.026——换算下来相当于约 38 个等权重仓位，明显低于其实际披露的 96 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.20），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 62%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
减仓 MSFT
-24.8% -US$1.7亿
减仓 TMO
-56.1% -US$7297.6万
减仓 VO
-10.9% -US$3905.0万
减仓 AVGO
-14.1% -US$4310.1万
减仓 DIS
-41.9% -US$3827.9万
减仓 HD
-50.8% -US$3783.0万
仅显示前 92 大持股（共 96 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AZN | AstraZeneca PLC | 股票-医疗保健 | 6.73% | +6.73% | NEW | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.64% | -0.44% | +3.38% | |
| 3 | AAPL | Apple INC | 股票-科技 | 5.22% | -0.62% | -1.39% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.95% | -0.84% | -10.93% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.94% | -0.42% | +3.38% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.89% | -3.07% | -24.75% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.49% | -0.40% | +2.45% | |
| 8 | AVGO | Broadcom INC | 股票-科技 | 2.43% | -0.82% | -14.10% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.99% | -0.43% | -7.17% | |
| 10 | NEE | Nextera Energy INC | 股票-公用事业 | 1.85% | +0.16% | -2.08% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.84% | — | +4.81% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.82% | — | +13.97% | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.81% | +0.45% | +59.57% | |
| 14 | TTE | Totalenergies Se | 股票-其他 | 1.76% | +1.76% | NEW | |
| 15 | RTX | Rtx CORP | 股票-工业 | 1.59% | — | — | |
| 16 | UBS | UBS Group AG | 股票-金融 | 1.49% | -0.39% | — | |
| 17 | WMT | Walmart INC | 股票-非周期性消费 | 1.33% | — | -15.91% | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 1.31% | +0.58% | +93.75% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.30% | +0.45% | +15.49% | |
| 20 | AMT | American Tower CORP | 股票-房地产 | 1.28% | — | +9.32% | |
| 21 | CSCO | Cisco Systems INC | 股票-科技 | 1.28% | -0.32% | -18.62% | |
| 22 | NFLX | Netflix INC | 股票-通信服务 | 1.21% | +0.14% | +13.86% | |
| 23 | AMAT | Applied Materials INC | 股票-科技 | 1.19% | +1.19% | NEW | |
| 24 | MA | Mastercard INC - A | 股票-金融 | 1.18% | — | +7.29% | |
| 25 | TSLA | Tesla INC | 股票-周期性消费 | 1.13% | — | +10.42% | |
| 26 | COP | Conocophillips | 股票-能源 | 1.07% | +0.52% | +42.25% | |
| 27 | INTU | Intuit INC | 股票-科技 | 1.07% | — | +41.99% | |
| 28 | TXN | Texas Instruments INC | 股票-科技 | 1.02% | — | -10.87% | |
| 29 | WELL | Welltower INC | 股票-房地产 | 1.01% | — | — | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.99% | — | — | |
| 31 | DE | Deere & Co | 股票-工业 | 0.99% | — | -17.57% | |
| 32 | WAB | Wabtec CORP | 股票-工业 | 0.99% | +0.19% | +9.01% | |
| 33 | WST | West Pharmaceutical Services | 股票-医疗保健 | 0.96% | — | -4.00% | |
| 34 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.95% | — | — | |
| 35 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.94% | — | — | |
| 36 | NRG | Nrg Energy INC | 股票-公用事业 | 0.92% | +0.27% | +60.07% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.91% | -0.43% | -21.27% | |
| 38 | UNP | Union Pacific CORP | 股票-工业 | 0.85% | -0.53% | -39.25% | |
| 39 | ENB | Enbridge INC | 股票-能源 | 0.82% | — | -19.28% | |
| 40 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.82% | -0.37% | -13.37% | |
| 41 | PEP | Pepsico INC | 股票-非周期性消费 | 0.81% | +0.81% | NEW | |
| 42 | IRM | Iron Mountain INC | 股票-房地产 | 0.81% | — | -6.00% | |
| 43 | AXP | American Express Co | 股票-金融 | 0.78% | -0.21% | — | |
| 44 | DG | Dollar General CORP | 股票-非周期性消费 | 0.78% | — | +14.32% | |
| 45 | MS | Morgan Stanley | 股票-金融 | 0.78% | — | +10.05% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | +0.76% | NEW | |
| 47 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.73% | -1.30% | -56.10% | |
| 48 | SNPS | Synopsys INC | 股票-科技 | 0.71% | — | +34.86% | |
| 49 | KKR | Kkr & Co INC | 股票-金融 | 0.68% | — | +14.47% | |
| 50 | ARCC | Ares Capital CORP | 股票-金融 | 0.67% | — | +11.39% |
Q3 2026表现
+1.7%
近4个季度表现
+17.2%
基于可获取价格的持仓（占申报价值的78%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 96 | US$59.2亿 | 35 | |
| 2025-12-31 | 88 | US$57.4亿 | 19 | |
| 2025-09-30 | 87 | US$57.4亿 | 33 | |
| 2025-06-30 | 86 | US$54.5亿 | 0 | |
| 2025-03-31 | 87 | US$48.8亿 | 100 | |
| 2024-12-31 | 89 | US$51.0亿 | 0 | |
| 2024-09-30 | 91 | US$49.0亿 | 0 | |
| 2024-06-30 | 85 | US$42.4亿 | 0 | |
| 2024-03-31 | 85 | US$44.8亿 | 0 | |
| 2023-12-31 | 84 | US$41.0亿 | 0 | |
| 2023-09-30 | 85 | US$37.6亿 | 0 | |
| 2023-06-30 | 88 | US$39.8亿 | 0 | |
| 2023-03-31 | 89 | US$37.3亿 | 0 | |
| 2022-12-31 | 89 | US$31.2亿 | 0 | |
| 2022-09-30 | 96 | US$30.9亿 | 0 | |
| 2022-06-30 | 97 | US$32.3亿 | 0 | |
| 2022-03-31 | 99 | US$35.1亿 | 0 | |
| 2021-12-31 | 84 | US$29.7亿 | 0 | |
| 2021-09-30 | 83 | US$29.4亿 | 0 | |
| 2021-06-30 | 89 | US$28.6亿 | 0 |
Border to Coast Pensions Partnership Ltd 在 2026-03-31 最显著的持仓异动： 新建仓: AstraZeneca PLC (AZN); 新建仓: Totalenergies Se (TTE); 新建仓: Applied Materials INC (AMAT); 清仓: Coca-cola Co/the (KO); 新建仓: Pepsico INC (PEP).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +0.6% | +93.75% | 加仓 |
| 2 | COP | Conocophillips | +0.5% | +42.25% | 加仓 |
| 3 | LLY | Eli Lilly & Co | +0.5% | +59.57% | 加仓 |
| 4 | CVX | Chevron CORP | +0.5% | +15.49% | 加仓 |
| 5 | BLD | Topbuild CORP | +0.4% | +534.91% | 加仓 |
| 6 | NRG | Nrg Energy INC | +0.3% | +60.07% | 加仓 |
| 7 | WAB | Wabtec CORP | +0.2% | +9.01% | 加仓 |
| 8 | TECH | Bio-techne CORP | +0.2% | +100.14% | 加仓 |
| 9 | PLD | Prologis INC | +0.2% | +250.00% | 加仓 |
| 10 | NEE | Nextera Energy INC | +0.2% | -2.08% | 减仓 |
| 11 | NFLX | Netflix INC | +0.1% | +13.86% | 加仓 |
| 12 | VLTO | Veralto CORP | -0.2% | -13.28% | 减仓 |
| 13 | AXP | American Express Co | -0.2% | — | 不变 |
| 14 | CRH | CRH plc | -0.3% | -19.02% | 减仓 |
| 15 | CSCO | Cisco Systems INC | -0.3% | -18.62% | 减仓 |
| 16 | MLM | Martin Marietta Materials | -0.3% | -31.03% | 减仓 |
| 17 | UNH | Unitedhealth Group INC | -0.4% | -13.37% | 减仓 |
| 18 | UBS | UBS Group AG | -0.4% | — | 不变 |
| 19 | AMZN | Amazon.com INC | -0.4% | +2.45% | 加仓 |
| 20 | GOOGL | Alphabet Inc-cl A | -0.4% | +3.38% | 加仓 |
| 21 | BAC | Bank Of America CORP | -0.4% | -21.27% | 减仓 |
| 22 | JPM | Jpmorgan Chase & Co | -0.4% | -7.17% | 减仓 |
| 23 | NVDA | Nvidia CORP | -0.4% | +3.38% | 加仓 |
| 24 | V | Visa Inc-class A Shares | -0.5% | -30.54% | 减仓 |
| 25 | UNP | Union Pacific CORP | -0.5% | -39.25% | 减仓 |
| 26 | AAPL | Apple INC | -0.6% | -1.39% | 减仓 |
| 27 | HD | Home Depot INC | -0.7% | -50.84% | 减仓 |
| 28 | DIS | Walt Disney Co/the | -0.7% | -41.87% | 减仓 |
| 29 | AVGO | Broadcom INC | -0.8% | -14.10% | 减仓 |
| 30 | VO | Vanguard Mid-cap ETF | -0.8% | -10.93% | 减仓 |
| 31 | TMO | Thermo Fisher Scientific INC | -1.3% | -56.10% | 减仓 |
| 32 | MSFT | Microsoft CORP | -3.1% | -24.75% | 减仓 |
| 33 | AZN | AstraZeneca PLC | — | NEW | 新建仓 |
| 34 | TTE | Totalenergies Se | — | NEW | 新建仓 |
| 35 | AMAT | Applied Materials INC | — | NEW | 新建仓 |
| 36 | KO | Coca-cola Co/the | — | EXIT | 清仓 |
| 37 | PEP | Pepsico INC | — | NEW | 新建仓 |
| 38 | ABT | Abbott Laboratories | — | EXIT | 清仓 |
| 39 | JNJ | Johnson & Johnson | — | NEW | 新建仓 |
| 40 | XPO | Xpo INC | — | NEW | 新建仓 |
| 41 | ZBH | Zimmer Biomet Holdings INC | — | EXIT | 清仓 |
| 42 | DHR | Danaher CORP | — | EXIT | 清仓 |
| 43 | COO | Cooper Cos Inc/the | — | NEW | 新建仓 |
| 44 | LYV | Live Nation Entertainment In | — | NEW | 新建仓 |
| 45 | BSX | Boston Scientific CORP | — | NEW | 新建仓 |
| 46 | ITT | Itt INC | — | NEW | 新建仓 |
| 47 | INTC | Intel CORP | — | NEW | 新建仓 |
| 48 | SPOT | Spotify Technology S.A. | — | NEW | 新建仓 |
| 49 | ORCL | Oracle CORP | — | EXIT | 清仓 |
| 50 | CDW | Cdw Corp/de | — | EXIT | 清仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-22 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-26 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-11-05 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-14 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-04-24 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-01-15 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-10-21 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-07-16 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-04-24 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-01-16 | 13F-HR | 在 EDGAR 上查看 |
| 2023-09-30 | 2023-10-10 | 13F-HR | 在 EDGAR 上查看 |
| 2023-06-30 | 2023-07-19 | 13F-HR | 在 EDGAR 上查看 |
| 2023-03-31 | 2023-05-18 | 13F-HR | 在 EDGAR 上查看 |
| 2022-12-31 | 2023-02-08 | 13F-HR | 在 EDGAR 上查看 |
| 2022-09-30 | 2022-11-08 | 13F-HR | 在 EDGAR 上查看 |
| 2022-06-30 | 2023-01-30 | 修正案 | 在 EDGAR 上查看 |
| 2022-06-30 | 2022-08-03 | 13F-HR | 在 EDGAR 上查看 |
| 2022-03-31 | 2023-01-30 | 修正案 | 在 EDGAR 上查看 |
| 2022-03-31 | 2022-05-11 | 13F-HR | 在 EDGAR 上查看 |
| 2021-12-31 | 2023-01-30 | 修正案 | 在 EDGAR 上查看 |
| 2021-12-31 | 2022-02-08 | 13F-HR | 在 EDGAR 上查看 |
| 2021-09-30 | 2023-01-30 | 修正案 | 在 EDGAR 上查看 |
| 2021-09-30 | 2021-10-05 | 13F-HR | 在 EDGAR 上查看 |
| 2021-06-30 | 2023-01-30 | 修正案 | 在 EDGAR 上查看 |
| 2021-06-30 | 2021-08-16 | 13F-HR | 在 EDGAR 上查看 |
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