Q2 2026 13F · SEC CIK 1694870

Partners Capital Investment Group, LLP

Hedge fundFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.8B
Reported positions: 186
Top holdings a year, 3 yrs: +13.6%
Assets under management: $50.5B

Partners Capital Investment Group, LLP is a hedge fund that reported 186 positions worth $2.8B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 19.4%), Ishares (IEMG, 6.2%), Vanguard Short-Term Treasury ETF Total (VGSH, 5.7%). A portfolio copying its top holdings returned 13.6% a year over the last 3 years, against 20.4% for the S&P 500.

Partners Capital Investment Group, LLP holdings largest 50 of 186 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Partners Capital Investment Group, LLP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	19.4%	20.2%	733,194	-10.8%	$549.1M
IEMGIshares	6.2%	5.7%	2,129,728	-2.6%	$176.4M
VGSHVanguard Short-Term Treasury ETF Total	5.7%	6.4%	2,789,417	-4.4%	$162.3M
HEFAIShares Currency Hedged MSCI EAFE ETF	5.7%	5.7%	3,419,467	-4.5%	$160.5M
VTVVanguard Value ETF	5.4%	4.7%	696,729	+8.8%	$151.8M
VOOVanguard S&p 500 ETF	4.0%	3.7%	166,503	+2.1%	$114.4M
EMXCIshares Inc	3.8%	3.0%	1,044,702	+2.2%	$106.9M
STIPIshares Tr	3.7%	3.8%	1,014,965	+3.2%	$103.7M
VTVanguard Total World Stock Index Fund Et	3.4%	2.6%	606,900	+22.9%	$95.3M
IEFAIshares Core Msci Eafe ETF	3.3%	3.1%	966,288	+5.0%	$93.3M
DBJPDbx ETF Tr	2.5%	2.5%	625,798	-4.5%	$71.8M
ITOTIshares Total US Stock Market ETF	2.4%	2.6%	421,882	-12.9%	$69.3M
SGOViShares 0-3 Month Treasury Bon	2.2%	2.2%	632,080	+7.0%	$63.6M
TIPiShares TIPS Bond ETF	2.2%	2.4%	574,221	+0.9%	$62.8M
IEFiShs 7-10 ys Tsy	1.7%	2.0%	513,242	-5.8%	$48.5M
REETIshares Tr	1.6%	1.5%	1,631,844	+2.2%	$45.1M
VGITVanguard Intermediate Treasury ETF	1.4%	1.5%	673,161	+3.2%	$39.7M
ACWIIshares Tr	1.3%	1.2%	241,678	+8.4%	$37.9M
SPYSpdr S&p 500 ETF Tr	1.3%	1.4%	49,196	-14.0%	$36.7M
SNPSSynopsys Inc	1.3%	1.4%	49,196	-14.0%	$36.7M
IAUIshares Gold Trust	1.1%	1.4%	397,825	-2.1%	$30.0M
LEMBIshares Inc	0.8%	0.9%	524,424	-8.2%	$22.3M
DXJWisdomtree Tr	0.7%	0.7%	118,136	-0.3%	$20.5M
SUBIshares Tr	0.7%	0.9%	189,853	-14.6%	$20.2M
VTWOVanguard Scottsdale Fds	0.7%	0.4%	165,262	+44.1%	$20.1M
HEWJIshares Tr	0.7%	0.7%	295,885	-13.9%	$19.1M
HAWXIshares Tr	0.7%	0.6%	400,263	-4.9%	$18.6M
SPYXSPDR S&P 500 Fossil Fuel Reserv	0.6%	0.7%	291,227	-18.5%	$17.8M
XCEMColumbia ETF Tr II	0.6%	0.5%	320,043	+0.0%	$16.9M
EMLCVaneck ETF Trust	0.6%	0.7%	645,385	-16.5%	$16.5M
SHYiShs Lehman 1-3Tsy	0.6%	0.4%	191,523	+62.5%	$15.7M
EWJIshares Inc	0.5%	0.6%	162,538	-11.7%	$15.2M
VNQVanguard Real Estate ETF	0.5%	0.5%	143,539	-1.0%	$13.8M
BILSPDR Brcy1-3 Ser	0.5%	0.4%	146,466	+32.1%	$13.4M
PWRDTcw Transform ETF Trust	0.5%	0.4%	105,393	+0.1%	$13.0M
IWVIshares Russell 3000 Index	0.5%	0.4%	29,975	+0.2%	$12.8M
BILSSpdr Series Trust	0.4%	0.4%	113,143	-5.1%	$11.2M
DBEFDbx ETF Tr	0.4%	0.4%	200,905	+0.5%	$11.0M
XLEState Street Energy Select Sector Spdr E	0.4%	0.7%	205,262	-30.7%	$10.9M
USHYIshares Tr	0.3%	0.3%	260,361	+29.2%	$9.6M
ISRAVaneck ETF Trust	0.3%	0.3%	147,257	+0.0%	$9.6M
QQQInvesco Qqq Tr	0.3%	0.2%	11,365	+0.8%	$8.4M
VCSHVanguard Scottsdale Fds	0.3%	—	102,742	—	$8.1M
MCHIIshares Tr	0.3%	0.4%	149,450	-11.3%	$7.6M
IEIIshares	0.3%	—	60,622	—	$7.1M
VTIVanguard Index Fds	0.2%	0.2%	19,106	+0.3%	$7.1M
EPPIshares Inc	0.2%	0.2%	122,547	+0.0%	$6.5M
SHVIshares Tr	0.2%	0.2%	58,476	+0.9%	$6.5M
EEMIshares	0.2%	—	94,056	—	$6.4M
QUALIshares Msci USA Quality Factor ETF	0.2%	—	27,341	—	$6.0M

What Partners Capital Investment Group, LLP bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.1% /yr; S&P 500 +20.1%
3 years: +13.6% /yr; S&P 500 +20.4%
5 years: +4.6% /yr; S&P 500 +11.2%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.8B	186
Q1 2026	$2.7B	174
Q4 2025	$2.7B	166
Q3 2025	$2.5B	162
Q2 2025	$2.5B	161
Q1 2025	$5.9B	182
Q4 2024	$3.6B	125
Q3 2024	$6.3B	176
Q2 2024	$5.9B	185
Q1 2024	$3.7B	140
Q4 2023	$4.6B	273
Q3 2023	$4.2B	243

Questions about Partners Capital Investment Group, LLP's portfolio

What stocks does Partners Capital Investment Group, LLP own?

Partners Capital Investment Group, LLP's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 186 positions worth $2.8B. The largest are Ishares Core S&p 500 ETF (IVV) at 19.4%, Ishares (IEMG) at 6.2%, Vanguard Short-Term Treasury ETF Total (VGSH) at 5.7%, IShares Currency Hedged MSCI EAFE ETF (HEFA) at 5.7% and Vanguard Value ETF (VTV) at 5.4%.

What did Partners Capital Investment Group, LLP buy last quarter?

In Q2 2026, Partners Capital Investment Group, LLP added iShs Lehman 1-3Tsy (SHY) (+62.5% shares), Vanguard Scottsdale Fds (VTWO) (+44.1% shares) and SPDR Brcy1-3 Ser (BIL) (+32.1% shares), compared with its Q1 2026 filing.

What did Partners Capital Investment Group, LLP sell last quarter?

In Q2 2026, Partners Capital Investment Group, LLP cut from its top 50 Ishares (IWM), cut from its top 50 iShs MSCI EAFE (EFA), cut from its top 50 Linde PLC F, cut from its top 50 Invesco S&p 500 Equal Weight ETF (RSP), State Street Energy Select Sector Spdr E (XLE) (-30.7% shares), SPDR S&P 500 Fossil Fuel Reserv (SPYX) (-18.5% shares) and Vaneck ETF Trust (EMLC) (-16.5% shares), compared with its Q1 2026 filing.

How has Partners Capital Investment Group, LLP's portfolio performed?

A portfolio copying Partners Capital Investment Group, LLP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.1% against +20.1%. Over 5 years: +4.6% a year against +11.2%.

When is Partners Capital Investment Group, LLP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Partners Capital Investment Group, LLP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Partners Capital Investment Group, LLP manage?

Partners Capital Investment Group, LLP reported $50.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.8B.