AlTi Global, Inc.

Public Company

AlTi Global, Inc. is a Public Company based in New York, NY led by Michael Tiedemann, managing $4.2B across 427 long positions as of Q3 2025 with 67% ETF concentration and 53% concentrated in top 10 holdings.

CEOMichael Tiedemann

Portfolio Value: $4.2B
Positions: 427
Top Holding: EFA at 13.3%
Last Reported: Q3 2025

Address520 Madison Ave, New York, NY, 10022

Top Holdings

Largest long holdings in AlTi Global, Inc.'s portfolio (53.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares MSCI EAFE EFA	ETF ETF	$560.3M	13.30%	+$13.2M Bought	— 6.0M shares	Q4 2023 Held for 1y 11m
2 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$400.8M	9.52%	+$15.4M Bought	— 2.8M shares	Q4 2023 Held for 1y 11m
3 SPDR S&P 500 ETF Trust SPY	ETF ETF	$359.7M	8.54%	+$165.6K Bought	— 538.8K shares	Q4 2023 Held for 1y 11m
4 SPDR Portfolio S&P 400 Mid Cap ETF SPMD	ETF ETF	$178.2M	4.23%	-$33.5M Sold	— 3.1M shares	Q4 2023 Held for 1y 11m
5 Vanguard Total Stock Market VTI	ETF ETF	$161.7M	3.84%	-$5.2M Sold	— 491.5K shares	Q4 2023 Held for 1y 11m
6 GLD SPDR Gold Trust GLD	Unknown Unknown	$130.6M	3.10%	-$3.3M Sold	— 367.5K shares	Q4 2023 Held for 1y 11m
7 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$119.3M	2.83%	-$51.5M Sold	— 1.8M shares	Q4 2023 Held for 1y 11m
8 FT Energy Income Partners Strategy EIPX	ETF ETF	$114.8M	2.73%	+$5.6M Bought	— 4.4M shares	Q4 2023 Held for 1y 11m
9 IAU iShares Gold Trust IAU	Unknown Unknown	$111.0M	2.64%	-$3.1M Sold	— 1.5M shares	Q4 2023 Held for 1y 11m
10 First Trust North American Energy Infrastructure Fund EMLP	ETF ETF	$109.6M	2.60%	-$2.7M Sold	— 2.9M shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in AlTi Global, Inc.'s latest filing

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Market Value

$4.2B

Prior: $3.9B

Q/Q Change

+6.74%

+$265.9M

Net Flows % of MV

-0.309%

Turnover Ratio

5.18%

New Purchases

32 stocks

$19.8M

Added To

174 stocks

+$191.6M

Sold Out Of

23 stocks

$15.9M

Reduced Holdings

145 stocks

-$208.5M

Increased Positions

Position	Shares Δ	Change
1 TeraWulf WULF	New	0 → 402.8K +$4.6M
2 Pure Storage, Inc. PSTG	New	0 → 30.0K +$2.5M
3 First Majestic Silver Corp AG	New	0 → 107.0K +$1.3M
4 Synopsys SNPS	New	0 → 1.8K +$886.6K
5 Tyler Technologies TYL	New	0 → 1.7K +$875.8K

Decreased Positions

Position	Shares Δ	Change
1 Archer Daniels Midland ADM	Sold	100.0K → 0 −$5.4M
2 PROCEPT BioRobotics Corporation PRCT	Sold	59.8K → 0 −$3.4M
3 Ansys ANSS	Sold	2.9K → 0 −$1.0M
4 PPLT abrdn Physical Platinum Shares PPLT	Sold	6.6K → 0 −$810.9K
5 Darden Restaurants DRI	Sold	3.2K → 0 −$688.4K

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Analytics

Portfolio insights and performance metrics for AlTi Global, Inc.

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Sector Allocation

ETF

66.70%

Technology

6.70%

Energy

3.90%

Financial Services

3.80%

Communication Services

3.20%

Consumer Cyclical

2.70%

Healthcare

2.50%

Industrials

1.60%

Consumer Defensive

1.40%

Real Estate

0.70%

Basic Materials

0.30%

Utilities

0.30%

Market Cap Distribution

Mega Cap (> $200B)

16.71%

Large Cap ($10B - $200B)

8.50%

Mid Cap ($2B - $10B)

1.65%

Small Cap ($300M - $2B)

0.40%

Micro Cap ($50M - $300M)

0.01%

Nano Cap (< $50M)

0.01%

N/A (ETF or Unknown)

72.72%

Portfolio Concentration

Top 10 Holdings %

53.34%

Top 20 Holdings %

67.7%

Top 50 Holdings %

81.32%

Top 100 Holdings %

90.43%