WELCH CAPITAL PARTNERS LLC/NY

Hedge Fund • Long/Short

WELCH CAPITAL PARTNERS LLC/NY is a Long/Short Hedge Fund based in Harrison, NY led by Leighton Bridge Welch, managing $485.5M across 26 long positions as of Q3 2025 with 81% ETF concentration, 97% concentrated in top 10 holdings, and 45% allocation to VOO.

CEOLeighton Bridge Welch

Portfolio Value: $485.5M
Positions: 26
Top Holding: VOO at 44.87%
Last Reported: Q3 2025

Address500 Mamaroneck Avenue, Suite 320, Harrison, NY, 10528, United States

Top Holdings

Largest long holdings in WELCH CAPITAL PARTNERS LLC/NY's portfolio (97.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$217.9M	44.87%	-$253.5K Sold	— 355.8K shares	Q3 2017 Held for 8y 2m
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$138.7M	28.56%	-$8.7K Sold	— 208.2K shares	≤ Q2 2013 Held for 12y 5m+
3 Blackstone BX	Asset Management Financial Services	$28.8M	5.94%	—	0.02% 168.8K shares	Q4 2014 Held for 10y 11m
4 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$27.0M	5.56%	—	0.00% 110.9K shares	Q1 2014 Held for 11y 8m
5 Vanguard Information Technology VGT	ETF ETF	$20.4M	4.20%	—	— 27.3K shares	Q4 2018 Held for 6y 11m
6 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$11.8M	2.43%	-$9.2M Sold	— 150.4K shares	Q3 2023 Held for 2y 2m
7 Henry Schein HSIC	Medical - Distribution Healthcare	$9.9M	2.03%	+$9.9M New	0.12% 148.8K shares	Q3 2025 Held for 2 months
8 STERIS STE	Medical - Devices Healthcare	$8.5M	1.75%	+$1.8M Bought	0.03% 34.4K shares	Q1 2016 Held for 9y 8m
9 Bitcoin Depot BTM	Financial - Capital Markets Financial Services	$4.9M	1.02%	+$618.7K Bought	2.16% 1.5M shares	Q3 2024 Held for 1y 2m
10 Boeing BA	Aerospace & Defense Industrials	$4.6M	0.95%	+$4.6M New	0.00% 21.3K shares	Q3 2025 Held for 2 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in WELCH CAPITAL PARTNERS LLC/NY's latest filing

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Market Value

$485.5M

Prior: $449.2M

Q/Q Change

+8.1%

+$36.4M

Net Flows % of MV

-1.01%

Turnover Ratio

4.08%

New Purchases

2 stocks

$14.5M

Added To

2 stocks

+$2.5M

Sold Out Of

1 stocks

$4.6M

Reduced Holdings

5 stocks

-$17.2M

Increased Positions

Position	Shares Δ	Change
1 Henry Schein HSIC	New	0 → 148.8K +$9.9M
2 Boeing BA	New	0 → 21.3K +$4.6M
3 STERIS STE	+27.55%	27.0K → 34.4K +$1.8M
4 Bitcoin Depot BTM	+14.33%	1.3M → 1.5M +$618.7K

Decreased Positions

Position	Shares Δ	Change
1 PayPal Holdings, Inc. PYPL	Sold	62.5K → 0 −$4.6M
2 XLV Health Care Select Sector SPDR Fund XLV	-88.87%	62.0K → 6.9K −$7.7M
3 SPDR Portfolio S&P 500 ETF SPLG	-43.97%	268.5K → 150.4K −$9.2M
4 InnovAge Holdings, Inc. INNV	-0.4%	448.8K → 447.0K −$9.2K
5 Vanguard S&P 500 ETF VOO	-0.12%	356.2K → 355.8K −$253.5K

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Analytics

Portfolio insights and performance metrics for WELCH CAPITAL PARTNERS LLC/NY

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Sector Allocation

ETF

80.90%

Financial Services

7.10%

Communication Services

5.80%

Healthcare

4.40%

Industrials

1.00%

Technology

0.70%

Consumer Cyclical

0.10%

Market Cap Distribution

Mega Cap (> $200B)

6.60%

Large Cap ($10B - $200B)

8.95%

Mid Cap ($2B - $10B)

2.03%

Small Cap ($300M - $2B)

0.48%

Micro Cap ($50M - $300M)

1.02%

N/A (ETF or Unknown)

80.93%

Portfolio Concentration

Top 10 Holdings %

97.31%

Top 20 Holdings %

99.71%

Top 50 Holdings %

100.0%

Top 100 Holdings %