PARTNERS CAPITAL INVESTMENT GROUP, LLP

13F filer, CIK 1694870, BOSTON, MA

PARTNERS CAPITAL INVESTMENT GROUP, LLP reported $3,631,644,366 across 125 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-31. Its ten largest share positions make up 59.06% of the portfolio.

Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001104659-25-007846

Period: 2024-12-31
Reported value: $3.63B
Holdings: 125
Top 10 weight: 59.06%
New: 6
Sold out: 58

Largest buys vs the previous quarter

Security	Shares change	Approx. value
TLTnew	+132,433	$11.6M
Vnew	+16,921	$5.35M
JPMnew	+21,033	$5.04M
QSRnew	+76,230	$4.97M
DEnew	+11,531	$4.89M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
IVVreduced	-856,051	-$504M
EMXCreduced	-2,964,034	-$164M
VOOreduced	-296,753	-$160M
VGSHreduced	-2,477,998	-$144M
VTreduced	-882,419	-$104M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001104659-25-007846, largest first. % of portfolio is the value over $3,631,644,366, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IVVISHARES TR	1,079,870	$636M	17.5%	-856,051	Timeline
VOOVANGUARD INDEX FDS	519,543	$280M	7.71%	-296,753	Timeline
EMXCISHARES INC	3,566,652	$198M	5.45%	-2,964,034	Timeline
BILSPDR SERIES TRUST	2,162,143	$198M	5.44%	-172,485	Timeline
VTVANGUARD INTL EQUITY INDEX F	1,527,156	$179M	4.94%	-882,419	Timeline
SGOVISHARES TR	1,751,363	$176M	4.84%	-76,084	Timeline
VGSHVANGUARD SCOTTSDALE FDS	2,474,288	$144M	3.96%	-2,477,998	Timeline
VTVVANGUARD INDEX FDS	806,119	$136M	3.76%	-542,148	Timeline
IEMGISHARES INC	2,195,128	$115M	3.16%	-1,401,388	Timeline
VWSUXVANGRD ULTRA SH TM TX EX-ADM	5,314,624	$83.8M	2.31%	+6,708	Timeline
HEFAISHARES TR	2,267,240	$78.8M	2.17%	-2,638,250	Timeline
DBJPDBX ETF TR	1,026,489	$77.7M	2.14%	-534,128	Timeline
ESGUISHARES TR	547,958	$70.6M	1.94%	-24,133	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	113,436	$66.5M	1.83%	-113,026	Timeline
STIPISHARES TR	654,868	$65.9M	1.81%	-303,939	Timeline
ITOTISHARES TR	502,555	$64.6M	1.78%	-373,288	Timeline
TIPISHARES TR	567,366	$60.5M	1.66%	-694,170	Timeline
VGITVANGUARD SCOTTSDALE FDS	1,001,497	$58.1M	1.6%	-1,036,730	Timeline
IEFISHARES TR	566,767	$52.4M	1.44%	-486,356	Timeline
BILSSPDR SERIES TRUST	508,437	$50.4M	1.39%	-293,611	Timeline
Vanguard Inflation-Protecte…Vanguard Inflation-Protected Secu…	5,411,670	$49.6M	1.37%	-367,564
SRLNSSGA ACTIVE ETF TR	1,158,679	$48.4M	1.33%	-1,338,779	Timeline
VINIXVANGUARD INST INDEX-INST	98,710	$47.3M	1.3%	+4,841	Timeline
REETISHARES TR	1,950,914	$46.8M	1.29%	-340,680	Timeline
HEWJISHARES TR	912,397	$38.9M	1.07%	-1,092,414	Timeline
ESGVVANGUARD WORLD FD	358,826	$37.6M	1.04%	-33,970	Timeline
VFIAXVANGUARD 500 INDEX-ADM	61,741	$33.5M	0.92%	+1,988	Timeline
USHYISHARES TR	850,775	$31.3M	0.86%	-865,189	Timeline
SPYXSPDR SERIES TRUST	600,051	$28.9M	0.8%	-306,543	Timeline
EWJISHARES INC	354,351	$23.8M	0.65%	-343,308	Timeline
SHYISHARES TR	266,643	$21.9M	0.6%	-148,834	Timeline
VSGXVANGUARD WORLD FD	338,382	$19.2M	0.53%	-62,709	Timeline
ESGDISHARES TR	241,405	$18.4M	0.51%	+1,938	Timeline
DXJWISDOMTREE TR	153,325	$16.9M	0.47%	-180,931	Timeline
APHKXARTISAN INTL VAL-INST	357,521	$16.8M	0.46%	-11,554	Timeline
IYWISHARES TR	88,808	$14.2M	0.39%	-16,989	Timeline
IEFAISHARES TR	192,658	$13.5M	0.37%	-28,353	Timeline
VTWOVANGUARD SCOTTSDALE FDS	138,580	$12.4M	0.34%	-172,816	Timeline
VWIUXVANGUARD I/T TAX EXMPT-ADM	861,591	$11.7M	0.32%	-542	Timeline
TLTISHARES TR	132,433	$11.6M	0.32%	new	Timeline
ESGEISHARES INC	336,346	$11.2M	0.31%	-47,779	Timeline
Principal GB Rest Sec IntiPrincipal GB Rest Sec Inti	1,228,920	$11.2M	0.31%	0
ACWIISHARES TR	93,021	$10.9M	0.3%	-166,955	Timeline
VNQVANGUARD INDEX FDS	115,159	$10.3M	0.28%	-135,847	Timeline
SLQDISHARES TR	197,135	$9.81M	0.27%	-37,089	Timeline
IWMISHARES TR	38,608	$8.53M	0.23%	+2,261	Timeline
VWEAXVANGUARD HIGH YIELD CORPORATE BON…	1,541,069	$8.35M	0.23%	+15,845	Timeline
MCHIISHARES TR	164,071	$7.69M	0.21%	-164,484	Timeline
ISRAVANECK ETF TRUST	145,123	$6.32M	0.17%	+1,716	Timeline
VLUEISHARES TR	57,877	$6.11M	0.17%	0	Timeline
GOOGLALPHABET INC	31,748	$6.01M	0.17%	-34,199	Timeline
EPPISHARES INC	135,331	$5.93M	0.16%	-161,372	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	28,932	$5.71M	0.16%	-29,549	Timeline
SHVISHARES TR	50,438	$5.55M	0.15%	-110,531	Timeline
FOXAFOX CORP	112,319	$5.46M	0.15%	-178,065	Timeline
TDGTRANSDIGM GROUP INC	4,288	$5.43M	0.15%	-4,939	Timeline
METAMETA PLATFORMS INC	9,237	$5.41M	0.15%	+6,118	Timeline
VVISA INC	16,921	$5.35M	0.15%	new	Timeline
CRMSALESFORCE INC	15,985	$5.34M	0.15%	-18,154	Timeline
VTIVANGUARD INDEX FDS	17,986	$5.21M	0.14%	-1,537	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	9,979	$5.19M	0.14%	-9,398	Timeline
JPMJPMORGAN CHASE & CO	21,033	$5.04M	0.14%	new	Timeline
BMYBRISTOL-MYERS SQUIBB CO	88,770	$5.02M	0.14%	-82,205	Timeline
BNBROOKFIELD CORP	86,639	$4.98M	0.14%	-39,057	Timeline
QSRRESTAURANT BRANDS INTL INC	76,230	$4.97M	0.14%	new	Timeline
DEDEERE & CO	11,531	$4.89M	0.13%	new	Timeline
AONAON PLC	13,311	$4.78M	0.13%	-13,051	Timeline
VMCVULCAN MATLS CO	18,565	$4.78M	0.13%	-22,570	Timeline
QUALISHARES TR	26,385	$4.7M	0.13%	-36,230	Timeline
USBUS BANCORP	98,179	$4.7M	0.13%	-154,597	Timeline
QQQINVESCO QQQ TR	9,116	$4.66M	0.13%	-8,736	Timeline
CSXCSX CORP	144,190	$4.65M	0.13%	-112,386	Timeline
XCEMCOLUMBIA ETF TR II	153,312	$4.54M	0.12%	-392,992	Timeline
EATON VANCE INC. FD BOSTON-…EATON VANCE INC. FD BOSTON-IN	826,744	$4.29M	0.12%	+8,444
Vanguard Inflation Protecte…Vanguard Inflation Protected Secu…	187,044	$4.21M	0.12%	+3,192
VWOVANGUARD INTL EQUITY INDEX F	95,221	$4.19M	0.12%	+18,732	Timeline
URTHISHARES INC	23,734	$3.69M	0.1%	-81,887	Timeline
EGFIXEDGEWOOD GROWTH FUND-INST	81,302	$3.6M	0.1%	+12,088	Timeline
DBEUDBX ETF TR	84,622	$3.49M	0.1%	-87,572	Timeline
EWUISHARES TR	96,583	$3.27M	0.09%	-19,086	Timeline
XOMEXXON MOBIL CORP	29,507	$3.17M	0.09%	-12,000	Timeline
GLDSPDR GOLD TR	12,310	$2.98M	0.08%	-12,310	Timeline
ASEAGLOBAL X FDS	180,736	$2.88M	0.08%	+48,338	Timeline
JBTMJBT MAREL CORPORATION	21,927	$2.79M	0.08%	new	Timeline
NOWSERVICENOW INC	2,618	$2.78M	0.08%	-5,231	Timeline
ARGXARGENX SE	4,309	$2.65M	0.07%	-4,989	Timeline
HUBSHUBSPOT INC	3,772	$2.63M	0.07%	-4,848	Timeline
IVEISHARES TR	13,669	$2.61M	0.07%	-13,518	Timeline
SUBISHARES TR	24,372	$2.57M	0.07%	-160,055	Timeline
REZISHARES TR	28,990	$2.35M	0.06%	-28,990	Timeline
FULFULLER H B CO	34,096	$2.3M	0.06%	-21,456	Timeline
ACWXISHARES TR	42,607	$2.22M	0.06%	-15,573	Timeline
INDAISHARES TR	41,894	$2.21M	0.06%	-30,506	Timeline
Vanguard Short Term Treasur…Vanguard Short Term Treasury Fund	219,816	$2.16M	0.06%	-1,519,528
ISHARES GOLD TRUSTISHARES GOLD TRUST	42,088	$2.08M	0.06%	-224,969
VUSBVANGUARD BD INDEX FDS	40,812	$2.03M	0.06%	0	Timeline
IWVISHARES TR	5,858	$1.96M	0.05%	-29,447	Timeline
HYGISHARES TR	24,088	$1.89M	0.05%	-15,195	Timeline
EFAXSPDR INDEX SHS FDS	36,181	$1.44M	0.04%	+27,347	Timeline
IEIISHARES TR	12,358	$1.43M	0.04%	-12,089	Timeline
KWEBKRANESHARES TRUST	46,890	$1.37M	0.04%	-46,890	Timeline
DBEFDBX ETF TR	30,504	$1.26M	0.03%	-93,216	Timeline
Vanguard Total Stock Market…Vanguard Total Stock Market Index…	8,789	$1.24M	0.03%	0
VEAVANGUARD TAX-MANAGED FDS	25,863	$1.24M	0.03%	-21,893	Timeline
VANGUARD INTERM-TERM TX-EX …VANGUARD INTERM-TERM TX-EX INV	77,923	$1.06M	0.03%	+596
Doubleline Total Return Bd …Doubleline Total Return Bd Fd Cl I	103,778	$900K	0.02%	-11,084
HWMHOWMET AEROSPACE INC	7,200	$787K	0.02%	-7,200	Timeline
LLYELI LILLY & CO	1,008	$778K	0.02%	-1,005	Timeline
BXMTBLACKSTONE MORTGAGE TRUST IN	40,282	$701K	0.02%	-38,264	Timeline
SRVRPACER FDS TR	22,714	$681K	0.02%	-22,715	Timeline
EEMXSPDR INDEX SHS FDS	19,846	$641K	0.02%	0	Timeline
XBISPDR SERIES TRUST	6,934	$624K	0.02%	-6,934	Timeline
INDSPACER FDS TR	17,137	$605K	0.02%	-17,137	Timeline
VBTLXVANGUARD TTL BD MKT IDX-ADM	59,556	$565K	0.02%	+367	Timeline
KRONOS BIO INCKRONOS BIO INC	527,500	$501K	0.01%	-1,084,012
NOBLPROSHARES TR	4,543	$452K	0.01%	-4,543	Timeline
ICLNISHARES TR	39,612	$451K	0.01%	0	Timeline
VGKVANGUARD INTL EQUITY INDEX F	6,533	$415K	0.01%	0	Timeline
VTIPVANGUARD MALVERN FDS	8,121	$393K	0.01%	-46,476	Timeline
VNQIVANGUARD INTL EQUITY INDEX F	9,213	$364K	0.01%	-28,198	Timeline
EFVISHARES TR	6,324	$332K	0.01%	-6,323	Timeline
IBBQINVESCO EXCH TRADED FD TR II	12,917	$278K	0.01%	-12,916	Timeline
HYBBISHARES TR	4,551	$209K	0.01%	-4,551	Timeline
ALLOALLOGENE THERAPEUTICS INC	93,248	$199K	0.01%	-161,597	Timeline
OPENOPENDOOR TECHNOLOGIES INC	37,998	$60.8K	<0.01%	-54,324	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
AGGISHARES TR	937,113	$94.9M	shares
SNPSSYNOPSYS INC	113,231	$65M	shares
KKRKKR & CO INC	117,451	$15.3M	shares
HAWXISHARES TR	385,578	$12.7M	shares
XLESELECT SECTOR SPDR TR	142,230	$12.5M	shares
EXPRO GROUP HOLDINGS NV COMEXPRO GROUP HOLDINGS NV COM	67,735	$12.2M	shares
LOWLOWES COS INC	41,840	$11.3M	shares
NYTNEW YORK TIMES CO MTN BE	182,782	$10.2M	shares
UNPUNION PAC CORP	36,956	$9.11M	shares
MSFTMICROSOFT CORP	18,842	$8.11M	shares
VNOVORNADO RLTY TR	203,558	$8.02M	shares
AAPLAPPLE INC	32,800	$7.64M	shares
SL GREEN REALTY CORPSL GREEN REALTY CORP	101,607	$7.07M	shares
LWLAMB WESTON HLDGS INC	84,818	$5.49M	shares
ABB LTD.ABB LTD.	94,038	$5.45M	shares
NWSANEWS CORP NEW	182,402	$4.86M	shares
NVSEFNOVARTIS AG-REG	40,696	$4.68M	shares
ADBEADOBE INC	8,181	$4.24M	shares
DGEAFDIAGEO PLC	110,298	$3.85M	shares
GPDNFDANONE	58,023	$3.08M	shares
USMVISHARES TR	33,271	$3.04M	shares
UTHRUNITED THERAPEUTICS CORP DEL	7,937	$2.84M	shares
VPLVANGUARD INTL EQUITY INDEX F	34,492	$2.7M	shares
EXPEEXPEDIA GROUP INC	17,626	$2.61M	shares
ONCBEONE MEDICINES LTD	11,041	$2.48M	shares
INCYINCYTE CORP	34,632	$2.29M	shares
ACHCACADIA HEALTHCARE COMPANY IN	25,668	$1.63M	shares
SNAPSNAP INC	142,441	$1.52M	shares
IQVIQVIA HLDGS INC	4,748	$1.13M	shares
TEADTEADS HLDG CO	204,407	$993K	shares
NUNU HLDGS LTD	67,788	$925K	shares
Apollo Global Management IncApollo Global Management Inc	7,391	$923K	shares
EEMISHARES TR	19,134	$877K	shares
VIGVANGUARD SPECIALIZED FUNDS	3,569	$707K	shares
BXBLACKSTONE INC	4,041	$619K	shares
DIDIYDIDI GLOBAL INC	119,566	$562K	shares
NFLXNETFLIX INC.	773	$548K	shares
STSENSATA TECHNOLOGIES HLDG PL	15,000	$538K	shares
FCFRANKLIN COVEY CO	11,924	$490K	shares
VTEBVANGUARD MUN BD FDS	9,115	$466K	shares
LENLENNAR CORP	2,407	$451K	shares
TSLATESLA INC	1,518	$397K	shares
COINCOINBASE GLOBAL INC	1,608	$286K	shares
UEURBAN EDGE PPTYS	13,147	$281K	shares
GWREGUIDEWIRE SOFTWARE INC	1,529	$280K	shares
STXSEAGATE TECHNOLOGY HLDNGS PL	2,254	$247K	shares
SEAGATE TECHNOLOGY HOLDINGSSEAGATE TECHNOLOGY HOLDINGS	2,254	$247K	shares
BURBYBURBERRY GROUP PLC SPONSORED A	25,000	$234K	shares
UBERUBER TECHNOLOGIES INC	3,063	$230K	shares
HOODROBINHOOD MKTS INC	9,606	$225K	shares
BRK-BBERKSHIRE HATHAWAY INC DEL	459	$211K	shares
VFHVANGUARD WORLD FD	1,877	$206K	shares
URGNUROGEN PHARMA LTD	15,384	$195K	shares
CLSKCLEANSPARK INC	19,950	$186K	shares
CURLFCURALEAF HLDGS INC (CANADA)	38,723	$118K	shares
VERANO HOLDINGS CORPVERANO HOLDINGS CORP	20,000	$66.6K	shares
AYRWFAYR WELLNESS INC SUB LTD VTG S	20,000	$36.2K	shares
RSXVANECK VECTORS RUSSIA ETF	26,647	$0	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001104659-25-007846	base		2025-01-31	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC