Border to Coast Pensions Partnership Ltd

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 21, 2024), Border to Coast Pensions Partnership Ltd reported 86 stock positions worth $4.9 billion. Its top holding was Microsoft (MSFT) at 6.7% of the portfolio, followed by Vngrd Mrngstr MD-Cap ETF-Usd (VO, 6.3%) and Apple (AAPL, 6.0%). Compared with Q2 2024, it opened 8 new positions, sold out of 2, added to 48 and reduced 20. The biggest buy was a new position in Vngrd Mrngstr MD-Cap ETF-Usd (VO) and the biggest sale Alphabet Class A (GOOGL, shares −2%).

Most Recent 13F
Q2 2026
Location
LEEDS, X0
CIK
0001876496
Portfolio Value
$4.9B (Q3 2024)
SEC Filing
0001876496-24-000004 ↗ filed Oct 21, 2024

Holdings Value

0$2.0B$4.0B$6.0B$8.0B Q1 2024: $4.5B Q1 2024 Q2 2024: $4.2B Q2 2024 Q3 2024: $4.9B $4.9B Q3 2024 Q4 2024: $5.1B Q4 2024 Q1 2025: $4.9B Q1 2025 Q2 2025: $5.4B Q2 2025 Q3 2025: $5.7B Q3 2025 Q4 2025: $5.7B Q4 2025 Q1 2026: $5.9B Q1 2026 Q2 2026: $6.8B Q2 2026

Holdings 86 stocks · $4.9B
MSFT Microsoft Corp. 6.65% 760,011 $326.1M Add +4.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 6.28% 1,169,908 $307.8M New
AAPL Apple Inc. 6.01% 1,268,089 $294.6M Reduce -1.4%
NVDA Nvidia Corp. 5.86% 2,371,966 $287.2M Add +1.8%
AMZN Amazon.com Inc. 4.01% 1,057,151 $196.4M Add +8.6%
GOOGL Alphabet Inc. Class A 3.95% 1,169,281 $193.4M Reduce -1.5%
AVGO Broadcom Inc. 2.37% 674,368 $116.0M Add +0.3%
BRK.B Berkshire Hathaway Inc. Class B 2.17% 231,345 $106.2M Add +4.5%
NEE Nextera Energy Inc. 2.09% 1,216,077 $102.5M Add +2.2%
META Meta Platforms Inc. Class A 1.76% 151,391 $86.4M Add +4.5%
JPM JPMorgan Chase & Co. 1.75% 407,516 $85.7M Reduce -0.3%
LLY Eli Lilly & Co. 1.72% 95,215 $84.1M Reduce -0.1%
UNH Unitedhealth Group Inc. 1.68% 141,265 $82.4M Add +4.5%
HD Home Depot Inc. 1.64% 198,735 $80.3M Add +17.3%
AMT American Tower Corp. 1.52% 321,795 $74.6M Reduce -12.2%
WMT Walmart Inc. 1.52% 923,378 $74.3M Add +11.9%
ORCL Oracle Corp. 1.50% 433,536 $73.7M Add +4.5%
V Visa Inc. Class A 1.47% 261,995 $71.8M Add +4.5%
PG The Procter & Gamble Co. 1.43% 404,977 $69.9M Add +4.5%
EQIX Equinix Inc. 1.22% 67,498 $59.7M Reduce -21.8%
KKR KKR & Co. Inc. 1.18% 445,000 $57.9M No change
KO The Coca-Cola Co. 1.15% 788,000 $56.5M Add +4.5%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 1.15% 475,000 $56.3M Reduce -15.9%
UBS UBS Group AG-Reg 1.14% 1,817,211 $56.0M No change
LIN Linde PLC 1.12% 115,673 $55.0M Add +4.5%
UNP Union Pacific Corp. 1.12% 223,321 $54.9M Add +3.8%
MRK Merck & Co. Inc. 1.11% 479,329 $54.3M Add +4.5%
WELL Welltower Inc. 1.11% 425,000 $54.3M Reduce -22.7%
JAAA Janus Henderson Aaa Clo ETF 1.09% 1,050,000 $53.3M New
TMO Thermo Fisher Scientific Inc. 1.05% 83,608 $51.6M Add +8.9%
MA Mastercard Inc. Class A 1.01% 100,727 $49.6M Add +28.9%
AXP American Express Co. 1.00% 181,754 $49.1M Reduce -8.1%
DHR Danaher Corp. 1.00% 176,027 $48.8M Add +4.5%
ADBE Adobe Inc. 0.99% 94,151 $48.6M Add +4.5%
MCD McDonald's Corp. 0.99% 159,379 $48.4M Add +4.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.98% 1,209,075 $47.8M Add +4.5%
CVX Chevron Corp. 0.96% 320,165 $47.0M Reduce -3.9%
LNG Cheniere Energy Inc. 0.91% 250,000 $44.8M Reduce -9.1%
ACN Accenture PLC Class A 0.90% 125,455 $44.2M Add +4.5%
JNJ Johnson & Johnson 0.86% 260,931 $42.2M Add +4.5%
ABT Abbott Laboratories 0.86% 370,739 $42.1M Add +4.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.85% 356,908 $41.8M Add +4.5%
RTX RTX Corp. 0.84% 339,585 $41.0M Add +4.5%
DE Deere & Co. 0.84% 98,400 $40.9M Add +16.2%
TXN Texas Instruments Inc. 0.83% 197,135 $40.6M Add +4.5%
ENB Enbridge Inc. 0.83% 1,000,000 $40.5M Reduce -4.8%
NFLX Netflix Inc. 0.80% 55,712 $39.4M Add +4.5%
ARCC Ares Capital Corp. 0.79% 1,850,000 $38.6M Reduce -7.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.75% 385,634 $37.0M Add +40.8%
WAB Wabtec Corp. 0.74% 201,011 $36.4M Add +4.5%
CSCO Cisco Systems Inc. 0.74% 682,827 $36.2M Add +4.5%
COP Conocophillips 0.72% 336,413 $35.3M No change
ADP Automatic Data Processing 0.67% 119,848 $33.1M Add +4.5%
ARE Alexandria Real Estate Equit 0.66% 275,000 $32.6M Reduce -12.7%
STZ Constellation Brands Inc. Class A 0.66% 126,236 $32.4M Add +4.5%
RSG Republic Services Inc. 0.66% 160,644 $32.2M Add +4.5%
ELV Elevance Health Inc. 0.61% 57,925 $30.0M Add +4.5%
AON Aon PLC Class A 0.60% 85,912 $29.6M Add +4.5%
FLUT Flutter Entertainment PLC-Di 0.58% 121,000 $28.4M No change
MAR Marriott International Class A 0.56% 110,071 $27.3M New
OTIS Otis Worldwide Corp. 0.56% 262,972 $27.3M Add +4.5%
COST Costco Wholesale Corp. 0.53% 29,288 $25.9M Reduce -38.9%
IBN Icici Bank Ltd.-Spon ADR 0.49% 806,207 $24.0M No change
PNC PNC Financial Services Group 0.44% 116,299 $21.4M Add +4.5%
HES Hess Corp. 0.44% 157,610 $21.3M No change
FIS Fidelity National Info Serv 0.42% 244,550 $20.4M Add +4.5%
OBDC Blue Owl Capital Corp. 0.41% 1,400,000 $20.3M Reduce -22.2%
GLOB Globant SA 0.41% 102,889 $20.3M Reduce -7.5%
PSX Phillips 66 0.40% 149,162 $19.6M No change
XYL Xylem Inc. 0.39% 141,827 $19.1M Add +4.5%
CNM Core & Main Inc. Class A 0.38% 420,223 $18.6M Add +22.7%
ES Eversource Energy 0.38% 270,834 $18.4M Add +4.5%
GBDC Golub Capital BDC Inc. 0.37% 1,200,000 $18.1M Reduce -14.9%
ZBH Zimmer Biomet Holdings Inc. 0.34% 155,254 $16.7M Add +4.5%
STLA Stellantis NV 0.32% 1,131,847 $15.6M No change
HASI Ha Sustainable Infrastructur 0.28% 400,000 $13.7M No change
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.22% 325,000 $10.8M New
OWL Blue Owl Capital Inc. 0.19% 475,000 $9.2M Add +58.3%
HON Honeywell International Inc. 0.19% 44,217 $9.1M Reduce -65.5%
BX Blackstone Inc. 0.16% 50,000 $7.6M Reduce -41.2%
OXFORD LANE CAP CORP 0.15% 1,405,000 $7.3M New
BXSL Blackstone Secured Lending F 0.15% 250,000 $7.3M New
HTGC Hercules Capital Inc. 0.14% 350,000 $6.9M No change
VLTO Veralto Corp. 0.12% 52,557 $5.9M Add +4.5%
TPG TPG Inc. 0.09% 75,000 $4.3M New
APO Apollo Global Management Inc. 0.04% 17,500 $2.2M New

Portfolio Sells Q2 2024 → Q3 2024
GOOGL Alphabet Inc. Class A Reduce -1.5% 3.95% −1.16
HON Honeywell International Inc. Reduce -65.5% 0.19% −0.46
COST Costco Wholesale Corp. Reduce -38.9% 0.53% −0.43
NKE Nike Inc. Class B Sold out 0.00% −0.39
AAPL Apple Inc. Reduce -1.4% 6.01% −0.38
EQIX Equinix Inc. Reduce -21.8% 1.22% −0.32
LLY Eli Lilly & Co. Reduce -0.1% 1.72% −0.32
CVX Chevron Corp. Reduce -3.9% 0.96% −0.27
WELL Welltower Inc. Reduce -22.7% 1.11% −0.25
OBDC Blue Owl Capital Corp. Reduce -22.2% 0.41% −0.24
LNG Cheniere Energy Inc. Reduce -9.1% 0.91% −0.22
ARE Alexandria Real Estate Equit Reduce -12.7% 0.66% −0.21
JPM JPMorgan Chase & Co. Reduce -0.3% 1.75% −0.20
ARCC Ares Capital Corp. Reduce -7.5% 0.79% −0.20
AMT American Tower Corp. Reduce -12.2% 1.52% −0.16
GBDC Golub Capital BDC Inc. Reduce -14.9% 0.37% −0.15
BX Blackstone Inc. Reduce -41.2% 0.16% −0.09
AXP American Express Co. Reduce -8.1% 1.00% −0.08
KVUE Kenvue Inc. Sold out 0.00% −0.05
ENB Enbridge Inc. Reduce -4.8% 0.83% −0.05
GLOB Globant SA Reduce -7.5% 0.41% −0.05
IRM Iron Mountain Inc. Reduce -15.9% 1.15% −0.05

Portfolio Buys Q2 2024 → Q3 2024
VO Vngrd Mrngstr MD-Cap ETF-Usd New 6.28% +6.28
JAAA Janus Henderson Aaa Clo ETF New 1.09% +1.09
MAR Marriott International Class A New 0.56% +0.56
HD Home Depot Inc. Add +17.3% 1.64% +0.26
VICI Vici Properties Inc. New 0.22% +0.22
MA Mastercard Inc. Class A Add +28.9% 1.01% +0.20
WMT Walmart Inc. Add +11.9% 1.52% +0.20
OXFORD LANE CAP CORP New 0.15% +0.15
BXSL Blackstone Secured Lending F New 0.15% +0.15
ORCL Oracle Corp. Add +4.5% 1.50% +0.12
DIS The Walt Disney Co. Add +40.8% 0.75% +0.11
NEE Nextera Energy Inc. Add +2.2% 2.09% +0.10
DE Deere & Co. Add +16.2% 0.84% +0.09
TPG TPG Inc. New 0.09% +0.09
MCD McDonald's Corp. Add +4.5% 0.99% +0.07
RTX RTX Corp. Add +4.5% 0.84% +0.07
OWL Blue Owl Capital Inc. Add +58.3% 0.19% +0.06
UNH Unitedhealth Group Inc. Add +4.5% 1.68% +0.05
TMO Thermo Fisher Scientific Inc. Add +8.9% 1.05% +0.05
APO Apollo Global Management Inc. New 0.04% +0.04
ACN Accenture PLC Class A Add +4.5% 0.90% +0.04
BRK.B Berkshire Hathaway Inc. Class B Add +4.5% 2.17% +0.04
META Meta Platforms Inc. Class A Add +4.5% 1.76% +0.04
AON Aon PLC Class A Add +4.5% 0.60% +0.03
PNC PNC Financial Services Group Add +4.5% 0.44% +0.03
ADP Automatic Data Processing Add +4.5% 0.67% +0.03
ES Eversource Energy Add +4.5% 0.38% +0.03
WAB Wabtec Corp. Add +4.5% 0.74% +0.03
KO The Coca-Cola Co. Add +4.5% 1.15% +0.02
VLTO Veralto Corp. Add +4.5% 0.12% +0.01
CSCO Cisco Systems Inc. Add +4.5% 0.74% +0.01
DHR Danaher Corp. Add +4.5% 1.00% +0.00
FIS Fidelity National Info Serv Add +4.5% 0.42% +0.00
JNJ Johnson & Johnson Add +4.5% 0.86% −0.00
ABT Abbott Laboratories Add +4.5% 0.86% −0.01
CNM Core & Main Inc. Class A Add +22.7% 0.38% −0.02
OTIS Otis Worldwide Corp. Add +4.5% 0.56% −0.02
LIN Linde PLC Add +4.5% 1.12% −0.03
UNP Union Pacific Corp. Add +3.8% 1.12% −0.03
TJX TJX Companies Inc. Add +4.5% 0.85% −0.03
TXN Texas Instruments Inc. Add +4.5% 0.83% −0.04
ZBH Zimmer Biomet Holdings Inc. Add +4.5% 0.34% −0.04
XYL Xylem Inc. Add +4.5% 0.39% −0.05
NFLX Netflix Inc. Add +4.5% 0.80% −0.05
RSG Republic Services Inc. Add +4.5% 0.66% −0.05
STZ Constellation Brands Inc. Class A Add +4.5% 0.66% −0.07
PG The Procter & Gamble Co. Add +4.5% 1.43% −0.08
V Visa Inc. Class A Add +4.5% 1.47% −0.09
ELV Elevance Health Inc. Add +4.5% 0.61% −0.10
BAC Bank of America Corp. Add +4.5% 0.98% −0.11

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 90$6.8BNVDA, GOOGL, AZN, AAPL, VO
Q1 2026 92$5.9BAZN, NVDA, AAPL, VO, GOOGL
Q4 2025 84$5.7BNVDA, MSFT, AAPL, VO, GOOGL
Q3 2025 83$5.7BNVDA, MSFT, VO, AAPL, GOOGL
Q2 2025 82$5.4BMSFT, NVDA, VO, AMZN, AAPL
Q1 2025 83$4.9BVO, MSFT, AAPL, NVDA, AMZN
Q4 2024 85$5.1BMSFT, VO, NVDA, AAPL, AMZN
Q3 2024 86$4.9BMSFT, VO, AAPL, NVDA, AMZN
Q2 2024 80$4.2BMSFT, NVDA, AAPL, GOOGL, AMZN
Q1 2024 80$4.5BMSFT, VO, NVDA, AAPL, GOOGL