Pacific Capital Partners
LONDON, X0files as Pacific Capital Partners Ltd
$116m in 40 US stocks at the end of 30 June 2026. The top 10 are 49.6% of the money. It changed about 28.1% of the portfolio this quarter.
Value
$116m
Stocks
40
Top 10 share
49.6%
Turnover
28.1%
What changed this quarter
New
Bought for the first time this quarter.
- Royal GoldRGLD3.0% of the fund
- VisaV2.6% of the fund
- WisdomTreeWT2.4% of the fund
- National Vision HoldingsEYE1.6% of the fund
- BroadcomAVGO1.2% of the fund
- West Pharmaceutical ServicesWST1.1% of the fund
- Micron TechnologyMU1.1% of the fund
- Sirius XM HoldingsSIRI1.1% of the fund
- MedlineMDLN1.0% of the fund
- NetflixNFLX0.9% of the fund
Added
Bought more of a stock they already held.
- Cooper CompaniesCOO3.1% of the fund+92%
- Live Nation EntertainmentLYV3.1% of the fund+54%
- Liberty MediaFWONK2.7% of the fund+545%
- Amazon.comAMZN2.6% of the fund+60%
- WatersWAT2.6% of the fund+29%
- MicrosoftMSFT2.5% of the fund+108%
- Eli LillyLLY2.3% of the fund+104%
- JPMorgan ChaseJPM2.2% of the fund+95%
- AlphabetGOOG2.1% of the fund+55%
- ITTITT1.7% of the fund+54%
- IntuitINTU0.9% of the fund+78%
- Ryan Specialty HoldingsRYAN0.8% of the fund+11%
- Costar GroupCSGP0.7% of the fund+54%
Cut
Sold some of their stake.
- ProgressivePGR6.0% of the fund-8%
- MiddlebyMIDD5.2% of the fund-27%
- Advanced Micro DevicesAMD4.6% of the fund-60%
- Sphere EntertainmentSPHR3.1% of the fund-15%
- Applied MaterialsAMAT2.8% of the fund-59%
- NvidiaNVDA2.6% of the fund-41%
- KLAKLAC1.8% of the fund-40%
- SolventumSOLV1.2% of the fund-17%
- Meta PlatformsMETA0.7% of the fund-22%
- Berkshire HathawayBRK-B0.6% of the fund-57%
- TidewaterTDW0.5% of the fund-48%
Sold out
Sold their entire stake.
- Union PacificUNP-100%
- ComcastCMCSA-100%
- Charter CommunicationsCHTR-100%
- Becton DickinsonBDX-100%
- SAP SESAP-100%
- Akamai TechnologiesAKAM-100%
- IntelINTC-100%
- American TowerAMT-100%
Holdings
- Berkshire Hathaway INC DELBRK-A
- Share
- 10.4%
- Value
- $12m
- Shares
- 16
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Berkshire Hathaway INC DELBRK-A | 10.4% | $12m | 16 | Held |
| ProgressivePGR | 6.0% | $7m | 31,907 | -8% |
| AutozoneAZO | 5.8% | $7m | 2,108 | Held |
| Charles SchwabSCHW | 5.4% | $6m | 67,044 | Held |
| MiddlebyMIDD | 5.2% | $6m | 34,701 | -27% |
| Advanced Micro DevicesAMD | 4.6% | $5m | 9,106 | -60% |
| Cooper CompaniesCOO | 3.1% | $4m | 50,676 | +92% |
| Sphere EntertainmentSPHR | 3.1% | $4m | 20,786 | -15% |
| Live Nation EntertainmentLYV | 3.1% | $4m | 19,557 | +54% |
| Royal GoldRGLD | 3.0% | $3m | 17,084 | New |
| Applied MaterialsAMAT | 2.8% | $3m | 4,509 | -59% |
| Liberty MediaFWONK | 2.7% | $3m | 32,774 | +545% |
| Amazon.comAMZN | 2.6% | $3m | 12,848 | +60% |
| VisaV | 2.6% | $3m | 8,820 | New |
| NvidiaNVDA | 2.6% | $3m | 14,980 | -41% |
| WatersWAT | 2.6% | $3m | 7,896 | +29% |
| Brown FormanBF-B | 2.5% | $3m | 110,464 | Held |
| MicrosoftMSFT | 2.5% | $3m | 7,820 | +108% |
| WisdomTreeWT | 2.4% | $3m | 162,457 | New |
| Eli LillyLLY | 2.3% | $3m | 2,257 | +104% |
| JPMorgan ChaseJPM | 2.2% | $2m | 7,622 | +95% |
| AlphabetGOOG | 2.1% | $2m | 6,805 | +55% |
| Interactive Brokers GroupIBKR | 1.9% | $2m | 25,861 | Held |
| KLAKLAC | 1.8% | $2m | 6,723 | -40% |
| ITTITT | 1.7% | $2m | 10,115 | +54% |
| Arthur J. GallagherAJG | 1.6% | $2m | 8,290 | Held |
| National Vision HoldingsEYE | 1.6% | $2m | 96,361 | New |
| BroadcomAVGO | 1.2% | $1m | 3,745 | New |
| SolventumSOLV | 1.2% | $1m | 17,291 | -17% |
| West Pharmaceutical ServicesWST | 1.1% | $1m | 3,700 | New |
| Micron TechnologyMU | 1.1% | $1m | 1,146 | New |
| Sirius XM HoldingsSIRI | 1.1% | $1m | 42,674 | New |
| MedlineMDLN | 1.0% | $1m | 30,273 | New |
| IntuitINTU | 0.9% | $1m | 4,152 | +78% |
| NetflixNFLX | 0.9% | $1m | 14,068 | New |
| Ryan Specialty HoldingsRYAN | 0.8% | $867,763 | 22,981 | +11% |
| Meta PlatformsMETA | 0.7% | $757,062 | 1,344 | -22% |
| Costar GroupCSGP | 0.7% | $752,151 | 26,559 | +54% |
| Berkshire HathawayBRK-B | 0.6% | $638,498 | 1,276 | -57% |
| TidewaterTDW | 0.5% | $592,474 | 8,892 | -48% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 8.3% since 30 June 2025.
Where the money is
Financial services23.4%
Technology17.6%
Health care13.0%
Retail & consumer11.6%
Media & telecom10.5%
Industrials7.4%
Materials3.0%
Everyday goods2.5%
Real estate0.7%
Other10.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.