Institutional Manager · CIK 0001582272
Battery Global Advisors, LLC
BOSTON, MA · File #028-23946
Latest AUM
$215.8M
Positions
234
Top-10 Concentration
87.1%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025234 pos · $215.8M
- 13F HOLDINGS REPORTQ/E Sep 2025148 pos · $212.7M
- 13F HOLDINGS REPORTQ/E Jun 2025142 pos · $202.8M
- 13F HOLDINGS REPORTQ/E Mar 2025139 pos · $179.2M
- 13F HOLDINGS REPORTQ/E Dec 2024133 pos · $187.1M
- 13F HOLDINGS REPORTQ/E Sep 2024135 pos · $184.0M
- 13F HOLDINGS REPORTQ/E Jun 202435 pos · $151.1M
- 13F HOLDINGS REPORTQ/E Mar 202435 pos · $125.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 922042742 | 188,437 | $63.2M | 29.84% |
| 2 | INTUITIVE SURGICAL INC | ISRG | 40,956 | $27.1M | 12.81% |
| 3 | VANGUARD ADMIRAL FDS INC | 921932505 | 365,122 | $22.8M | 10.77% |
| 4 | VANGUARD INDEX FDS | 922908595 | 29,270 | $18.4M | 8.67% |
| 5 | PAYONEER GLOBAL INC | PAYO | 2,890,975 | $16.2M | 7.67% |
| 6 | VANGUARD INDEX FDS | 922908736 | 234,448 | $12.6M | 5.95% |
| 7 | ISHARES TR | 464288257 | 108,652 | $8.8M | 4.17% |
| 8 | SPDR INDEX SHS FDS | 78463X889 | 152,557 | $6.8M | 3.20% |
| 9 | VANGUARD INDEX FDS | 922908637 | 12,241 | $6.0M | 2.82% |
| 10 | IQVIA HLDGS INC | IQV | 12,760 | $2.4M | 1.15% |
| 11 | TORTOISE CAPITAL SERIES TRUS | 890930308 | 68,388 | $2.4M | 1.15% |
| 12 | LINCOLN NATL CORP IND | 534187109 | 139,753 | $2.3M | 1.11% |
| 13 | MICRON TECHNOLOGY INC | MU | 4,160 | $2.0M | 0.95% |
| 14 | APPLE INC | AAPL | 7,248 | $2.0M | 0.93% |
| 15 | VANGUARD INDEX FDS | 922908363 | 4,880 | $1.5M | 0.73% |
| 16 | ALPHABET INC | GOOG | 4,475 | $1.4M | 0.66% |
| 17 | ALPHABET INC | GOOG | 4,410 | $1.4M | 0.65% |
| 18 | VANGUARD WORLD FD | 92204A702 | 6,113 | $1.2M | 0.55% |
| 19 | VANGUARD INDEX FDS | 922908744 | 3,680 | $1.1M | 0.53% |
| 20 | SPDR INDEX SHS FDS | 78463X509 | 22,356 | $1.0M | 0.49% |