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Phoenix Asset Management Partners LTD 13F Filings, Portfolio & Analysis

CIK: 0001685660
London 80-82 Glentham Road
Zip Code: SW13 9JJ
Latest Portfolio Value
$152.26 M
+14.77%
Total Holdings
12
2
Latest Report Date
Q2 2026
Top 10 Concentration
98.59%

Phoenix Asset Management Partners LTD — Portfolio Overview & Company Profile

Phoenix Asset Management Partners LTD (CIK: 0001685660) is a financial institution headquartered at 80-82 Glentham Road, , London, United Kingdom SW13 9JJ. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $152.26 M, comprising 12 distinct securities. Over its filing history, it has submitted 15 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 98.6%. Quarterly turnover: 0.4%. ▲ 2 new, +4 added, −1 reduced, ×0 exited.

Portfolio Summary (Q2 2026)

Top Buys

Q2 2026
+$831,780
3. Wise Group PLC
+$720,059.58
+$226,098

Top Sells

Q2 2026
−$618,327.34

Asset Allocation

Stocks/ETFs
+14.77%
$152.26 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
469,360 $43.38 M 28.49% ▲ 9,000 Add 2.0%
1.87 M $32.53 M 21.37% ▲ 30,300 Add 1.7%
329,210 $23.51 M 15.44% ▲ 700 Add 0.2%
331,579 $11.25 M 7.39%
122,360 $9.79 M 6.43%
31,680 $9.73 M 6.39%
29,400 $9.7 M 6.37% ▲ 29,400 New Buy
272,419 $4.15 M 2.72%
57,687 $3.74 M 2.45%
Wise Group PLC
N/A
194,350 $2.33 M 1.53% ▲ 60,000 Add 44.7%

Historical Portfolio Charts