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:
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Q2 2026 — Top-10 concentration: 98.6%. Quarterly turnover: 0.4%. ▲ 2 new, +4 added, −1 reduced, ×0 exited.
| 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% | |||
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Wise Group PLC
N/A
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194,350 | $2.33 M | 1.53% | ▲ 60,000 | Add 44.7% |