StockDriftsStockDriftsTop 26 Perella Weinberg Partners Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEF | ISHARES TR | 17.72% | 1.86M | $175.9M | -15.98%(-353.47K) | — | 2024-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 11.37% | 215.8K | $112.9M | -15.14%(-38.49K) | — | 2024-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 10.24% | 1.95M | $101.6M | -1.31%(-25.92K) | — | 2024-03-31 | |
| SHY | ISHARES TR | 9.18% | 1.11M | $91.2M | -37.02%(-655.33K) | — | 2024-03-31 | |
| BBJP | J P MORGAN EXCHANGE TRADED F | 9.01% | 1.53M | $89.4M | -33.73%(-777.53K) | — | 2024-03-31 | |
| BWX | SPDR SER TR | 8.61% | 3.84M | $85.5M | -13.91%(-621.13K) | — | 2024-03-31 | |
| GLD | SPDR GOLD TR | 5.85% | 282.5K | $58.1M | -19.62%(-68.96K) | — | 2024-03-31 | |
| EIPX | FIRST TR EXCHANGE-TRADED FD | 5.75% | 2.48M | $57.1M | +28.06%(+542.91K) | — | 2024-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 4.76% | 427.3K | $47.2M | -1.96%(-8.53K) | — | 2024-03-31 | |
| PABU | ISHARES TR | 4.26% | 743.7K | $42.3M | new | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Perella Weinberg Partners Capital Management Lp reports $992.79M in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are IEF (17.7%), SPY (11.4%) and SCHP (10.2%). Figures reflect the Q1 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Perella Weinberg Partners Capital Management Lp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1426083). View Perella Weinberg Partners Capital Management Lp’s 13F filings on SEC