13F
中
← All fund report cards

Quilter Plc

13F equity value
$5.7B
Positions
124
Top 10 concentration
48.3%
Quarters / total new picks
20 / 350
13F equity value over time
$0M$13B$26B20192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 20 quarters, returned +4.3% per quarter — versus +5.3% per quarter from simply owning every 13F stock. It beat that baseline in only 40.0% of quarters (excess t = 0.77, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+4.2%
t-stat
0.77
Quarterly win rate
40%
Annualized excess
-5.6%
$1 → follow vs universe
$2.10 vs $2.65
Cumulative return: $1 invested in new picks vs universe
1.00 20200331: universe 1.20620200630: universe 1.33220200930: universe 1.63320201231: universe 1.70820210331: universe 1.72320210630: universe 1.86120210930: universe 1.67020220930: universe 1.79420221231: universe 1.66720230331: universe 1.75620230630: universe 1.69320230930: universe 1.92120231231: universe 2.00820240630: universe 2.19020240930: universe 2.17120241231: universe 2.02620250331: universe 2.20920250630: universe 2.27820250930: universe 2.56220251231: universe 2.650 20200331: follow 1.24020200630: follow 1.41220200930: follow 1.74120201231: follow 1.53920210331: follow 1.56920210630: follow 1.65720210930: follow 1.49220220930: follow 1.50520221231: follow 1.60720230331: follow 1.67720230630: follow 1.49420230930: follow 1.67120231231: follow 1.71420240630: follow 1.73220240930: follow 1.72320241231: follow 1.58620250331: follow 1.66020250630: follow 1.68320250930: follow 1.74820251231: follow 2.098 0.92 1.89 2.86 202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 124 · 2026 Q1

Ticker Value Weight QoQ
MSFT $426M
7.5%
ADD
NVDA $406M
7.1%
ADD
AMZN $362M
6.4%
ADD
GOOGL $311M
5.5%
ADD
AAPL $307M
5.4%
HOLD
V $244M
4.3%
HOLD
JPM $211M
3.7%
HOLD
AMD $170M
3.0%
HOLD
PANW $167M
2.9%
ADD
NFLX $144M
2.5%
ADD
MRK $143M
2.5%
HOLD
TMO $142M
2.5%
ADD
META $139M
2.5%
TRIM
ROK $130M
2.3%
HOLD
BRK/B $118M
2.1%
ADD
EQIX $112M
2.0%
HOLD
CVX $111M
1.9%
ADD
TMUS $109M
1.9%
ADD
CP $109M
1.9%
ADD
EMR $108M
1.9%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

AMATBXCMEFNGRABNEMRIOSBUX

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.