Kitching Partners is an investment fund managing more than $52.7 billion ran by Jordan Green. There are currently 15 companies in Mr. Green’s portfolio. The largest investments include Vanguard Specialized Funds and Vanguard Tax-managed Fds, together worth $21 billion.
As of 8th May 2024, Kitching Partners’s top holding is 58,813 shares of Vanguard Specialized Funds currently worth over $10.7 billion and making up 20.4% of the portfolio value.
In addition, the fund holds 203,698 shares of Vanguard Tax-managed Fds worth $10.2 billion.
The third-largest holding is Ishares Tr worth $7.77 billion and the next is Spdr Ser Tr worth $6.62 billion, with 50,474 shares owned.
Currently, Kitching Partners's portfolio is worth at least $52.7 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Kitching Partners office and employees reside in Conshohocken, Pennsylvania. According to the last 13-F report filed with the SEC, Jordan Green serves as the Counsel at Kitching Partners.
In the most recent 13F filing, Kitching Partners revealed that it had opened a new position in
KraneShares Trust and bought 11,198 shares worth $335 million.
This means they effectively own approximately 0.1% of the company.
KraneShares Trust makes up
100.0%
of the fund's Miscellaneous sector allocation and has grown its share price by 15.7% in the past year.
The investment fund also strengthened its position in Vanguard Specialized Funds by buying
616 additional shares.
This makes their stake in Vanguard Specialized Funds total 58,813 shares worth $10.7 billion.
The two most similar investment funds to Kitching Partners are Org Partners and Autonomy Capital (jersey) L.P.. They manage $52.6 billion and $52.6 billion respectively.
Kitching Partners’s portfolio is diversified across 5 sectors.
Currently, their heaviest sector is Technology — making up 0.9% of
the total portfolio value.
The fund focuses on investments in the United States as
13.3% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
13% of the total holdings value.
On the other hand, small-cap stocks make up only 6.7% of the portfolio.
The average market cap of the portfolio companies is close to $15.4 billion.
These positions were updated on May 15th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Specialized Funds |
1.06%
58,813
|
$10,739,791,000 | 20.39% |
| Vanguard Tax-managed Fds |
1.44%
203,698
|
$10,219,542,000 | 19.40% |
| Ishares Tr |
1.41%
177,145
|
$7,771,380,000 | 14.75% |
| Spdr Ser Tr |
1.30%
50,474
|
$6,624,262,000 | 12.58% |
| Vanguard Scottsdale Fds |
0.53%
59,515
|
$3,519,905,000 | 6.68% |
| Ishares Gold Tr |
0.21%
69,953
|
$2,938,726,000 | 5.58% |
| Vanguard Bd Index Fds |
0.63%
54,532
|
$2,702,073,000 | 5.13% |
| Vanguard Mun Bd Fds |
0.64%
49,125
|
$2,485,714,000 | 4.72% |
| Vanguard Index Fds |
2.71%
8,542
|
$2,789,988,000 | 5.30% |
| Vanguard Intl Equity Index F |
1.35%
32,252
|
$1,347,172,000 | 2.56% |
| Lyft Inc |
No change
24,137
|
$467,051,000 | 0.89% |
| KraneShares Trust |
Opened
11,198
|
$334,708,000 | 0.64% |
| Amazon.com Inc. |
No change
1,555
|
$280,491,000 | 0.53% |
| Franco Nev Corp |
No change
2,029
|
$241,776,000 | 0.46% |
| Koninklijke Philips N.V. |
No change
10,446
|
$208,920,000 | 0.40% |
| No transactions found | |||
| Showing first 500 out of 15 holdings | |||