Galileo (PTC) Ltd

Fundamental diversified ★Signal financials specialist (97%) CIK 1740858
Long book
$1.02B
Q1 2026
Positions
3
Top-10 weight
100%
concentration
Last quarter
+10.7%
SPY +14.8%
Turnover
25%
of book per quarter

Strategy in plain words

auto-generated from filings

Galileo (PTC) Ltd is a diversified fundamental manager, specialised in financials (97% of the long book), running a $1.02B US long book across 3 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: CHIME FINANCIAL INC-CL A, DINGDONG CAYMAN LTD -SPN ADR, ROOT INC/OH -CLASS A.

Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-3.4%
Q2 2024
+17.7%
Q3 2024
+48.6%
Q4 2024
+15.1%
Q1 2025
-14.3%
Q2 2025
-40.8%
Q3 2025
+23.7%
Q4 2025
-25.1%
Q1 2026
+10.7%

Sector allocation

Financials
100%

Long book by quarter

$1.69B
Q1 2024
$1.33B
Q2 2024
$847.7M
Q3 2024
$56.8M
Q4 2024
$65.3M
Q1 2025
$1.86B
Q2 2025
$1.11B
Q3 2025
$1.37B
Q4 2025
$1.02B
Q1 2026

What does Galileo (PTC) own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
CHYM CHIME FINANCIAL INC-CL AFinancials52.3M$979.0M96.0%Held
ROOT ROOT INC/OH -CLASS AFinancials252.7K$11.2M1.1%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 6, 20263$1.02B canonicalSEC ↗
Q4 202513F-HRFeb 17, 20264$1.37B canonicalSEC ↗
Q3 202513F-HRNov 12, 20254$1.11B canonicalSEC ↗
Q2 202513F-HRAug 14, 20253$1.86B canonicalSEC ↗
Q1 202513F-HRMay 13, 20252$65.3M canonicalSEC ↗
Q4 202413F-HRFeb 14, 20252$56.8M canonicalSEC ↗
Q3 202413F-HRNov 8, 20246$847.7M canonicalSEC ↗
Q2 202413F-HRAug 13, 20247$1.33B canonicalSEC ↗
Q1 202413F-HRMay 14, 20247$1.69B canonicalSEC ↗