Third View Private Wealth, LLC
Long book
$730.3M
Q1 2026
Positions
267
Top-10 weight
35%
concentration
Last quarter
+10.0%
SPY +14.8%
Turnover
19%
of book per quarter
Strategy in plain words
auto-generated from filingsThird View Private Wealth, LLC is an institutional manager, running a $730.3M US long book across 267 positions.
The portfolio is moderately concentrated (top 10 ≈ 35% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: NVIDIA CORP, ISHARES 20+ YEAR TREASURY BD, AMAZON.COM INC, META PLATFORMS INC-CLASS A, MICROSOFT CORP.
Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-6.8%
Q1 2026
+10.0%
Sector allocation
Technology 39%
Industrials 11%
Financials 10%
Services media 10%
Consumer discretionary 8%
Healthcare 6%
Utilities 4%
Materials 4%
Long book by quarter
What does Third View own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 261.0K | $45.5M | 6.2% | +5.3% |
| AMZN AMAZON.COM INC | Consumer discretionary | 126.5K | $26.4M | 3.6% | +7.7% |
| META META PLATFORMS INC-CLASS A | Technology | 45.4K | $26.0M | 3.6% | +7.9% |
| MSFT MICROSOFT CORP | Technology | 69.0K | $25.5M | 3.5% | +10.7% |
| GOOGL ALPHABET INC-CL A | Technology | 82.0K | $23.6M | 3.2% | +5.7% |
| TSLA TESLA INC | Industrials | 62.2K | $23.1M | 3.2% | +7.7% |
| V VISA INC-CLASS A SHARES | Services media | 60.1K | $18.2M | 2.5% | +6.3% |
| NFLX NETFLIX INC | Services media | 186.4K | $17.9M | 2.5% | +7.6% |
| AAPL APPLE INC | Technology | 69.9K | $17.7M | 2.4% | -0.5% |
| GOOG ALPHABET INC-CL C | Technology | 61.6K | $17.7M | 2.4% | +5.7% |
| BA BOEING CO/THE | Industrials | 64.1K | $12.8M | 1.7% | +10.8% |
| ORCL ORACLE CORP | Technology | 80.8K | $11.9M | 1.6% | -4.5% |
| ADI ANALOG DEVICES INC | Technology | 28.7K | $9.1M | 1.3% | +0.4% |
| XOM EXXON MOBIL CORP | Energy | 53.4K | $9.1M | 1.2% | -11.3% |
| WMB WILLIAMS COS INC | Utilities | 120.6K | $8.8M | 1.2% | +25.7% |
| SHOP SHOPIFY INC - CLASS A | Technology | 70.7K | $8.4M | 1.1% | +7.3% |
| AVGO BROADCOM INC | Technology | 27.1K | $8.4M | 1.1% | +3.8% |
| MNST MONSTER BEVERAGE CORP | Consumer staples | 109.7K | $8.0M | 1.1% | +6.6% |
| VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 16.9K | $7.5M | 1.0% | +7.5% |
| DIS WALT DISNEY CO/THE | Services media | 76.6K | $7.4M | 1.0% | +6.9% |
| JPM JPMORGAN CHASE & CO | Financials | 24.3K | $7.1M | 1.0% | +3.9% |
| REGN REGENERON PHARMACEUTICALS | Healthcare | 7.8K | $6.0M | 0.8% | +8.8% |
| ADSK AUTODESK INC | Technology | 24.8K | $5.9M | 0.8% | +7.4% |
| APO APOLLO GLOBAL MANAGEMENT INC | Financials | 52.9K | $5.9M | 0.8% | +96.2% |
| APD AIR PRODUCTS & CHEMICALS INC | Materials | 20.3K | $5.9M | 0.8% | -4.1% |
| VMC VULCAN MATERIALS CO | Materials | 21.5K | $5.9M | 0.8% | +4.0% |
| TXN TEXAS INSTRUMENTS INC | Technology | 28.3K | $5.5M | 0.8% | +7.7% |
| CRM SALESFORCE INC | Technology | 26.7K | $5.0M | 0.7% | +6.2% |
| KO COCA-COLA CO/THE | Consumer staples | 64.2K | $4.9M | 0.7% | +4.7% |
| MRSH MARSH & MCLENNAN COS | Financials | 26.4K | $4.6M | 0.6% | +91.8% |
| LIN LINDE PLC | Materials | 8.9K | $4.4M | 0.6% | +6.0% |
| JNJ JOHNSON & JOHNSON | Healthcare | 17.9K | $4.4M | 0.6% | +6.1% |
| UNP UNION PACIFIC CORP | Industrials | 17.6K | $4.3M | 0.6% | +5.5% |
| BDX BECTON DICKINSON AND CO | Healthcare | 27.1K | $4.3M | 0.6% | +5.3% |
| BX BLACKSTONE INC | Financials | 36.0K | $4.1M | 0.6% | +309.1% |
| CMCSA COMCAST CORP-CLASS A | Communications | 143.9K | $4.1M | 0.6% | +5.5% |
| SRE SEMPRA | Utilities | 41.9K | $4.1M | 0.6% | +9.4% |
| TMUS T-MOBILE US INC | Communications | 19.0K | $4.0M | 0.5% | +8.2% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 7.5K | $3.7M | 0.5% | +7.7% |
| SBUX STARBUCKS CORP | Consumer discretionary | 40.9K | $3.7M | 0.5% | +9.8% |
| AZN ASTRAZENECA PLC | Healthcare | 18.1K | $3.6M | 0.5% | New |
| ADP AUTOMATIC DATA PROCESSING | Technology | 17.2K | $3.5M | 0.5% | +60.5% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 7.6K | $3.5M | 0.5% | +4.6% |
| TRV TRAVELERS COS INC/THE | Financials | 11.7K | $3.4M | 0.5% | +4.5% |
| WM WASTE MANAGEMENT INC | Utilities | 14.8K | $3.4M | 0.5% | +3.9% |
| EXPD EXPEDITORS INTL WASH INC | Industrials | 23.7K | $3.4M | 0.5% | +6.5% |
| COF CAPITAL ONE FINANCIAL CORP | Financials | 18.2K | $3.3M | 0.5% | +4.8% |
| DE DEERE & CO | Industrials | 5.7K | $3.2M | 0.4% | +6.2% |
| MET METLIFE INC | Financials | 44.6K | $3.2M | 0.4% | +6.2% |
| BN BROOKFIELD CORP | Real estate | 76.3K | $3.1M | 0.4% | +5.8% |
13F filing history
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