Q3 2026 13F · SEC CIK 2064920

Pacific Capital Partners Ltd

Hedge fundFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $132.5M
Reported positions: 41
Holdings vs S&P 500, 3 yrs: —
Assets under management: $20.7B

Pacific Capital Partners Ltd is a hedge fund that reported 41 positions worth $132.5M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Berkshire Hathaway Inc Del (BRK-A, 8.5%), Progressive Corp (PGR, 8.1%), Advanced Micro Devices Inc (AMD, 5.8%).

Pacific Capital Partners Ltd holdings all 41 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Pacific Capital Partners Ltd 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
BRK-ABerkshire Hathaway Inc Del	8.5%	10.4%	15	-6.3%	$11.2M
PGRProgressive Corp	8.1%	6.0%	51,479	+61.3%	$10.7M
AMDAdvanced Micro Devices Inc	5.8%	4.6%	12,489	+37.2%	$7.6M
WETFWisdomtree Inc	4.8%	2.4%	260,086	+60.1%	$6.3M
SCHWCharles Schwab Corp (the)	4.6%	5.4%	61,952	-7.6%	$6.1M
NVDANvidia Corporation	4.3%	2.6%	24,869	+66.0%	$5.7M
AZOAutozone Inc	4.2%	5.8%	1,957	-7.2%	$5.5M
MSFTMicrosoft Corp	4.1%	2.5%	10,516	+34.5%	$5.4M
MIDDMiddleby Corp	3.8%	5.2%	48,034	+38.4%	$5.0M
AMATApplied Matls Inc	3.4%	2.8%	8,919	+97.8%	$4.6M
BF-BBrown Forman Cl B	3.3%	2.5%	164,442	+48.9%	$4.3M
AMZNAmazon Com Inc	2.9%	2.6%	15,406	+19.9%	$3.8M
MBGLMobility Global Inc	2.8%	New	216,245	—	$3.7M
RGLDRoyal Gold Inc	2.8%	3.0%	15,645	-8.4%	$3.7M
WATWaters Corp	2.7%	2.6%	8,221	+4.1%	$3.6M
LYVLive Nation Entertainment in	2.5%	3.1%	19,557	+0.0%	$3.3M
VVisa Inc	2.4%	2.6%	8,820	+0.0%	$3.2M
FWONKLiberty Media Corp Del	2.3%	2.7%	32,774	+0.0%	$3.0M
ITTItt	1.9%	1.7%	12,521	+23.8%	$2.5M
JPMJpmorgan Chase & Co	1.9%	2.2%	7,622	+0.0%	$2.5M
EYENational Vision Hldgs Inc	1.8%	1.6%	145,542	+51.0%	$2.4M
GOOGAlphabet Inc	1.8%	2.1%	6,805	+0.0%	$2.3M
LLYEli Lilly & Co	1.7%	2.3%	1,942	-14.0%	$2.2M
IBKRInteractive Brokers Group in	1.7%	1.9%	25,861	+0.0%	$2.2M
METAMeta Platforms Inc	1.6%	0.7%	2,964	+120.5%	$2.1M
PLTRPalantir Technologies Inc	1.6%	New	11,417	—	$2.1M
COOCooper Cos Inc	1.4%	3.1%	33,856	-33.2%	$1.9M
MUMicron Technology Inc	1.1%	1.1%	1,419	+23.8%	$1.5M
SPHRSphere Entertainment Co	1.1%	3.1%	11,083	-46.7%	$1.5M
CSGPCostar Group Inc	1.1%	0.7%	53,364	+100.9%	$1.5M
SPGIS&p Global Inc	1.0%	New	3,345	—	$1.3M
MSCIMsci Inc	0.9%	New	2,277	—	$1.2M
SOLVSolventum Corporation Common S	0.9%	1.2%	13,187	-23.7%	$1.2M
INTUIntuit	0.9%	0.9%	4,152	+0.0%	$1.1M
SIRISiriusxm Holdings Inc	0.8%	1.1%	42,674	+0.0%	$1.1M
WSTWest Pharmaceutical Svsc Inc	0.7%	1.1%	2,527	-31.7%	$937K
AVGOBroadcom Inc	0.7%	1.2%	2,555	-31.8%	$897K
UNHUnitedhealth Group Inc	0.6%	New	2,325	—	$853K
NFLXNetflix Inc.	0.6%	0.9%	11,936	-15.2%	$831K
MDLNMedline Inc	0.6%	1.0%	21,201	-30.0%	$736K
AJGGallagher Arthur J & Co	0.5%	1.6%	2,990	-63.9%	$682K

What Pacific Capital Partners Ltd bought and sold in Q3 2026, against Q2 2026.

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +2.0% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$132.5M	41
Q2 2026	$115.6M	40
Q1 2026	$101.3M	38
Q4 2025	$94.2M	36
Q3 2025	$89.8M	33
Q2 2025	$106.7M	40
Q1 2025	$158.1M	38
Q4 2024	$170.0M	50

Questions about Pacific Capital Partners Ltd's portfolio

What stocks does Pacific Capital Partners Ltd own?

Pacific Capital Partners Ltd's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 41 positions worth $132.5M. The largest are Berkshire Hathaway Inc Del (BRK-A) at 8.5%, Progressive Corp (PGR) at 8.1%, Advanced Micro Devices Inc (AMD) at 5.8%, Wisdomtree Inc (WETF) at 4.8% and Charles Schwab Corp (the) (SCHW) at 4.6%.

What did Pacific Capital Partners Ltd buy last quarter?

In Q3 2026, Pacific Capital Partners Ltd added a new position in Mobility Global Inc (MBGL), a new position in Palantir Technologies Inc (PLTR), a new position in S&p Global Inc (SPGI), a new position in Msci Inc (MSCI), a new position in Unitedhealth Group Inc (UNH), Meta Platforms Inc (META) (+120.5% shares), Costar Group Inc (CSGP) (+100.9% shares) and Applied Matls Inc (AMAT) (+97.8% shares), compared with its Q2 2026 filing.

What did Pacific Capital Partners Ltd sell last quarter?

In Q3 2026, Pacific Capital Partners Ltd sold all of Kla Corp (KLAC), sold all of Ryan Specialty Holdings Inc (RYAN), sold all of Berkshire Hathaway Inc Del (BRK-B), sold all of Tidewater Inc New (TDW), Gallagher Arthur J & Co (AJG) (-63.9% shares), Sphere Entertainment Co (SPHR) (-46.7% shares) and Cooper Cos Inc (COO) (-33.2% shares), compared with its Q2 2026 filing.

When is Pacific Capital Partners Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. Pacific Capital Partners Ltd's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Pacific Capital Partners Ltd manage?

Pacific Capital Partners Ltd reported $20.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $132.5M.