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Metis Global Partners, LLC

CIK:0001594916
Asset Manager
$5B AUM
768 holdings
San Diego, CA, United States
Founded:2013
10 employees
Latest filing:Jun 30, 2025

Metis Global Partners, LLC is an independent, employee-owned investment management firm headquartered in San Diego, California. Founded in 2013, the firm is a certified Minority and Women-Owned Business Enterprise and specializes in global and international equity investment strategies, serving institutional clients such as pooled investment vehicles. As of 2025, Metis has approximately 10 employees, with a highly experienced investment team averaging over 22 years of industry experience.

Investment Strategy

Metis Global Partners employs an active, alpha-seeking investment strategy focused on global equities, spanning large to micro cap companies across developed, emerging, and frontier markets. The firm applies a disciplined value approach that combines traditional fundamental insights with quantitative data analysis to build diversified, high-conviction portfolios for institutional investors. Their strategies seek to deliver consistent outperformance by uncovering mispriced securities globally, leveraging the tenured team’s experience within a controlled risk framework.

Top Buys
P
PBUSINVESCO EXCH TRADED FD TR II
+$131.3M
N
NVDANVIDIA CORPORATION
+$55.6M
M
MSFTMICROSOFT CORP
+$35.0M
S
SGOLETFS GOLD TR
+$33.8M
B
BCIABRDN ETFS
+$31.5M
Top Sells
A
AAPLAPPLE INC
-$35.4M
U
UNHUNITEDHEALTH GROUP INC
-$14.8M
E
EWJISHARES INC
-$9.9M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$7.3M
A
ABBVABBVIE INC
-$4.6M

Top Holdings

N
NVDANVIDIA CORPORATION
+6.0%$231.1M
M
MSFTMICROSOFT CORP
+5.5%$211.9M
A
AAPLAPPLE INC
+4.6%$177.7M
S
SGOLETFS GOLD TR
+4.4%$169.5M
B
BCIABRDN ETFS
+4.2%$164.6M

Equity Positions (762)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORPORATION5.96%$231.1M1,462,935$41.62$157.99+$55.6M
M
MSFT
MICROSOFT CORP5.47%$211.9M425,967$314.18$497.41+$35.0M
A
AAPL
APPLE INC4.58%$177.7M866,093$174.22$205.17-$35.4M
S
SGOL
ETFS GOLD TR4.37%$169.5M5,373,804$22.23$31.54+$33.8M
B
BCI
ABRDN ETFS4.25%$164.6M7,925,004$20.30$20.77+$31.5M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+9.7%
SERVICES-PREPACKAGED SOFTWARE
+9.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.8%
REAL ESTATE INVESTMENT TRUSTS
+6.2%
ELECTRONIC COMPUTERS
+4.6%