Rit Capital Partners PLC
RIT Capital Partners PLC is a publicly listed British investment trust founded in 1961 and headquartered in London. Originating as the Rothschild Investment Trust, it was established by Jacob Rothschild to serve the Rothschild family’s investments outside their main banking house. Today, RIT Capital Partners is known for its diversified global investment approach and long-term capital growth objectives. The firm typically employs between 50 and 99 professionals and is listed on the FTSE 250 Index. It serves high net worth individuals, institutional investors, and the Rothschild family, focusing on quoted securities and special situations.
Investment Strategy
RIT Capital Partners pursues a diversified and resilient global investment strategy, aiming to deliver long-term capital growth while preserving shareholders' capital. The trust invests across multiple asset classes, including quoted equities, alternative investments, private equity, and absolute return strategies. Its approach is characterized by rigorous risk management, active asset allocation, and opportunistic investments in both public and private markets, often targeting special situations. RIT seeks to mitigate downside risk through portfolio diversification and adheres to a philosophy of prudent stewardship and preservation of wealth.
Top Holdings
Equity Positions (15)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 13.21% | $105.4M | 212,000 | $497.41 | $497.41 | +$105.4M |
B BULL | WEBULL CORP | 11.97% | $95.5M | 10,007,267 | $11.96 | $11.96 | +$95.5M |
A AMZN | AMAZON COM INC | 9.22% | $73.6M | 335,350 | $186.33 | $219.39 | +$6.9M |
I ICE | INTERCONTINENTAL EXCHANGE INC | 7.48% | $59.7M | 325,300 | $117.23 | $183.47 | +$996.3K |
C CPNG | COUPANG INC | 6.04% | $48.2M | 1,609,200 | $16.36 | $29.96 | +$10.9M |
Options Positions (3)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
G GLNG | GOLAR LNG LTD | — | Call | $41.2M | 10,000 | $41.19 | $38.67 | 0 | +$3.2M |
C CPNG | COUPANG INC | — | Call | $30.0M | 10,000 | $29.96 | $21.93 | 0 | +$8.0M |
B BABA | ALIBABA GROUP HLDG LTD | Sold | Put | $10.2M | 900 | $113.41 | $132.23 | -2,600 | -$36.1M |