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Rit Capital Partners PLC

CIK:0000939334
Asset Manager
$5B AUM
20 holdings
London, United Kingdom
Founded:1961
62 employees
Latest filing:Jun 30, 2025

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.

Latest 13F Filing Activity

Rit Capital Partners PLC filed their most recent 13F report on Jun 30, 2025 disclosing 15 equity positions and 3 options positions with a total 13F market value of $798M. The fund increased holdings in Microsoft Corp., Webull Corp., Renaissancere HLDGS LTD among other positions. Rit Capital Partners PLC reduced exposure to Mastercard Incorporated, Visa Inc., JPMorgan Chase & Co. among others.

Top Buys
M
MSFTMICROSOFT CORP
+$105.4M
B
BULLWEBULL CORP
+$95.5M
R
RNRRENAISSANCERE HLDGS LTD
+$48.1M
G
GLNGGOLAR LNG LTD
+$34.1M
C
CEGCONSTELLATION ENERGY CORP
+$26.8M
Top Sells
M
MAMASTERCARD INCORPORATED
-$42.5M
V
VVISA INC
-$42.1M
J
JPMJPMORGAN CHASE & CO.
-$30.7M
A
AJGGALLAGHER ARTHUR J & CO
-$14.2M
S
SWSMURFIT WESTROCK PLC
-$12.8M

Top Holdings

M
MSFTMICROSOFT CORP
+13.2%$105.4M
B
BULLWEBULL CORP
+12.0%$95.5M
A
AMZNAMAZON COM INC
+9.2%$73.6M
I
ICEINTERCONTINENTAL EXCHANGE INC
+7.5%$59.7M
C
CPNGCOUPANG INC
+6.0%$48.2M

Equity Positions (15)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MICROSOFT CORP13.21%$105.4M212,000$497.41$497.41+$105.4M
WEBULL CORP11.97%$95.5M10,007,267$11.96$11.96+$95.5M
AMAZON COM INC9.22%$73.6M335,350$186.33$219.39+$6.9M
INTERCONTINENTAL EXCHANGE INC7.48%$59.7M325,300$117.23$183.47+$996.3K
COUPANG INC6.04%$48.2M1,609,200$16.36$29.96+$10.9M

Options Positions (3)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
GOLAR LNG LTD
Call
$41.2M10,000$41.19$38.670+$3.2M
COUPANG INC
Call
$30.0M10,000$29.96$21.930+$8.0M
ALIBABA GROUP HLDG LTDSold
Put
$10.2M900$113.41$132.23-2,600-$36.1M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+21.4%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+19.0%
FINANCE SERVICES
+12.0%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+12.0%
WATER TRANSPORTATION
+9.4%