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LCP

Larch Capital Partners Portfolio holdings

AUM $700M
This Fund
S&P 500
This Quarter Est. Return
+4.42%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$729M
AUM Growth
–
Cap. Flow
+$702M
Cap. Flow %
96.35%
Top 10 Hldgs %
93.6%
Holding
34
New
34
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
NU icon
Nu Holdings
NU
+$582M
2
VALE icon
Vale
VALE
+$16.7M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$8.89M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$8.14M
5
PBR icon
Petrobras
PBR
+$7.71M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 84.23%
2 Miscellaneous 12.04%
3 Materials 2.5%
4 Energy 1.06%
5 Consumer Staples 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NU icon
1
Nu Holdings
NU
$69.2B
$606M 83.09%
+36,190,501
New +$582M
VALE icon
2
Vale
VALE
$63.6B
$18.2M 2.5%
+1,374,389
New +$16.7M
RSP icon
3
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
$8.97M 1.23%
+46,839
New +$8.89M
ACWI icon
4
iShares MSCI ACWI ETF
ACWI
$33.3B
$8.21M 1.13%
+58,016
New +$8.14M
BBD icon
5
Banco Bradesco
BBD
$34.2B
$8.04M 1.1%
+2,253,600
New +$7.67M
PBR icon
6
Petrobras
PBR
$119B
$7.71M 1.06%
+632,032
New +$7.71M
EMXC icon
7
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.9B
$7.32M 1%
+100,651
New +$7.14M
JPIE icon
8
JPMorgan Income ETF
JPIE
$10.6B
$6.55M 0.9%
+140,799
New +$6.52M
VWOB icon
9
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.23B
$6.38M 0.87%
+94,599
New +$6.38M
FPE icon
10
First Trust Preferred Securities and Income ETF
FPE
$6.3B
$5.23M 0.72%
+287,112
New +$5.25M
EMB icon
11
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$4.94M 0.68%
+51,280
New +$4.93M
IEUR icon
12
iShares Core MSCI Europe ETF
IEUR
$9.39B
$4.67M 0.64%
+65,726
New +$4.55M
SHYG icon
13
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.68B
$4.15M 0.57%
+96,900
New +$4.16M
EWJ icon
14
iShares MSCI Japan ETF
EWJ
$22.6B
$4.1M 0.56%
+50,733
New +$4.17M
IXN icon
15
iShares Global Tech ETF
IXN
$9.51B
$3.66M 0.5%
+34,902
New +$3.69M
EEM icon
16
iShares MSCI Emerging Markets ETF
EEM
$31.2B
$3.6M 0.49%
+65,815
New +$3.58M
PFXF icon
17
VanEck Preferred Securities ex Financials ETF
PFXF
$2.4B
$2.95M 0.4%
+167,160
New +$2.96M
HELO icon
18
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.8B
$2.76M 0.38%
+41,487
New +$2.72M
VEA icon
19
Vanguard FTSE Developed Markets ETF
VEA
$237B
$2.57M 0.35%
+41,141
New +$2.52M
QUAL icon
20
iShares MSCI USA Quality Factor ETF
QUAL
$47.7B
$2.35M 0.32%
+11,833
New +$2.33M
AAXJ icon
21
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.88B
$2.3M 0.32%
+24,720
New +$2.3M
SPY icon
22
State Street SPDR S&P 500 ETF Trust
SPY
$825B
$1.88M 0.26%
+2,742
New +$1.85M
INDA icon
23
iShares MSCI India ETF
INDA
$6.61B
$1.68M 0.23%
+31,015
New +$1.67M
JBS
24
JBS N.V.
JBS
$44.5B
$1.03M 0.14%
+71,290
New +$980K
NZAC icon
25
State Street SPDR MSCI ACWI Climate Paris Aligned ETF
NZAC
$198M
$1.01M 0.14%
+23,470
New +$1M
1
2

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Larch Capital Partners's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Larch Capital Partners, which disclosed 34 positions worth $729M. Its ten largest holdings account for 94% of the portfolio.

Its largest position is Nu Holdings: 36,190,501 shares worth $606M.

By sector, the portfolio is most concentrated in Financials at 84% of assets, followed by Miscellaneous and Materials.

  • Larch Capital Partners's largest Q4 2025 buy was Nu Holdings: 36,190,501 shares worth $606M.
  • Larch Capital Partners's ten largest holdings make up 94% of its $729M portfolio in Q4 2025.
  • Larch Capital Partners disclosed 34 positions in Q4 2025, its first 13F filing on record.

Based on Larch Capital Partners's 13F filing for Q4 2025, filed 20 Feb 2026.