Pacific Capital Partners Ltd

LONDON, X0 · CIK 2064920 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 2021 · limited liability company

Assets managed$20.7bn
Staff69 · 21 in investment roles
Main clients (by assets)Private funds 74%, Mutual funds and ETFs 2%
Private funds4 · $1.2bn gross assets
Form ADV · 2026-09-28SEC adviser record

Legal entityPACIFIC CAPITAL PARTNERS LIMITED (GB)

Kindfutures, FCA fund manager
Others nearbyLondon

As an employer

Offices in1 country
Private fundsother private 4

In the UK

FCA-authorised companies1
Manages investmentsyes
Runs fundsyes
Retail clientsno, professional only

Company	Town	Staff	Pay gap report	FCA register
PACIFIC CAPITAL PARTNERS LIMITED Private Limited CompanyFCA: Authorised · manages investments, manages AIFs, advises, deals	London			Authorisedmanages investments, manages AIFs, advises, deals

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$115.6m reported value +14.0% vs Q1 2026

40positions

49.6%in top 10

10 new 13 added 11 reduced 8 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	16	$12.0m10.37%	10.37%	Unchanged
2	PROGRESSIVE CORP COM PGR	PGR	31,907	$7.0m6.03%	6.03%	Reduced -2.9k	-2,877 -8.3%
3	AUTOZONE INC COM AZO	AZO	2,108	$6.7m5.83%	5.83%	Unchanged
4	SCHWAB CHARLES CORP COM SCHW	SCHW	67,044	$6.2m5.35%	5.35%	Unchanged
5	MIDDLEBY CORP COM MIDD	MIDD	34,701	$6.0m5.16%	5.16%	Reduced -12.7k	-12,693 -26.8%
6	ADVANCED MICRO DEVICES INC COM AMD	AMD	9,106	$5.3m4.58%	4.58%	Reduced -13.8k	-13,820 -60.3%
7	COOPER COS INC COM COO	COO	50,676	$3.6m3.14%	3.14%	Added +24.3k	+24,266 91.9%
8	SPHERE ENTERTAINMENT CO CL A SPHR	SPHR	20,786	$3.6m3.11%	3.11%	Reduced -3.6k	-3,621 -14.8%
9	LIVE NATION ENTERTAINMENT IN COM LYV	LYV	19,557	$3.6m3.10%	3.10%	Added +6.9k	+6,868 54.1%
10	ROYAL GOLD INC COM RGLD	RGLD	17,084	$3.4m2.95%	2.95%	New
11	APPLIED MATLS INC COM AMAT	AMAT	4,509	$3.3m2.82%	2.82%	Reduced -6.5k	-6,491 -59.0%
12	LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK	FWONK	32,774	$3.1m2.70%	2.70%	Added +27.7k	+27,693 545.0%
13	AMAZON COM INC COM AMZN	AMZN	12,848	$3.1m2.65%	2.65%	Added +4.8k	+4,841 60.5%
14	VISA INC COM CL A V	V	8,820	$3.0m2.62%	2.62%	New
15	NVIDIA CORPORATION COM NVDA	NVDA	14,980	$3.0m2.59%	2.59%	Reduced -10.2k	-10,220 -40.6%
16	WATERS CORP COM WAT	WAT	7,896	$3.0m2.56%	2.56%	Added +1.8k	+1,755 28.6%
17	BROWN FORMAN CORP CL B BF.B	BF.B	110,464	$2.9m2.55%	2.55%	Unchanged
18	MICROSOFT CORP COM MSFT	MSFT	7,820	$2.9m2.52%	2.52%	Added +4.1k	+4,053 107.6%
19	WISDOMTREE INC COM WT	WT	162,457	$2.8m2.38%	2.38%	New
20	ELI LILLY & CO COM LLY	LLY	2,257	$2.7m2.34%	2.34%	Added +1.1k	+1,150 103.9%
21	JPMORGAN CHASE & CO COM JPM	JPM	7,622	$2.5m2.16%	2.16%	Added +3.7k	+3,722 95.4%
22	ALPHABET INC CAP STK CL C GOOG	GOOG	6,805	$2.4m2.08%	2.08%	Added +2.4k	+2,405 54.7%
23	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	25,861	$2.3m1.95%	1.95%	Unchanged
24	KLA CORP COM NEW KLAC	KLAC	6,723	$2.0m1.76%	1.76%	Reduced -4.4k	-4,407 -39.6%
25	ITT INC COM ITT	ITT	10,115	$2.0m1.73%	1.73%	Added +3.6k	+3,566 54.5%
26	GALLAGHER ARTHUR J & CO COM AJG	AJG	8,290	$1.9m1.65%	1.65%	Unchanged
27	NATIONAL VISION HLDGS INC COM EYE	EYE	96,361	$1.8m1.59%	1.59%	New
28	BROADCOM INC COM AVGO	AVGO	3,745	$1.4m1.22%	1.22%	New
29	SOLVENTUM CORP COM SHS SOLV	SOLV	17,291	$1.3m1.15%	1.15%	Reduced -3.5k	-3,460 -16.7%
30	WEST PHARMACEUTICAL SVSC INC COM WST	WST	3,700	$1.3m1.15%	1.15%	New
31	MICRON TECHNOLOGY INC COM MU	MU	1,146	$1.3m1.14%	1.14%	New
32	SIRIUSXM HOLDINGS INC COMMON STOCK SIRI	SIRI	42,674	$1.3m1.09%	1.09%	New
33	MEDLINE INC COM CL A MDLN	MDLN	30,273	$1.2m1.03%	1.03%	New
34	INTUIT COM INTU	INTU	4,152	$1.1m0.94%	0.94%	Added +1.8k	+1,820 78.0%
35	NETFLIX INC COM NFLX	NFLX	14,068	$1.0m0.87%	0.87%	New
36	RYAN SPECIALTY HOLDINGS INC CL A RYAN	RYAN	22,981	$867.8k0.75%	0.75%	Added +2.3k	+2,335 11.3%
37	META PLATFORMS INC CL A META	META	1,344	$757.1k0.66%	0.66%	Reduced -376	-376 -21.9%
38	COSTAR GROUP INC COM CSGP	CSGP	26,559	$752.2k0.65%	0.65%	Added +9.3k	+9,259 53.5%
39	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,276	$638.5k0.55%	0.55%	Reduced -1.7k	-1,710 -57.3%
40	TIDEWATER INC NEW COM TDW	TDW	8,892	$592.5k0.51%	0.51%	Reduced -8.2k	-8,248 -48.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
UNION PAC CORP UNP	UNP	18,883	$4.6m18.9k shares
COMCAST CORP NEW CMCSA	CMCSA	120,520	$3.5m120.5k shares
CHARTER COMMUNICATIONS INC N CHTR	CHTR	15,895	$3.4m15.9k shares
BECTON DICKINSON & CO BDX	BDX	16,551	$2.6m16.6k shares
SAP SE SAP	SAP	8,300	$1.4m8.3k shares
AKAMAI TECHNOLOGIES INC AKAM	AKAM	9,000	$1.0m9.0k shares
INTEL CORP INTC	INTC	17,800	$785.5k17.8k shares
AMERICAN TOWER CORP NEW AMT	AMT	4,300	$742.1k4.3k shares