Pacific Capital Partners Ltd Diversified Active

CIK: 0002064920 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: May 8, 2025

Total Value ($000): $170,697 (100.0% shares, 0.0% debt)

Holdings (54)

ICUI ICU MED INC 8.8%
Value ($000) $15,033 Shares 82,500 Est. Cost $147.45 Unrealized +0.4%
AVTR AVANTOR INC 6.4%
Value ($000) $10,995 Shares 425,000 Est. Cost $21.86 Unrealized +12.3%
UNH UNITEDHEALTH GROUP INC 4.8%
Value ($000) $8,206 Shares 14,035 Est. Cost $531.10 Unrealized +3.2%
DHR DANAHER CORPORATION 4.6%
Value ($000) $7,854 Shares 28,250 Est. Cost $228.25 Unrealized +15.0%
WWD WOODWARD INC 4.5%
Value ($000) $7,718 Shares 45,000 Est. Cost $133.47 Unrealized +23.7%
CBZ CBIZ INC 4.4%
Value ($000) $7,570 Shares 112,500 Est. Cost $58.71 Unrealized +23.8%
CRH CRH PLC 4.3%
Value ($000) $7,419 Shares 80,000 Est. Cost $54.36 Unrealized +52.4%
CLH CLEAN HARBORS INC 4.2%
Value ($000) $7,251 Shares 30,000 Est. Cost $174.51 Unrealized +34.7%
BWXT BWX TECHNOLOGIES INC 4.1%
Value ($000) $7,066 Shares 65,000 Est. Cost $70.74 Unrealized +38.9%
ICE INTERCONTINENTAL EXCHANGE IN 4.0%
Value ($000) $6,827 Shares 42,500 Est. Cost $111.18 Unrealized +36.4%
ELV ELEVANCE HEALTH INC 3.9%
Value ($000) $6,630 Shares 12,750 Est. Cost $442.04 Unrealized +17.8%
AER AERCAP HOLDINGS NV 2.8%
Value ($000) $4,736 Shares 50,000 Est. Cost $77.35 Unrealized +19.8%
RPRX ROYALTY PHARMA PLC 2.7%
Value ($000) $4,597 Shares 162,500 Est. Cost $29.68 Unrealized -6.7%
MOH MOLINA HEALTHCARE INC 2.5%
Value ($000) $4,307 Shares 12,500 Est. Cost $319.70 Unrealized +3.2%
PYPL PAYPAL HLDGS INC 2.3%
Value ($000) $3,902 Shares 50,000 Est. Cost $64.93 Unrealized +2.8%
BXMT BLACKSTONE MTG TR INC 2.2%
Value ($000) $3,802 Shares 200,000 Est. Cost $20.22 Unrealized
CNMD CONMED CORP 1.9%
Value ($000) $3,323 Shares 46,198 Est. Cost $97.27 Unrealized -28.6%
ICLR ICON PLC 1.9%
Value ($000) $3,293 Shares 154,438 Est. Cost $252.02 Unrealized +25.1%
TRU TRANSUNION 1.8%
Value ($000) $3,141 Shares 30,000 Est. Cost $77.41 Unrealized +15.7%
MET METLIFE INC 1.7%
Value ($000) $2,887 Shares 35,000 Est. Cost $58.90 Unrealized +22.0%
ACA ARCOSA INC 1.7%
Value ($000) $2,843 Shares 30,000 Est. Cost $83.33 Unrealized +4.4%
FIS FIDELITY NATL INFORMATION SV 1.5%
Value ($000) $2,513 Shares 30,000 Est. Cost $65.56 Unrealized +16.9%
ABBV ABBVIE INC 1.2%
Value ($000) $2,078 Shares 10,522 Est. Cost $140.28 Unrealized +27.4%
BKNG BOOKING HOLDINGS INC 1.2%
Value ($000) $1,967 Shares 467 Est. Cost $2987.56 Unrealized +27.0%
EXAS EXACT SCIENCES CORP 1.1%
Value ($000) $1,941 Shares 28,500 Est. Cost $67.13 Unrealized -15.9%
BLFS BIOLIFE SOLUTIONS INC 1.1%
Value ($000) $1,815 Shares 72,500 Est. Cost $15.76 Unrealized +49.9%
SCI SERVICE CORP INTL 1.1%
Value ($000) $1,794 Shares 22,725 Est. Cost $63.42 Unrealized +19.9%
HOLX HOLOGIC INC 1.0%
Value ($000) $1,790 Shares 21,974 Est. Cost $75.29 Unrealized +6.2%
PRCT PROCEPT BIOROBOTICS CORP 1.0%
Value ($000) $1,673 Shares 20,876 Est. Cost $38.86 Unrealized +82.8%
CG CARLYLE GROUP INC 1.0%
Value ($000) $1,639 Shares 38,074 Est. Cost $30.81 Unrealized +30.3%
LAB STANDARD BIOTOOLS INC 0.9%
Value ($000) $1,592 Shares 825,000 Est. Cost $2.40 Unrealized -18.4%
MRK MERCK & CO INC 0.9%
Value ($000) $1,554 Shares 13,681 Est. Cost $105.44 Unrealized +7.1%
TMDX TRANSMEDICS GROUP INC 0.9%
Value ($000) $1,536 Shares 9,782 Est. Cost $71.96 Unrealized +114.1%
TMO THERMO FISHER SCIENTIFIC INC 0.9%
Value ($000) $1,459 Shares 2,358 Est. Cost $532.11 Unrealized +10.7%
COO COOPER COS INC 0.8%
Value ($000) $1,417 Shares 12,838 Est. Cost $96.28 Unrealized +1.1%
BC BRUNSWICK CORP 0.8%
Value ($000) $1,286 Shares 15,343 Est. Cost $77.84 Unrealized -3.8%
AXONICS INC 0.7%
Value ($000) $1,174 Shares 16,872 Est. Cost $56.37 Unrealized
LLY ELI LILLY & CO 0.6%
Value ($000) $1,104 Shares 1,246 Est. Cost $507.98 Unrealized +75.3%
BSX BOSTON SCIENTIFIC CORP 0.6%
Value ($000) $1,102 Shares 13,156 Est. Cost $52.46 Unrealized +50.3%
STRA STRATEGIC ED INC 0.6%
Value ($000) $1,049 Shares 11,339 Est. Cost $77.18 Unrealized +26.0%
HCA HCA HEALTHCARE INC 0.6%
Value ($000) $1,014 Shares 2,495 Est. Cost $267.91 Unrealized +35.2%
FTRE FORTREA HLDGS INC 0.6%
Value ($000) $1,000 Shares 50,000 Est. Cost $34.68 Unrealized -32.2%
EPAM EPAM SYS INC 0.6%
Value ($000) $995 Shares 5,000 Est. Cost $213.23 Unrealized -6.0%
CVSA ADTALEM GLOBAL ED INC 0.6%
Value ($000) $966 Shares 12,803 Est. Cost $42.24 Unrealized +74.6%
AMP AMERIPRISE FINL INC 0.5%
Value ($000) $939 Shares 1,998 Est. Cost $330.63 Unrealized +29.0%
PBH PRESTIGE CONSMR HEALTHCARE I 0.5%
Value ($000) $901 Shares 12,500 Est. Cost $67.75 Unrealized +4.5%
COLM COLUMBIA SPORTSWEAR CO 0.5%
Value ($000) $875 Shares 10,523 Est. Cost $71.48 Unrealized +9.5%
NKE NIKE INC 0.4%
Value ($000) $705 Shares 7,972 Est. Cost $98.75 Unrealized -23.0%
ECL ECOLAB INC 0.4%
Value ($000) $677 Shares 2,653 Est. Cost $177.28 Unrealized +36.0%
TNDM TANDEM DIABETES CARE INC 0.4%
Value ($000) $648 Shares 15,282 Est. Cost $27.34 Unrealized +55.1%
AMEDISYS INC 0.4%
Value ($000) $623 Shares 6,457 Est. Cost $93.40 Unrealized
LULU LULULEMON ATHLETICA INC 0.3%
Value ($000) $585 Shares 2,156 Est. Cost $372.07 Unrealized -28.7%
ALGN ALIGN TECHNOLOGY INC 0.3%
Value ($000) $468 Shares 1,839 Est. Cost $343.60 Unrealized -31.3%
HUM HUMANA INC 0.2%
Value ($000) $418 Shares 1,321 Est. Cost $456.59 Unrealized -23.6%