Pacific Capital Partners Ltd Diversified Active

CIK: 0002064920 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 8, 2025

Total Value ($000): $152,858 (100.0% shares, 0.0% debt)

Holdings (58)

ICUI ICU MED INC 6.3%
Value ($000) $9,659 Shares 90,000 Est. Cost $149.21 Unrealized -33.4%
AVTR AVANTOR INC 6.3%
Value ($000) $9,589 Shares 375,000 Est. Cost $21.27 Unrealized +11.8%
WWD WOODWARD INC 5.8%
Value ($000) $8,862 Shares 57,500 Est. Cost $124.43 Unrealized +11.9%
CRH CRH PLC 4.5%
Value ($000) $6,901 Shares 80,000 Est. Cost $54.36 Unrealized +37.4%
CBZ CBIZ INC 4.5%
Value ($000) $6,869 Shares 87,500 Est. Cost $54.72 Unrealized +27.1%
BWXT BWX TECHNOLOGIES INC 4.4%
Value ($000) $6,670 Shares 65,000 Est. Cost $70.74 Unrealized +24.4%
CLH CLEAN HARBORS INC 4.3%
Value ($000) $6,543 Shares 32,500 Est. Cost $169.11 Unrealized +6.3%
ELV ELEVANCE HEALTH INC 4.2%
Value ($000) $6,482 Shares 12,500 Est. Cost $438.46 Unrealized +9.9%
ICE INTERCONTINENTAL EXCHANGE IN 3.8%
Value ($000) $5,841 Shares 42,500 Est. Cost $111.18 Unrealized +16.8%
DHR DANAHER CORPORATION 3.7%
Value ($000) $5,619 Shares 22,500 Est. Cost $220.19 Unrealized +9.7%
RPRX ROYALTY PHARMA PLC 3.2%
Value ($000) $4,935 Shares 162,500 Est. Cost $29.68 Unrealized -0.7%
AER AERCAP HOLDINGS NV 2.8%
Value ($000) $4,346 Shares 50,000 Est. Cost $77.35 Unrealized 0.0%
MOH MOLINA HEALTHCARE INC 2.7%
Value ($000) $4,108 Shares 10,000 Est. Cost $314.76 Unrealized +23.1%
CP CANADIAN PACIFIC KANSAS CITY 2.6%
Value ($000) $3,968 Shares 45,000 Est. Cost $78.01 Unrealized +6.2%
RSG REPUBLIC SVCS INC 2.2%
Value ($000) $3,350 Shares 17,500 Est. Cost $144.29 Unrealized +20.3%
MET METLIFE INC 2.2%
Value ($000) $3,335 Shares 45,000 Est. Cost $58.90 Unrealized +12.1%
BLFS BIOLIFE SOLUTIONS INC 2.1%
Value ($000) $3,246 Shares 175,000 Est. Cost $15.76 Unrealized +11.0%
CNMD CONMED CORP 2.0%
Value ($000) $3,099 Shares 38,698 Est. Cost $102.67 Unrealized -15.0%
ICLR ICON PLC 1.7%
Value ($000) $2,604 Shares 154,438 Est. Cost $252.02 Unrealized +17.0%
TRU TRANSUNION 1.6%
Value ($000) $2,394 Shares 30,000 Est. Cost $77.41 Unrealized -6.2%
KKR KKR & CO INC 1.3%
Value ($000) $2,012 Shares 20,000 Est. Cost $59.78 Unrealized +52.2%
FTRE FORTREA HLDGS INC 1.3%
Value ($000) $2,007 Shares 50,000 Est. Cost $34.68 Unrealized 0.0%
NEE NEXTERA ENERGY INC 1.3%
Value ($000) $1,917 Shares 30,000 Est. Cost $64.42 Unrealized -14.0%
BXMT BLACKSTONE MTG TR INC 1.2%
Value ($000) $1,891 Shares 95,000 Est. Cost $21.56 Unrealized
SCI SERVICE CORP INTL 1.2%
Value ($000) $1,836 Shares 24,742 Est. Cost $63.42 Unrealized +11.3%
BKNG BOOKING HOLDINGS INC 1.1%
Value ($000) $1,694 Shares 467 Est. Cost $2987.56 Unrealized +17.4%
HOLX HOLOGIC INC 1.1%
Value ($000) $1,689 Shares 21,660 Est. Cost $75.34 Unrealized -1.3%
ABBV ABBVIE INC 1.1%
Value ($000) $1,644 Shares 9,026 Est. Cost $137.49 Unrealized +17.8%
CG CARLYLE GROUP INC 1.1%
Value ($000) $1,632 Shares 34,800 Est. Cost $29.85 Unrealized +36.3%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $1,524 Shares 3,080 Est. Cost $469.94 Unrealized +4.0%
TECK TECK RESOURCES LTD 1.0%
Value ($000) $1,488 Shares 32,500 Est. Cost $41.44 Unrealized -3.1%
MRK MERCK & CO INC 1.0%
Value ($000) $1,487 Shares 11,270 Est. Cost $102.79 Unrealized +12.6%
FIS FIDELITY NATL INFORMATION SV 1.0%
Value ($000) $1,484 Shares 20,000 Est. Cost $62.59 Unrealized 0.0%
BC BRUNSWICK CORP 1.0%
Value ($000) $1,481 Shares 15,343 Est. Cost $77.84 Unrealized +7.7%
TMO THERMO FISHER SCIENTIFIC INC 0.9%
Value ($000) $1,370 Shares 2,358 Est. Cost $532.11 Unrealized +4.8%
BSX BOSTON SCIENTIFIC CORP 0.8%
Value ($000) $1,250 Shares 18,244 Est. Cost $52.46 Unrealized +22.6%
AXONICS INC 0.8%
Value ($000) $1,164 Shares 16,872 Est. Cost $56.37 Unrealized
EXAS EXACT SCIENCES CORP 0.8%
Value ($000) $1,149 Shares 16,638 Est. Cost $75.76 Unrealized -16.5%
COO COOPER COS INC 0.7%
Value ($000) $1,122 Shares 11,056 Est. Cost $96.75 Unrealized 0.0%
STRA STRATEGIC ED INC 0.7%
Value ($000) $1,099 Shares 10,551 Est. Cost $75.68 Unrealized +22.7%
PRCT PROCEPT BIOROBOTICS CORP 0.7%
Value ($000) $1,072 Shares 21,699 Est. Cost $36.39 Unrealized +30.8%
TMDX TRANSMEDICS GROUP INC 0.7%
Value ($000) $1,063 Shares 14,373 Est. Cost $71.96 Unrealized +14.5%
HUM HUMANA INC 0.6%
Value ($000) $974 Shares 2,810 Est. Cost $456.59 Unrealized -19.0%
LLY ELI LILLY & CO 0.6%
Value ($000) $969 Shares 1,246 Est. Cost $507.98 Unrealized +38.3%
VSTS VESTIS CORPORATION 0.6%
Value ($000) $964 Shares 50,000 Est. Cost $19.80 Unrealized 0.0%
AMP AMERIPRISE FINL INC 0.6%
Value ($000) $876 Shares 1,998 Est. Cost $330.63 Unrealized +18.2%
COLM COLUMBIA SPORTSWEAR CO 0.6%
Value ($000) $854 Shares 10,523 Est. Cost $71.48 Unrealized +7.5%
HCA HCA HEALTHCARE INC 0.5%
Value ($000) $832 Shares 2,495 Est. Cost $267.91 Unrealized +12.4%
ECL ECOLAB INC 0.5%
Value ($000) $812 Shares 3,515 Est. Cost $177.28 Unrealized +17.3%
CVS CVS HEALTH CORP 0.5%
Value ($000) $755 Shares 9,471 Est. Cost $64.58 Unrealized +9.7%
NKE NIKE INC 0.5%
Value ($000) $749 Shares 7,972 Est. Cost $98.75 Unrealized -0.9%
LULU LULULEMON ATHLETICA INC 0.4%
Value ($000) $666 Shares 1,705 Est. Cost $382.06 Unrealized +21.0%
CVSA ADTALEM GLOBAL ED INC 0.4%
Value ($000) $658 Shares 12,803 Est. Cost $42.24 Unrealized +23.7%
ALGN ALIGN TECHNOLOGY INC 0.4%
Value ($000) $603 Shares 1,839 Est. Cost $343.60 Unrealized -14.6%
AMEDISYS INC 0.4%
Value ($000) $595 Shares 6,457 Est. Cost $93.40 Unrealized
TNDM TANDEM DIABETES CARE INC 0.4%
Value ($000) $541 Shares 15,282 Est. Cost $27.34 Unrealized -2.0%
BLACKROCK INC 0.2%
Value ($000) $304 Shares 365 Est. Cost $646.49 Unrealized
GH GUARDANT HEALTH INC 0.1%
Value ($000) $213 Shares 10,329 Est. Cost $35.00 Unrealized -38.8%