Pacific Capital Partners Ltd Diversified Active

CIK: 0002064920 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: May 8, 2025

Total Value ($000): $132,632 (100.0% shares, 0.0% debt)

Holdings (56)

ICUI ICU MED INC 6.8%
Value ($000) $8,977 Shares 90,000 Est. Cost $149.21 Unrealized -34.5%
AVTR AVANTOR INC 6.5%
Value ($000) $8,561 Shares 375,000 Est. Cost $21.27 Unrealized -3.7%
WWD WOODWARD INC 5.4%
Value ($000) $7,147 Shares 52,500 Est. Cost $123.02 Unrealized +4.9%
CRH CRH PLC 4.7%
Value ($000) $6,224 Shares 90,000 Est. Cost $54.36 Unrealized +6.9%
CBZ CBIZ INC 4.4%
Value ($000) $5,790 Shares 92,500 Est. Cost $54.72 Unrealized +3.2%
DHR DANAHER CORPORATION 4.4%
Value ($000) $5,784 Shares 25,000 Est. Cost $220.19 Unrealized -4.5%
ICE INTERCONTINENTAL EXCHANGE IN 4.4%
Value ($000) $5,779 Shares 45,000 Est. Cost $111.18 Unrealized -0.7%
ELV ELEVANCE HEALTH INC 4.3%
Value ($000) $5,659 Shares 12,000 Est. Cost $436.66 Unrealized +2.3%
CLH CLEAN HARBORS INC 3.9%
Value ($000) $5,235 Shares 30,000 Est. Cost $168.22 Unrealized -2.4%
BWXT BWX TECHNOLOGIES INC 3.8%
Value ($000) $4,987 Shares 65,000 Est. Cost $70.74 Unrealized +6.7%
RPRX ROYALTY PHARMA PLC 3.2%
Value ($000) $4,214 Shares 150,000 Est. Cost $29.70 Unrealized -7.5%
RSG REPUBLIC SVCS INC 3.1%
Value ($000) $4,123 Shares 25,000 Est. Cost $144.29 Unrealized +4.9%
MOH MOLINA HEALTHCARE INC 2.7%
Value ($000) $3,613 Shares 10,000 Est. Cost $314.76 Unrealized +12.1%
CP CANADIAN PACIFIC KANSAS CITY 2.7%
Value ($000) $3,558 Shares 45,000 Est. Cost $78.01 Unrealized -7.5%
BLFS BIOLIFE SOLUTIONS INC 2.5%
Value ($000) $3,250 Shares 200,000 Est. Cost $15.76 Unrealized -19.0%
TRU TRANSUNION 2.3%
Value ($000) $3,092 Shares 45,000 Est. Cost $77.41 Unrealized -22.2%
MET METLIFE INC 2.0%
Value ($000) $2,645 Shares 40,000 Est. Cost $58.01 Unrealized +1.3%
CNMD CONMED CORP 2.0%
Value ($000) $2,628 Shares 24,000 Est. Cost $112.09 Unrealized -9.8%
KKR KKR & CO INC 1.6%
Value ($000) $2,071 Shares 25,000 Est. Cost $59.78 Unrealized +11.8%
NEE NEXTERA ENERGY INC 1.5%
Value ($000) $1,974 Shares 32,500 Est. Cost $64.42 Unrealized -17.0%
ICLR ICON PLC 1.5%
Value ($000) $1,946 Shares 154,438 Est. Cost $252.02 Unrealized +2.7%
BXMT BLACKSTONE MTG TR INC 1.4%
Value ($000) $1,808 Shares 85,000 Est. Cost $21.75 Unrealized
BKNG BOOKING HOLDINGS INC 1.2%
Value ($000) $1,657 Shares 467 Est. Cost $2987.56 Unrealized +2.7%
SCI SERVICE CORP INTL 1.2%
Value ($000) $1,635 Shares 23,890 Est. Cost $63.17 Unrealized -4.7%
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $1,622 Shares 3,080 Est. Cost $469.94 Unrealized +8.8%
CVSA ADTALEM GLOBAL ED INC 1.2%
Value ($000) $1,546 Shares 26,227 Est. Cost $42.24 Unrealized +26.3%
AXONICS INC 1.1%
Value ($000) $1,517 Shares 24,380 Est. Cost $56.37 Unrealized
BC BRUNSWICK CORP 1.1%
Value ($000) $1,484 Shares 15,343 Est. Cost $77.84 Unrealized -3.0%
CG CARLYLE GROUP INC 1.1%
Value ($000) $1,416 Shares 34,800 Est. Cost $29.85 Unrealized +2.9%
TECK TECK RESOURCES LTD 1.0%
Value ($000) $1,374 Shares 32,500 Est. Cost $41.44 Unrealized -7.3%
HOLX HOLOGIC INC 1.0%
Value ($000) $1,366 Shares 19,121 Est. Cost $75.46 Unrealized -7.7%
HUM HUMANA INC 1.0%
Value ($000) $1,286 Shares 2,810 Est. Cost $456.59 Unrealized +5.1%
ABBV ABBVIE INC 1.0%
Value ($000) $1,286 Shares 8,299 Est. Cost $135.34 Unrealized +0.3%
TMO THERMO FISHER SCIENTIFIC INC 0.8%
Value ($000) $1,080 Shares 2,035 Est. Cost $528.05 Unrealized -9.0%
BSX BOSTON SCIENTIFIC CORP 0.8%
Value ($000) $1,055 Shares 18,244 Est. Cost $52.46 Unrealized +1.7%
COOPER COS INC 0.8%
Value ($000) $1,046 Shares 2,764 Est. Cost $319.10 Unrealized
TMDX TRANSMEDICS GROUP INC 0.7%
Value ($000) $991 Shares 12,553 Est. Cost $70.45 Unrealized -14.4%
MRK MERCK & CO INC 0.7%
Value ($000) $985 Shares 9,031 Est. Cost $99.58 Unrealized -2.8%
EXAS EXACT SCIENCES CORP 0.7%
Value ($000) $960 Shares 12,981 Est. Cost $79.28 Unrealized -17.3%
LULU LULULEMON ATHLETICA INC 0.7%
Value ($000) $872 Shares 1,705 Est. Cost $382.06 Unrealized +13.1%
STRA STRATEGIC ED INC 0.6%
Value ($000) $852 Shares 9,223 Est. Cost $73.21 Unrealized +11.7%
COLM COLUMBIA SPORTSWEAR CO 0.6%
Value ($000) $837 Shares 10,523 Est. Cost $71.48 Unrealized +2.8%
AMP AMERIPRISE FINL INC 0.6%
Value ($000) $759 Shares 1,998 Est. Cost $330.63 Unrealized +0.9%
PRCT PROCEPT BIOROBOTICS CORP 0.6%
Value ($000) $754 Shares 17,999 Est. Cost $34.08 Unrealized -0.1%
CVS CVS HEALTH CORP 0.6%
Value ($000) $748 Shares 9,471 Est. Cost $64.58 Unrealized +1.3%
NKE NIKE INC 0.6%
Value ($000) $740 Shares 6,817 Est. Cost $98.90 Unrealized +4.1%
FTV FORTIVE CORP 0.6%
Value ($000) $736 Shares 10,000 Est. Cost $56.92 Unrealized -8.2%
LLY ELI LILLY & CO 0.5%
Value ($000) $726 Shares 1,246 Est. Cost $507.98 Unrealized +13.2%
ECL ECOLAB INC 0.5%
Value ($000) $697 Shares 3,515 Est. Cost $177.28 Unrealized -0.8%
HCA HCA HEALTHCARE INC 0.5%
Value ($000) $675 Shares 2,495 Est. Cost $267.91 Unrealized -9.3%
AMEDISYS INC 0.5%
Value ($000) $614 Shares 6,457 Est. Cost $93.40 Unrealized
CATALENT INC 0.4%
Value ($000) $560 Shares 12,468 Est. Cost $45.52 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.4%
Value ($000) $504 Shares 1,839 Est. Cost $343.60 Unrealized -31.0%
BLACKROCK INC 0.3%
Value ($000) $455 Shares 560 Est. Cost $646.49 Unrealized
TNDM TANDEM DIABETES CARE INC 0.3%
Value ($000) $452 Shares 15,282 Est. Cost $27.34 Unrealized -24.1%
GH GUARDANT HEALTH INC 0.2%
Value ($000) $279 Shares 10,329 Est. Cost $35.00 Unrealized -25.1%