Arkolith/Funds/Galilei Investment Office LLP

Galilei Investment Office LLP

CIK 2043729
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Galilei Investment Office LLP holds a concentrated book of 28 stocks worth $217.9M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter Fedex Freight Holding Co first appears in 13F filings, a listing rather than a purchase; they opened Vaneck Gold Miners ETF and trimmed Vanguard Tot World STK ETF. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 26% of the equity book.

Opened
2
bought for the first time
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Trimmed
1
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
73%
Top 10 holdings
87%
Top 20 holdings
98%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

17% mapped to company sectors

No sector on file yet
83%
Information Technology
7%
Financials
4%
Consumer Staples
2%
Industrials
1%
Energy
1%

+1 sector below the cut, under 0.5% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Galilei Investment Office LLP

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC4 / 28$2.9B
Power Alpha Investment Ltd3 / 28$986.7M
Karnit Road Accident Victims Compensation Fund3 / 28$160.9M
Stephens Greth Foundation3 / 28$443.0M
Ramsey Quantitative Systems3 / 28$95.2M
Trans-Canada Capital Inc.5 / 28$1.5B
Dumac, Inc.4 / 28$868.2M
Pangea Capital Gestao de Recursos Ltda.2 / 28$104.5M

Ranked by the share of each fund's own book sitting in the names it shares with Galilei Investment Office LLP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

28 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$57.3M76.7K
26.3%
Held
2Vanguard Index FDS
S&P 500 ETF SHS
$49.4M71.9K
22.7%
+1.2%
Added · +859 sh
3Vanguard Intl Equity Index F
FTSE EUROPE ETF
$29.1M328.6K
13.4%
+0.6%
Added · +2K sh
4Ishares TR
ISHS 1-5YR INVS
$13.3M253.7K
6.1%
+18%
Added · +39K sh
5Proshares TR
S&P 500 DV ARIST
$9.9M175.9K
4.5%
+100%
Added · +88K sh
6Ishares Inc
CORE MSCI EMKT
$8.4M102.0K
3.9%
+2.5%
Added · +3K sh
7Ishares Inc
MSCI EMRG CHN
$5.9M58.1K
2.7%
Held
8Alphabet Inc
CAP STK CL A
$5.3M14.9K
2.4%
Held
9Vanguard Intl Equity Index F
TT WRLD ST ETF
$5.1M32.6K
2.3%
−12%
Reduced · −4K sh
10Berkshire Hathaway Inc Del
CL B NEW
$4.8M9.7K
2.2%
Held
11Meta Platforms Inc
CL A
$4.1M7.3K
1.9%
Held
12British Amern Tob PLC
SPONSORED ADR
$3.5M56.6K
1.6%
+1.4%
Added · +783 sh
13American Express Co
COM
$3.4M10.0K
1.5%
Held
14Microsoft Corp
COM
$2.6M7.0K
1.2%
Held
15Shell PLC
SPON ADS
$2.5M63.9K
1.1%
Held
16Apple Inc
COM
$2.4M8.4K
1.1%
Held
17Fedex Corp
COM
$2.2M7.1K
1.0%
Held
18Coca Cola Co
COM
$1.6M19.6K
0.7%
Held
19Ishares TR
RUSSELL 2000 ETF
$1.5M5.0K
0.7%
Held
20Visa Inc
COM CL A
$1.5M4.4K
0.7%
Held
21Sentinelone Inc
CL A
$976K57.5K
0.4%
Held
22Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$706K11.8K
0.3%
Held
23Nike Inc
CL B
$706K17.2K
0.3%
Held
24Fedex FGHT Hldg Co Inc
COMMON STOCK
$535K3.5K
0.2%
Listed
Newly reportable
25Invesco Exch Traded FD TR II
SR LN ETF
$399K19.6K
0.2%
+33%
Added · +5K sh
26Vaneck ETF Trust
GOLD MINERS ETF
$323K4.3K
0.1%
New
New position
27Ishares TR
ULTRA SHORT DUR
$202K4.0K
0.1%
Held
28Etfs Gold TR
PHYSCL GOLD SHS
$79K2.1K
<0.1%
New
New position
Showing all 28 positions
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Filing history

As-of date vs the date the SEC received each filing

$217.9M · Q2 2026Q4 2024 · $198.1MQ2 2026 · $217.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 202630d30$217.9M13F-HR
Q1 2026Mar 31, 2026May 13, 202643d27$193.0M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202642d28$212.2M13F-HR
Q3 2025Sep 30, 2025Nov 10, 202541d29$208.0M13F-HR
Q2 2025Jun 30, 2025Jul 28, 202528d29$196.7M13F-HR
Q1 2025Mar 31, 2025May 8, 202538d29$184.6M13F-HR
Q4 2024Dec 31, 2024Apr 23, 2025113d27$198.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.