Arkolith/Funds/Metis Global Partners, LLC

Metis Global Partners, LLC

CIK 1594916
Holdings as of Mar 31, 2026·disclosed May 7, 2026·~37-day 13F lag·13F-HR
Active Filer

Metis Global Partners, LLC holds a diversified book of 724 stocks worth $4.1B as of Q1 2026 (disclosed May 7, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Nvidia Corp. Their largest long position is Abrdn Bloomberg All Commodit at 7% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
20
new positions
Added to
145
existing
Trimmed
546
reduced
Sold out
58
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
38%
Top 20 holdings
49%

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

Direct sector allocation

90% mapped to company sectors

Information Technology
29%
Financials
16%
ETF / fund or unclassified
10%
Real Estate
9%
Consumer Discretionary
8%
Health Care
6%
Industrials
6%
Materials
5%

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, no cost basis

Bought
Trimmed / exited

Holdings: largest first

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

724 positions
#SecurityValueShares% PortLast moveHistory
1Abrdn Etfs
BBRG ALL COMD K1
$298.7M12.30M
7.3%
+9.3%
Added · +1.0M sh
2Etfs Gold TR
PHYSCL GOLD SHS
$294.1M6.59M
7.2%
+7.2%
Added · +440K sh
3Nvidia Corporation
COM
$222.7M1.28M
5.5%
−3.2%
Reduced · −43K sh
4Apple Inc
COM
$191.0M752.6K
4.7%
−3.8%
Reduced · −30K sh
5Microsoft Corp
COM
$141.9M383.5K
3.5%
−3.5%
Reduced · −14K sh
6Amazon Com Inc
COM
$100.8M484.1K
2.5%
−3.1%
Reduced · −15K sh
7Alphabet Inc
CAP STK CL C
$78.5M273.7K
1.9%
−4.9%
Reduced · −14K sh
8Alphabet Inc
CAP STK CL A
$74.6M259.5K
1.8%
−1.7%
Reduced · −4K sh
9Broadcom Inc
COM
$72.5M234.1K
1.8%
−3.0%
Reduced · −7K sh
10Ishares TR
MSCI ACWI ETF
$71.7M517.8K
1.8%
25×
Added · +497K sh
11Meta Platforms Inc
CL A
$63.2M110.4K
1.6%
−2.7%
Reduced · −3K sh
12Tesla Inc
COM
$60.6M162.9K
1.5%
−3.1%
Reduced · −5K sh
13Exxon Mobil Corp
COM
$49.0M289.0K
1.2%
−2.0%
Reduced · −6K sh
14Prologis Inc.
COM
$46.7M353.7K
1.1%
+5.3%
Added · +18K sh
15Eli Lilly & Co
COM
$44.3M48.2K
1.1%
−3.4%
Reduced · −2K sh
16Welltower Inc
COM
$41.5M209.9K
1.0%
+9.4%
Added · +18K sh
17Equinix Inc
COM
$40.6M41.4K
1.0%
+4.1%
Added · +2K sh
18JPMorgan Chase & Co
COM
$40.3M136.8K
1.0%
−4.1%
Reduced · −6K sh
19Berkshire Hathaway Inc Del
CL B NEW
$33.0M68.9K
0.8%
−2.3%
Reduced · −2K sh
20Visa Inc
COM CL A
$30.6M101.1K
0.8%
−3.9%
Reduced · −4K sh
21Invesco Exch Traded FD TR II
PURBTA MSCI US
$30.3M465.6K
0.7%
−50%
Reduced · −463K sh
22Digital Rlty TR Inc
COM
$26.8M148.6K
0.7%
+3.3%
Added · +5K sh
23Mastercard Incorporated
CL A
$26.7M53.3K
0.7%
−4.0%
Reduced · −2K sh
24Johnson & Johnson
COM
$25.1M102.8K
0.6%
−1.3%
Reduced · −1K sh
25Chevron Corporation
COM
$23.7M114.3K
0.6%
−2.5%
Reduced · −3K sh
26Walmart Inc
COM
$22.9M184.0K
0.6%
−2.6%
Reduced · −5K sh
27Advanced Micro Devices Inc
COM
$22.1M108.8K
0.5%
−3.0%
Reduced · −3K sh
28NextEra Energy Inc
COM
$21.8M234.7K
0.5%
−2.8%
Reduced · −7K sh
29Netflix Inc.
COM
$20.6M214.3K
0.5%
−4.2%
Reduced · −9K sh
30Abbvie Inc
COM
$19.8M91.0K
0.5%
−3.1%
Reduced · −3K sh
31Costco Wholesale Corporation
COM
$18.6M18.7K
0.5%
−1.6%
Reduced · −303 sh
32Simon Ppty Group Inc New
COM
$18.2M97.4K
0.4%
+7.5%
Added · +7K sh
33Nutrien Ltd
COM
$17.1M226.9K
0.4%
−2.5%
Reduced · −6K sh
34Realty Income Corp
COM
$16.4M267.3K
0.4%
+8.3%
Added · +20K sh
35Merck & Co Inc
COM
$16.1M133.5K
0.4%
−3.0%
Reduced · −4K sh
36International Business Machs
COM
$15.6M64.2K
0.4%
−2.8%
Reduced · −2K sh
37Cisco Sys Inc
COM
$15.5M199.8K
0.4%
−2.6%
Reduced · −5K sh
38Totalenergies SE
ACT
$15.1M161.9K
0.4%
+0.6%
Added · +1K sh
39Enbridge Inc
COM
$14.7M271.7K
0.4%
−3.8%
Reduced · −11K sh
40Home Depot Inc
COM
$14.5M44.2K
0.4%
−3.9%
Reduced · −2K sh
41Caterpillar Inc
COM
$14.5M20.5K
0.4%
−4.2%
Reduced · −891 sh
42Procter & Gamble Co
COM
$14.5M100.4K
0.4%
−3.5%
Reduced · −4K sh
43Palantir Technologies Inc
CL A
$14.2M96.9K
0.3%
−3.4%
Reduced · −3K sh
44Bank America Corp
COM
$13.9M284.7K
0.3%
−5.0%
Reduced · −15K sh
45Oracle Corp
COM
$13.3M90.6K
0.3%
−2.6%
Reduced · −2K sh
46Micron Technology Inc
COM
$13.3M39.4K
0.3%
−8.8%
Reduced · −4K sh
47McDonalds Corp
COM
$13.1M42.3K
0.3%
−3.2%
Reduced · −1K sh
48Coca Cola Co
COM
$13.0M170.3K
0.3%
−2.5%
Reduced · −4K sh
49Ge Aerospace
COM NEW
$12.7M44.7K
0.3%
−2.8%
Reduced · −1K sh
50Williams Cos Inc
COM
$12.5M171.5K
0.3%
−3.9%
Reduced · −7K sh
Showing 50 of 724 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 7, 2026724$4.1B13F-HR
Q4 2025Dec 31, 2025Feb 11, 2026766$4.2B13F-HR
Q3 2025Sep 30, 2025Nov 6, 2025759$4.2B13F-HR
Q2 2025Jun 30, 2025Aug 6, 2025768$3.9B13F-HR
Q1 2025Mar 31, 2025May 7, 2025789$3.6B13F-HR
Q4 2024Dec 31, 2024Feb 5, 2025789$3.3B13F-HR
Q3 2024Sep 30, 2024Nov 6, 2024785$3.2B13F-HR
Q2 2024Jun 30, 2024Aug 6, 2024762$2.9B13F-HR
Q1 2024Mar 31, 2024May 6, 2024763$2.8B13F-HR
Q4 2023Dec 31, 2023Feb 6, 2024748$2.5B13F-HR
Q3 2023Sep 30, 2023Nov 7, 2023734$2.1B13F-HR
Q2 2023Jun 30, 2023Aug 7, 2023724$1.9B13F-HR
Q1 2023Mar 31, 2023May 8, 2023669$1.6B13F-HR
Q4 2022Dec 31, 2022Feb 7, 2023630$1.1B13F-HR
Q3 2022Sep 30, 2022Nov 8, 2022519$620.7M13F-HR
Q2 2022Jun 30, 2022Aug 8, 2022534$625.1M13F-HR
Q1 2022Mar 31, 2022May 3, 2022538$833.3M13F-HR
Q4 2021Dec 31, 2021Feb 11, 2022376$359.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.