SEC 13F Intelligence

Managers / Q3 2021 · view latest →

RIT CAPITAL PARTNERS PLC

CIK 0000939334 · 27 ST. JAMES'S PLACE, LONDON, SW1A 1NR · 011-44-20-7514-1984

Reported Value
$256M
Q3 2021
Positions
9
Filings on Record
29
2019–present window
Filed
Nov 15, 2021
original filing

Summary

Rit Capital Partners PLC reported $256M in U.S.-listed holdings across 9 positions for Q3 2021.

The portfolio is heavily concentrated: KDP alone accounts for 30.9% of reported value.

Compared with Q2 2021, the fund opened 2 new positions and exited 7.

Portfolio Metrics

Turnover
+29.1%
vs prior filed quarter
Largest Position
+30.9%
Keurig Dr Pepper
New / Exited
2 / 7
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’20: $135MQ1 ’20Q2 ’20: $169MQ3 ’20: $216MQ4 ’20: $249MQ4 ’20Q1 ’21: $943MQ2 ’21: $297MQ3 ’21: $256MQ3 ’21Q4 ’21: $282MQ1 ’22: $241MQ2 ’22: $130MQ2 ’22Q3 ’22: $17MQ2 ’23: $358MQ3 ’23: $399MQ3 ’23Q4 ’23: $350MQ1 ’24: $562MQ2 ’24: $426MQ2 ’24Q3 ’24: $800MQ4 ’24: $838MQ1 ’25: $684MQ1 ’25Q2 ’25: $798MQ3 ’25: $708MQ4 ’25: $447MQ4 ’25Q1 ’26: $374Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 90.5%Other: 9.5%
  • Common Stock · 90.5% · $232M
  • Other · 9.5% · $24M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
KDPKEURIG DR PEPPER INCNEW+2.32M2.32M+$79M$79M
HIPPO HOLDINGS INCNEW+288.0K288.0K+$1M$1M
KOCOCA COLA COSOLD OUT730.0K0$39M$0
DISDISNEY WALT COSOLD OUT169.0K0$30M$0
REINVENT TECHNOLOGY PARTNERSSOLD OUT552.9K0$6M$0
DRAGONEER GROWTH OPPORTUN COSOLD OUT446.4K0$4M$0
REVOLUTION ACCELERTN ACQU COSOLD OUT407.9K0$4M$0
NEXTGEN ACQUISITION CORPSOLD OUT359.0K0$4M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2021

9 positions
#IssuerClass% PortfolioValueShares
1KDPKEURIG DR PEPPER INChistory →COM30.86%$79M2.32M
2VVISA INChistory →COM CL A19.29%$49M222.0K
3IQVIQVIA HLDGS INChistory →COM14.86%$38M159.0K
4TMUST-MOBILE US INChistory →COM14.13%$36M283.5K
5CMECME GROUP INChistory →COM9.09%$23M120.5K
6RIBBIT LEAP LTDUNIT6.06%$16M1.50M
7PANACEA ACQUISITION CORP IICL A3.42%$9M900.0K
8NGNOVAGOLD RES INChistory →COM NEW1.77%$5M657.0K
9HIPPO HOLDINGS INCCOMMON STOCK0.52%$1M288.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$374M12May 12, 202613F-HRchanges · EDGAR ↗
Q4 2025$447M12Feb 9, 202613F-HRchanges · EDGAR ↗
Q3 2025$708M14Nov 4, 202513F-HRchanges · EDGAR ↗
Q2 2025$798M20Aug 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$684M21May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$838M16Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$800M15Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$426M11Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$562M14May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$350M11Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$399M14Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$358M11Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023Under review13May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review10Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$17M4Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$130M10Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$241M11May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$282M11Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$256M9Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$297M14Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$943M22May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$249M8Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$216M11Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$169M11Aug 12, 202013F-HRchanges · EDGAR ↗
Q1 2020$135M12May 14, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.