SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Tiptree Advisors, LLC

CIK 0001455452 · 809 BROADWAY, 6TH FLOOR, NEW YORK, NY, 10003 · 212-891-5025

Reported Value
$173M
Q4 2025
Positions
20
Filings on Record
10
2019–present window
Filed
Feb 17, 2026
original filing

Summary

Tiptree Advisors, LLC reported $173M in U.S.-listed holdings across 20 positions for Q4 2025.

Its largest position, ECHO, represents 13.8% of the portfolio.

Compared with Q3 2025, the fund opened 5 new positions and exited 7.

Portfolio Metrics

Turnover
+33.3%
vs prior filed quarter
Top-10 Concentration
+79.4%
share of reported value
Largest Position
+13.8%
Echostar
New / Exited
5 / 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
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ2 ’19: $43MQ2 ’19Q3 ’19: $13MQ4 ’24: $96MQ4 ’24Q1 ’25: $121MQ2 ’25: $128MQ2 ’25Q3 ’25: $160MQ4 ’25: $173MQ4 ’25Q1 ’26: $172Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 91.9%ETP: 8.0%Closed-End Fund: 0.2%
  • Common Stock · 91.9% · $159M
  • ETP · 8.0% · $14M
  • Closed-End Fund · 0.2% · $260,735

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
GQ9SPDR GOLD TRNEW+35.0K35.0K+$14M$14M
RKTROCKET COS INCNEW+649.7K649.7K+$13M$13M
OCOWENS CORNING NEWNEW+60.0K60.0K+$7M$7M
QC10FLAGSTAR BANK NATIONAL ASSOCNEW+450.0K450.0K+$6M$6M
MSCIMSCI INCNEW+2.0K2.0K+$1M$1M
IREN LIMITEDSOLD OUT220.0K0$10M$0
MR COOPER GROUP INCSOLD OUT37.7K0$8M$0
CIFRCIPHER MINING INCSOLD OUT550.0K0$7M$0

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

Holdings — Q4 2025

20 positions
#IssuerClass% PortfolioValueShares
1ECHOECHOSTAR CORPhistory →CL A13.79%$24M220.0K
2GOOGLALPHABET INChistory →CAP STK CL A10.96%$19M60.7K
3METAMETA PLATFORMS INChistory →CL A8.87%$15M23.3K
4AMZNAMAZON COM INChistory →COM8.32%$14M62.5K
5GQ9SPDR GOLD TRhistory →GOLD SHS8.00%$14M35.0K
6RKTROCKET COS INChistory →COM CL A7.25%$13M649.7K
7MSFTMICROSOFT CORPhistory →COM6.97%$12M25.0K
8UBERUBER TECHNOLOGIES INChistory →COM5.42%$9M115.0K
9CSXCSX CORPhistory →COM5.38%$9M257.5K
10ADARRAY DIGITAL INFRASTRUCTUREhistory →COM4.43%$8M143.3K
11BANCBANC OF CALIFORNIA INChistory →COM3.90%$7M350.3K
12OCOWENS CORNING NEWhistory →COM3.87%$7M60.0K
13TAT&T INChistory →COM3.65%$6M254.7K
14QC10FLAGSTAR BANK NATIONAL ASSOChistory →COM NEW3.27%$6M450.0K
15KNTKKINETIK HOLDINGS INChistory →COM NEW CL A2.49%$4M120.0K
16WAYWAYSTAR HLDG CORPCOM0.94%$2M50.0K
17DUTMOODYS CORPCOM0.88%$2M3.0K
18CMECME GROUP INCCOM0.79%$1M5.0K
19MSCIMSCI INCCOM0.66%$1M2.0K
20GAMCO GLOBAL GOLD NAT RES &COM SH BEN INT0.15%$260,73550.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$172M22May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$173M20Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$160M22Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$128M21Jul 30, 202513F-HRchanges · EDGAR ↗
Q1 2025$121M23May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$96M20Feb 27, 202513F-HRchanges · EDGAR ↗
Q3 2019$13M2Nov 5, 201913F-HRchanges · EDGAR ↗
Q2 2019$43M3Aug 5, 201913F-HRchanges · EDGAR ↗
Q1 2019$6M1May 3, 201913F-HRchanges · EDGAR ↗
Q4 2018$5M2Feb 13, 201913F-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 ↗.