SEC 13F Intelligence

Managers / Q3 2020 · view latest →

TPI Fund Managers Ltd

CIK 0001785438 · 125 FINSBURY PAVEMENT, LONDON, X0, EC2A 1NQ · 020 7786 4494

Reported Value
$469M
Q3 2020
Positions
38
Filings on Record
14
2019–present window
Filed
Nov 16, 2020
amendment (RESTATEMENT)

Summary

Tpi Fund Managers Ltd reported $469M in U.S.-listed holdings across 38 positions for Q3 2020.

Its largest position, MSFT, represents 6.4% of the portfolio.

Compared with Q2 2020, the fund opened 7 new positions and exited 4.

Reported Value by Quarter

13F Reported Value
Q2 ’19: $327MQ2 ’19Q3 ’19: $351MQ4 ’19: $416MQ4 ’19Q1 ’20: $329MQ2 ’20: $431MQ2 ’20Q3 ’20: $469MQ4 ’20: $585MQ4 ’20Q1 ’21: $640MQ2 ’21: $725MQ2 ’21Q3 ’21: $741MQ4 ’21: $812MQ4 ’21Q1 ’22: $777MQ2 ’22: $597MQ2 ’22filingsflow.com

Portfolio Composition

By security type
Common Stock: 81.3%Other: 14.2%ADR: 3.3%REIT: 1.2%
  • Common Stock · 81.3% · $381M
  • Other · 14.2% · $67M
  • ADR · 3.3% · $15M
  • REIT · 1.2% · $6M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2020

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2022$597M34Aug 8, 202213F-HRchanges · EDGAR ↗
Q1 2022$777M39May 9, 202213F-HRchanges · EDGAR ↗
Q4 2021$812M38Feb 7, 202213F-HRchanges · EDGAR ↗
Q3 2021$741M37Nov 9, 202113F-HRchanges · EDGAR ↗
Q2 2021$725M37Aug 11, 202113F-HRchanges · EDGAR ↗
Q1 2021$640M36May 11, 202113F-HRchanges · EDGAR ↗
Q4 2020$585M39Feb 8, 202113F-HRchanges · EDGAR ↗
Q3 2020$469M38Nov 16, 2020RESTATEMENTchanges · EDGAR ↗
Q2 2020$431M35Aug 10, 202013F-HRchanges · EDGAR ↗
Q1 2020$329M34May 11, 202013F-HRchanges · EDGAR ↗
Q4 2019$416M36Feb 10, 202013F-HRchanges · EDGAR ↗
Q3 2019$351M36Nov 7, 201913F-HRchanges · EDGAR ↗
Q2 2019$327M35Aug 14, 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 ↗.