SEC 13F Intelligence

Managers / Q1 2026

J. Stern & Co. LLP

CIK 0002011335 · 4 CARLTON GARDENS, LONDON, X0, SW1Y 5AA · 020 3478 1800

Reported Value
$1.0B
Q1 2026
Positions
49
Filings on Record
12
2019–present window
Filed
May 15, 2026
original filing

Summary

J. Stern & Co. Llp reported $1.0B in U.S.-listed holdings across 49 positions for Q1 2026.

Compared with Q4 2025, the fund opened 8 new positions and exited 2.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $549MQ4 ’23Q1 ’24: $791MQ2 ’24: $840MQ2 ’24Q3 ’24: $938MQ4 ’24: $1.1BQ4 ’24Q1 ’25: $1.0BQ2 ’25: $1.2BQ2 ’25Q3 ’25: $1.3BQ4 ’25: $1.2BQ4 ’25Q1 ’26: $1.0Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.0B49May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.2B43Feb 24, 2026RESTATEMENTchanges · EDGAR ↗
Q3 2025$1.3B42Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.2B37Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.0B36May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.1B39Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$938M43Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$840M34Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$791M37May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$549M36Feb 22, 2024RESTATEMENTchanges · 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 ↗.