Kitching Partners 13F annual report

Kitching Partners is an investment fund managing more than $52.7 billion ran by Jordan Green. There are currently 15 companies in Mr. Green’s portfolio. The largest investments include Vanguard Specialized Funds and Vanguard Tax-managed Fds, together worth $21 billion.

$52.7 billion Assets Under Management (AUM)

As of 8th May 2024, Kitching Partners’s top holding is 58,813 shares of Vanguard Specialized Funds currently worth over $10.7 billion and making up 20.4% of the portfolio value. In addition, the fund holds 203,698 shares of Vanguard Tax-managed Fds worth $10.2 billion. The third-largest holding is Ishares Tr worth $7.77 billion and the next is Spdr Ser Tr worth $6.62 billion, with 50,474 shares owned.

Currently, Kitching Partners's portfolio is worth at least $52.7 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Kitching Partners

The Kitching Partners office and employees reside in Conshohocken, Pennsylvania. According to the last 13-F report filed with the SEC, Jordan Green serves as the Counsel at Kitching Partners.

Recent trades

In the most recent 13F filing, Kitching Partners revealed that it had opened a new position in KraneShares Trust and bought 11,198 shares worth $335 million. This means they effectively own approximately 0.1% of the company. KraneShares Trust makes up 100.0% of the fund's Miscellaneous sector allocation and has grown its share price by 15.7% in the past year.

The investment fund also strengthened its position in Vanguard Specialized Funds by buying 616 additional shares. This makes their stake in Vanguard Specialized Funds total 58,813 shares worth $10.7 billion.

One of the smallest hedge funds

The two most similar investment funds to Kitching Partners are Org Partners and Autonomy Capital (jersey) L.P.. They manage $52.6 billion and $52.6 billion respectively.

Jordan Green investment strategy

Kitching Partners’s portfolio is diversified across 5 sectors. Currently, their heaviest sector is Technology — making up 0.9% of the total portfolio value. The fund focuses on investments in the United States as 13.3% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 13% of the total holdings value. On the other hand, small-cap stocks make up only 6.7% of the portfolio. The average market cap of the portfolio companies is close to $15.4 billion.

The complete list of Kitching Partners trades based on 13F SEC filings

These positions were updated on May 15th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Vanguard Specialized Funds	1.06% 58,813	$10,739,791,000	20.39%
Vanguard Tax-managed Fds	1.44% 203,698	$10,219,542,000	19.40%
Ishares Tr	1.41% 177,145	$7,771,380,000	14.75%
Spdr Ser Tr	1.30% 50,474	$6,624,262,000	12.58%
Vanguard Scottsdale Fds	0.53% 59,515	$3,519,905,000	6.68%
Ishares Gold Tr	0.21% 69,953	$2,938,726,000	5.58%
Vanguard Bd Index Fds	0.63% 54,532	$2,702,073,000	5.13%
Vanguard Mun Bd Fds	0.64% 49,125	$2,485,714,000	4.72%
Vanguard Index Fds	2.71% 8,542	$2,789,988,000	5.30%
Vanguard Intl Equity Index F	1.35% 32,252	$1,347,172,000	2.56%
Lyft Inc	No change 24,137	$467,051,000	0.89%
KraneShares Trust	Opened 11,198	$334,708,000	0.64%
Amazon.com Inc.	No change 1,555	$280,491,000	0.53%
Franco Nev Corp	No change 2,029	$241,776,000	0.46%
Koninklijke Philips N.V.	No change 10,446	$208,920,000	0.40%
No transactions found
Showing first 500 out of 15 holdings