Data as of Q4 2025 (Dec 31, 2025)

Battery Global Advisors, LLC

โ€ขCIK: 1582272โ€ขFiling: Q4 2025

**Battery Global Advisors, LLC** manages $216M across a diversified portfolio of 234 positions. The fund exhibits a significant allocation to broad market exposure, notably holding $63.2M in VT and $22.8M in VOOG. Key sector and thematic bets include substantial positions in ISRG ($27.1M) and VBK ($18.4M). This structure suggests a core focus on global equity growth while maintaining targeted exposure to specific high-conviction areas.

Total AUM
$215.8M
QoQ Performance
+1.5%
Positions
219
Top 10 Concentration
85.4%
Latest Filing
Q4 2025

Top Holdings Allocation

VT
ISRG
VOOG
VBK
PAYO
VUG
VT29.3%
ISRG12.6%
VOOG10.6%
VBK8.5%
PAYO7.5%
VUG5.8%
ACWI4.1%
SPDW3.1%

๐Ÿ“ˆ Biggest Buys

VT
VANGUARD INTL EQUITY INDEX F
+4898.3%
29.3% of portfolio
ISRG
INTUITIVE SURGICAL INC
NEW
12.6% of portfolio
VOOG
VANGUARD ADMIRAL FDS INC
+31430.4%
10.6% of portfolio
VBK
VANGUARD INDEX FDS
+695.4%
8.5% of portfolio
VUG
VANGUARD INDEX FDS
+1815.3%
5.8% of portfolio

๐Ÿ“‰ Biggest Sells

KCCA
KRANESHARES TRUST
-100.0%
0.0% of portfolio
VTI
VANGUARD INDEX FDS
-99.8%
0.1% of portfolio
IAU*
ISHARES TR
-99.5%
0.2% of portfolio
VEA
VANGUARD TAX-MANAGED FDS
-99.0%
0.2% of portfolio
VWO
VANGUARD INTL EQUITY INDEX F
-98.0%
0.4% of portfolio

Sector Breakdown

Other95.8%
Technology2.3%
ETF0.8%
Financial0.4%
Healthcare0.2%
Consumer0.2%
Industrial0.2%
Communication0.1%

๐Ÿšช Exited Positionssold since Q3 2025

MSGS
MADISON SQUARE GRDN SPRT COR
SOLD
$245.6K
EMXC
ISHARES INC
SOLD
$236.6K
EQIX
Equinix Inc.
SOLD
$189.9K
GLW
CORNING INC
SOLD
$157.1K
COP
CONOCOPHILLIPS
SOLD
$117.4K
+11 more exited positions

Changes from Q3 2025

NEW68 new positions
โ†‘52 increased
โ†“41 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023