Jordan Park Group LLC has recently submitted its 13F-HR filing, detailing its holdings as of September 30, 2026. The report indicates that the firm manages approximately $1.995 billion in assets, reflecting its ongoing investment strategies and market positioning.

This filing is significant as it provides insights into Jordan Park's investment approach and highlights its asset allocation across various sectors, including technology and finance. The report underscores the firm's commitment to maintaining a diversified portfolio, which is crucial in the current market environment.

Background

Jordan Park Group LLC is an investment management firm based in San Francisco, California. The company was incorporated in Delaware and primarily focuses on managing assets for its clients. The firm has been active in the investment space, submitting multiple filings over the years, including its most recent 13F-HR on November 6, 2026, with an accession number of 0001707975-26-000011.

What the Filing Says

The latest filing reveals that Jordan Park Group holds a total of 66 different securities, with a combined value of $1,995,315,844. The report includes various investments in well-known companies and ETFs, showcasing a diversified approach to asset management.

Impact

This update may impact investors and analysts who follow Jordan Park Group and its investment strategies. The firm's asset allocation choices could influence market trends, especially in sectors where it holds significant positions. Additionally, other investment firms may look to this filing for insights into competitive strategies within the asset management industry.

What's Next

The filing does not specify any upcoming events or actions that Jordan Park Group will take following this report.