TSG Advice Partners, LLC has disclosed its latest investment holdings in a recent filing, revealing a total value of over $764 million as of September 30, 2026. This report is significant as it provides insights into the firm's investment strategies and positions in key sectors.

The filing, submitted on October 29, 2026, highlights TSG Advice Partners' focus on technology and consumer goods, with substantial stakes in major companies. This includes notable investments in firms like Apple Inc., Amazon.com Inc., and Alphabet Inc., among others. The firm's portfolio reflects a strategic approach that may influence investor sentiment and strategies across the industry.

Background

TSG Advice Partners, LLC is an investment management firm based in Columbus, Ohio. The company was incorporated in Delaware and operates under the Central Index Key (CIK) number 0002111347. The firm primarily focuses on managing assets for clients and reporting its holdings through the SEC, with its fiscal year ending on December 31.

Recent filings from TSG Advice Partners include:

  • October 29, 2026 - 13F-HR
  • April 24, 2026 - 13F-HR
  • February 17, 2026 - 13F-HR

What the Filing Says

The filing indicates that TSG Advice Partners holds a total of 141 positions, with a reported total value of $764,066,611. The firm has made strategic investments across various sectors, reflecting a diversified approach to asset management.

Impact

This filing may affect various stakeholders, including clients, investors, and competitors within the investment management industry. The detailed breakdown of holdings provides insights into market trends and potential areas of growth, particularly in technology and consumer sectors.

What's Next

The filing does not specify what happens next for TSG Advice Partners, but it sets the stage for future updates and potential shifts in investment strategy based on market conditions.