Osborne Partners Capital Management 13F annual report

June 2024 · 1 minute read

Osborne Partners Capital Management is an investment fund managing more than $1.52 trillion ran by Alicia Cheng. There are currently 164 companies in Mrs. Cheng’s portfolio. The largest investments include Vanguard Intl Equity Index F and Apple Inc, together worth $239 billion.

Limited to 30 biggest holdings

$1.52 trillion Assets Under Management (AUM)

As of 15th January 2024, Osborne Partners Capital Management’s top holding is 3,474,028 shares of Vanguard Intl Equity Index F currently worth over $183 billion and making up 12.0% of the portfolio value. In addition, the fund holds 287,662 shares of Apple Inc worth $55.4 billion, whose value fell approximately 0.1% in the past six months. The third-largest holding is Microsoft worth $52.5 billion and the next is Ishares Tr worth $118 billion, with 2,209,768 shares owned.

Currently, Osborne Partners Capital Management's portfolio is worth at least $1.52 trillion. 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 Osborne Partners Capital Management

The Osborne Partners Capital Management office and employees reside in San Francisco, California. According to the last 13-F report filed with the SEC, Alicia Cheng serves as the CCO at Osborne Partners Capital Management.

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