Twin Focus Capital Partners' Q3 2022 vs. Q4 2022: A Comparative Analysis of Holdings

As we approach the end of the year, many investors are keen to take stock of how their funds have performed throughout the year. One of the funds that has recently caught our attention is Twin Focus Capital Partners' Q3 2022 vs. Q4 2022 holdings. In this article, we will delve into the holdings of this fund, explore how they have changed between Q3 and Q4, and what these changes could mean for the future.

One of the most striking changes in the fund's holdings is the significant increase in shares of ISHARES TR (IEFA). In Q3 2022, the fund had 383,421 IEFA shares, which grew by 255,592 shares to total 639,013 by Q4 2022. This increase represents a 95% change in shares, a substantial gain regardless of the stock's price. Similarly, another position that saw a surge in shares was VANGUARD MALVERN FDS (VTIP). Shares of VTIP increased from 169,335 in Q3 to an impressive 380,186 by Q4, marking a phenomenal 118% growth.

Notably, several holdings such as VANGUARD INDEX FDS (VTI), SPDR S&P 500 ETF TR (SPY), and VANGUARD INDEX FDS (VOO) showed a decline in the number of shares held. While the percentage of change wasn't significant, seeing a decrease raises the question of whether the fund's managers have lost faith in these stocks.

As we look into the value of holding, it's interesting to note a strong growth pattern in several stocks. For example, ISHARES TR (IWS) saw a 15.7% increase in Q4, with values growing from $13,599 to $15,731. Similarly, SPDR SER TR (SPYG) saw a growth rate of 62.1%, while VANGUARD SPECIALIZED FUNDS (VIG) recorded a 22.7% increase.

On the other hand, some stocks saw a decline in their values. SPDR S&P 500 ETF TR (SPY), despite being among Twin Focus Capital Partners' top ten holdings, showed a decline in value, falling by 15.5%. Also, Vanguard Tax-Managed FDS (VEA) saw a 28.5% decrease in value.

Lastly, with a few new holdings making it to the portfolio, it's worth mentioning WM TECHNOLOGY INC (MAPS). This newcomer to the portfolio saw 1,006,950 shares added to the fund's holding, making it the seventh largest holding by shares held.

In conclusion, Twin Focus Capital Partners' Q3 2022 vs. Q4 2022 holdings analysis reveals several noteworthy changes in the fund's positions. While some stocks saw a surge in the number of shares held and their overall value, others saw a decline, leaving investors to question the underlying reasons behind these changes. Looking ahead, it will be interesting to see how the fund performs in the coming months.