


Between March 2017 and July 2021, our monthly newsletter’s stock picks returned 186.1%, vs. Why should we care about Rothschild’s stock picks? Insider Monkey’s research was able to identify in advance a select group of hedge fund holdings that outperformed the S&P 500 ETFs by more than 86 percentage points since March 2017. Jacob Rothschild’s RIT Capital Partners is Selling These 10 Stocks It delivered a 12.65% return in the past 12 months. (NASDAQ:TMUS) currently has a $159.86 billion market capitalization. (NASDAQ:TMUS) with a “Buy” rating setting his price target at $160. On September 9, Loop Capital analyst Stephan Bisson initiated coverage of T-Mobile US, Inc. Jacob Rothschild also owns 283,500 shares in T-Mobile US, Inc. (NYSE:V) currently has a market capitalization of $482.11 billion.īased on the latest 13F holdings for the second of 2021, RIT Capital Partners owns 169,000 shares in The Walt Disney Company (NYSE:DIS), after decreasing its holding by 16% from the first quarter of 2021. (NYSE:V) to $267 from $249 and kept an “Overweight” rating on the shares. On August 17, JPMorgan analyst Tien-Tsin Huang raised his price target on Visa Inc. RIT Capital Partners owns 222,000 shares in Visa Inc. (NYSE: V ), The Walt Disney Company (NYSE: DIS ), and T-Mobile US, Inc. Some of the top investments in the portfolio of RIT Capital Partners at the end of the second quarter of 2021 were Visa Inc. (NYSE:IQV) is the top holding of RIT Capital, accounting for 19.53% of its portfolio.

Currently, the fund's top 10 holdings account for 95.09% of the portfolio. The hedge fund’s 13F public equity portfolio is worth $296.52 million in the second quarter of 2021.
