LPEFX holdings — ALPS Global Opportunity Fund
ALPS Global Opportunity Fund (LPEFX) held 54 positions with net assets of $43.9M as of July 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 38.6% of the fund, led by 3i Group Plc, KKR, ARES.
LPEFX top holdings
- 3i Group Plc — 4.76% ($2.09M)
- KKR Kkr & Co Inc — 4.55% ($2.00M)
- ARES Ares Management Corp — 4.03% ($1.77M)
- Brederode Sa — 3.97% ($1.74M)
- APO Apollo Global Management Inc — 3.92% ($1.72M)
- BRK.B Berkshire Hathaway Inc — 3.88% ($1.70M)
- Hgcapital Trust Plc/fund — 3.84% ($1.68M)
- BX Blackstone Inc — 3.83% ($1.68M)
- Partners Group Holding Ag — 3.28% ($1.44M)
- Investor Ab — 2.58% ($1.13M)
- Eqt Ab — 2.52% ($1.10M)
- TPG Tpg Inc — 2.45% ($1.07M)
- HLNE Hamilton Lane Inc — 2.23% ($979K)
- HLI Houlihan Lokey Inc — 2.21% ($968K)
- Mutares Se & Co Kgaa — 2.14% ($940K)
- Wesfarmers Ltd — 2.13% ($935K)
- Harbourvest Global Private Equity Ltd — 2.06% ($905K)
- AMZN Amazon.com Inc — 2.06% ($904K)
- FTAI Ftai Aviation Ltd — 1.98% ($868K)
- STEP Stepstone Group Inc — 1.96% ($862K)
- Icg Plc — 1.95% ($856K)
- MSFT Microsoft Corp — 1.94% ($850K)
- Oem International Ab — 1.84% ($806K)
- Bridgepoint Group Plc — 1.80% ($788K)
- Patria Private Equity Trust Plc — 1.69% ($742K)
What are LPEFX's top 10 holdings?
3i Group Plc (4.8%), KKR (4.5%), ARES (4.0%), Brederode Sa (4.0%), APO (3.9%), BRK.B (3.9%), Hgcapital Trust Plc/fund (3.8%), BX (3.8%), Partners Group Holding Ag (3.3%), Investor Ab (2.6%).
How many stocks are in LPEFX?
ALPS Global Opportunity Fund reported 54 holdings as of July 31, 2026.
Share classes: LPEFX, LPEIX, LPERX, LPFAX, LPFCX