Battery Global Advisors, LLC

Hedge fund manager

Battery Global Advisors, LLC is an SEC-registered investment adviser based in Boston, MA that reports managing 16 hedge funds on Form ADV. It reports $8.4 billion in regulatory assets under management. Its private funds, of all types, hold $3.3 billion in gross assets. Its disclosed U.S. stock holdings returned an estimated +2.9% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +22.4% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.

Regulatory assets under management: $8.4 billionForm ADV Item 5.F
Gross assets of private funds: $3.3 billionAll private fund types, Form ADV
Hedge funds managed: 1677 private funds in total
Employees: 38Form ADV Item 5.A
Registration: SEC-registered adviserCRD 158508
Latest Form ADV: 06/30/2026Disciplinary disclosures: none reported

Estimated 13F portfolio performance

Est. 2026 YTD+2.9%Through Q2 2026 · S&P 500 +9.5%

Est. 2-year return+22.4%Q3 2024 – Q2 2026

S&P 500+37.2%Same quarters, price only

13F holdings$199.8 million157 positions, 2026-06-30

Quarter	Est. 13F return	S&P 500
Q2 2026	+9.5%	+14.8%
Q1 2026	-6.1%	-4.6%
Q4 2025	+1.1%	+2.4%
Q3 2025	+2.5%	+7.8%
Q2 2025	+10.8%	+10.4%
Q1 2025	-6.2%	-4.5%
Q4 2024	+5.2%	+2.1%
Q3 2024	+4.9%	+5.4%

Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures

Largest disclosed holdings

Vanguard Total Stock Market ETF$63.2 million
Vanguard S&P 500 ETF$20.4 million
Vanguard Ftse Developed Markets ETF$19.5 million
Payoneer Global Inc$17.0 million
Intuit Com$10.2 million
Vanguard Ftse Emerging Marke$10.1 million
Ishares Gold TR$7.7 million
SPDR Portfolio Developed World$7.7 million
Vanguard Growth ETF$6.3 million
Invesco S&P 500 Equal Weight E$4.7 million

As of 2026-06-30, from 13F filing by Battery Global Advisors, LLC.

Hedge funds filing Form D (14)

Fund

First sale

Raised

Investors

Minimum

YTD performance

BGA Horizon Fund, LLC - PAR Series

Battery Global Advisors, LLC

Estimated 13F portfolio performance

Largest disclosed holdings

Hedge funds filing Form D (14)

Private equity funds filing Form D (3)

Venture capital funds filing Form D (1)

Private funds reported on Form ADV (59)

Fund vehicles: feeder funds and single-deal vehicles (2)