0001042063-21-000005.txt : 20210510
0001042063-21-000005.hdr.sgml : 20210510
20210507180023
ACCESSION NUMBER: 0001042063-21-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210510
DATE AS OF CHANGE: 20210507
EFFECTIVENESS DATE: 20210510
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: WELCH CAPITAL PARTNERS LLC/NY
CENTRAL INDEX KEY: 0001042063
IRS NUMBER: 133893476
STATE OF INCORPORATION: NY
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-06428
FILM NUMBER: 21904336
BUSINESS ADDRESS:
STREET 1: 231 BERKELEY PLACE
CITY: BROOKLYN
STATE: NY
ZIP: 11217
BUSINESS PHONE: 2127546077
MAIL ADDRESS:
STREET 1: 231 BERKELEY PLACE
CITY: BROOKLYN
STATE: NY
ZIP: 11217
13F-HR
1
primary_doc.xml
13F-HR
LIVE
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true
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0001042063
XXXXXXXX
03-31-2021
03-31-2021
WELCH CAPITAL PARTNERS LLC/NY
231 BERKELEY PLACE
BROOKLYN
NY
11217
13F HOLDINGS REPORT
028-06428
N
Christopher W. Welch
Chief Compliance Officer
212-754-6077
Christopher W. Welch
Brooklyn
NY
05-07-2021
0
23
382685
false
INFORMATION TABLE
2
f130321.xml
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
14489
63902
SH
SOLE
0
63902
0
0
ALPHABET INC
CAP STK CL A
02079K305
433
210
SH
SOLE
0
210
0
0
ALPHABET INC
CAP STK CL C
02079K107
19482
9418
SH
SOLE
0
9418
0
0
AMAZON COM INC
COM
023135106
3837
1240
SH
SOLE
0
1240
0
0
APPLE INC
COM
037833100
357
2922
SH
SOLE
0
2922
0
0
ARGAN INC
COM
04010E109
3975
74502
SH
SOLE
0
74502
0
0
BLACKSTONE GROUP INC
COM CL A
09260D107
25867
347066
SH
SOLE
0
347066
0
0
CIGNA CORP NEW
COM
125523100
439
1815
SH
SOLE
0
1815
0
0
FACEBOOK INC
CL A
30303M102
8412
28561
SH
SOLE
0
28561
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
7606
65150
SH
SOLE
0
65150
0
0
HUMANA INC
COM
444859102
14835
35385
SH
SOLE
0
35385
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
13313
93977
SH
SOLE
0
93977
0
0
ISHARES TR
CORE MSCI EMKT
46434G103
395
6137
SH
SOLE
0
6137
0
0
ISHARES TR
RUS 2000 GRW ETF
464287648
2811
9346
SH
SOLE
0
9346
0
0
MICROSOFT CORP
COM
594918104
446
1890
SH
SOLE
0
1890
0
0
PAYPAL HLDGS INC
COM
70450Y103
15711
64695
SH
SOLE
0
64695
0
0
QUAKER CHEM CORP
COM
747316107
316
1296
SH
SOLE
0
1296
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
92174
232568
SH
SOLE
0
232568
0
0
STERIS PLC
SHS USD
G8473T100
5267
27651
SH
SOLE
0
27651
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
317
2390
SH
SOLE
0
2390
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
10318
28782
SH
SOLE
0
28782
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
140466
385578
SH
SOLE
0
385578
0
0
YEXT INC
COM
98585N106
1419
98000
SH
SOLE
0
98000
0
0