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GQG Partners LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
GQG Partners LLC
报告期 2026-03-31 · CIK 0001697233
持仓数
81
前50大市值合计
$62.88B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 90 项
建仓 15
增持 38
减持 26
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
V
VISA INC
+$747.5M
7,721,375
+86%
减持
BABA
ALIBABA GROUP HLDG LTD
-$704.8M
327,000
-90%
增持
—
EXXON MOBIL CORP
+$664.8M
26,589,951
+86%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
VALE
VALE S A
-$597.8M
28,759,049
-34%
建仓
CRM
SALESFORCE COM INC
+$586.8M
2,163,790
减持
HUM
HUMANA INC
-$537.2M
1,315
-100%
增持
DVN
DEVON ENERGY CORP NEW
+$493.5M
13,912,210
+87102%
减持
BAC
BK OF AMERICA CORP
-$426.0M
18,382,041
-37%
减持
—
LAM RESEARCH CORP
-$422.5M
984,159
-35%
建仓
—
ALCON AG
+$391.4M
4,801,925
增持
RY
ROYAL BK CDA
+$360.4M
8,618,708
+76%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$336.8M
1,888,381
+31%
建仓
GTM
ZOOMINFO TECHNOLOGIES INC
+$323.8M
5,292,020
增持
META
FACEBOOK INC
+$323.7M
5,662,673
+23%
清仓
NTES
NETEASE INC
-$319.4M
0
-100%
建仓
MA
MASTERCARD INCORPORATED
+$312.3M
898,283
增持
BX
BLACKSTONE INC
+$264.6M
6,334,322
+30%
减持
NEM
NEWMONT CORP
-$254.6M
8,980
-100%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$247.4M
510,409
建仓
SNAP
SNAP INC
+$186.6M
2,526,688
增持
PM
PHILIP MORRIS INTL INC
+$185.4M
14,236,513
+21%
减持
TGT
TARGET CORP
-$170.9M
5,506,173
-7%
减持
GOOG
ALPHABET INC
+$166.4M
1,118,313
-0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$165.6M
8,421,723
-9%
增持
JPM
JPMORGAN CHASE & CO
+$164.7M
1,012,381
+14979%
增持
NVDA
NVIDIA CORPORATION
+$163.4M
15,135,970
+307%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$160.4M
1,232,371
-17%
建仓
JD
JD.COM INC
+$144.5M
1,999,899
减持
AMZN
AMAZON COM INC
-$132.7M
268,698
-9%
减持
PGR
PROGRESSIVE CORP
-$127.9M
420,354
-75%
增持
—
ASTRAZENECA PLC
+$113.9M
18,480,354
+11%
减持
HDB
HDFC BANK LTD
-$111.1M
611,301
-71%
增持
IBN
ICICI BANK LIMITED
+$105.7M
28,120,873
+13%
增持
MS
MORGAN STANLEY
+$99.5M
7,834,711
+8%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$93.8M
173,394,583
+25%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$89.0M
4,038
-99%
增持
GOOGL
ALPHABET INC
+$86.6M
217,039
+7%
增持
—
ACCENTURE PLC IRELAND
+$84.0M
1,974,769
+6%
增持
INFY
INFOSYS LTD
+$78.6M
57,758,746
+1%
增持
MT
ARCELORMITTAL SA LUXEMBOURG
+$72.6M
26,869,976
+13%
清仓
AEO
AMERICAN EAGLE OUTFITTERS IN
-$71.9M
0
-100%
清仓
LEVI
LEVI STRAUSS & CO NEW
-$71.2M
0
-100%
增持
—
AON PLC
+$68.6M
1,302,297
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$66.0M
3,627,064
-2%
增持
JNJ
JOHNSON & JOHNSON
+$51.7M
326,959
+4902%
清仓
—
UNITED STATES STL CORP NEW
-$41.4M
0
-100%
增持
LEN
LENNAR CORP
+$40.3M
2,033,245
+34%
增持
OXY
OCCIDENTAL PETE CORP
+$39.8M
19,855,031
+13%
减持
MSFT
MICROSOFT CORP
+$37.5M
5,973,922
-2%
减持
BBD
BANCO BRADESCO S A
-$30.0M
1,427,370
-79%
减持
—
ASML HOLDING N V
-$25.7M
27,542
-59%
减持
LLY
LILLY ELI & CO
-$14.2M
1,631,759
-4%
建仓
TX
TERNIUM SA
+$8.7M
205,366
增持
ITUB
ITAU UNIBANCO HLDG S A
+$6.7M
3,517,815
+79%
减持
—
SYNEOS HEALTH INC
-$5.9M
1,055,909
-4%
减持
ABT
ABBOTT LABS
-$2.5M
4,795
-82%
减持
CVX
CHEVRON CORP NEW
-$2.4M
13,523
-62%
增持
NVO
NOVO-NORDISK A S
+$1.6M
114,930
+2%
清仓
LMT
LOCKHEED MARTIN CORP
-$975.0K
0
-100%
建仓
NOW
SERVICENOW INC
+$899.0K
1,444
清仓
RIO
RIO TINTO PLC
-$650.0K
0
-100%
建仓
PEP
PEPSICO INC
+$623.0K
4,143
增持
GS
GOLDMAN SACHS GROUP INC
+$449.0K
3,776
+47%
建仓
—
ASCENDIS PHARMA A/S
+$438.0K
2,751
建仓
TXN
TEXAS INSTRS INC
+$422.0K
2,195
清仓
TFX
TELEFLEX INCORPORATED
-$406.0K
0
-100%
增持
NTR
NUTRIEN LTD
+$396.0K
19,257
+37%
建仓
DXCM
DEXCOM INC
+$373.0K
682
清仓
NUE
NUCOR CORP
-$329.0K
0
-100%
增持
ABBV
ABBVIE INC
+$322.0K
11,827
+40%
减持
MO
ALTRIA GROUP INC
-$300.0K
19,123
-22%
增持
NVR
NVR INC
+$287.0K
175
+58%
建仓
BIO
BIO RAD LABS INC
+$259.0K
347
清仓
—
TOTALENERGIES SE
-$255.0K
0
-100%
清仓
YUMC
YUM CHINA HLDGS INC
-$249.0K
0
-100%
清仓
—
AMEDISYS INC
-$243.0K
0
-100%
增持
—
HORIZON THERAPEUTICS PUB L
+$235.0K
4,680
+58%
建仓
PODD
INSULET CORP
+$204.0K
719
增持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$203.0K
98,991
+37%
增持
AVGO
BROADCOM INC
+$191.0K
1,561
+31%
增持
HD
HOME DEPOT INC
+$170.0K
1,913
+33%
减持
MRK
MERCK & CO INC
-$156.0K
5,362
-25%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$141.0K
17,071
-1%
增持
AB
ALLIANCEBERNSTEIN HLDG L P
+$134.0K
42,585
+0%
增持
MCD
MCDONALDS CORP
+$121.0K
1,726
+35%
增持
VZ
VERIZON COMMUNICATIONS INC
+$112.0K
8,438
+38%
增持
CME
CME GROUP INC
+$64.0K
1,897
+33%
增持
UPS
UNITED PARCEL SERVICE INC
+$45.0K
1,773
+33%
增持
KO
COCA COLA CO
+$31.0K
237,731
+3%
减持
—
UBS GROUP AG
-$24.0K
93,463
-6%
