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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

23Q2 调仓2023-03-31 → 2023-06-30 · 共 77 项建仓 8增持 19减持 34清仓 16

方向

标的

Δ市值

现股数(环比)

增持

NVDA NVIDIA CORPORATION

+$3.61B

13,938,332 +69%

建仓

AMZN AMAZON COM INC

+$2.02B

15,476,122

减持

ENB ENBRIDGE INC

-$1.82B

6,379,065 -88%

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

PM PHILIP MORRIS INTL INC

-$1.69B

4,174,916 -81%

增持

META META PLATFORMS INC

+$1.58B

8,407,267 +114%

减持

— EXXON MOBIL CORP

-$1.01B

10,590,238 -46%

减持

HDB HDFC BANK LTD

-$955.1M

6,153,190 -70%

增持

MSFT MICROSOFT CORP

+$951.9M

6,449,821 +49%

增持

AVGO BROADCOM INC

+$887.6M

1,101,786 +937%

减持

BTI BRITISH AMERN TOB PLC

-$877.3M

149,507 -99%

增持

MA MASTERCARD INCORPORATED

+$748.6M

1,991,605 +1988%

减持

PBR PETROLEO BRASILEIRO SA PETRO

+$713.9M

211,009,493 -0%

减持

EXC EXELON CORP

-$695.7M

488,971 -97%

增持

GOOG ALPHABET INC

+$674.4M

23,513,300 +13%

增持

— LAM RESEARCH CORP

+$598.3M

2,351,347 +36%

减持

ELV ELEVANCE HEALTH INC

-$596.7M

331,039 -80%

增持

AAPL APPLE INC

+$571.5M

9,791,591 +22%

清仓

ADBE ADOBE SYSTEMS INCORPORATED

-$557.1M

0 -100%

建仓

GOOGL ALPHABET INC

+$456.2M

3,811,441

增持

LLY LILLY ELI & CO

+$454.6M

3,149,206 +6%

建仓

APP APPLOVIN CORP

+$388.0M

15,078,778

减持

FTS FORTIS INC

-$355.4M

4,794,494 -64%

增持

— ASML HOLDING N V

+$321.7M

1,035,227 +64%

减持

VALE VALE S A

-$316.4M

2,649,314 -88%

增持

SLB SCHLUMBERGER LTD

+$259.7M

33,593,558 +19%

清仓

MU MICRON TECHNOLOGY INC

-$259.0M

0 -100%

增持

HUM HUMANA INC

+$236.6M

2,964,581 +32%

减持

HSY HERSHEY CO

-$217.5M

659,650 -56%

减持

— TOTALENERGIES SE

-$173.6M

101,499 -97%

减持

NOW SERVICENOW INC

+$145.6M

1,529,364 -0%

清仓

MT ARCELORMITTAL SA LUXEMBOURG

-$142.4M

0 -100%

增持

PGR PROGRESSIVE CORP

+$139.4M

2,150,069 +112%

清仓

SYK STRYKER CORPORATION

-$133.3M

0 -100%

增持

V VISA INC

+$128.3M

5,523,032 +5%

清仓

HII HUNTINGTON INGALLS INDS INC

-$97.1M

0 -100%

减持

IBN ICICI BANK LIMITED

+$81.2M

63,992,073 -1%

减持

AMD ADVANCED MICRO DEVICES INC

+$71.7M

6,136,082 -4%

减持

— AON PLC

+$66.0M

2,234,551 -0%

增持

UNH UNITEDHEALTH GROUP INC

+$61.1M

4,889,948 +1%

建仓

SNPS SYNOPSYS INC

+$60.8M

139,564

减持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$57.7M

9,048,637 -2%

减持

SNOW SNOWFLAKE INC

-$56.7M

1,447,664 -28%

增持

WDAY WORKDAY INC

+$53.8M

1,614,010 +7%

减持

ATO ATMOS ENERGY CORP

-$34.7M

21,265 -94%

清仓

INFY INFOSYS LTD

-$31.4M

0 -100%

清仓

OXY OCCIDENTAL PETE CORP

-$31.2M

0 -100%

减持

— ASTRAZENECA PLC

+$21.7M

21,198,498 -2%

增持

RDY DR REDDYS LABS LTD

+$14.0M

722,448 +30%

减持

KO COCA COLA CO

-$13.7M

195,023 -53%

减持

— ARCH RESOURCES INC

-$12.5M

28,269 -76%

建仓

— ARCH CAP GROUP LTD

+$10.2M

135,717

减持

LMT LOCKHEED MARTIN CORP

-$9.8M

3,446 -86%

减持

ITUB ITAU UNIBANCO HLDG S A

+$9.5M

14,896,315 -8%

增持

ORCL ORACLE CORP

+$8.4M

137,242 +60%

清仓

ABBV ABBVIE INC

-$7.4M

0 -100%

减持

OKE ONEOK INC NEW

-$6.5M

421,609 -18%

建仓

C CITIGROUP INC

+$4.6M

100,809

清仓

MO ALTRIA GROUP INC

-$4.3M

0 -100%

减持

NVO NOVO-NORDISK A S

-$4.2M

194,545 -13%

减持

— TRANSOCEAN LTD

-$4.1M

4,043,541 -21%

清仓

FCX FREEPORT-MCMORAN INC

-$3.6M

0 -100%

建仓

JPM JPMORGAN CHASE & CO

+$3.5M

24,140

清仓

APO APOLLO GLOBAL MGMT INC

-$3.5M

0 -100%

建仓

MS MORGAN STANLEY

+$3.3M

38,519

清仓

BMY BRISTOL-MYERS SQUIBB CO

-$2.9M

0 -100%

减持

AEP AMERICAN ELEC PWR CO INC

-$2.4M

50,690 -30%

清仓

CI THE CIGNA GROUP

-$2.3M

0 -100%

清仓

CME CME GROUP INC

-$2.2M

0 -100%

减持

CMS CMS ENERGY CORP

-$1.8M

102,093 -19%

减持

RIO RIO TINTO PLC

-$1.6M

63,707 -23%

清仓

VLO VALERO ENERGY CORP

-$1.5M

0 -100%

清仓

BRK/B BERKSHIRE HATHAWAY INC DEL

-$808.4K

0 -100%

减持

AMX AMERICA MOVIL SAB DE CV

-$799.0K

88,768 -31%

减持

GIS GENERAL MLS INC

-$631.7K

46,283 -5%

减持

UPS UNITED PARCEL SERVICE INC

-$604.7K

38,761 -0%

减持

E ENI S P A

-$127.3K

88,444 -7%

增持

NEM NEWMONT CORP

+$64.8K

42,084 +19%