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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

23Q3 调仓2023-06-30 → 2023-09-30 · 共 79 项建仓 18增持 19减持 29清仓 13

方向

标的

Δ市值

现股数(环比)

减持

AAPL APPLE INC

-$1.90B

18,036 -100%

清仓

HUM HUMANA INC

-$1.33B

0 -100%

建仓

CNQ CANADIAN NAT RES LTD

+$1.30B

20,084,640

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。

建仓

NFLX NETFLIX INC

+$958.8M

2,539,101

增持

META META PLATFORMS INC

+$930.9M

11,137,598 +32%

建仓

ARM ARM HOLDINGS PLC

+$877.2M

16,389,842

减持

MA MASTERCARD INCORPORATED

-$768.9M

36,421 -98%

建仓

ISRG INTUITIVE SURGICAL INC

+$719.9M

2,462,930

减持

UNH UNITEDHEALTH GROUP INC

-$713.8M

3,245,898 -34%

清仓

AMD ADVANCED MICRO DEVICES INC

-$699.0M

0 -100%

增持

APP APPLOVIN CORP

+$654.3M

26,082,413 +73%

减持

AMZN AMAZON COM INC

-$592.1M

11,213,043 -28%

减持

— EXXON MOBIL CORP

-$590.5M

4,637,590 -56%

减持

— ASTRAZENECA PLC

-$566.0M

14,045,872 -34%

建仓

UBER UBER TECHNOLOGIES INC

+$503.4M

10,945,219

增持

SNPS SYNOPSYS INC

+$449.9M

1,112,742 +697%

增持

SLB SCHLUMBERGER LTD

+$447.4M

35,978,766 +7%

减持

GOOG ALPHABET INC

-$436.2M

18,264,480 -22%

建仓

DHI D R HORTON INC

+$412.0M

3,833,579

建仓

IDXX IDEXX LABS INC

+$407.5M

931,886

减持

HDB HDFC BANK LTD

-$404.3M

416,692 -93%

减持

PM PHILIP MORRIS INTL INC

-$396.6M

118,098 -97%

减持

TSM TAIWAN SEMICONDUCTOR MFG LTD

-$345.0M

6,538,233 -28%

建仓

ZTS ZOETIS INC

+$317.6M

1,825,526

建仓

NTES NETEASE INC

+$310.4M

3,099,535

减持

V VISA INC

-$291.5M

4,434,911 -20%

清仓

PGR PROGRESSIVE CORP

-$284.6M

0 -100%

建仓

PDD PDD HOLDINGS INC

+$281.4M

2,869,409

增持

LLY ELI LILLY & CO

+$278.4M

3,268,027 +4%

建仓

INTU INTUIT

+$277.5M

543,032

增持

PBR PETROLEO BRASILEIRO SA PETRO

+$265.3M

212,381,081 +1%

增持

AVGO BROADCOM INC

+$263.3M

1,467,667 +33%

清仓

SNOW SNOWFLAKE INC

-$254.8M

0 -100%

减持

ENB ENBRIDGE INC

-$218.7M

560,308 -91%

增持

NVDA NVIDIA CORPORATION

+$210.7M

14,039,109 +1%

减持

FTS FORTIS INC

-$203.9M

77,506 -98%

减持

GOOGL ALPHABET INC

-$194.4M

2,000,758 -48%

建仓

— HESS CORP

+$177.7M

1,161,544

减持

HSY HERSHEY CO

-$163.2M

7,601 -99%

清仓

ELV ELEVANCE HEALTH INC

-$147.1M

0 -100%

增持

IBN ICICI BANK LIMITED

+$146.2M

70,204,858 +10%

减持

— LAM RESEARCH CORP

-$118.3M

2,223,011 -5%

建仓

EC ECOPETROL S A

+$108.2M

9,341,068

建仓

FICO FAIR ISAAC CORP

+$85.8M

98,800

建仓

MLM MARTIN MARIETTA MATLS INC

+$81.8M

199,206

减持

— AON PLC

-$60.9M

2,191,462 -2%

建仓

LI LI AUTO INC

+$56.5M

1,583,710

减持

ITUB ITAU UNIBANCO HLDG S A

-$40.9M

8,744,810 -41%

减持

VALE VALE S A

-$33.7M

139,208 -95%

减持

NOW SERVICENOW INC

-$27.8M

1,487,818 -3%

建仓

BTU PEABODY ENERGY CORP

+$27.6M

1,062,349

减持

WDAY WORKDAY INC

-$26.3M

1,574,675 -2%

增持

— ASML HOLDING N V

+$25.0M

1,316,954 +27%

减持

OKE ONEOK INC NEW

-$23.3M

42,919 -90%

增持

MSFT MICROSOFT CORP

-$7.5M

6,932,301 +7%

清仓

UPS UNITED PARCEL SERVICE INC

-$6.9M

0 -100%

增持

NVO NOVO-NORDISK A S

+$5.5M

406,136 +109%

清仓

BTI BRITISH AMERN TOB PLC

-$5.0M

0 -100%

增持

— GLOBANT S A

+$4.9M

59,154 +55%

清仓

C CITIGROUP INC

-$4.6M

0 -100%

减持

CMS CMS ENERGY CORP

-$3.9M

40,042 -61%

增持

— ARCH RESOURCES INC

+$3.8M

41,084 +45%

减持

KO COCA COLA CO

-$3.7M

143,018 -27%

清仓

GIS GENERAL MLS INC

-$3.5M

0 -100%

清仓

FE FIRSTENERGY CORP

-$3.1M

0 -100%

建仓

CAT CATERPILLAR INC

+$3.1M

11,200

减持

WMT WALMART INC

-$2.3M

18,457 -44%

减持

EXC EXELON CORP

-$2.2M

468,160 -4%

减持

ORCL ORACLE CORP

-$2.0M

134,979 -2%

清仓

AMX AMERICA MOVIL SAB DE CV

-$1.9M

0 -100%

清仓

NEM NEWMONT CORP

-$1.8M

0 -100%

清仓

LMT LOCKHEED MARTIN CORP

-$1.6M

0 -100%

增持

JPM JPMORGAN CHASE & CO

+$1.3M

33,276 +38%

增持

CVX CHEVRON CORP NEW

+$1.3M

40,579 +15%

减持

ATO ATMOS ENERGY CORP

-$1.2M

11,839 -44%

增持

MS MORGAN STANLEY

+$1.1M

53,311 +38%

增持

— TOTALENERGIES SE

+$924.7K

103,028 +2%

增持

RIO RIO TINTO PLC

+$747.9K

75,660 +19%

减持

E ENI S P A

+$186.8K

85,624 -3%