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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 93 项
建仓 24
增持 18
减持 30
清仓 21
方向
标的
Δ市值
现股数(环比)
建仓
AMD
ADVANCED MICRO DEVICES INC
+$1.13B
7,661,880
增持
AVGO
BROADCOM INC
+$1.02B
2,009,505
+37%
清仓
NFLX
NETFLIX INC
-$958.8M
0
-100%
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
CNQ
CANADIAN NAT RES LTD
-$810.4M
7,522,771
-63%
减持
NVDA
NVIDIA CORPORATION
+$778.8M
13,904,224
-1%
清仓
ISRG
INTUITIVE SURGICAL INC
-$719.9M
0
-100%
增持
META
META PLATFORMS INC
+$604.7M
11,154,593
+0%
减持
SLB
SCHLUMBERGER LTD
-$595.0M
28,872,889
-20%
建仓
SHOP
SHOPIFY INC
+$546.6M
7,016,507
增持
GOOG
ALPHABET INC
+$429.2M
20,132,906
+10%
增持
MSFT
MICROSOFT CORP
+$427.7M
6,958,326
+0%
清仓
IDXX
IDEXX LABS INC
-$407.5M
0
-100%
减持
—
EXXON MOBIL CORP
-$405.7M
1,396,397
-70%
建仓
MU
MICRON TECHNOLOGY INC
+$363.0M
4,253,465
清仓
WDAY
WORKDAY INC
-$338.3M
0
-100%
减持
—
LAM RESEARCH CORP
+$333.1M
2,204,154
-1%
减持
ZTS
ZOETIS INC
-$315.9M
8,787
-100%
清仓
NTES
NETEASE INC
-$310.4M
0
-100%
建仓
SNOW
SNOWFLAKE INC
+$300.6M
1,510,545
建仓
F
FORD MTR CO DEL
+$291.8M
23,934,066
增持
UBER
UBER TECHNOLOGIES INC
+$289.8M
12,882,085
+18%
建仓
HUM
HUMANA INC
+$283.3M
618,913
建仓
GS
GOLDMAN SACHS GROUP INC
+$279.8M
725,182
减持
ARM
ARM HOLDINGS PLC
+$277.7M
15,369,239
-6%
增持
—
ASML HOLDING N V
+$256.5M
1,363,094
+4%
减持
IBN
ICICI BANK LIMITED
-$238.3M
58,088,378
-17%
减持
AMZN
AMAZON COM INC
+$235.8M
10,933,035
-2%
建仓
MELI
MERCADOLIBRE INC
+$230.4M
146,584
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$220.7M
213,166,510
+0%
建仓
CI
THE CIGNA GROUP
+$217.5M
726,282
减持
—
AON PLC
-$198.7M
1,758,547
-20%
清仓
—
HESS CORP
-$177.7M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$167.4M
3,426,409
+6%
减持
DHI
D R HORTON INC
+$160.7M
3,768,322
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$141.9M
6,827,604
+4%
增持
PDD
PDD HOLDINGS INC
+$139.1M
2,874,179
+0%
建仓
AA
ALCOA CORP
+$116.6M
3,429,740
减持
LLY
ELI LILLY & CO
+$110.5M
3,200,792
-2%
减持
V
VISA INC
+$92.9M
4,274,948
-4%
清仓
FICO
FAIR ISAAC CORP
-$85.8M
0
-100%
建仓
VST
VISTRA CORP
+$79.0M
2,049,983
减持
NOW
SERVICENOW INC
+$75.1M
1,283,485
-14%
清仓
LI
LI AUTO INC
-$56.5M
0
-100%
减持
INTU
INTUIT
+$53.6M
529,678
-2%
减持
SNPS
SYNOPSYS INC
+$52.5M
1,093,729
-2%
增持
EC
ECOPETROL S A
+$37.1M
12,186,784
+30%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$30.3M
47,991
增持
OKE
ONEOK INC NEW
+$28.4M
442,763
+932%
清仓
HDB
HDFC BANK LTD
-$24.6M
0
-100%
减持
BTU
PEABODY ENERGY CORP
-$24.5M
126,993
-88%
减持
ITUB
ITAU UNIBANCO HLDG S A
-$23.6M
3,365,122
-62%
清仓
ENB
ENBRIDGE INC
-$18.6M
0
-100%
减持
APP
APPLOVIN CORP
-$18.5M
25,689,782
-2%
增持
GOOGL
ALPHABET INC
+$18.0M
2,002,865
+0%
减持
RDY
DR REDDYS LABS LTD
-$17.9M
436,951
-40%
减持
—
ASTRAZENECA PLC
-$17.8M
13,858,383
-1%
清仓
EXC
EXELON CORP
-$17.7M
0
-100%
清仓
ORCL
ORACLE CORP
-$14.3M
0
-100%
减持
MLM
MARTIN MARIETTA MATLS INC
+$14.1M
192,187
-4%
增持
NVO
NOVO-NORDISK A S
+$12.9M
481,480
+19%
清仓
—
GLOBANT S A
-$11.7M
0
-100%
清仓
—
ARCH CAP GROUP LTD
-$10.8M
0
-100%
清仓
KO
COCA COLA CO
-$8.0M
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$6.8M
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$6.5M
40,064
建仓
TXN
TEXAS INSTRS INC
+$6.4M
37,340
建仓
HSBC
HSBC HLDGS PLC
+$5.7M
141,557
建仓
CME
CME GROUP INC
+$5.7M
26,889
建仓
UNP
UNION PAC CORP
+$5.0M
20,238
清仓
MS
MORGAN STANLEY
-$4.4M
0
-100%
建仓
PG
PROCTER AND GAMBLE CO
+$4.0M
27,374
清仓
AEP
AMERICAN ELEC PWR CO INC
-$3.8M
0
-100%
建仓
AIG
AMERICAN INTL GROUP INC
+$3.7M
55,222
增持
CAT
CATERPILLAR INC
+$3.2M
21,136
+89%
清仓
AAPL
APPLE INC
-$3.1M
0
-100%
建仓
TGT
TARGET CORP
+$2.8M
19,999
增持
JPM
JPMORGAN CHASE & CO
+$2.2M
41,589
+25%
清仓
CMS
CMS ENERGY CORP
-$2.1M
0
-100%
减持
FTS
FORTIS INC
-$1.7M
29,797
-62%
建仓
SYK
STRYKER CORPORATION
+$1.5M
4,989
减持
MA
MASTERCARD INCORPORATED
-$1.4M
30,461
-16%
建仓
CNI
CANADIAN NATL RY CO
+$1.4M
11,331
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$1.3M
5,712
清仓
ATO
ATMOS ENERGY CORP
-$1.3M
0
-100%
减持
HSY
HERSHEY CO
-$1.0M
2,638
-65%
减持
RIO
RIO TINTO PLC
+$776.3K
75,091
-1%
增持
—
TOTALENERGIES SE
+$579.6K
109,153
+6%
建仓
NEE
NEXTERA ENERGY INC
+$535.2K
8,811
增持
VALE
VALE S A
+$461.3K
146,699
+5%
减持
—
ARCH RESOURCES INC
-$285.2K
40,534
-1%
减持
MRK
MERCK & CO INC
+$155.3K
36,912
-2%
减持
E
ENI S P A
+$110.0K
83,597
-2%
减持
PM
PHILIP MORRIS INTL INC
+$45.2K
116,695
-1%
