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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 92 项
建仓 23
增持 32
减持 24
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$5.19B
13,362,286
-4%
清仓
GOOG
ALPHABET INC
-$2.84B
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.80B
1,116
-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。
增持
AVGO
BROADCOM INC
+$1.72B
2,992,833
+49%
增持
META
META PLATFORMS INC
+$1.63B
11,497,335
+3%
清仓
SLB
SCHLUMBERGER LTD
-$1.50B
0
-100%
建仓
NFLX
NETFLIX INC
+$1.45B
2,388,283
建仓
—
SUPER MICRO COMPUTER INC
+$1.33B
1,312,304
增持
LLY
ELI LILLY & CO
+$1.13B
3,848,886
+20%
增持
SHOP
SHOPIFY INC
+$1.07B
20,901,980
+198%
增持
MELI
MERCADOLIBRE INC
+$971.3M
794,782
+442%
增持
UBER
UBER TECHNOLOGIES INC
+$933.2M
22,423,451
+74%
减持
—
ASTRAZENECA PLC
-$918.5M
219,494
-98%
建仓
CRM
SALESFORCE INC
+$910.2M
3,022,178
建仓
—
ARISTA NETWORKS INC
+$881.8M
3,041,065
增持
AMZN
AMAZON COM INC
+$821.3M
13,762,546
+26%
增持
SNPS
SYNOPSYS INC
+$634.2M
2,095,100
+92%
建仓
—
SPOTIFY TECHNOLOGY S A
+$610.0M
2,311,633
增持
—
ASML HOLDING N V
+$577.2M
1,657,878
+22%
增持
V
VISA INC
+$558.9M
5,990,634
+40%
减持
APP
APPLOVIN CORP
+$543.8M
22,646,189
-12%
增持
PM
PHILIP MORRIS INTL INC
+$534.9M
5,958,391
+5006%
清仓
—
AON PLC
-$511.8M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$451.6M
8,538,277
+25%
减持
PBR
PETROLEO BRASILEIRO SA PETRO
-$427.2M
195,729,875
-8%
清仓
PDD
PDD HOLDINGS INC
-$420.5M
0
-100%
增持
NVO
NOVO-NORDISK A S
+$416.7M
3,633,064
+655%
增持
MSFT
MICROSOFT CORP
+$400.8M
7,172,003
+3%
减持
—
LAM RESEARCH CORP
+$368.4M
2,156,076
-2%
建仓
CEG
CONSTELLATION ENERGY CORP
+$327.9M
1,774,127
增持
AMD
ADVANCED MICRO DEVICES INC
+$322.5M
8,044,462
+5%
清仓
SNOW
SNOWFLAKE INC
-$300.6M
0
-100%
减持
F
FORD MTR CO DEL
-$284.7M
530,634
-98%
清仓
HUM
HUMANA INC
-$283.3M
0
-100%
清仓
GOOGL
ALPHABET INC
-$279.8M
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$274.0M
13,739
-98%
增持
CNQ
CANADIAN NAT RES LTD
+$263.8M
9,910,336
+32%
建仓
kspi us equity
KASPI KZ JSC
+$253.3M
1,969,446
清仓
CI
THE CIGNA GROUP
-$217.5M
0
-100%
建仓
KKR
KKR & CO INC
+$217.0M
2,157,531
减持
ARM
ARM HOLDINGS PLC
+$180.2M
10,682,133
-30%
增持
MU
MICRON TECHNOLOGY INC
+$170.4M
4,524,330
+6%
减持
IBN
ICICI BANK LIMITED
-$135.8M
47,293,962
-19%
减持
—
EXXON MOBIL CORP
-$133.5M
52,284
-96%
清仓
AA
ALCOA CORP
-$116.6M
0
-100%
增持
VST
VISTRA CORP
+$99.7M
2,564,705
+25%
建仓
ISRG
INTUITIVE SURGICAL INC
+$99.5M
249,376
增持
NEE
NEXTERA ENERGY INC
+$83.4M
1,313,402
+14806%
建仓
CELH
CELSIUS HLDGS INC
+$76.4M
920,793
增持
INTU
INTUIT
+$75.1M
624,942
+18%
减持
DHI
D R HORTON INC
+$38.7M
3,715,790
-1%
清仓
MPWR
MONOLITHIC PWR SYS INC
-$30.3M
0
-100%
增持
MLM
MARTIN MARIETTA MATLS INC
+$24.6M
196,186
+2%
减持
NOW
SERVICENOW INC
-$19.4M
1,163,963
-9%
建仓
INFY
INFOSYS LTD
+$16.4M
912,376
建仓
SAP
SAP SE
+$14.9M
76,603
减持
ITUB
ITAU UNIBANCO HLDG S A
-$12.3M
1,592,788
-53%
建仓
BX
BLACKSTONE INC
+$10.5M
79,959
建仓
PEP
PEPSICO INC
+$6.4M
36,436
清仓
TXN
TEXAS INSTRS INC
-$6.4M
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$6.1M
63,075
减持
MA
MASTERCARD INCORPORATED
-$5.5M
15,485
-49%
增持
OKE
ONEOK INC NEW
+$5.5M
456,479
+3%
建仓
TM
TOYOTA MOTOR CORP
+$4.9M
19,437
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$4.7M
50,192
建仓
C
CITIGROUP INC
+$4.6M
73,055
建仓
—
STELLANTIS N.V
+$3.5M
124,120
减持
RIO
RIO TINTO PLC
-$3.1M
38,630
-49%
减持
HSBC
HSBC HLDGS PLC
-$2.8M
75,367
-47%
减持
CAT
CATERPILLAR INC
-$2.6M
10,053
-52%
增持
PG
PROCTER AND GAMBLE CO
+$2.5M
40,393
+48%
增持
MRK
MERCK & CO INC
+$2.4M
48,439
+31%
清仓
VALE
VALE S A
-$2.3M
0
-100%
增持
FTS
FORTIS INC
+$2.2M
87,418
+193%
建仓
MFC
MANULIFE FINL CORP
+$1.9M
76,401
减持
—
ARCH RESOURCES INC
-$1.9M
29,981
-26%
减持
UNP
UNION PAC CORP
-$1.9M
12,528
-38%
清仓
SYK
STRYKER CORPORATION
-$1.5M
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$1.4M
42,385
+2%
建仓
DDOG
DATADOG INC
+$1.4M
11,145
建仓
—
GLOBANT S A
+$1.3M
6,662
减持
TGT
TARGET CORP
+$528.8K
19,057
-5%
减持
AIG
AMERICAN INTL GROUP INC
+$477.2K
53,965
-2%
增持
WMT
WALMART INC
+$306.8K
53,457
+190%
增持
EC
ECOPETROL S A
+$270.3K
12,291,956
+1%
建仓
SPY
SPDR S&P 500 ETF TR
+$269.6K
515
增持
ZTS
ZOETIS INC
-$246.2K
8,794
+0%
增持
—
TOTALENERGIES SE
+$205.0K
109,832
+1%
增持
E
ENI S P A
-$172.5K
84,193
+1%
减持
BTU
PEABODY ENERGY CORP
-$103.4K
123,044
-3%
增持
CNI
CANADIAN NATL RY CO
+$81.1K
11,424
+1%
减持
CME
CME GROUP INC
-$11.9K
26,248
-2%
