GQG Partners as of June 30, 2023
Portfolio Holdings for GQG Partners
GQG Partners holds 68 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
NVIDIA Corporation (NVDA) | 13.6 | $5.9B | 14M | 423.02 | |
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 6.7 | $2.9B | 211M | 13.83 | |
Alphabet Cap Stk Cl C (GOOG) | 6.5 | $2.8B | 24M | 120.97 | |
Meta Platforms Cl A (META) | 5.5 | $2.4B | 8.4M | 286.98 | |
UnitedHealth (UNH) | 5.4 | $2.4B | 4.9M | 480.64 | |
Microsoft Corporation (MSFT) | 5.1 | $2.2B | 6.4M | 340.54 | |
Amazon (AMZN) | 4.6 | $2.0B | 16M | 130.36 | |
Apple (AAPL) | 4.4 | $1.9B | 9.8M | 193.97 | |
Schlumberger Com Stk (SLB) | 3.8 | $1.7B | 34M | 49.12 | |
Astrazeneca Sponsored Adr (AZN) | 3.5 | $1.5B | 21M | 71.57 | |
Lam Research Corporation (LRCX) | 3.5 | $1.5B | 2.4M | 642.86 | |
Icici Bank Adr (IBN) | 3.4 | $1.5B | 64M | 23.08 | |
Eli Lilly & Co. (LLY) | 3.4 | $1.5B | 3.1M | 468.98 | |
Humana (HUM) | 3.0 | $1.3B | 3.0M | 447.13 | |
Visa Com Cl A (V) | 3.0 | $1.3B | 5.5M | 237.48 | |
Exxon Mobil Corporation (XOM) | 2.6 | $1.1B | 11M | 107.25 | |
Broadcom (AVGO) | 2.2 | $956M | 1.1M | 867.43 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.1 | $913M | 9.0M | 100.92 | |
Servicenow (NOW) | 2.0 | $860M | 1.5M | 561.97 | |
Mastercard Incorporated Cl A (MA) | 1.8 | $783M | 2.0M | 393.30 | |
Aon Shs Cl A (AON) | 1.8 | $771M | 2.2M | 345.20 | |
Asml Holding N V N Y Registry Shs (ASML) | 1.7 | $750M | 1.0M | 724.75 | |
Advanced Micro Devices (AMD) | 1.6 | $699M | 6.1M | 113.91 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $456M | 3.8M | 119.70 | |
Hdfc Bank Sponsored Ads (HDB) | 1.0 | $429M | 6.2M | 69.70 | |
Philip Morris International (PM) | 0.9 | $408M | 4.2M | 97.62 | |
Applovin Corp Com Cl A (APP) | 0.9 | $388M | 15M | 25.73 | |
Workday Cl A (WDAY) | 0.8 | $365M | 1.6M | 225.89 | |
Progressive Corporation (PGR) | 0.7 | $285M | 2.2M | 132.37 | |
Snowflake Cl A (SNOW) | 0.6 | $255M | 1.4M | 175.98 | |
Enbridge (ENB) | 0.5 | $237M | 6.4M | 37.21 | |
Fortis (FTS) | 0.5 | $207M | 4.8M | 43.14 | |
Hershey Company (HSY) | 0.4 | $165M | 660k | 249.70 | |
Anthem (ELV) | 0.3 | $147M | 331k | 444.29 | |
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.2 | $88M | 15M | 5.90 | |
Synopsys (SNPS) | 0.1 | $61M | 140k | 435.41 | |
Dr Reddys Labs Adr (RDY) | 0.1 | $46M | 722k | 63.11 | |
Vale S A Sponsored Ads (VALE) | 0.1 | $36M | 2.6M | 13.42 | |
Novo-nordisk A S Adr (NVO) | 0.1 | $32M | 195k | 161.83 | |
Transocean Reg Shs (RIG) | 0.1 | $28M | 4.0M | 7.01 | |
Oneok (OKE) | 0.1 | $26M | 422k | 61.72 | |
Exelon Corporation (EXC) | 0.0 | $20M | 489k | 40.74 | |
Oracle Corporation (ORCL) | 0.0 | $16M | 137k | 119.09 | |
Coca-Cola Company (KO) | 0.0 | $12M | 195k | 60.22 | |
Arch Cap Group Ord (ACGL) | 0.0 | $10M | 136k | 74.85 | |
United Parcel Service CL B (UPS) | 0.0 | $6.9M | 39k | 179.25 | |
Globant S A (GLOB) | 0.0 | $6.9M | 38k | 179.72 | |
CMS Energy Corporation (CMS) | 0.0 | $6.0M | 102k | 58.75 | |
Totalenergies Se Sponsored Ads (TTE) | 0.0 | $5.9M | 102k | 57.64 | |
Chevron Corporation (CVX) | 0.0 | $5.6M | 35k | 157.35 | |
Wal-Mart Stores (WMT) | 0.0 | $5.2M | 33k | 157.18 | |
British Amern Tob Sponsored Adr (BTI) | 0.0 | $5.0M | 150k | 33.20 | |
Citigroup Com New (C) | 0.0 | $4.6M | 101k | 46.04 | |
Merck & Co (MRK) | 0.0 | $4.3M | 38k | 115.39 | |
American Electric Power Company (AEP) | 0.0 | $4.3M | 51k | 84.20 | |
Rio Tinto Sponsored Adr (RIO) | 0.0 | $4.1M | 64k | 63.84 | |
General Mills (GIS) | 0.0 | $3.5M | 46k | 76.70 | |
JPMorgan Chase & Co. (JPM) | 0.0 | $3.5M | 24k | 145.44 | |
Morgan Stanley Com New (MS) | 0.0 | $3.3M | 39k | 85.40 | |
Arch Resources Cl A (ARCH) | 0.0 | $3.2M | 28k | 112.76 | |
FirstEnergy (FE) | 0.0 | $3.1M | 79k | 38.88 | |
Eni S P A Sponsored Adr (E) | 0.0 | $2.5M | 88k | 28.79 | |
Atmos Energy Corporation (ATO) | 0.0 | $2.5M | 21k | 116.34 | |
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $1.9M | 89k | 21.64 | |
Newmont Mining Corporation (NEM) | 0.0 | $1.8M | 42k | 42.66 | |
Lockheed Martin Corporation (LMT) | 0.0 | $1.6M | 3.4k | 460.38 | |
Haleon Spon Ads (HLN) | 0.0 | $232k | 28k | 8.38 | |
Shell Spon Ads (SHEL) | 0.0 | $226k | 3.7k | 60.38 |