Gqg Partners LLC Top Holdings and 13F Report (2024) → 4 Cryptos BETTER than Bitcoin (From True Market Insiders) (Ad) About Gqg Partners LLCInvestment ActivityGqg Partners LLC has $62.17 billion in total holdings as of March 31, 2024.Gqg Partners LLC owns shares of 86 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 23.45% of the portfolio was purchased this quarter.About 19.15% of the portfolio was sold this quarter.This quarter, Gqg Partners LLC has purchased 76 new stocks and bought additional shares in 32 stocks.Gqg Partners LLC sold shares of 24 stocks and completely divested from 13 stocks this quarter.Largest Holdings NVIDIA $12,073,627,214Meta Platforms $5,582,876,262Broadcom $3,966,730,213Microsoft $3,017,405,165Eli Lilly and Company $2,994,279,876 Largest New Holdings this Quarter Netflix $1,450,476,030 HoldingSuper Micro Computer $1,325,466,131 HoldingSalesforce $910,219,618 HoldingArista Networks $881,847,957 HoldingSpotify Technology $610,039,949 Holding Largest Purchases this Quarter Netflix 2,388,283 shares (about $1.45B)Super Micro Computer 1,312,304 shares (about $1.33B)Broadcom 983,328 shares (about $1.30B)Shopify 13,885,473 shares (about $1.07B)MercadoLibre 648,198 shares (about $980.05M) Largest Sales this Quarter UnitedHealth Group 3,425,293 shares (about $1.69B)AstraZeneca 13,638,889 shares (about $924.03M)ARM HOLDINGS PLC 4,687,106 shares (about $585.84M)NVIDIA 541,938 shares (about $489.67M)Ford Motor 23,403,432 shares (about $310.80M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGqg Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$12,073,627,214$489,673,502 ▼-3.9%13,362,28619.4%Computer and TechnologyMETAMeta Platforms$5,582,876,262$166,428,670 ▲3.1%11,497,3359.0%Computer and TechnologyAVGOBroadcom$3,966,730,213$1,303,312,576 ▲48.9%2,992,8336.4%Computer and TechnologyMSFTMicrosoft$3,017,405,165$89,898,189 ▲3.1%7,172,0034.9%Computer and TechnologyLLYEli Lilly and Company$2,994,279,876$504,191,296 ▲20.2%3,848,8864.8%MedicalPBRPetróleo Brasileiro S.A. - Petrobras$2,977,051,399$265,211,218 ▼-8.2%195,729,8754.8%Oils/EnergyAMZNAmazon.com$2,482,487,996$510,387,184 ▲25.9%13,762,5464.0%Retail/WholesaleLRCXLam Research$2,094,778,767$46,711,143 ▼-2.2%2,156,0763.4%Computer and TechnologyUBERUber Technologies$1,726,381,478$734,589,762 ▲74.1%22,423,4512.8%Computer and TechnologyVVisa$1,671,866,147$478,813,652 ▲40.1%5,990,6342.7%Business ServicesSHOPShopify$1,613,005,797$1,071,541,952 ▲197.9%20,901,9802.6%Computer and TechnologyASMLASML$1,608,920,863$286,079,029 ▲21.6%1,657,8782.6%Computer and TechnologyAPPLOVIN CORP$1,567,569,213$210,677,509 ▼-11.8%22,646,1892.5%COM CL AAMDAdvanced Micro Devices$1,451,944,944$69,052,225 ▲5.0%8,044,4622.3%Computer and TechnologyNFLXNetflix$1,450,476,030$1,450,476,030 ▲New Holding2,388,2832.3%Consumer DiscretionaryARM HOLDINGS PLC$1,335,159,858$585,841,403 ▼-30.5%10,682,1332.1%SPONSORED ADRSMCISuper Micro Computer$1,325,466,131$1,325,466,131 ▲New Holding1,312,3042.1%Computer and TechnologyIBNICICI Bank$1,249,033,537$285,080,527 ▼-18.6%47,293,9622.0%FinanceMELIMercadoLibre$1,201,678,593$980,049,448 ▲442.2%794,7821.9%Retail/WholesaleSNPSSynopsys$1,197,349,898$572,283,645 ▲91.6%2,095,1001.9%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,161,632,586$232,737,062 ▲25.1%8,538,2771.9%Computer and TechnologyCRMSalesforce$910,219,618$910,219,618 ▲New Holding3,022,1781.5%Computer and TechnologyNOWServiceNow$887,405,329$91,123,566 ▼-9.3%1,163,9631.4%Computer and TechnologyANETArista Networks$881,847,957$881,847,957 ▲New Holding3,041,0651.4%Computer and TechnologyCNQCanadian Natural Resources$756,719,033$182,306,218 ▲31.7%9,910,3361.2%Oils/EnergyDHID.R. Horton$611,433,263$8,644,141 ▼-1.4%3,715,7901.0%ConstructionSPOTSpotify Technology$610,039,949$610,039,949 ▲New Holding2,311,6331.0%Business ServicesPMPhilip Morris International$545,907,783$535,216,187 ▲5,006.0%5,958,3910.9%Consumer StaplesMUMicron Technology$533,373,297$31,932,277 ▲6.4%4,524,3300.9%Computer and TechnologyNVONovo Nordisk A/S$466,485,397$404,663,368 ▲654.6%3,633,0640.8%MedicalINTUIntuit$406,212,136$61,921,575 ▲18.0%624,9420.7%Computer and TechnologyCEGConstellation Energy$327,947,427$327,947,427 ▲New Holding1,774,1270.5%Oils/EnergyKASPI KZ JSC$253,349,533$253,349,533 ▲New Holding1,969,4460.4%SPONSORED ADSKKRKKR & Co. Inc.$217,004,427$217,004,427 ▲New Holding2,157,5310.3%FinanceVSTVistra$178,631,701$35,850,387 ▲25.1%2,564,7050.3%UtilitiesECEcopetrol$145,536,759$1,245,236 ▲0.9%12,291,9560.2%Oils/EnergyMLMMartin Marietta Materials$120,446,358$2,455,145 ▲2.1%196,1860.2%ConstructionISRGIntuitive Surgical$99,523,328$99,523,328 ▲New Holding249,3760.2%MedicalNEENextEra Energy$83,939,548$83,376,437 ▲14,806.4%1,313,4020.1%UtilitiesCELHCelsius$76,352,129$76,352,129 ▲New Holding920,7930.1%Consumer StaplesOKEONEOK$36,595,921$1,099,612 ▲3.1%456,4790.1%Oils/EnergyRDYDr. Reddy's Laboratories$32,050,3560.0%436,9510.1%MedicalRIGTransocean$25,393,4370.0%4,043,5410.0%Oils/EnergyINFYInfosys$16,358,902$16,358,902 ▲New Holding912,3760.0%Computer and TechnologySAPSAP$14,939,883$14,939,883 ▲New Holding76,6030.0%Computer and TechnologyAZNAstraZeneca$14,870,718$924,034,699 ▼-98.4%219,4940.0%MedicalITUBItaú Unibanco$11,038,021$12,282,275 ▼-52.7%1,592,7880.0%FinanceBXBlackstone$10,504,214$10,504,214 ▲New Holding79,9590.0%FinanceJPMJPMorgan Chase & Co.$8,489,716$159,439 ▲1.9%42,3850.0%FinanceAMATApplied Materials$8,262,3990.0%40,0640.0%Computer and TechnologyTTETotalEnergies$7,559,741$46,736 ▲0.6%109,8320.0%Oils/EnergyMAMastercard$7,457,111$7,211,992 ▼-49.2%15,4850.0%Business ServicesFFord Motor$7,046,825$310,797,819 ▼-97.8%530,6340.0%Auto/Tires/TrucksPGProcter & Gamble$6,553,764$2,112,333 ▲47.6%40,3930.0%Consumer StaplesMRKMerck & Co., Inc.$6,391,526$1,520,988 ▲31.2%48,4390.0%MedicalPEPPepsiCo$6,376,664$6,376,664 ▲New Holding36,4360.0%Consumer StaplesDUKDuke Energy$6,099,983$6,099,983 ▲New Holding63,0750.0%UtilitiesXOMExxon Mobil$6,077,457$156,238,791 ▼-96.3%52,2840.0%Oils/EnergyGSThe Goldman Sachs Group$5,738,629$297,161,906 ▼-98.1%13,7390.0%FinanceCMECME Group$5,650,932$138,001 ▼-2.4%26,2480.0%FinanceTMToyota Motor$4,891,904$4,891,904 ▲New Holding19,4370.0%Auto/Tires/TrucksARCHArch Resources$4,820,645$1,696,817 ▼-26.0%29,9810.0%Oils/EnergySTXSeagate Technology$4,670,366$4,670,366 ▲New Holding50,1920.0%Business ServicesCCitigroup$4,619,998$4,619,998 ▲New Holding73,0550.0%FinanceAIGAmerican International Group$4,218,444$98,260 ▼-2.3%53,9650.0%FinanceCATCaterpillar$3,683,721$4,061,144 ▼-52.4%10,0530.0%Industrial ProductsSTLAStellantis$3,512,596$3,512,596 ▲New Holding124,1200.0%Auto/Tires/TrucksFTSFortis$3,457,315$2,278,866 ▲193.4%87,4180.0%UtilitiesTGTTarget$3,377,091$166,932 ▼-4.7%19,0570.0%Retail/WholesaleWMTWalmart$3,216,508$2,105,950 ▲189.6%53,4570.0%Retail/WholesaleUNPUnion Pacific$3,081,011$1,896,120 ▼-38.1%12,5280.0%TransportationBTUPeabody Energy$2,985,047$95,803 ▼-3.1%123,0440.0%Oils/EnergyHSBCHSBC$2,966,445$2,605,238 ▼-46.8%75,3670.0%FinanceEENI$2,670,602$18,905 ▲0.7%84,1930.0%Oils/EnergyRIORio Tinto Group$2,462,276$2,324,024 ▼-48.6%38,6300.0%Basic MaterialsMFCManulife Financial$1,909,954$1,909,954 ▲New Holding76,4010.0%FinanceCNICanadian National Railway$1,504,655$12,249 ▲0.8%11,4240.0%TransportationZTSZoetis$1,488,071$1,185 ▲0.1%8,7940.0%MedicalADPAutomatic Data Processing$1,426,5150.0%5,7120.0%Business ServicesDDOGDatadog$1,377,512$1,377,512 ▲New Holding11,1450.0%Computer and TechnologyGLOBGlobant$1,345,058$1,345,058 ▲New Holding6,6620.0%Computer and TechnologyUNHUnitedHealth Group$552,085$1,694,491,833 ▼-100.0%1,1160.0%MedicalHSYHershey$513,0910.0%2,6380.0%Consumer StaplesSPYSPDR S&P 500 ETF Trust$269,598$269,598 ▲New Holding5150.0%FinanceSHELShell$250,3940.0%3,7350.0%Oils/EnergyHLNHaleon$235,4450.0%27,7320.0%MedicalGOOGAlphabet$0$2,837,330,443 ▼-100.0%00.0%Computer and TechnologySLBSchlumberger$0$1,502,545,147 ▼-100.0%00.0%Oils/EnergyAONAON$0$511,772,348 ▼-100.0%00.0%FinancePDDPDD$0$420,521,129 ▼-100.0%00.0%Retail/WholesaleSNOWSnowflake$0$300,598,455 ▼-100.0%00.0%Computer and TechnologyHUMHumana$0$283,344,560 ▼-100.0%00.0%MedicalGOOGLAlphabet$0$279,780,212 ▼-100.0%00.0%Computer and TechnologyCIThe Cigna Group$0$217,485,253 ▼-100.0%00.0%MedicalAAAlcoa$0$116,611,160 ▼-100.0%00.0%Industrial ProductsMPWRMonolithic Power Systems$0$30,271,763 ▼-100.0%00.0%Computer and TechnologyTXNTexas Instruments$0$6,364,976 ▼-100.0%00.0%Computer and TechnologyVALEVale$0$2,326,646 ▼-100.0%00.0%Basic MaterialsSYKStryker$0$1,494,006 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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