Hi norah123,
You probably already know but these larger fund managers have to report their holdings, including any changes on a quarterly basis. I got the latest info from this site…
https://whalewisdom.com/filer/gqg-partners-llc
Top ten holdings at q4 2023 make up 61% of fund, heavily weighted to IT and communications. Nvidia makes up a big part of that and looks like they sold down a little last quarter. Obviously they’ve done very well out of these
growth stocks over the last year. I sense, from various articles, that the dominant firms will continue to outperform, simply because of their enormous available resources and access to talent. Definitely worth keeping an eye out for significant rotations out of the sector. Here’s their top 6 holdings, q4, 2023.
Ann: Investor Presentation, page-9
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Last
$2.49 |
Change
0.020(0.81%) |
Mkt cap ! $7.235B | |||
| Open | High | Low | Value | Volume |
| $2.50 | $2.50 | $2.44 | $1.284M | 522.0K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 11 | 8573 | $2.48 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.49 | 5865 | 13 |
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| Last trade - 15.44pm 27/05/2024 (20 minute delay) ? |
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Last
$2.46 |
Change
0.020 ( 1.20 %) |
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| Open | High | Low | Volume | ||
| $2.49 | $2.50 | $2.44 | 153291 | ||
| Last updated 15.59pm 27/05/2024 ? | |||||
| GQG (ASX) Chart |