GQG 0.74% $2.73 gqg partners inc.

Ann: Dividend/Distribution - GQG, page-20

  1. 2,883 Posts.
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    They actually sold down NVIDIA in April. Here is one of the top ten holdings of GQG funds:
    https://hotcopper.com.au/data/attachments/6224/6224581-862ea23af4d5716f69c14624dcfcdefb.jpg
    NVIDIA was the top holding in this fund at end of March.

    Same as Emerging Market Fund:
    https://hotcopper.com.au/data/attachments/6224/6224584-c7a2cd749b6c24de420f37ae71eddf4f.jpg
    Wouldn’t be too concerned though, these other holdings are increasing at a 1% higher rate than NVIDIA - look at TSM and AVGO (Broadcom) overnight too.
 
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