They actually sold down NVIDIA in April. Here is one of the top ten holdings of GQG funds:
NVIDIA was the top holding in this fund at end of March.
Same as Emerging Market Fund:
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.
They actually sold down NVIDIA in April. Here is one of the top...
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