HSBC Holdings Portfolio holdings
HSBC Holdings plc, founded in 1865 as the Hongkong and Shanghai Banking Corporation by Sir Thomas Sutherland to finance trade in East Asia, is a British multinational bank headquartered in London, managing trillions in assets as one of the world’s largest banking and financial services organizations. Operating in over 60 countries with a strong emphasis on Asia—where it generates much of its revenue—HSBC offers retail banking, wealth management, commercial banking, and global markets services to more than 40 million customers, supported by around 214,000 employees as of late 2024. Known for its international network and resilience through crises like the 1997 Asian financial downturn, HSBC has pivoted under Group CEO Noel Quinn (since 2020) to accelerate digital transformation and sustainability goals, targeting net-zero emissions by 2050. Despite challenges like geopolitical tensions and regulatory pressures, HSBC remains a cornerstone of global finance, leveraging its heritage as a trade financier into a modern, Asia-centric banking powerhouse.
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$949M |
| 2 |
Apple
AAPL
|
+$877M |
| 3 |
Microsoft
MSFT
|
+$381M |
| 4 |
Equitable Holdings
EQH
|
+$242M |
| 5 |
Broadcom
AVGO
|
+$228M |
Top Sells
| 1 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$129M |
| 2 |
Citigroup
C
|
+$119M |
| 3 |
Crown Holdings
CCK
|
+$98.3M |
| 4 |
Elevance Health
ELV
|
+$95.2M |
| 5 |
iShares MSCI South Korea ETF
EWY
|
+$89.7M |
Sector Composition
| 1 | Technology | 28.28% |
| 2 | Financials | 13.39% |
| 3 | Healthcare | 11.82% |
| 4 | Consumer Discretionary | 11.4% |
| 5 | Communication Services | 7.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1951
SPS Commerce
SPSC
$4.18B
| $229K | ﹤0.01% |
1,179
-1,417
| -55% | -$275K |
|
1952
C3.ai
AI
$2.14B
| $228K | ﹤0.01% |
7,911
-29,994
| -79% | -$864K |
|
1953
Embraer
ERJ
$11B
| $228K | ﹤0.01% |
12,339
-3,643
| -23% | -$67.2K |
|
1954
Backblaze
BLZE
$525M
| $225K | ﹤0.01% |
29,596
| – | – |
|
|
HSHP
1955
Himalaya Shipping
HSHP
$383M
| $225K | ﹤0.01% |
32,573
+3,330
| +11% | +$23K |
|
1956
Taylor Morrison
TMHC
$6.9B
| $224K | ﹤0.01% |
+4,206
| New | +$224K |
|
1957
STMicroelectronics
STM
$23.3B
| $224K | ﹤0.01% |
4,473
-2,071
| -32% | -$104K |
|
1958
iShares MSCI Global Metals & Mining Producers ETF
PICK
$828M
| $224K | ﹤0.01% |
5,200
| – | – |
|
1959
Lands' End
LE
$432M
| $224K | ﹤0.01% |
23,815
+3,646
| +18% | +$34.2K |
|
1960
Sutro Biopharma
STRO
$81.2M
| $223K | ﹤0.01% |
52,399
+24,628
| +89% | +$105K |
|
|
BHR
1961
Braemar Hotels & Resorts
BHR
$196M
| $223K | ﹤0.01% |
88,434
| – | – |
|
1962
Malibu Boats
MBUU
$630M
| $223K | ﹤0.01% |
4,069
-71
| -2% | -$3.89K |
|
1963
Powell Industries
POWL
$3.3B
| $223K | ﹤0.01% |
2,512
| – | – |
|
1964
Liberty Energy
LBRT
$1.7B
| $222K | ﹤0.01% |
12,231
-19,049
| -61% | -$346K |
|
1965
Berry Corp
BRY
$252M
| $222K | ﹤0.01% |
31,383
+16,188
| +107% | +$114K |
|
1966
Cullinan Oncology
CGEM
$405M
| $221K | ﹤0.01% |
21,816
-59
| -0.3% | -$598 |
|
1967
Gentherm
THRM
$1.1B
| $221K | ﹤0.01% |
4,203
-6,310
| -60% | -$331K |
|
1968
Middleby
MIDD
$7.01B
| $220K | ﹤0.01% |
1,488
-19,930
| -93% | -$2.94M |
|
|
SWI
1969
DELISTED
SolarWinds Corporation Common Stock
SWI
| $219K | ﹤0.01% |
17,642
+1,727
| +11% | +$21.4K |
|
1970
Vir Biotechnology
VIR
$711M
| $219K | ﹤0.01% |
21,726
+5,655
| +35% | +$56.9K |
|
1971
Bassett Furniture
BSET
$145M
| $218K | ﹤0.01% |
13,304
| – | – |
|
1972
Seer Inc
SEER
$114M
| $218K | ﹤0.01% |
114,386
+56,982
| +99% | +$109K |
|
1973
Relay Therapeutics
RLAY
$691M
| $218K | ﹤0.01% |
19,520
+4,503
| +30% | +$50.3K |
|
1974
eGain
EGAN
$221M
| $217K | ﹤0.01% |
26,331
| – | – |
|
1975
Vanguard S&P 500 Growth ETF
VOOG
$19.4B
| $217K | ﹤0.01% |
800
-1,000
| -56% | -$271K |
|