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
|
+$911M |
| 2 |
Galicia Financial Group
GGAL
|
+$714M |
| 3 |
TSMC
TSM
|
+$364M |
| 4 |
Lam Research
LRCX
|
+$285M |
| 5 |
Tesla
TSLA
|
+$222M |
Top Sells
| 1 |
Flutter Entertainment
FLUT
|
+$1.38B |
| 2 |
Microsoft
MSFT
|
+$895M |
| 3 |
Apple
AAPL
|
+$735M |
| 4 |
Amazon
AMZN
|
+$567M |
| 5 |
Meta Platforms (Facebook)
META
|
+$435M |
Sector Composition
| 1 | Technology | 33.91% |
| 2 | Financials | 12.82% |
| 3 | Consumer Discretionary | 11.38% |
| 4 | Healthcare | 8.99% |
| 5 | Communication Services | 8.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1951
GigaCloud Technology
GCT
$1.11B
| $375K | ﹤0.01% |
+19,718
| New | +$375K |
|
1952
Openlane
KAR
$3.1B
| $374K | ﹤0.01% |
18,782
-1,596
| -8% | -$31.8K |
|
1953
Carter Bankshares
CARE
$449M
| $373K | ﹤0.01% |
+21,153
| New | +$373K |
|
1954
LendingClub
LC
$1.92B
| $373K | ﹤0.01% |
22,809
+3,627
| +19% | +$59.4K |
|
1955
Sportradar
SRAD
$8.95B
| $373K | ﹤0.01% |
21,438
+2,495
| +13% | +$43.4K |
|
1956
Warrior Met Coal
HCC
$3.06B
| $373K | ﹤0.01% |
6,806
-54,162
| -89% | -$2.97M |
|
1957
Axogen
AXGN
$762M
| $372K | ﹤0.01% |
22,706
-937
| -4% | -$15.3K |
|
1958
Phibro Animal Health
PAHC
$1.63B
| $372K | ﹤0.01% |
17,709
+6,169
| +53% | +$129K |
|
1959
iShares MSCI Sweden ETF
EWD
$325M
| $371K | ﹤0.01% |
9,949
-109,577
| -92% | -$4.09M |
|
1960
Kura Oncology
KURA
$735M
| $370K | ﹤0.01% |
43,085
+26,922
| +167% | +$231K |
|
1961
ACV Auctions
ACVA
$1.74B
| $370K | ﹤0.01% |
17,212
-465
| -3% | -$10K |
|
1962
Genesco
GCO
$353M
| $370K | ﹤0.01% |
8,668
-267
| -3% | -$11.4K |
|
1963
Security National Financial
SNFCA
$236M
| $369K | ﹤0.01% |
32,259
| – | – |
|
1964
Peabody Energy
BTU
$2.24B
| $368K | ﹤0.01% |
17,664
+414
| +2% | +$8.63K |
|
1965
The Bancorp
TBBK
$3.5B
| $368K | ﹤0.01% |
6,954
-490
| -7% | -$25.9K |
|
1966
AMERISAFE
AMSF
$853M
| $367K | ﹤0.01% |
7,114
+1,895
| +36% | +$97.8K |
|
1967
Perdoceo Education
PRDO
$2.26B
| $367K | ﹤0.01% |
13,897
-9,351
| -40% | -$247K |
|
1968
Patrick Industries
PATK
$3.7B
| $367K | ﹤0.01% |
4,385
-567
| -11% | -$47.4K |
|
1969
Varex Imaging
VREX
$469M
| $366K | ﹤0.01% |
25,295
-5,182
| -17% | -$75K |
|
1970
Occidental Petroleum Corporation Warrants to Purchase Common Stock
OXY.WS
$22.9B
| $366K | ﹤0.01% |
13,235
-56
| -0.4% | -$1.55K |
|
1971
Capri Holdings
CPRI
$2.56B
| $365K | ﹤0.01% |
17,452
-248,043
| -93% | -$5.19M |
|
1972
CareDx
CDNA
$720M
| $365K | ﹤0.01% |
17,131
+1,109
| +7% | +$23.6K |
|
1973
Arvinas
ARVN
$565M
| $365K | ﹤0.01% |
19,220
+3,551
| +23% | +$67.5K |
|
1974
Enerpac Tool Group
EPAC
$2.3B
| $364K | ﹤0.01% |
8,831
-5,075
| -36% | -$209K |
|
1975
JELD-WEN Holding
JELD
$541M
| $363K | ﹤0.01% |
44,449
+14,891
| +50% | +$122K |
|