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 |
Berkshire Hathaway Class B
BRK.B
|
+$157M |
| 2 |
Cognizant
CTSH
|
+$144M |
| 3 |
UnitedHealth
UNH
|
+$125M |
| 4 |
Apple
AAPL
|
+$124M |
| 5 |
Jackson Financial
JXN
|
+$124M |
Top Sells
| 1 |
Pinduoduo
PDD
|
+$255M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$207M |
| 3 |
NVIDIA
NVDA
|
+$173M |
| 4 |
Aramark
ARMK
|
+$170M |
| 5 |
Netflix
NFLX
|
+$155M |
Sector Composition
| 1 | Technology | 26.91% |
| 2 | Financials | 13.14% |
| 3 | Healthcare | 12.48% |
| 4 | Consumer Discretionary | 11.66% |
| 5 | Communication Services | 7.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1976
First Foundation Inc
FFWM
$487M
| $159K | ﹤0.01% |
+26,152
| New | +$159K |
|
1977
DHT Holdings
DHT
$1.94B
| $159K | ﹤0.01% |
15,470
-8,095
| -34% | -$83.1K |
|
1978
Titan International
TWI
$546M
| $159K | ﹤0.01% |
+11,732
| New | +$159K |
|
1979
Celsius Holdings
CELH
$14.5B
| $158K | ﹤0.01% |
2,754
-5,214
| -65% | -$299K |
|
1980
Duluth Holdings
DLTH
$135M
| $157K | ﹤0.01% |
26,385
+7
| +0% | +$42 |
|
|
ACCD
1981
DELISTED
Accolade, Inc. Common Stock
ACCD
| $156K | ﹤0.01% |
14,721
+2,926
| +25% | +$31K |
|
1982
SEACOR Marine Holdings
SMHI
$171M
| $156K | ﹤0.01% |
+11,103
| New | +$156K |
|
1983
AbCellera Biologics
ABCL
$1.28B
| $155K | ﹤0.01% |
33,798
+19,274
| +133% | +$88.6K |
|
1984
BlackBerry
BB
$2.25B
| $154K | ﹤0.01% |
32,805
+5,967
| +22% | +$28K |
|
1985
Cerus
CERS
$226M
| $152K | ﹤0.01% |
95,897
+31,276
| +48% | +$49.7K |
|
|
SWI
1986
DELISTED
SolarWinds Corporation Common Stock
SWI
| $151K | ﹤0.01% |
15,915
-2,111
| -12% | -$20K |
|
1987
Vir Biotechnology
VIR
$713M
| $151K | ﹤0.01% |
+16,071
| New | +$151K |
|
1988
Lands' End
LE
$453M
| $151K | ﹤0.01% |
20,169
+9,103
| +82% | +$68K |
|
|
AGS
1989
DELISTED
PlayAGS
AGS
| $150K | ﹤0.01% |
22,595
+29
| +0.1% | +$193 |
|
1990
HarborOne Bancorp
HONE
$551M
| $150K | ﹤0.01% |
15,840
+2,417
| +18% | +$22.9K |
|
1991
SLM Corp
SLM
$6.01B
| $150K | ﹤0.01% |
11,026
-65,011
| -85% | -$885K |
|
1992
MiMedx Group
MDXG
$1.02B
| $143K | ﹤0.01% |
+19,455
| New | +$143K |
|
|
ITOS
1993
DELISTED
iTeos Therapeutics
ITOS
| $143K | ﹤0.01% |
+13,070
| New | +$143K |
|
|
HSHP
1994
Himalaya Shipping
HSHP
$385M
| $142K | ﹤0.01% |
+29,243
| New | +$142K |
|
|
SLGC
1995
DELISTED
SomaLogic, Inc. Class A Common Stock
SLGC
| $142K | ﹤0.01% |
59,640
+16,141
| +37% | +$38.3K |
|
1996
Vera Bradley
VRA
$63.7M
| $141K | ﹤0.01% |
21,009
+6,055
| +40% | +$40.6K |
|
1997
Liberty Latin America Class C
LILAK
$1.54B
| $141K | ﹤0.01% |
+17,216
| New | +$141K |
|
1998
OraSure Technologies
OSUR
$238M
| $140K | ﹤0.01% |
23,533
+6,641
| +39% | +$39.4K |
|
1999
TaskUs
TASK
$1.54B
| $138K | ﹤0.01% |
13,282
| – | – |
|
2000
Rackspace Technology
RXT
$337M
| $137K | ﹤0.01% |
58,811
+27,500
| +88% | +$64.1K |
|