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 | |
|---|---|---|---|---|---|---|
2001
NeoGenomics
NEO
$1.02B
| $137K | ﹤0.01% |
11,153
+171
| +2% | +$2.1K |
|
2002
eHealth
EHTH
$119M
| $137K | ﹤0.01% |
+19,031
| New | +$137K |
|
2003
Axogen
AXGN
$756M
| $135K | ﹤0.01% |
27,378
+10,080
| +58% | +$49.6K |
|
|
PTVE
2004
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
| $134K | ﹤0.01% |
16,491
-10,755
| -39% | -$87.4K |
|
2005
BioCryst Pharmaceuticals
BCRX
$1.7B
| $134K | ﹤0.01% |
+18,875
| New | +$134K |
|
2006
Alamos Gold
AGI
$13.7B
| $133K | ﹤0.01% |
11,818
-14,190
| -55% | -$160K |
|
|
BLDP
2007
Ballard Power Systems
BLDP
$568M
| $133K | ﹤0.01% |
36,256
-34,609
| -49% | -$127K |
|
2008
Compass
COMP
$4.88B
| $133K | ﹤0.01% |
45,403
+18,558
| +69% | +$54.4K |
|
2009
The GEO Group
GEO
$3.05B
| $133K | ﹤0.01% |
16,224
+1,096
| +7% | +$8.97K |
|
|
FLIC
2010
DELISTED
First of Long Island Corp
FLIC
| $132K | ﹤0.01% |
11,321
-68,747
| -86% | -$802K |
|
2011
Reservoir Media
RSVR
$514M
| $131K | ﹤0.01% |
+21,627
| New | +$131K |
|
2012
TTM Technologies
TTMI
$4.92B
| $130K | ﹤0.01% |
10,124
-8,894
| -47% | -$115K |
|
|
HTZWW
2013
Hertz Global Holdings Warrants
HTZWW
$283M
| $130K | ﹤0.01% |
20,979
| – | – |
|
2014
Joby Aviation
JOBY
$11.5B
| $129K | ﹤0.01% |
+20,087
| New | +$129K |
|
2015
Caesarstone
CSTE
$48M
| $128K | ﹤0.01% |
30,293
| – | – |
|
2016
Berry Corp
BRY
$247M
| $127K | ﹤0.01% |
15,195
+1,186
| +8% | +$9.95K |
|
2017
Perella Weinberg Partners
PWP
$1.39B
| $127K | ﹤0.01% |
+12,449
| New | +$127K |
|
2018
Energy Transfer Partners
ET
$58.9B
| $127K | ﹤0.01% |
9,019
-45,192
| -83% | -$634K |
|
2019
Seer Inc
SEER
$114M
| $126K | ﹤0.01% |
57,404
+37,497
| +188% | +$82.5K |
|
2020
Relay Therapeutics
RLAY
$702M
| $126K | ﹤0.01% |
15,017
+2,857
| +23% | +$23.9K |
|
2021
American Public Education
APEI
$617M
| $124K | ﹤0.01% |
25,226
+911
| +4% | +$4.47K |
|
2022
Gray Television
GTN
$597M
| $123K | ﹤0.01% |
17,739
+6,623
| +60% | +$45.9K |
|
2023
Unisys
UIS
$279M
| $123K | ﹤0.01% |
+35,563
| New | +$123K |
|
2024
RPC Inc
RES
$1.01B
| $123K | ﹤0.01% |
+13,743
| New | +$123K |
|
2025
Tiziana Life Sciences
TLSA
$216M
| $123K | ﹤0.01% |
184,226
-121,041
| -40% | -$80.5K |
|