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 | |
|---|---|---|---|---|---|---|
2401
Inogen
INGN
$223M
| $135K | ﹤0.01% |
+14,827
| New | +$135K |
|
2402
Orion Group Holdings
ORN
$294M
| $135K | ﹤0.01% |
+18,043
| New | +$135K |
|
2403
Caesarstone
CSTE
$50.5M
| $133K | ﹤0.01% |
31,172
-189
| -0.6% | -$807 |
|
2404
Myers Industries
MYE
$597M
| $133K | ﹤0.01% |
12,042
-2,047
| -15% | -$22.6K |
|
2405
DHI Group
DHX
$142M
| $132K | ﹤0.01% |
74,641
| – | – |
|
2406
CommScope
COMM
$3.6B
| $132K | ﹤0.01% |
24,970
-1,800
| -7% | -$9.52K |
|
2407
Wave Life Sciences
WVE
$1.16B
| $132K | ﹤0.01% |
10,721
-3,565
| -25% | -$43.8K |
|
2408
Amplitude
AMPL
$1.47B
| $131K | ﹤0.01% |
12,432
-6,438
| -34% | -$68.1K |
|
2409
Teekay
TK
$721M
| $131K | ﹤0.01% |
+18,925
| New | +$131K |
|
2410
Century Casinos
CNTY
$77.2M
| $131K | ﹤0.01% |
41,495
| – | – |
|
2411
Akebia Therapeutics
AKBA
$785M
| $131K | ﹤0.01% |
70,005
+15,032
| +27% | +$28K |
|
2412
Clean Energy Fuels
CLNE
$564M
| $130K | ﹤0.01% |
51,296
+24,294
| +90% | +$61.4K |
|
2413
Duluth Holdings
DLTH
$134M
| $129K | ﹤0.01% |
42,503
+2,678
| +7% | +$8.14K |
|
2414
SGHC Ltd
SGHC
$6.6B
| $128K | ﹤0.01% |
20,585
-21,481
| -51% | -$134K |
|
|
PPTA
2415
Perpetua Resources
PPTA
$1.88B
| $128K | ﹤0.01% |
12,144
-17,882
| -60% | -$189K |
|
|
BRKL
2416
DELISTED
Brookline Bancorp
BRKL
| $128K | ﹤0.01% |
10,940
-40,787
| -79% | -$477K |
|
2417
Lifetime Brands
LCUT
$90.6M
| $128K | ﹤0.01% |
21,625
+9,932
| +85% | +$58.8K |
|
2418
Stitch Fix
SFIX
$754M
| $128K | ﹤0.01% |
29,424
-25,177
| -46% | -$109K |
|
2419
CCC Intelligent Solutions
CCCS
$6.22B
| $127K | ﹤0.01% |
10,833
-2,249
| -17% | -$26.4K |
|
|
PMT
2420
PennyMac Mortgage Investment
PMT
$1.08B
| $127K | ﹤0.01% |
10,112
-874
| -8% | -$11K |
|
|
RC
2421
Ready Capital
RC
$677M
| $127K | ﹤0.01% |
18,806
-1,625
| -8% | -$10.9K |
|
2422
Luminar Technologies
LAZR
$120M
| $125K | ﹤0.01% |
22,748
+9,342
| +70% | +$51.3K |
|
2423
Planet Labs
PL
$2.65B
| $125K | ﹤0.01% |
30,253
-1,375
| -4% | -$5.67K |
|
2424
Yext
YEXT
$1.05B
| $124K | ﹤0.01% |
19,375
-20,098
| -51% | -$129K |
|
2425
Janus International
JBI
$1.39B
| $124K | ﹤0.01% |
+16,502
| New | +$124K |
|