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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • SGA - U.S. Large Cap Growth
Value
$22.1B
Stocks
48 Stocks (48 new)
Turnover
0.0%
Top Holdings
NVDA(12.99%) MSFT(7.32%) GOOG(7.21%) AAPL(6.24%) AMZN(5.19%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| NVDA | None | NVIDIA Corporation | Information Technology | $1292879.7M | 0 | 13.0% | 0 | +100.0% |
| MSFT | None | Microsoft Corporation | Information Technology | $728472.9M | 0 | 7.3% | 0 | +1165257.3% |
| GOOG | None | Alphabet Inc Class C | Communication Services | $716963.6M | 0 | 7.2% | 0 | +681325.2% |
| AAPL | None | Apple Inc. | Information Technology | $620872.5M | 0 | 6.2% | 0 | +122970.1% |
| AMZN | None | Amazon.com, Inc. | Consumer Discretionary | $516245.8M | 0 | 5.2% | 0 | +533372.6% |
| V | None | Visa Inc. | Financials | $425171.1M | 0 | 4.3% | 0 | +471259.1% |
| AVGO | None | Broadcom Inc. | Information Technology | $424138.5M | 0 | 4.3% | 0 | +598112.0% |
| META | None | Meta Platforms, Inc. | Communication Services | $409053.7M | 0 | 4.1% | 0 | +710983.3% |
| WM | None | Waste Management, Inc. | Industrials | $401557.6M | 0 | 4.0% | 0 | +764267.9% |
| SNPS | None | Synopsys | Information Technology | $337754.8M | 0 | 3.4% | 0 | +556968.8% |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| NVDANVIDIA Corporation | $1292879.7M | +100.0% | 13.0% | New |
| MSFTMicrosoft Corporation | $728472.9M | +1165257.3% | 7.3% | Increased |
| GOOGAlphabet Inc Class C | $716963.6M | +681325.2% | 7.2% | Increased |
| AAPLApple Inc. | $620872.5M | +122970.1% | 6.2% | Increased |
| AMZNAmazon.com, Inc. | $516245.8M | +533372.6% | 5.2% | Increased |
| VVisa Inc. | $425171.1M | +471259.1% | 4.3% | Increased |
| AVGOBroadcom Inc. | $424138.5M | +598112.0% | 4.3% | Increased |
| METAMeta Platforms, Inc. | $409053.7M | +710983.3% | 4.1% | Increased |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Information Technology | 14 | $4400428.1M | 44.2% |
| Communication Services | 4 | $1303233.2M | 13.1% |
| Financials | 7 | $1114093.1M | 11.2% |
| Consumer Discretionary | 7 | $1043185.6M | 10.5% |
| Industrials | 6 | $950036.1M | 9.6% |
| Materials | 2 | $394103.5M | 4.0% |
| Health Care | 4 | $380025.3M | 3.8% |
| Real Estate | 1 | $334327.2M | 3.4% |
| Consumer Staples | 2 | $21802.6M | 0.2% |
| Financial Services | 1 | $8350.9M | 0.1% |