ROG-SW

ROG-SW

ROG-SW

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2023 Q3 Sep 30, 2023 Harding Loevner Global Equity -5.3% 12.5% 0700.HK, 1299 HK, 2359.HK, 4519.T, 6758.T, 9962.T, AAPL, ABBV, ACN, ADBE, ADYEN.AS, ALC, AMAT, AME, AMZN, ASML, ATCO-A.ST, AVGO, BBCA.JK, CME, COST, CRM, CSGP, DE, DHR, DPLM.L, EL, EPI-A.ST, EW, GMAB, GOOGL, HDFCBANK.NS, HEXAB.ST, HLN.L, HON, ISRG, KER.PA, META, MSFT, NFLX, NKE, NOC, NOW, NVDA, OR.PA, PINS, RGEN, ROG SW, ROK, SAP, SGSN.SW, SLB, SNPS, SPX.L, SU.PA, SY1.DE, TMO, TSM, TW, UNH, VRTX, XP China, energy, global, healthcare, industrials, Japan, rates, technology
2026 Q2 Jul 29, 2026 Tweedy, Browne Value Fund 7.2% 11.1% 005930 KS, BA.L, CAP.PA, CCC.L, DHL.DE, NESN SW, NOVN SW, RMS.DE, ROG SW, SAF.PA, TTE, ZTS AI, Buybacks, global, inflation, semiconductors, technology, Valuations, value
2026 Q2 Jul 29, 2026 Tweedy, Browne International Value II 7.0% 10.7% 005930 KS, 086280 KS, 4368.T, 4401.T, BA.L, CCC.L, DGE.L, DHL.DE, HEIA.AS, KEMIRA.HE, NA.TO, NESN SW, NOVN SW, RHM.DE, ROG SW, RUI.PA, SAF.PA, TTE, U11.SI, WINPK AI Bubble, Buybacks, Europe, inflation, international, small caps, Valuations, value
2026 Q2 Jul 29, 2026 Tweedy, Browne International Value II 6.7% 8.8% 005930 KS, 4368.T, 6777.T, BA.L, CAP.PA, CCC.L, DHL.DE, HEIO.AS, IONS, KEMIRA.HE, NESN SW, NOVN SW, RHM.DE, ROG SW, RUI.PA, SAF.PA, TTE, U11.SI, WPK.TO AI Concerns, financials, International Equities, semiconductors, small cap, technology, Valuations, Value Investing
2026 Q2 Jul 29, 2026 Tweedy, Browne Worldwide High Dividend 6.3% 4.5% 005930 KS, 086280 KS, 259960.KS, 6460.T, 7276.T, AAPL, AMZN, ARLP, AUTO.L, BA.L, BIM.PA, BKG.L, CAP.PA, CCC.L, DGE.L, DHL.DE, EEFT, GOOGL, HEIA.AS, IONS, MBT.PS, META, MSFT, NESN SW, NOVN SW, ORCL, RMS.PA, ROG SW, SAF.PA, TTE, U11.SI, WPK.TO, WU, ZTS AI Bubble, Buybacks, dividends, global, inflation, Risk Appetite, small cap, value
2026 Q2 Jul 27, 2026 Baillie Gifford – US Equity Growth - 3.4% 000660 KS, 6146.T, 6857.T, 6920.T, 8113.T, ASML, MELI, ROG SW, SXYAY, TSM, TTE active management, AI, growth, international, long-term, SaaS, semiconductors, volatility
2026 Q2 Jul 15, 2026 Harding Loevner Global Equity 10.5% 4.4% 005930 KS, 0700.HK, 1299 HK, 300750.SZ, 6326.T, 6758.T, 6861.T, AAPL, ABBV, ACN, ADBE, AME, AMZN, APH, ASML, ATD.TO, ATKR, AVGO, AZN, BKNG, DE, DHR, DPLM.L, EFX, ELV, EPIA.ST, GOOGL, HDFCBANK.NS, HEI, IFX.DE, JNJ, JPM, META, MSFT, NEE, NFLX, NOC, NVDA, NVT, PGR, RGA, ROG SW, RYA.L, SAF.PA, SAP, SGSN.SW, SHEL, SLB, SU.PA, TMO, TSM, V AI, Competitive Advantage, Data centers, global, Quality, semiconductors, supply constraints, technology
2026 Q1 Jun 1, 2026 Tweedy, Browne Worldwide High Dividend -1.7% -1.7% 005930 KS, 7267.T, 7972.T, AALB.AS, ALV.ST, BA.L, BREE.L, BUNZL.L, CNHI, DGE.L, INCH.L, MEGACPO.MX, NOVN SW, RFP.PA, ROG SW, RUI.PA, SAF.PA, TTE, U11.SI, ZURN.SW Buybacks, dividends, energy, Geopolitical, international, Pharmaceuticals, undervaluation, value
2026 Q1 Jun 1, 2026 Tweedy, Browne Value Fund 3.6% 3.6% 005930 KS, BA.L, CNHI, DGE.L, NOVN SW, ROG SW, SE Buybacks, dividends, energy, Geopolitical, international, portfolio, valuation, value
2026 Q1 Jun 1, 2026 Tweedy, Browne International Value II 2.0% 2.0% 005930 KS, AUTO.L, BA.L, BNZL.L, CNHI, DHL.DE, NESN SW, NOVN SW, ROG SW, RUI.PA, TTE, U11.SI defense, energy, international, Pharmaceuticals, semiconductors, value
2026 Q1 Jun 1, 2026 Tweedy, Browne International Value II 3.6% 3.6% 005930 KS, 7267.T, AUTO.L, BA.L, BNZL.L, CNHI, DGE.L, NOVN SW, ROG SW, TTE Buybacks, dividends, energy, Geopolitical, international, Portfolio Management, value

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 28, 2026 Fund Letters Rajesh Gandhi Roche Holding AG Health Care Pharmaceuticals Bull Swiss Exchange earnings inflection, innovation, Oncology, pharma, pipeline
Jan 23, 2026 Fund Letters Elisa Mazen Roche Holding AG Health Care Pharmaceuticals Bull Swiss Exchange growth, innovation, Oncology, pharma, pipeline

BSD Shareholders of ROG-SW

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.

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