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§ 13F · FUND PROFILE

HSBC HOLDINGS PLC.

UK bank, global markets, Asia focus
AUM · $166505.7T (13F)Positions · 9561Turnover · 0% · Q2Filed · Aug 13, 2025
BIG MOVE · Q2
Other cut 2pp. Semiconductors lifted 2pp.
CONCENTRATION
20%
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
OTHER → SEMICONDUCTORS
-2pp · +2pp
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q2 2025

FILED AUG 13, 2025
#TickerNameShares$ value% portΔ Q2
1NVDANVIDIA CORPORATION42.41M$6700.5T4.0%
2MSFTMICROSOFT CORP11.95M$5942.2T3.6%
3AAPLAPPLE INC24.70M$5068.0T3.0%
4AMZNAMAZON COM INC15.84M$3474.9T2.1%
5METAMETA PLATFORMS INC3.54M$2610.1T1.6%
6NVDANVIDIA CORPORATION14.63M$2311.9T1.4%
7AVGOBROADCOM INC7.50M$2068.5T1.2%
8AAPLAPPLE INC9.80M$1960.5T1.2%
9MSFTMICROSOFT CORP3.60M$1793.9T1.1%
10GOOGLALPHABET INC9.84M$1734.5T1.0%
§ 02 · SECTOR ALLOCATION

Where the money is

Other40.9% (2pp)
Technology17.1% (1pp)
Semiconductors12.7% (+2pp)
Media8.1% (±0)
Retail8.1% (±0)
Financial Services6.9% (±0)
§ 03 · THE HSBC SIGNAL

AC read

HSBC HOLDINGS PLC is a Dealer / Bank fund managing $166505724.0 trillion in assets. The fund runs a massive portfolio of 9,561 positions, broad diversification across holdings. This is a patient, buy-and-hold investor with just 0% quarterly turnover. Top sector allocations: Other (41%), Technology (17%), Semiconductors (13%).

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§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed