Gqg Partners LLC Top Holdings and 13F Report (2024) About Gqg Partners LLCInvestment ActivityGqg Partners LLC has $63.81 billion in total holdings as of September 30, 2024.Gqg Partners LLC owns shares of 78 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 33.49% of the portfolio was purchased this quarter.About 34.52% of the portfolio was sold this quarter.This quarter, Gqg Partners LLC has purchased 79 new stocks and bought additional shares in 41 stocks.Gqg Partners LLC sold shares of 18 stocks and completely divested from 19 stocks this quarter.Largest Holdings Meta Platforms $5,962,594,463Philip Morris International $5,178,226,091Eli Lilly and Company $4,262,115,353Petróleo Brasileiro S.A. - Petrobras $3,331,872,623Enbridge $2,960,362,055 Largest New Holdings this Quarter UnitedHealth Group $2,172,810,127 HoldingAT&T $1,550,967,424 HoldingThe Cigna Group $1,137,876,114 HoldingVerizon Communications $1,110,866,180 HoldingChubb $937,582,422 Holding Largest Purchases this Quarter UnitedHealth Group 3,716,238 shares (about $2.17B)AT&T 70,498,519 shares (about $1.55B)Exxon Mobil 11,543,843 shares (about $1.35B)The Cigna Group 3,284,483 shares (about $1.14B)Verizon Communications 24,735,386 shares (about $1.11B) Largest Sales this Quarter NVIDIA 64,596,211 shares (about $7.84B)Apple 11,255,268 shares (about $2.62B)Alphabet 9,674,634 shares (about $1.62B)Mondelez International 12,308,012 shares (about $906.73M)Amazon.com 3,983,636 shares (about $742.27M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGqg Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$5,962,594,463$197,050,445 ▼-3.2%10,416,1049.3%Computer and TechnologyPMPhilip Morris International$5,178,226,091$777,902,067 ▲17.7%42,654,2518.1%Consumer StaplesLLYEli Lilly and Company$4,262,115,353$711,534,698 ▲20.0%4,810,8406.7%MedicalPBRPetróleo Brasileiro S.A. - Petrobras$3,331,872,623$275,238,119 ▲9.0%231,219,4745.2%Oils/EnergyENBEnbridge$2,960,362,055$890,523,779 ▲43.0%72,794,9984.6%Oils/EnergyKOCoca-Cola$2,715,805,814$793,302,845 ▲41.3%37,793,0124.3%Consumer StaplesUNHUnitedHealth Group$2,172,810,127$2,172,810,127 ▲New Holding3,716,2383.4%MedicalMSFTMicrosoft$1,782,097,415$651,421,728 ▼-26.8%4,141,5232.8%Computer and TechnologyIBNICICI Bank$1,779,413,704$94,093,887 ▲5.6%59,611,8492.8%FinancePGProcter & Gamble$1,667,954,358$108,095,338 ▲6.9%9,630,2212.6%Consumer StaplesTAT&T$1,550,967,424$1,550,967,424 ▲New Holding70,498,5192.4%Computer and TechnologySOSouthern$1,493,011,328$259,437,579 ▲21.0%16,555,9032.3%UtilitiesAEPAmerican Electric Power$1,489,492,540$506,352,243 ▲51.5%14,517,4712.3%UtilitiesVVisa$1,446,604,778$105,380,649 ▼-6.8%5,261,3372.3%Business ServicesAMZNAmazon.com$1,403,075,048$742,270,941 ▼-34.6%7,530,0542.2%Retail/WholesaleXOMExxon Mobil$1,383,420,980$1,353,169,311 ▲4,473.0%11,801,9192.2%Oils/EnergyNVDANVIDIA$1,343,353,771$7,844,563,361 ▼-85.4%11,061,8732.1%Computer and TechnologyWMTWalmart$1,315,430,952$4,117,442 ▲0.3%16,290,1672.1%Retail/WholesaleAPPLOVIN CORP$1,253,846,000$481,037,560 ▼-27.7%9,604,3362.0%COM CL ATSMTaiwan Semiconductor Manufacturing$1,223,015,234$441,674,420 ▼-26.5%7,042,1791.9%Computer and TechnologyNFLXNetflix$1,171,322,914$149,661,603 ▲14.6%1,651,4491.8%Consumer DiscretionaryCIThe Cigna Group$1,137,876,114$1,137,876,114 ▲New Holding3,284,4831.8%MedicalVZVerizon Communications$1,110,866,180$1,110,866,180 ▲New Holding24,735,3861.7%Computer and TechnologyMELIMercadoLibre$1,110,102,152$521,526,154 ▲88.6%540,9961.7%Retail/WholesaleNEENextEra Energy$1,080,563,932$24,613,191 ▲2.3%12,783,2011.7%UtilitiesCLColgate-Palmolive$969,419,512$91,215,459 ▲10.4%9,338,4021.5%Consumer StaplesCBChubb$937,582,422$937,582,422 ▲New Holding3,251,0921.5%FinanceNVONovo Nordisk A/S$885,651,419$383,864,682 ▲76.5%7,438,0731.4%MedicalPGRProgressive$783,019,061$783,019,061 ▲New Holding3,085,6681.2%FinanceRYRoyal Bank of Canada$717,893,328$717,589,327 ▲236,048.4%5,745,4901.1%FinanceULUnilever$658,366,482$627,839,504 ▲2,056.7%10,134,9521.0%Consumer StaplesAVGOBroadcom$587,175,262$29,141,284 ▲5.2%3,403,9150.9%Computer and TechnologyTCOMTrip.com Group$510,784,626$510,784,626 ▲New Holding8,594,7270.8%Consumer DiscretionaryDUKDuke Energy$506,589,523$206,847,419 ▲69.0%4,393,6640.8%UtilitiesBTIBritish American Tobacco$501,312,860$501,312,860 ▲New Holding13,704,5620.8%Consumer StaplesALLAllstate$498,935,435$498,935,435 ▲New Holding2,630,8220.8%FinanceCMECME Group$457,399,776$451,331,680 ▲7,437.8%2,072,9650.7%FinanceICEIntercontinental Exchange$449,636,975$449,636,975 ▲New Holding2,799,0350.7%FinanceAZNAstraZeneca$426,568,337$192,870,735 ▲82.5%5,475,1420.7%MedicalSLBSchlumberger$420,131,016$420,131,016 ▲New Holding10,015,0420.7%Oils/EnergyISRGIntuitive Surgical$394,729,776$394,729,776 ▲New Holding803,4880.6%MedicalCBOECboe Global Markets$377,727,825$377,727,825 ▲New Holding1,843,7440.6%Financial ServicesABEVAmbev$315,969,579$315,969,579 ▲New Holding129,495,7290.5%Consumer StaplesASMLASML$301,898,140$544,268,067 ▼-64.3%362,3140.5%Computer and TechnologyHDBHDFC Bank$282,723,216$242,649,908 ▲605.5%4,519,2330.4%FinanceJNJJohnson & Johnson$243,517,893$234,463,923 ▲2,589.6%1,502,6400.4%MedicalCMSCMS Energy$240,407,196$233,871,377 ▲3,578.3%3,403,7540.4%UtilitiesVALEVale$213,656,704$136,234,995 ▼-38.9%18,292,5260.3%Basic MaterialsKASPI KZ JSC$210,301,330$1,737,706 ▲0.8%1,984,1620.3%SPONSORED ADSIMOImperial Oil$113,265,653$113,265,653 ▲New Holding1,608,1580.2%Oils/EnergyECEcopetrol$109,762,550$272,061 ▼-0.2%12,291,4390.2%Oils/EnergyMRKMerck & Co., Inc.$103,388,476$96,791,546 ▲1,467.2%910,4300.2%MedicalSAPSAP$64,299,206$46,729,298 ▲266.0%280,6600.1%Computer and TechnologyITUBItaú Unibanco$46,331,641$27,913,142 ▲151.5%6,967,1640.1%FinanceOKEONEOK$35,476,636$27,981,831 ▲373.3%389,2970.1%Oils/EnergyRDYDr. Reddy's Laboratories$34,715,7570.0%436,9510.1%MedicalTTETotalEnergies$20,148,322$2,852,456 ▲16.5%311,7970.0%Oils/EnergyMAMastercard$10,165,861$858,718 ▲9.2%20,5870.0%Business ServicesAMATApplied Materials$9,077,599$13,133 ▲0.1%44,9270.0%Computer and TechnologyFTSFortis$6,332,268$1,712,704 ▲37.1%139,2120.0%UtilitiesCVXChevron$4,456,297$1,915 ▲0.0%30,2590.0%Oils/EnergyAIGAmerican International Group$4,144,086$1,831 ▲0.0%56,5900.0%FinanceTMUST-Mobile US$3,824,470$3,824,470 ▲New Holding18,5330.0%Computer and TechnologyHSBCHSBC$3,404,569$148,449 ▼-4.2%75,3390.0%FinanceMFCManulife Financial$3,387,161$274,327 ▲8.8%114,4830.0%FinanceEENI$3,280,179$17,974 ▼-0.5%108,2210.0%Oils/EnergyORCLOracle$3,226,183$1,704 ▼-0.1%18,9330.0%Computer and TechnologyYPFYPF Sociedad Anónima$2,325,804$7,296 ▼-0.3%109,6560.0%Oils/EnergyADPAutomatic Data Processing$1,657,613$553 ▲0.0%5,9900.0%Business ServicesSPYSPDR S&P 500 ETF Trust$1,641,429$810,674 ▲97.6%2,8610.0%FinanceMDLZMondelez International$1,053,776$906,731,519 ▼-99.9%14,3040.0%Consumer StaplesGOOGAlphabet$664,593$1,617,533,090 ▼-100.0%3,9750.0%Computer and TechnologySHELShell$462,608$205,189,037 ▼-99.8%7,0150.0%Oils/EnergyAAPLApple$446,132$2,622,107,166 ▼-100.0%1,9150.0%Computer and TechnologyNVSNovartis$423,044$138,369 ▲48.6%3,6780.0%MedicalNGGNational Grid$371,828$371,828 ▲New Holding5,3370.0%UtilitiesKLACKLA$349,259$133,199 ▲61.6%4510.0%Computer and TechnologyIWBiShares Russell 1000 ETF$221,454$221,454 ▲New Holding7040.0%ETFQCOMQUALCOMM$0$1,625,650,772 ▼-100.0%00.0%Computer and TechnologyPDDPDD$0$1,436,891,825 ▼-100.0%00.0%Multi-Sector ConglomeratesSNPSSynopsys$0$1,307,010,764 ▼-100.0%00.0%Computer and TechnologyCNQCanadian Natural Resources$0$694,389,342 ▼-100.0%00.0%Oils/EnergyJPMJPMorgan Chase & Co.$0$214,207,301 ▼-100.0%00.0%FinanceBEKEKE$0$183,808,458 ▼-100.0%00.0%FinanceGOOGLAlphabet$0$34,920,705 ▼-100.0%00.0%Computer and TechnologyBBYBest Buy$0$9,718,637 ▼-100.0%00.0%Retail/WholesaleGSThe Goldman Sachs Group$0$6,972,889 ▼-100.0%00.0%FinanceSTXSeagate Technology$0$5,435,926 ▼-100.0%00.0%Computer and TechnologyCCitigroup$0$4,860,972 ▼-100.0%00.0%FinanceRIORio Tinto Group$0$2,787,520 ▼-100.0%00.0%Basic MaterialsTXNTexas Instruments$0$2,521,108 ▼-100.0%00.0%Computer and TechnologyRIGTransocean$0$866,208 ▼-100.0%00.0%Oils/EnergyPEPPepsiCo$0$844,732 ▼-100.0%00.0%Consumer StaplesNOCNorthrop Grumman$0$373,173 ▼-100.0%00.0%AerospaceUBERUber Technologies$0$299,229 ▼-100.0%00.0%Computer and TechnologyLRCXLam Research$0$241,025 ▼-100.0%00.0%Computer and TechnologyDBDeutsche Bank Aktiengesellschaft$0$211,040 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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