Strategic Global Advisors, LLC: 13F holdings
CIK 15802122026Q2
| Positions | 129 |
|---|---|
| Reported value | $701.8m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 209,194 | $41.9m | 6.0% |
| GOOGL ALPHABET INC | 91,011 | $32.5m | 4.6% |
| SPOTIFY TECHNOLOGY S A | 64,103 | $29.5m | 4.2% |
| AAPL APPLE INC | 95,277 | $27.6m | 3.9% |
| AVGO BROADCOM INC | 72,130 | $27.2m | 3.9% |
| MU MICRON TECHNOLOGY INC | 19,820 | $22.9m | 3.3% |
| SENSATA TECHNOLOGIES HLDG PL | 423,727 | $20.2m | 2.9% |
| LRCX LAM RESEARCH CORP | 44,352 | $19.2m | 2.7% |
| MSFT MICROSOFT CORP | 43,745 | $16.3m | 2.3% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 32,469 | $15.5m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1580212")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.