GQG Partners LLC Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$62.8B

Holdings

86

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (86 positions)

#StockSharesValue% PortfolioType
1
4I1PHILIP MORRIS INTL INC
48,516,029$7.7T12268.64%
2
PBRPETROLEO BRASILEIRO SA PETRO
256,098,882$3.7T5850.72%
3
ENBENBRIDGE INC
75,439,320$3.3T5318.53%
4
TAT&T INC
113,957,259$3.2T5134.21%
5
CBCHUBB LIMITED
9,394,018$2.8T4519.56%
6
IBNICICI BANK LIMITED
77,407,725$2.4T3887.07%
7
PGRPROGRESSIVE CORP
8,346,133$2.4T3763.04%
8
BACVERIZON COMMUNICATIONS INC
49,859,967$2.3T3603.11%
9
AEPAMERICAN ELEC PWR CO INC
19,631,466$2.1T3417.48%
10
MSFTMICROSOFT CORP
4,487,336$1.7T2683.63%
11
AIGAMERICAN INTL GROUP INC
18,909,539$1.6T2619.10%
12
CITHE CIGNA GROUP
4,886,674$1.6T2561.31%
13
GEGE AEROSPACE
8,028,180$1.6T2559.91%
14
LLYELI LILLY & CO
1,829,453$1.5T2407.17%
15
CVXCHEVRON CORP NEW
8,767,716$1.5T2336.73%
16
METAMETA PLATFORMS INC
2,357,705$1.4T2164.89%
17
VVISA INC
3,729,037$1.3T2082.03%
18
NFLXNETFLIX INC
1,387,631$1.3T2061.53%
19
DUKDUKE ENERGY CORP NEW
10,249,508$1.3T1991.63%
20
NEENEXTERA ENERGY INC
17,236,502$1.2T1946.64%
21
XOMEXXON MOBIL CORP
10,071,077$1.2T1908.18%
22
TSMTAIWAN SEMICONDUCTOR MFG LTD
6,928,284$1.2T1832.26%
23
MOALTRIA GROUP INC
18,698,594$1.1T1787.96%
24
HDBHDFC BANK LTD
16,196,992$1.1T1714.42%
25
IBMINTERNATIONAL BUSINESS MACHS
4,182,647$1.0T1656.95%
26
ALSALLSTATE CORP
4,405,701$912.3B1453.40%
27
MLB1MERCADOLIBRE INC
461,875$901.1B1435.51%
28
PGPROCTER AND GAMBLE CO
4,784,431$815.4B1298.98%
29
BMYBRISTOL-MYERS SQUIBB CO
12,023,454$733.3B1168.26%
30
TRGPTARGA RES CORP
3,614,307$724.6B1154.32%
31
BDXBECTON DICKINSON & CO
3,011,583$689.8B1099.00%
32
CMECME GROUP INC
2,205,041$585.0B931.94%
33
AMZNAMAZON COM INC
2,596,736$494.1B787.10%
34
DBDEUTSCHE BANK A G
19,970,945$470.7B749.91%
35
SPOTSPOTIFY TECHNOLOGY S A
812,139$446.7B711.65%
36
ITUBITAU UNIBANCO HLDG S A
77,734,889$427.5B681.13%
37
CLCOLGATE PALMOLIVE CO
4,296,464$402.6B641.36%
38
BMTABRITISH AMERN TOB PLC
9,598,465$397.1B632.62%
39
VALEVALE S A
37,252,302$371.8B592.29%
40
KOCOCA COLA CO
4,769,746$341.6B544.23%
41
OKEONEOK INC NEW
3,065,067$304.1B484.50%
42
EMBJEMBRAER S.A.
5,979,351$276.2B440.10%
43
CINFCINCINNATI FINL CORP
1,827,817$270.0B430.15%
44
FISVFISERV INC
1,203,502$265.8B423.41%
45
SHELSHELL PLC
2,867,929$210.2B334.82%
46
MMYTMAKEMYTRIP LIMITED MAURITIUS
2,009,506$196.9B313.71%
47
CPNGCOUPANG INC
7,666,520$168.1B267.85%
48
KSPIKASPI KZ JSC
1,730,163$160.6B255.93%
49
PEOEXELON CORP
2,448,611$112.8B179.76%
50
AZNASTRAZENECA PLC
1,457,030$107.1B170.61%
51
CNPCENTERPOINT ENERGY INC
2,170,367$78.6B125.27%
52
ACGLARCH CAP GROUP LTD
746,196$71.8B114.34%
53
JDJD.COM INC
1,260,326$51.8B82.56%
54
NDAQNASDAQ INC
660,595$50.1B79.84%
55
BAPCREDICORP LTD
219,219$40.8B65.02%
56
ULUNILEVER PLC
535,011$31.9B50.76%
57
GOOGALPHABET INC
190,859$29.8B47.50%
58
TTENTOTALENERGIES SE
228,358$14.8B23.53%
59
CIBEURBANCOLOMBIA S A
308,611$12.4B19.76%
60
MAMASTERCARD INCORPORATED
20,587$11.3B17.98%
61
HBC2HSBC HLDGS PLC
181,718$10.4B16.63%
62
NVONOVO-NORDISK A S
117,125$8.1B12.96%
63
AWCAMERICAN WTR WKS CO INC NEW
46,105$6.8B10.84%
64
VLOVALERO ENERGY CORP
47,571$6.3B10.01%
65
CMSCMS ENERGY CORP
80,584$6.1B9.64%
66
SPYSPDR S&P 500 ETF TR
10,143$5.7B9.04%
67
SOSOUTHERN CO
51,078$4.7B7.48%
68
MRKMERCK & CO INC
50,782$4.6B7.26%
69
MFCMANULIFE FINL CORP
117,100$3.6B5.81%
70
EENI S P A
108,566$3.4B5.35%
71
SAPSAP SE
10,819$2.9B4.63%
72
IWBISHARES TR
5,200$1.6B2.54%
73
NVDANVIDIA CORPORATION
13,494$1.5B2.33%
74
APPAPPLOVIN CORP
4,036$1.1B1.70%
75
ACWIISHARES TR
8,887$1.0B1.65%
76
WMTWALMART INC
10,597$930.3M1.48%
77
NOWSERVICENOW INC
619$492.7M0.78%
78
NVSNNOVARTIS AG
3,456$385.3M0.61%
79
AVGOBROADCOM INC
2,121$355.1M0.57%
80
RYROYAL BK CDA
3,059$344.8M0.55%
81
BCSBARCLAYS PLC
17,962$275.9M0.44%
82
JNJJOHNSON & JOHNSON
1,631$270.5M0.43%
83
NGGNATIONAL GRID PLC
4,005$262.8M0.42%
84
AAPLAPPLE INC
1,132$251.5M0.40%
85
GSGOLDMAN SACHS GROUP INC
420$229.6M0.37%
86
SNYSANOFI
3,647$202.3M0.32%