Strategic Global Advisors, LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$613.9M

Holdings

140

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (140 positions)

StockValue
NVDANVIDIA CORPORATION
$36.5M
SPOTSPOTIFY TECHNOLOGY S A
$23.1M
GOOGLALPHABET INC
$21.9M
MSFTMICROSOFT CORP
$21.8M
NFLXNETFLIX INC
$18.3M
AMZNAMAZON COM INC
$18.2M
AAPLAPPLE INC
$17.3M
WIXWIX COM LTD
$16.9M
METAMETA PLATFORMS INC
$16.7M
AVGOBROADCOM INC
$14.1M
VVISA INC
$12.1M
EMEEMCOR GROUP INC
$10.4M
IDXXIDEXX LABS INC
$9.7M
LDOSLEIDOS HOLDINGS INC
$9.5M
MSCIMSCI INC
$8.9M
SNASNAP ON INC
$8.4M
EAELECTRONIC ARTS INC
$8.1M
COSTCOSTCO WHSL CORP NEW
$8.0M
CHKPCHECK POINT SOFTWARE TECH LT
$7.6M
NTESNETEASE INC
$7.6M
MCOMOODYS CORP
$7.4M
NTBBANK OF NT BUTTERFIELD&SON L
$7.4M
GRMNGARMIN LTD
$7.4M
GDDYGODADDY INC
$7.3M
KLACKLA CORP
$7.2M
MRKMERCK & CO INC
$7.2M
ICLRICON PLC
$7.1M
QCOMQUALCOMM INC
$6.8M
LPLALPL FINL HLDGS INC
$6.7M
LNGCHENIERE ENERGY INC
$6.6M
MAMASTERCARD INCORPORATED
$6.6M
INGRINGREDION INC
$6.3M
NXPINXP SEMICONDUCTORS N V
$6.1M
CWCURTISS WRIGHT CORP
$6.0M
ADSKAUTODESK INC
$5.9M
WFCWELLS FARGO CO NEW
$5.8M
APPAPPLOVIN CORP
$5.5M
4I1PHILIP MORRIS INTL INC
$5.4M
SESEA LTD
$5.4M
CARTMAPLEBEAR INC
$5.4M
RMERESMED INC
$5.3M
GENGEN DIGITAL INC
$5.0M
GILDGILEAD SCIENCES INC
$4.9M
TJXTJX COS INC NEW
$4.8M
ABBVABBVIE INC
$4.6M
EX9EXELIXIS INC
$4.4M
PINSPINTEREST INC
$4.4M
VRTVERTIV HOLDINGS CO
$4.3M
GRABGRAB HOLDINGS LIMITED
$4.2M
HIGHARTFORD INSURANCE GROUP INC
$4.1M
ITGARTNER INC
$4.0M
AZOAUTOZONE INC
$3.7M
AIZASSURANT INC
$3.6M
FIXCOMFORT SYS USA INC
$3.5M
WABWABTEC
$3.5M
STSENSATA TECHNOLOGIES HLDG PL
$3.5M
DOLEDOLE PLC
$3.4M
AMATAPPLIED MATLS INC
$3.4M
SPGSIMON PPTY GROUP INC NEW
$3.4M
BPOPPOPULAR INC
$3.2M
CRMSALESFORCE INC
$3.2M
CA8ACACI INTL INC
$3.1M
EXPEEXPEDIA GROUP INC
$3.0M
UBERUBER TECHNOLOGIES INC
$3.0M
ITRNITURAN LOCATION AND CONTROL
$2.8M
MTDMETTLER TOLEDO INTERNATIONAL
$2.7M
AYIACUITY INC
$2.5M
UNMUNUM GROUP
$2.5M
DECKDECKERS OUTDOOR CORP
$2.4M
MSIMOTOROLA SOLUTIONS INC
$2.4M
RIORIO TINTO PLC
$2.4M
DOXAMDOCS LTD
$2.4M
ADBEADOBE INC
$2.4M
DCIDONALDSON INC
$2.3M
MTGMGIC INVT CORP WIS
$2.2M
DBXDROPBOX INC
$2.2M
GGENPACT LIMITED
$2.1M
FFIVF5 INC
$2.0M
TNKTEEKAY TANKERS LTD
$2.0M
ZMZOOM COMMUNICATIONS INC
$2.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.8M
DOCSDOXIMITY INC
$1.8M
CBRECBRE GROUP INC
$1.8M
NVSNNOVARTIS AG
$1.7M
BHPBHP GROUP LTD
$1.7M
TDCTERADATA CORP DEL
$1.6M
MTZMASTEC INC
$1.6M
RITMRITHM CAPITAL CORP
$1.6M
HWMHOWMET AEROSPACE INC
$1.6M
ORLYOREILLY AUTOMOTIVE INC
$1.5M
PYPLPAYPAL HLDGS INC
$1.5M
SLBSCHLUMBERGER LTD
$1.5M
BABAALIBABA GROUP HLDG LTD
$1.4M
UHSUNIVERSAL HLTH SVCS INC
$1.4M
MATMATTEL INC
$1.3M
JAZZJAZZ PHARMACEUTICALS PLC
$1.3M
SPGIS&P GLOBAL INC
$1.3M
ELSEQUITY LIFESTYLE PPTYS INC
$1.3M
VICIVICI PPTYS INC
$1.3M
MEDPMEDPACE HLDGS INC
$1.2M
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