Goldman Sachs Technology Opportunities Fund

Goldman Sachs Technology Opportunities Fund reported 38 holdings worth US$800M as of Nov 30, 2025 (Form N-PORT/A)

As of Nov 30, 2025 ยท Filed May 20, 2026

Goldman Sachs Technology Opportunities Fund reported 38 holdings worth US$800M as of Nov 30, 2025. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Amazon.com, Inc. Filed May 20, 2026 (Form N-PORT/A).

Holdings
38
Value as reported
US$800M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation629KUS$111M13.9%
Alphabet Inc (google) Class C219KUS$70.4M8.8%
Amazon.com, Inc.175KUS$40.8M5.1%
Broadcom Inc.101KUS$40.7M5.1%
Apple Inc138KUS$38.4M4.8%
Meta Platforms, Inc.57,379US$37.2M4.6%
Microsoft Corp.66,703US$32.8M4.1%
Taiwan Semiconductor Manufacturing Co., Ltd.592KUS$31.9M4.0%
Lam Research Corporation181KUS$28.2M3.5%
Visa Inc.62,453US$20.9M2.6%
Micron Technology, Inc.87,587US$20.7M2.6%
Shopify Inc.130KUS$20.7M2.6%
Motorola Solutions, Inc.48,815US$18M2.3%
Equinix, Inc.23,816US$17.9M2.2%
Applovin Corporation29,916US$17.9M2.2%
Netflix, Inc.165KUS$17.7M2.2%
Snowflake Inc.62,456US$15.7M2.0%
Intuit Inc.24,612US$15.6M1.9%
Arista Networks, Inc.119KUS$15.5M1.9%
Mastercard Incorporated26,738US$14.7M1.8%
Marvell Technology, Inc.161KUS$14.4M1.8%
Samsara Inc.378KUS$14.4M1.8%
Dynatrace, Inc.291KUS$13M1.6%
Datadog, Inc.78,040US$12.5M1.6%
Advanced Micro Devices Inc51,989US$11.3M1.4%
Salesforce, Inc.48,184US$11.1M1.4%
Spotify Technology S.a.18,208US$10.9M1.4%
Mercadolibre, Inc.5,247US$10.9M1.4%
Kla Corporation8,973US$10.5M1.3%
Doordash, Inc.50,235US$9.97M1.2%
Zscaler Inc38,649US$9.72M1.2%
Palantir Technologies Inc.56,066US$9.44M1.2%
Oracle Corporation42,288US$8.54M1.1%
Cadence Design Systems, Inc.26,571US$8.29M1.0%
Cloudflare, Inc.39,226US$7.85M0.98%
Hubspot, Inc.16,272US$5.98M0.75%
Intel Corporation129KUS$5.24M0.66%
Klarna Group Plc103KUS$3.24M0.40%

Source

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