Holdings
SA AB Growth Portfolio
As of Jul 31, 2026, SA AB Growth Portfolio reported 63 positions worth US$1.75B. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Broadcom Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 900K | US$181M | −14,578 | Jul 31, 2026 |
| Alphabet Inc (google) Class C | 471K | US$170M | −11,815 | Jul 31, 2026 |
| Broadcom Inc. | 265K | US$103M | −35,270 | Jul 31, 2026 |
| Microsoft Corp. | 194K | US$90.1M | −80,920 | Jul 31, 2026 |
| Meta Platforms, Inc. | 132K | US$73.7M | −12,514 | Jul 31, 2026 |
| Visa Inc. | 195K | US$71.3M | −12,580 | Jul 31, 2026 |
| Amazon.com, Inc. | 228K | US$62M | −296K | Jul 31, 2026 |
| Apple Inc | 185K | US$57.3M | −2,828 | Jul 31, 2026 |
| Eli Lilly And Company | 48,103 | US$55.3M | −2,240 | Jul 31, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 669K | US$42.6M | +97,067 | Jul 31, 2026 |