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QRG CAPITAL MANAGEMENT, INC.

Location
BERWYN, PA
Portfolio Value
Mid $9,012,479,824
Diversification
Diversified
Filing Date
Global Rank
#452 / 8,603 ▲ 26 · as of Mar 2026
Top Industry
Semiconductors 13.3%
3Y Alpha vs SPY
-1.3%
Period ended 3 months ago
Filed Apr 27, 2026 · 2mo
11 quarters · since Sep 2023

Clone Performance

Nov 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+67.0%
SPY
+71.9%
Annualised alpha
-1.3%
Max drawdown
−18.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

999 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
7.4%
+0.0 pts
Top 5
25.6%
−1.7 pts
Top 10
35.3%
−2.7 pts
HHI
188
Sep 2023 → Mar 2026 · range 126 – 216
Diversified−20

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 34.3% $3,092,859,973
Financial Services 13.6% $1,224,645,267
Consumer Cyclical 10.2% $917,148,815
Healthcare 9.8% $880,416,463
Industrials 9.1% $821,255,270
Communication Services 8.3% $746,410,817
Consumer Defensive 5.3% $476,413,246
Energy 2.9% $258,390,611
Utilities 2.2% $202,095,376
Basic Materials 2.1% $191,156,068
Real Estate 2.1% $187,005,547
Unclassified 0.2% $14,682,371

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
999 positions · $9,012,479,824 total · as of Mar 31, 2026
Showing 1–50 of 999 positions by value · page 1 of 20
Ticker Company Shares Value (USD) % of Portfolio History