HSBC HOLDINGS PLC — 13F Holdings & Portfolio

CIK 873630 · latest 13F-HR filed 2026-04-30

HSBC HOLDINGS PLC manages $191.56B in 13F-reported U.S. long-equity assets across 8,884 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (3.74%), AAPL (3.06%), MSFT (2.65%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 320 new positions, exited 250, added to 877, and trimmed 936.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$191.56B

Long-equity book

Holdings

8,884

Distinct positions

Period

2026-03-31

Filed 2026-04-30

Q/Q Activity

+320 / −250 / ↑877 / ↓936

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TAIWAN SEMICONDUCTOR MANUFAC$806.9M +141.8%
  • MICRON TECHNOLOGY INC$694.1M +65.1%
  • FLUTTER ENTMT PLC$571.6M +16096.3%
  • EXXON MOBIL CORP$390.5M +37.1%
  • LINDE PLC$365.3M +204.5%
Show all 877

Top Trims

  • MICROSOFT CORP-$1.85B -17.3%
  • AMAZON COM INC-$1.31B -21.1%
  • NVIDIA CORPORATION-$1.24B -10.2%
  • ISHARES TR-$1.17B -91.2%
  • APPLE INC-$1.07B -10.7%
Show all 936

New Positions

  • ISHARES TR$269.9M
  • MASIMO CORP$84.3M
  • SMURFIT WESTROCK PLC$44.1M
  • CLEARWATER ANALYTICS HLDGS I$36.1M
  • IHS HOLDING LIMITED$33.5M
Show all 320

Exited Positions

  • ENERGY TRANSFER L P$42.1M
  • COMERICA INC$31.6M
  • FRONTIER COMMUNICATIONS PARE$28.9M
  • TEGNA INC$22.8M
  • CONFLUENT INC$21.0M
Show all 250
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $7.16B 3.74% 41,074,393 SH
2 APPLE INC AAPL 037833100 $5.86B 3.06% 23,079,587 SH
3 MICROSOFT CORP MSFT 594918104 $5.07B 2.65% 13,691,421 SH
4 AMAZON COM INC AMZN 023135106 $3.21B 1.68% 15,432,601 SH
5 ALPHABET INC GOOGL 02079K305 $2.69B 1.40% 9,346,683 SH
6 MICROSOFT CORP MSFT 594918104 $2.63B 1.37% 7,115,920 SH
7 ALPHABET INC GOOG 02079K107 $2.28B 1.19% 7,945,541 SH
8 BROADCOM INC AVGO 11135F101 $2.23B 1.16% 7,210,236 SH
9 NVIDIA CORPORATION NVDA 67066G104 $2.08B 1.09% 11,984,028 SH
10 META PLATFORMS INC META 30303M102 $2.00B 1.04% 3,492,762 SH
11 ALPHABET INC GOOGL 02079K305 $1.82B 0.95% 6,359,205 SH
12 META PLATFORMS INC META 30303M102 $1.78B 0.93% 3,131,268 SH
13 TESLA INC TSLA 88160R101 $1.68B 0.87% 4,506,892 SH
14 APPLE INC AAPL 037833100 $1.65B 0.86% 6,517,775 SH
15 JOHNSON & JOHNSON JNJ 478160104 $1.62B 0.85% 6,634,078 SH
16 MICROSOFT CORP Put MSFT 594918104 $1.60B 0.84% 4,348,200 SH
17 META PLATFORMS INC Put META 30303M102 $1.42B 0.74% 2,495,400 SH
18 TAIWAN SEMICONDUCTOR MANUFAC Put TSM 874039100 $1.38B 0.72% 4,145,100 SH
19 ALPHABET INC Put GOOGL 02079K305 $1.36B 0.71% 4,744,800 SH
20 VISA INC V 92826C839 $1.29B 0.67% 4,275,758 SH
21 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $1.22B 0.64% 3,674,770 SH
22 BROADCOM INC AVGO 11135F101 $1.19B 0.62% 3,883,337 SH
23 ELI LILLY & CO LLY 532457108 $1.15B 0.60% 1,252,607 SH
24 UNITEDHEALTH GROUP INC UNH 91324P102 $1.13B 0.59% 4,190,809 SH
25 NVIDIA CORPORATION NVDA 67066G104 $1.13B 0.59% 6,486,994 SH
26 NVIDIA CORPORATION Put NVDA 67066G104 $1.10B 0.58% 6,347,600 SH
27 JPMORGAN CHASE & CO JPM 46625H100 $1.08B 0.56% 3,661,271 SH
28 UNITEDHEALTH GROUP INC Put UNH 91324P102 $1.04B 0.54% 3,839,700 SH
29 CISCO SYS INC CSCO 17275R102 $1.02B 0.53% 13,136,825 SH
30 EXXON MOBIL CORP XOM 30231G102 $1.01B 0.53% 5,947,007 SH
31 APPLE INC AAPL 037833100 $994.7M 0.52% 3,919,561 SH
32 MICRON TECHNOLOGY INC MU 595112103 $955.9M 0.50% 2,891,147 SH
33 ALPHABET INC GOOG 02079K107 $904.9M 0.47% 3,170,069 SH
34 AMAZON COM INC AMZN 023135106 $892.4M 0.47% 4,260,186 SH
35 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $845.9M 0.44% 1,765,177 SH
36 BROADCOM INC Put AVGO 11135F101 $844.0M 0.44% 2,743,400 SH
37 TESLA INC TSLA 88160R101 $790.1M 0.41% 2,121,520 SH
38 NVIDIA CORPORATION Call NVDA 67066G104 $749.3M 0.39% 4,316,000 SH
39 ALIBABA GROUP HLDG LTD BABA 01609W102 $736.9M 0.38% 5,873,921 SH
40 MICROSOFT CORP MSFT 594918104 $730.9M 0.38% 1,974,367 SH
41 TESLA INC Put TSLA 88160R101 $724.0M 0.38% 1,944,100 SH
42 HOME DEPOT INC HD 437076102 $651.1M 0.34% 1,979,812 SH
43 MERCK & CO INC MRK 58933Y105 $649.5M 0.34% 5,399,468 SH
44 MICRON TECHNOLOGY INC Put MU 595112103 $642.6M 0.34% 1,943,400 SH
45 MICRON TECHNOLOGY INC MU 595112103 $624.8M 0.33% 1,849,278 SH
46 COSTCO WHOLESALE CORPORATION COST 22160K105 $622.2M 0.32% 624,467 SH
47 WALMART INC WMT 931142103 $616.8M 0.32% 4,963,473 SH
48 VISA INC V 92826C839 $578.7M 0.30% 1,924,710 SH
49 ADVANCED MICRO DEVICES INC AMD 007903107 $574.0M 0.30% 2,821,623 SH
50 FLUTTER ENTMT PLC FLUT G3643J108 $566.6M 0.30% 5,521,617 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-30 $191.56B 8,884 0000873630-26-000003
2025-12-31 2026-03-20 $196.20B 12,298 0000873630-26-000002