Sanders Capital 13F annual report
Sanders Capital is an investment fund managing more than $65.3 trillion ran by Eric Hansen. There are currently 45 companies in Mr. Hansen’s portfolio. The largest investments include Taiwan Semiconductor Mfg Ltd and Meta Platforms Inc, together worth $13.7 trillion.
$65.3 trillion Assets Under Management (AUM)
As of 2nd August 2024, Sanders Capital’s top holding is 41,713,257 shares of Taiwan Semiconductor Mfg Ltd currently worth over $7.25 trillion and making up 11.1% of the portfolio value.
In addition, the fund holds 12,839,018 shares of Meta Platforms Inc worth $6.47 trillion, whose value grew 8.9% in the past six months.
The third-largest holding is Microsoft worth $5.87 trillion and the next is Alphabet Inc worth $5.36 trillion, with 29,210,434 shares owned.
Currently, Sanders Capital's portfolio is worth at least $65.3 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Sanders Capital
The Sanders Capital office and employees reside in West Palm Beach, Florida. According to the last 13-F report filed with the SEC, Eric Hansen serves as the Deputy Chief Compliance Officer at Sanders Capital.
Recent trades
In the most recent 13F filing, Sanders Capital revealed that it had opened a new position in
Amazon.com and bought 10,825,403 shares worth $2.09 trillion.
This means they effectively own approximately 0.1% of the company.
Amazon.com makes up
28.0%
of the fund's Consumer Discretionary sector allocation and has grown its share price by 20.3% in the past year.
The investment fund also strengthened its position in Microsoft by buying
504,251 additional shares.
This makes their stake in Microsoft total 13,136,917 shares worth $5.87 trillion.
Microsoft soared 25.0% in the past year.
On the other hand, there are companies that Sanders Capital is getting rid of from its portfolio.
Sanders Capital closed its position in Micron Technology on 9th August 2024.
It sold the previously owned 22,079,425 shares for $1.5 trillion.
Eric Hansen also disclosed a decreased stake in Taiwan Semiconductor Mfg Ltd by approximately 0.1%.
This leaves the value of the investment at $7.25 trillion and 41,713,257 shares.
One of the largest hedge funds
The two most similar investment funds to Sanders Capital are Truist Financial Corp and Putnam Investments. They manage $65.4 trillion and $65.8 trillion respectively.
Eric Hansen investment strategy
Sanders Capital’s portfolio is diversified across 8 sectors.
Currently, their heaviest sector is Technology — making up 27.5% of
the total portfolio value.
The fund focuses on investments in the United States as
46.7% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
62% of the total holdings value.
On the other hand, small-cap stocks make up only 4.4% of the portfolio.
The average market cap of the portfolio companies is close to $266 billion.
The complete list of Sanders Capital trades based on 13F SEC filings
These positions were updated on August 9th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Taiwan Semiconductor Mfg Ltd |
3.05%
41,713,257
|
$7,250,181,199,000 | 11.11% |
| Meta Platforms Inc |
9.75%
12,839,018
|
$6,473,689,656,000 | 9.92% |
| Microsoft Corporation |
3.99%
13,136,917
|
$5,871,545,053,000 | 8.99% |
| Alphabet Inc |
5.28%
29,210,434
|
$5,357,777,804,000 | 8.21% |
| Apple Inc |
4.46%
18,357,826
|
$3,866,525,312,000 | 5.92% |
| HCA Healthcare Inc |
5.24%
11,520,562
|
$3,701,326,159,000 | 5.67% |
| Unitedhealth Group Inc |
9.86%
5,189,684
|
$2,642,898,474,000 | 4.05% |
| Cigna Group (The) |
3.42%
7,891,279
|
$2,608,620,099,000 | 4.00% |
| Elevance Health Inc |
7.10%
4,564,453
|
$2,473,294,503,000 | 3.79% |
| Suncor Energy, Inc. |
3.89%
57,917,081
|
$2,206,640,786,000 | 3.38% |
| Amazon.com Inc. |
Opened
10,825,403
|
$2,092,009,130,000 | 3.20% |
| Seagate Technology Hldngs Pl |
7.81%
16,217,476
|
$1,674,778,747,000 | 2.57% |
| JPMorgan Chase & Co. |
4.92%
8,145,072
|
$1,647,422,263,000 | 2.52% |
| Micron Technology Inc. |
Closed
22,079,425
|
$1,502,063,283,000 | |
| Alibaba Group Hldg Ltd |
22.43%
18,399,767
|
$1,324,783,224,000 | 2.03% |
| Delta Air Lines, Inc. |
Opened
27,092,493
|
$1,285,267,868,000 | 1.97% |
| General Dynamics Corp. |
2.79%
4,129,063
|
$1,198,006,339,000 | 1.84% |
| Procter And Gamble Co |
5.87%
7,160,898
|
$1,180,975,298,000 | 1.81% |
| Astrazeneca plc |
41.51%
14,945,242
|
$1,165,579,424,000 | 1.79% |
| Booking Holdings Inc |
5.76%
281,057
|
$1,113,407,306,000 | 1.71% |
| RTX Corp |
9.06%
10,902,422
|
$1,094,494,145,000 | 1.68% |
| Medtronic Plc |
4.18%
12,800,639
|
$1,007,538,296,000 | 1.54% |
| Northrop Grumman Corp. |
4.14%
2,281,359
|
$994,558,456,000 | 1.52% |
| Bank America Corp |
617.55%
21,740,002
|
$864,599,880,000 | 1.32% |
| Vanguard Intl Equity Index F |
1.32%
14,160,288
|
$830,359,288,000 | 1.27% |
| Pepsico Inc |
7.29%
4,957,219
|
$817,594,130,000 | 1.25% |
| Halliburton Co. |
5.22%
23,944,725
|
$808,852,811,000 | 1.24% |
| Citigroup Inc |
4.88%
12,057,933
|
$765,196,428,000 | 1.17% |
| Schlumberger Ltd. |
31.88%
10,624,594
|
$501,268,345,000 | 0.77% |
| Spdr S&p 500 Etf Tr |
105.80%
867,912
|
$472,335,069,000 | 0.72% |
| Humana Inc. |
Opened
1,156,418
|
$432,095,586,000 | 0.66% |
| United Airls Hldgs Inc |
Opened
8,416,998
|
$409,571,123,000 | 0.63% |
| Trip.com Group Ltd |
Opened
7,103,636
|
$333,870,892,000 | 0.51% |
| Baidu Inc |
313.30%
2,587,394
|
$223,757,833,000 | 0.34% |
| Hsbc Hldgs Plc |
3,041.22%
2,986,670
|
$129,920,145,000 | 0.20% |
| Abbott Labs |
Opened
1,198,248
|
$124,509,950,000 | 0.19% |
| Novartis AG |
Closed
1,073,420
|
$103,585,459,000 | |
| Abbvie Inc |
0.11%
554,848
|
$95,167,529,000 | 0.15% |
| Truist Finl Corp |
0.66%
2,190,014
|
$85,082,044,000 | 0.13% |
| Kroger Co. |
94.36%
1,278,335
|
$63,827,267,000 | 0.10% |
| Aptiv PLC |
0.12%
841,134
|
$59,232,656,000 | 0.09% |
| NVIDIA Corp |
Closed
45,400
|
$19,748,546,000 | |
| Wells Fargo Co New |
99.38%
150,500
|
$8,938,195,000 | 0.01% |
| Unilever plc |
1.18%
139,000
|
$7,643,610,000 | 0.01% |
| Shinhan Financial Group Co L |
42.41%
196,724
|
$6,847,962,000 | 0.01% |
| ING Groep N.V. |
2.05%
229,102
|
$3,926,808,000 | 0.01% |
| Lamb Weston Holdings Inc |
Closed
35,570
|
$3,288,802,000 | |
| NatWest Group plc |
1.58%
311,505
|
$2,501,385,000 | 0.00% |
| Synchrony Financial |
1.75%
34,160
|
$1,612,010,000 | 0.00% |
| Sumitomo Mitsui Finl Group I |
Closed
140,363
|
$1,382,576,000 | |
| No transactions found | |||
| Showing first 500 out of 50 holdings | |||
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