Channing Global Advisors, LLC holds a concentrated book of 41 stocks worth $193.2M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Doordash Inc - A and trimmed UBS Group AG-Reg. Their largest long position is AstraZeneca PLC at 18% of the equity book. Cloning the disclosed picks since 2024 would be +38% (+20.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1901222/holdings"
Use Arkolith to show CHANNING GLOBAL ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.4 points over this window.
Growth of $10,000 cloning Channing Global Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | AstraZeneca PLC ORD | $34.0M | 181.6K | 17.6% | ▲+8.3% Added · +14K sh | |
| 2 | UBS Group AG SHS | $33.4M | 672.4K | 17.3% | ▼−1.8% Reduced · −12K sh | |
| 3 | Taiwan Semiconductor Manufac SPONSORED ADS | $25.8M | 54.0K | 13.4% | ▲+15% Added · +7K sh | |
| 4 | Canadian Pacific Kansas City COM | $17.4M | 200.4K | 9.0% | ▲+7.5% Added · +14K sh | |
| 5 | Amazon Com Inc COM | $6.7M | 28.1K | 3.5% | ▼−23% Reduced · −8K sh | |
| 6 | Alphabet Inc CAP STK CL C | $6.6M | 18.7K | 3.4% | ▼−36% Reduced · −11K sh | |
| 7 | Micron Technology Inc COM | $5.4M | 4.7K | 2.8% | ▼−63% Reduced · −8K sh | |
| 8 | Netflix Inc. COM | $4.9M | 68.8K | 2.5% | ▲+28% Added · +15K sh | |
| 9 | Icici Bank Limited ADR | $4.9M | 167.5K | 2.5% | ▲+32% Added · +40K sh | |
| 10 | HDFC Bank Ltd SPONSORED ADS | $4.6M | 179.3K | 2.4% | ▲+32% Added · +44K sh | |
| 11 | Visa Inc COM | $4.6M | 13.3K | 2.4% | ▼−19% Reduced · −3K sh | |
| 12 | Microsoft Corp COM | $3.7M | 9.9K | 1.9% | ▼−38% Reduced · −6K sh | |
| 13 | Meta Platforms Inc CL A | $3.6M | 6.3K | 1.8% | ▼−37% Reduced · −4K sh | |
| 14 | ASML Hldg NV N Y REGISTRY SHS | $3.2M | 1.6K | 1.7% | ▲+29% Added · +366 sh | |
| 15 | Doordash Inc CL A | $3.1M | 16.8K | 1.6% | ▲New New position | |
| 16 | Booking Holdings Inc COM | $2.9M | 16.5K | 1.5% | ▲54× Added · +16K sh | |
| 17 | Apple Inc COM | $2.7M | 9.2K | 1.4% | ▼−36% Reduced · −5K sh | |
| 18 | Vanguard World FD ESG INTL STK ETF | $2.4M | 29.6K | 1.3% | ▲New New position | |
| 19 | Mastercard Inc COM | $2.2M | 4.4K | 1.2% | ▼−36% Reduced · −2K sh | |
| 20 | Novo-Nordisk A S ADR | $2.1M | 42.9K | 1.1% | ▲+38% Added · +12K sh | |
| 21 | Atour Lifestyle Hldgs Ltd SPONSORED ADS | $1.8M | 57.0K | 0.9% | ▲New New position | |
| 22 | Berkshire Hathaway Inc Del CL B NEW | $1.6M | 3.2K | 0.8% | ▼−36% Reduced · −2K sh | |
| 23 | Intercorp Finl Svcs Inc SHS | $1.6M | 27.4K | 0.8% | ▲+24% Added · +5K sh | |
| 24 | Bank Of Amer Corp COM | $1.5M | 26.1K | 0.8% | ▼−37% Reduced · −15K sh | |
| 25 | Alibaba Group Holding Ltd SPONSORED ADS | $1.4M | 14.6K | 0.7% | ▲+21% Added · +3K sh | |
| 26 | Stmicroelectronics N V NY REGISTRY | $1.4M | 18.2K | 0.7% | ▲+26% Added · +4K sh | |
| 27 | Sap SE SPON ADR | $1.3M | 8.4K | 0.7% | ▲+319% Added · +6K sh | |
| 28 | Dollar Gen Corp COM | $1.2M | 10.3K | 0.6% | ▼−68% Reduced · −22K sh | |
| 29 | Geopark Ltd USD SHS | $949K | 104.3K | 0.5% | ▲+151% Added · +63K sh | |
| 30 | TJX Cos Inc New COM | $882K | 5.8K | 0.5% | ▼−36% Reduced · −3K sh | |
| 31 | Silvercorp Metals Inc COM | $819K | 81.1K | 0.4% | ▼−18% Reduced · −18K sh | |
| 32 | Barclays PLC ADR | $686K | 25.6K | 0.4% | ▼−12% Reduced · −3K sh | |
| 33 | S&P Global Inc COM | $622K | 1.5K | 0.3% | ▼−37% Reduced · −906 sh | |
| 34 | Sumitomo Mitsui Fin Grp Inc SPONSORED ADR | $602K | 25.5K | 0.3% | ▲+53% Added · +9K sh | |
| 35 | Mizuho Financial Group Inc SPONSORED ADR | $542K | 56.6K | 0.3% | ▲+107% Added · +29K sh | |
| 36 | Corporacion Amer Arpts S A ORD | $529K | 21.0K | 0.3% | ▼−50% Reduced · −21K sh | |
| 37 | Vaneck ETF Trust URANI NUCLE ETF | $442K | 3.8K | 0.2% | ▼−33% Reduced · −2K sh | |
| 38 | Banco Bbva Argentina S A SPONSORED ADS | $378K | 19.3K | 0.2% | ▼−31% Reduced · −9K sh | |
| 39 | Fortuna MNG Corp COM NEW | $341K | 40.3K | 0.2% | ▼−67% Reduced · −84K sh | |
| 40 | Etfs Gold TR PHYSCL GOLD SHS | $305K | 8.0K | 0.2% | ▲+23% Added · +1K sh | |
| 41 | Aura Minerals Inc SHS NEW | $211K | 3.3K | 0.1% | ▼−79% Reduced · −13K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 41 | $193.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 47 | $171.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 44 | $156.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 41 | $144.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 47 | $155.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 47 | $147.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 50 | $150.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 52 | $118.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.