StockDriftsStockDriftsTop 41 Channing Global Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | 17.6% | 181.6K | $34.0M | +8.34%(+13.98K) | $188.98(-17.19%) | 2026-06-30 | |
| UBS | UBS GROUP AG | 17.28% | 672.4K | $33.4M | -1.81%(-12.38K) | $22.74(+137.50%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 13.36% | 54.0K | $25.8M | +15.47%(+7.24K) | $158.15(+169.93%) | 2026-06-30 | |
| CP | CANADIAN PACIFIC KANSAS CITY | 8.99% | 200.4K | $17.4M | +7.51%(+13.99K) | $72.69(+29.85%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.47% | 28.1K | $6.7M | -23.14%(-8.46K) | $163.65(+60.42%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.41% | 18.7K | $6.6M | -36.47%(-10.72K) | $152.82(+124.22%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.8% | 4.7K | $5.4M | -62.93%(-7.95K) | $110.51(+818.24%) | 2026-06-30 | |
| NFLX | NETFLIX INC. | 2.54% | 68.8K | $4.9M | +27.64%(+14.90K) | $92.19(-16.36%) | 2026-06-30 | |
| IBN | ICICI BANK LIMITED | 2.52% | 167.5K | $4.9M | +31.53%(+40.17K) | $26.83(+10.86%) | 2026-06-30 | |
| HDB | HDFC BANK LTD | 2.4% | 179.3K | $4.6M | +32.39%(+43.86K) | $30.70(-23.89%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.85% | +80.90% | — | — | +60.22% |
| Top 20 Holdings Unweighted | +22.21% | +82.52% | — | — | +57.00% |
Channing Global Advisors LLC reports $193.21M in US-listed equity holdings across 41 positions in its most recent 13F filing. Its largest disclosed positions are AZN (17.6%), UBS (17.3%) and TSM (13.4%). The top 20 holdings account for 90.15% of reported assets. Its disclosed equity book has returned +80.90% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Channing Global Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1901222). View Channing Global Advisors LLC’s 13F filings on SEC