CHANNING GLOBAL ADVISORS, LLC
•CIK: 1901222•Filing: Q4 2025
CHANNING GLOBAL ADVISORS, LLC manages $156M across a portfolio of 44 positions. The fund exhibits significant concentration in technology and semiconductor names, highlighted by a $32.0M holding in CFR-PB and a $14.6M position in TSM. Further notable allocations include substantial stakes in CP ($13.9M), GOOG ($12.4M), and AMZN ($8.7M). This structure suggests a conviction-driven, large-cap growth mandate with deep sector exposure.
Total AUM
$156.4M
QoQ Performance
+8.3%
Positions
44
Top 10 Concentration
71.4%
Latest Filing
Q4 2025
Top Holdings Allocation
UBS
TSM
CP
GOOG
AMZN
UBS20.4%
TSM9.3%
CP8.9%
GOOG7.9%
AMZN5.6%
META4.4%
HDB4.2%
V3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.2%
Technology21.4%
Financial9.7%
Consumer6.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑16 increased
↓20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023