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SANDERS CAPITAL, LLC

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WEST PALM BEACH FL Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Sanders Capital is based out of West Palm Beach. Sanders Capital is a hedge fund with 89 clients and discretionary assets under management (AUM) of $61,660,253,000 (Form ADV from 2023-10-27). Their last reported 13F filing for Q4 2023 included $54,107,307,465 in managed 13F securities and a top 10 holdings concentration of 63.16%. Sanders Capital's largest holding is Meta Platforms Inc with shares held of 14,569,705. Whalewisdom has at least 135 13F filings, and 17 13G filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

Name % Change
UNH UnitedHealth Group I 1.3%
NVS Novartis AG ADS 0.22%
VEU VANGUARD FTSE ALL-WO 0.09%
NVDA NVIDIA Corp. 0.04%
APTV Aptiv PLC 0.04%

2023-12-31

13F Holdings Summary

Name $ Change
META Meta Platforms Inc 9.53%
MSFT Microsoft Corp. 8.98%
TSM Taiwan Semiconductor 8.56%
GOOG Alphabet Inc. Class 7.44%
AAPL Apple Inc 6.4%

2023-12-31

13F Activity

Market Value $54.1b, Prior: $47.3b
New Purchases 2 stocks
Added To 29 stocks
Sold out of 2 stocks
Reduced holdings in 12 stocks
Top 10 Holdings % 63.16%
Turnover %[1] 9.09%
Turnover Alt %[2] 0.98%
Time Held Top 20 19.75 quarters
Time Held Top 10 19.4 quarters
Time Held All 23.25 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance