Gouws Capital 13F annual report
Gouws Capital is an investment fund managing more than $124 billion ran by Fanie Gouws. There are currently 39 companies in Mrs. Gouws’s portfolio. The largest investments include Eli Lilly & Co and Costco Whsl Corp New, together worth $27.3 billion.
$124 billion Assets Under Management (AUM)
As of 24th July 2024, Gouws Capital’s top holding is 17,723 shares of Eli Lilly & Co currently worth over $16 billion and making up 13.0% of the portfolio value.
In addition, the fund holds 13,182 shares of Costco Whsl Corp New worth $11.2 billion.
The third-largest holding is Alphabet Inc worth $11.1 billion and the next is Amazon.com worth $7.78 billion, with 40,241 shares owned.
Currently, Gouws Capital's portfolio is worth at least $124 billion. 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 Gouws Capital
The Gouws Capital office and employees reside in Charlotte, North Carolina. According to the last 13-F report filed with the SEC, Fanie Gouws serves as the Managing Member at Gouws Capital.
Recent trades
In the most recent 13F filing, Gouws Capital revealed that it had increased its stake in
Costco Whsl Corp New and bought 640 additional shares worth around .
On the other hand, there are companies that Gouws Capital is getting rid of from its portfolio.
Gouws Capital closed its position in AGCO on 31st July 2024.
It sold the previously owned 3,000 shares for $369 million.
Fanie Gouws also disclosed a decreased stake in Eli Lilly & Co by approximately 0.1%.
This leaves the value of the investment at $16 billion and 17,723 shares.
One of the smallest hedge funds
The two most similar investment funds to Gouws Capital are Envision Planning and Dentgroup. They manage $124 billion and $124 billion respectively.
Fanie Gouws investment strategy
Gouws Capital’s portfolio is diversified across 9 sectors.
Currently, their heaviest sector is Health Care — making up 19.4% of
the total portfolio value.
The fund focuses on investments in the United States as
66.7% 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 2.6% of the portfolio.
The average market cap of the portfolio companies is close to $389 billion.
The complete list of Gouws Capital trades based on 13F SEC filings
These positions were updated on July 31st 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 |
|---|---|---|---|
| Eli Lilly & Co |
3.35%
17,723
|
$16,046,050,000 | 12.98% |
| Costco Whsl Corp New |
5.10%
13,182
|
$11,204,568,000 | 9.06% |
| Alphabet Inc |
2.33%
60,625
|
$11,115,660,000 | 8.99% |
| Amazon.com Inc. |
1.44%
40,241
|
$7,776,573,000 | 6.29% |
| Visa Inc |
4.97%
28,948
|
$7,597,982,000 | 6.14% |
| Stryker Corp. |
4.47%
19,924
|
$6,779,141,000 | 5.48% |
| Danaher Corp. |
4.31%
26,137
|
$6,530,329,000 | 5.28% |
| AMGEN Inc. |
4.85%
16,263
|
$5,081,374,000 | 4.11% |
| Vanguard Index Fds |
0.15%
10,045
|
$5,023,806,000 | 4.06% |
| NextEra Energy Inc |
1.70%
70,448
|
$4,988,423,000 | 4.03% |
| Deere & Co. |
6.68%
13,164
|
$4,918,465,000 | 3.98% |
| Cboe Global Mkts Inc |
4.92%
28,155
|
$4,788,039,000 | 3.87% |
| Caterpillar Inc. |
2.39%
11,547
|
$3,846,306,000 | 3.11% |
| Zoetis Inc |
0.56%
21,406
|
$3,710,944,000 | 3.00% |
| Vanguard Specialized Funds |
0.08%
16,924
|
$3,089,476,000 | 2.50% |
| Cheniere Energy Inc. |
2.11%
14,295
|
$2,499,195,000 | 2.02% |
| Apple Inc |
2.73%
11,239
|
$2,367,158,000 | 1.91% |
| Xylem Inc |
187.26%
16,374
|
$2,220,806,000 | 1.80% |
| Spdr Gold Tr |
No change
10,100
|
$2,171,601,000 | 1.76% |
| Ishares Tr |
3.95%
31,548
|
$2,120,877,000 | 1.72% |
| Hershey Company |
No change
6,600
|
$1,213,278,000 | 0.98% |
| Invesco Exchange Traded Fd T |
No change
16,000
|
$1,038,560,000 | 0.84% |
| Microsoft Corporation |
No change
2,179
|
$973,904,000 | 0.79% |
| Unitedhealth Group Inc |
77.93%
1,876
|
$955,372,000 | 0.77% |
| NVIDIA Corp |
766.76%
6,050
|
$747,417,000 | 0.60% |
| Dorian LPG Ltd |
No change
14,105
|
$591,846,000 | 0.48% |
| Berkshire Hathaway Inc. |
No change
1,250
|
$508,500,000 | 0.41% |
| Abbvie Inc |
5.61%
2,355
|
$403,930,000 | 0.33% |
| Exxon Mobil Corp. |
No change
3,420
|
$393,710,000 | 0.32% |
| AGCO Corp. |
Closed
3,000
|
$369,060,000 | |
| Packaging Corp Amer |
No change
1,950
|
$355,992,000 | 0.29% |
| United Parcel Service, Inc. |
No change
2,500
|
$342,125,000 | 0.28% |
| Procter And Gamble Co |
16.84%
2,000
|
$329,840,000 | 0.27% |
| JPMorgan Chase & Co. |
No change
1,500
|
$303,390,000 | 0.25% |
| Meta Platforms Inc |
7.69%
600
|
$302,532,000 | 0.24% |
| Quanta Svcs Inc |
No change
1,100
|
$279,499,000 | 0.23% |
| Thermo Fisher Scientific Inc. |
No change
500
|
$276,500,000 | 0.22% |
| Mcdonalds Corp |
No change
1,000
|
$254,840,000 | 0.21% |
| Pepsico Inc |
No change
1,525
|
$251,518,000 | 0.20% |
| Merck & Co Inc |
No change
2,000
|
$247,600,000 | 0.20% |
| Weyerhaeuser Co Mtn Be |
Closed
5,760
|
$206,842,000 | |
| No transactions found | |||
| Showing first 500 out of 41 holdings | |||
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