Rajiv Jain’s Portfolio — GQG Partners LLC

Rajiv Jain left Vontobel to co-found GQG Partners, which became one of the fastest-growing equity boutiques ever by marrying quality-growth investing with an unusual willingness to pivot the entire book — and made headlines buying Adani shares mid-crisis in 2023.

GQG's 13F shows decisive macro-scale rotations — energy one year, AI mega-caps the next — executed across a concentrated set of global franchises.

Gqg Partners LLC reported $63.1B in U.S.-listed holdings across 86 positions for Q1 2026.