Savoie Capital LLC
Annual return '25
+37.9%
SPY '25
+17.7%
Alpha
+20.1ptsvs SPY
Invested
$758.2M
Holdings
382
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TSM
TAIWAN SEMICONDUCTOR MFG ADR
Held since at least Q1 2024
5.4%
02
$KB
KB Financial Group Inc ADR
Held since at least Q1 2024
2.5%
03
$JBS
JBS N.V. COM SHS CL A
Held since at least Q1 2024
2.5%
04
$ITUB
ITAU UNIBANCO HLDG PREF ADR
Held since at least Q1 2024
2.1%
05
$ENGIY
Engie SA ADR
Held since at least Q1 2024
1.9%
06
$SMFG
Sumitomo Mitsui Finl Group ADR
Q1 2026: Increased +100.0% (12.7k → 25.4k shares)
1.8%
07
$GBOOY
Grupo Financiero Banorte S A B
Held since at least Q1 2024
1.8%
08
$KOF
COCA COLA FEMSA SAB DE CV ADR
Held since at least Q1 2024
1.7%
09
$MARUY
Marubeni Corp ADR
Held since at least Q1 2024
1.6%
10
$SHG
SHINHAN FINANCIAL GROUP ADR
Held since at least Q1 2024
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:23 UTC.