Holdings of Goldman Sachs Technology Opportunities Fund
Goldman Sachs Trust · 39 declared positions · as of Nov 30, 2025
Original filing · Net assets 800.5M $ · Ten largest lines: 55.6 % of the equity sleeve
Sector breakdown
- Technology 60.3 %
- Communication 15.4 %
- Consumer discretionary 8.8 %
- Financials 4.4 %
- Real estate 2.2 %
- Unattributed 8.9 %
Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.
Currency breakdown
- USD 100.0 %
The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.
Country breakdown
- US 93.2 %
- TW 3.9 %
- CA 2.5 %
- GB 0.4 %
Shares computed on the equity sleeve, the only part this site carries.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 36 | 759M $ | 93.15 % |
| TW | 1 | 31.9M $ | 3.91 % |
| CA | 1 | 20.7M $ | 2.53 % |
| GB | 1 | 3.2M $ | 0.40 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| NVIDIA Corp | 629,075 | 111.3M $ | 13.91 % |
| Alphabet Inc | 219,824 | 70.4M $ | 8.79 % |
| Amazon.com Inc | 174,886 | 40.8M $ | 5.10 % |
| Broadcom Inc | 101,074 | 40.7M $ | 5.09 % |
| Apple Inc | 137,761 | 38.4M $ | 4.80 % |
| Meta Platforms Inc | 57,379 | 37.2M $ | 4.64 % |
| Microsoft Corp | 66,703 | 32.8M $ | 4.10 % |
| Taiwan Semiconductor Manufacturing Co Ltd | 109,378 | 31.9M $ | 3.98 % |
| Lam Research Corp | 181,035 | 28.2M $ | 3.53 % |
| Visa Inc | 62,453 | 20.9M $ | 2.61 % |
| Micron Technology Inc | 87,587 | 20.7M $ | 2.59 % |
| Shopify Inc | 130,177 | 20.7M $ | 2.58 % |
| Motorola Solutions Inc | 48,815 | 18M $ | 2.25 % |
| Equinix Inc | 23,816 | 17.9M $ | 2.24 % |
| AppLovin Corp | 29,916 | 17.9M $ | 2.24 % |
| Netflix Inc | 164,735 | 17.7M $ | 2.21 % |
| Snowflake Inc | 62,456 | 15.7M $ | 1.96 % |
| Intuit Inc | 24,612 | 15.6M $ | 1.95 % |
| Arista Networks Inc | 118,952 | 15.5M $ | 1.94 % |
| Mastercard Inc | 26,738 | 14.7M $ | 1.84 % |
| Marvell Technology Inc | 161,205 | 14.4M $ | 1.80 % |
| Samsara Inc | 377,764 | 14.4M $ | 1.79 % |
| Dynatrace Inc | 291,248 | 13M $ | 1.62 % |
| Datadog Inc | 78,040 | 12.5M $ | 1.56 % |
| Advanced Micro Devices Inc | 51,989 | 11.3M $ | 1.41 % |
| Salesforce Inc | 48,184 | 11.1M $ | 1.39 % |
| Spotify Technology SA | 18,208 | 10.9M $ | 1.36 % |
| MercadoLibre Inc | 5,247 | 10.9M $ | 1.36 % |
| KLA Corp | 8,973 | 10.5M $ | 1.32 % |
| Alibaba Group Holding Ltd | 65,193 | 10.3M $ | 1.28 % |
| DoorDash Inc | 50,235 | 10M $ | 1.24 % |
| Zscaler Inc | 38,649 | 9.7M $ | 1.21 % |
| Palantir Technologies Inc | 56,066 | 9.4M $ | 1.18 % |
| Oracle Corp | 42,288 | 8.5M $ | 1.07 % |
| Cadence Design Systems Inc | 26,571 | 8.3M $ | 1.04 % |
| Cloudflare Inc | 39,226 | 7.9M $ | 0.98 % |
| HubSpot Inc | 16,272 | 6M $ | 0.75 % |
| Intel Corp | 129,313 | 5.2M $ | 0.66 % |
| Klarna Group PLC | 102,916 | 3.2M $ | 0.40 % |