Virtus SGA Global Growth Fund Q1 2026 Portfolio Update
The Virtus SGA Global Growth Fund has released its portfolio update for Q1 2026. The report highlights the fund's confidence in sustaining growth, particularly with Arm Holdings. Key investments include major companies like Microsoft and Taiwan Semiconductor Manufacturing Company.
- ▪Arm Holdings' management reiterated confidence in sustaining approximately 20% royalty growth longer term.
- ▪The fund's portfolio includes significant investments in companies such as Microsoft and Taiwan Semiconductor Manufacturing Company.
- ▪The update reflects the market's confidence in Arm's structural growth profile.
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