Penserra Capital Management LLC
Q2 2026 13F filing
Updated 28 days ago1,639 disclosed positions worth $13B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | P PANW PALO ALTO NETWORKS INC | $170.6M | 500.1K | 1.31% | — |
| 2 | A AVGO BROADCOM INC | $157.7M | 417.6K | 1.21% | — |
| 3 | H HQWWW HORIZON QUANTUM HOLDINGS LTD | $151.7M | 5.47M | 1.17% | — |
| 4 | A ARQQW ARQIT QUANTUM INC | $151M | 5.08M | 1.16% | — |
| 5 | C CSCO CISCO SYS INC | $150M | 1.28M | 1.15% | — |
| 6 | C CRWD CROWDSTRIKE HLDGS INC | $143.5M | 188.0K | 1.10% | — |
| 7 | F FTNT FORTINET INC | $138.8M | 903.7K | 1.07% | — |
| 8 | G GD GENERAL DYNAMICS CORP | $127.6M | 360.3K | 0.98% | — |
| 9 | N NET CLOUDFLARE INC | $125.5M | 511.5K | 0.96% | — |
| 10 | M MRVL MARVELL TECHNOLOGY INC | $116.9M | 392.3K | 0.90% | — |
| 11 | O OKTA OKTA INC | $115M | 842.9K | 0.88% | — |
| 12 | F FDX F5 INC | $112.6M | 270.6K | 0.86% | — |
| 13 | N NOC NORTHROP GRUMMAN CORP | $111.4M | 218.8K | 0.86% | — |
| 14 | T TENB TENABLE HLDGS INC | $108.9M | 2.95M | 0.84% | — |
| 15 | Q QLYS QUALYS INC | $107.3M | 780.1K | 0.82% | — |
| 16 | A AVGO BROADCOM INC | $106.1M | 281.0K | 0.82% | — |
| 17 | V VRNS VARONIS SYS INC | $105.8M | 2.52M | 0.81% | — |
| 18 | A ARM ARM HOLDINGS PLC | $104.6M | 295.1K | 0.80% | — |
| 19 | Z ZS ZSCALER INC | $104.3M | 738.9K | 0.80% | — |
| 20 | N NVDA NVIDIA CORPORATION | $104M | 519.6K | 0.80% | — |
| 21 | R RBRK RUBRIK INC. | $103.2M | 1.29M | 0.79% | — |
| 22 | C CSCO CISCO SYS INC | $99.7M | 848.7K | 0.77% | — |
| 23 | A ATEN A10 NETWORKS INC | $99.2M | 2.66M | 0.76% | — |
| 24 | Q QNT QUANTINUUM INC | $98.1M | 1.20M | 0.75% | — |
| 25 | A ALAB ASTERA LABS INC | $97.1M | 201.0K | 0.75% | — |
| 26 | A AMAT APPLIED MATLS INC | $96.8M | 133.8K | 0.74% | — |
| 27 | C CHKP CHECK POINT SOFTWARE TECH LT | $96.3M | 733.0K | 0.74% | — |
| 28 | G GENVR GEN DIGITAL INC | $95.6M | 3.84M | 0.73% | — |
| 29 | K KLAC KLA CORP | $94M | 311.4K | 0.72% | — |
| 30 | M MKSI MKS INC. | $93.6M | 210.4K | 0.72% | — |
| 31 | O ONTO ONTO INNOVATION INC | $93.5M | 247.0K | 0.72% | — |
| 32 | T TER TERADYNE INC | $92.6M | 191.4K | 0.71% | — |
| 33 | S S SENTINELONE INC | $92.4M | 5.45M | 0.71% | — |
| 34 | L LRCX LAM RESEARCH CORP | $89.6M | 206.7K | 0.69% | — |
| 35 | N NBIS NEBIUS GROUP N.V. | $87M | 315.2K | 0.67% | — |
| 36 | I INTC INTEL CORP | $87M | 623.3K | 0.67% | — |
| 37 | M MU MICRON TECHNOLOGY INC | $86.4M | 74.8K | 0.66% | — |
| 38 | B BTQ BTQ TECHNOLOGIES CORP | $86M | 15.95M | 0.66% | — |
| 39 | A AMD ADVANCED MICRO DEVICES INC | $85.7M | 147.5K | 0.66% | — |
| 40 | F FSLY FASTLY INC | $84.9M | 4.62M | 0.65% | — |
| 41 | N NOKBF NOKIA CORP | $84.6M | 6.37M | 0.65% | — |
| 42 | Q QCOM QUALCOMM INC | $84.5M | 457.2K | 0.65% | — |
| 43 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $77.7M | 162.7K | 0.60% | — |
| 44 | L LSCC LATTICE SEMICONDUCTOR CORP | $76.9M | 502.5K | 0.59% | — |
| 45 | A ASMLF ASML HLDG NV | $76.3M | 38.4K | 0.59% | — |
| 46 | Q QNC QUANTUM EMOTION CORP | $74.9M | 24.01M | 0.58% | — |
| 47 | N NET CLOUDFLARE INC | $74.3M | 302.8K | 0.57% | — |
| 48 | ? N/A INNOVATOR ETFS TRUST | $74.3M | 1.67M | 0.57% | — |
| 49 | T TSEM TOWER SEMICONDUCTOR LTD | $74.2M | 284.8K | 0.57% | — |
| 50 | C COHR COHERENT CORP | $74M | 187.5K | 0.57% | — |