PENSERRA CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MQ | 393K | $2.07M |
 | COHR | 379K | $40.80M |
 | NVEC | 378K | $24.66M |
 | GD | 361K | $123.05M |
 | ZS | 356K | $106.57M |
 | LRCX | 353K | $47.33M |
 | ESTC | 333K | $28.17M |
 | TER | 326K | $44.87M |
 | BIDU | 317K | $41.73M |
 | KD | 315K | $9.47M |
 | FFIV | 311K | $100.43M |
 | QCOM | 307K | $51.10M |
 | LYFT | 296K | $6.52M |
 | MKSI | 296K | $36.63M |
 | DOCN | 293K | $10.01M |
 | CRWD | 292K | $143.16M |
 | MU | 291K | $48.68M |
 | PYPL | 290K | $19.45M |
 | AMD | 290K | $46.85M |
 | TOST | 281K | $10.25M |
Marqeta, Inc.
MQ
Shares Held
393K
Value
$2.07M
Coherent, Inc.
COHR
Shares Held
379K
Value
$40.80M
NVE Corporation
NVEC
Shares Held
378K
Value
$24.66M
General Dynamics Corporation
GD
Shares Held
361K
Value
$123.05M
Zscaler, Inc.
ZS
Shares Held
356K
Value
$106.57M
Lam Research Corporation
LRCX
Shares Held
353K
Value
$47.33M
Elastic N.V.
ESTC
Shares Held
333K
Value
$28.17M
Teradyne, Inc.
TER
Shares Held
326K
Value
$44.87M
Baidu, Inc.
BIDU
Shares Held
317K
Value
$41.73M
Kyndryl Holdings, Inc.
KD
Shares Held
315K
Value
$9.47M
F5, Inc.
FFIV
Shares Held
311K
Value
$100.43M
QUALCOMM Incorporated
QCOM
Shares Held
307K
Value
$51.10M
Lyft, Inc.
LYFT
Shares Held
296K
Value
$6.52M
MKS Inc.
MKSI
Shares Held
296K
Value
$36.63M
DigitalOcean Holdings, Inc.
DOCN
Shares Held
293K
Value
$10.01M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
292K
Value
$143.16M
Micron Technology, Inc.
MU
Shares Held
291K
Value
$48.68M
PayPal Holdings, Inc.
PYPL
Shares Held
290K
Value
$19.45M
Advanced Micro Devices, Inc.
AMD
Shares Held
290K
Value
$46.85M
Toast, Inc.
TOST
Shares Held
281K
Value
$10.25M