Stock Taper

PENSERRA CAPITAL MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Amgen Inc.AMGN597$215K
First Solar, Inc.FSLR599$141K
Jabil Inc.JBL607$233K
Silgan Holdings Inc.SLGN607$28K
SBA Communications CorporationSBAC616$108K
H&R Block, Inc.HRB641$24K
Enphase Energy, Inc.ENPH645$31K
Terex CorporationTEX649$46K
FedEx Freight Holding Company, Inc.FDXF650$97K
Rockwell Automation, Inc.ROK659$325K
XPO Logistics, Inc.XPO668$137K
Broadridge Financial Solutions, Inc.BR678$92K
PTC Inc.PTC688$77K
Equifax Inc.EFX691$108K
Lennox International Inc.LII699$399K
Humana Inc.HUM704$279K
The Goldman Sachs Group, Inc.GS724$731K
Supernus Pharmaceuticals, Inc.SUPN726$33K
GoDaddy Inc.GDDY740$62K
The Travelers Companies, Inc.TRV748$245K