Stock Taper

PENSERRA CAPITAL MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Teradyne, Inc.TER196.46K$95.05M
MongoDB, Inc.MDB198.32K$66.61M
Astera Labs, Inc. Common StockALAB209.63K$101.25M
MKS Inc.MKSI210.8K$93.76M
Alphabet Inc.GOOGL213.61K$76.33M
BrightSpire Capital, Inc.BRSP216.98K$1.18M
Tripadvisor, Inc.TRIP226.19K$3.1M
Redwood Trust, Inc.RWT233.01K$1.1M
NXP Semiconductors N.V.NXPI234.4K$65.87M
Global-e Online Ltd.GLBE235.24K$8.17M
Dynatrace, Inc.DT241.58K$10.61M
The Western Union CompanyWU243.65K$1.88M
Onto Innovation Inc.ONTO246.96K$93.46M
Texas Instruments IncorporatedTXN248.55K$74.08M
Lam Research CorporationLRCX250.86K$108.7M
Upwork Inc.UPWK250.88K$2.1M
PayPal Holdings, Inc.PYPL255.7K$11.04M
Ares Commercial Real Estate CorporationACRE257.39K$1.16M
Roblox CorporationRBLX258.42K$14.05M
Arbor Realty TrustABR261.06K$1.41M