Stock Taper 
PENSERRA CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 International Business Machines Corporation | IBM | 265.55K | $74.67M |
 Verizon Communications Inc. | VZ | 271.22K | $11.48M |
 Tower Semiconductor Ltd. | TSEM | 284.81K | $74.23M |
 NetScout Systems, Inc. | NTCT | 285.63K | $12.44M |
 Toast, Inc. | TOST | 290.07K | $8.07M |
 Arm Holdings plc American Depositary Shares | ARM | 295.07K | $104.62M |
 Viavi Solutions Inc. | VIAV | 296.72K | $14.17M |
 Amazon.com, Inc. | AMZN | 297.96K | $71.01M |
 F5, Inc. | FFIV | 302.29K | $125.74M |
 Nebius Group N.V. | NBIS | 315.21K | $87.05M |
 Snowflake Inc. | SNOW | 318.92K | $81.16M |
 KLA Corporation | KLAC | 330.92K | $99.84M |
 Comcast Corporation | CMCSA | 342.35K | $8.4M |
 Spire Global, Inc. | SPIR | 349.74K | $6.5M |
 BlackSky Technology Inc. | BKSY | 354.25K | $9.89M |
 General Dynamics Corporation | GD | 362.62K | $128.45M |
 Northrop Grumman Corporation | NOC | 379.01K | $193.03M |
 Brandywine Realty Trust | BDN | 410.08K | $1.3M |
 Cirrus Logic, Inc. | CRUS | 421.32K | $62.58M |
 CEVA, Inc. | CEVA | 433.18K | $20.43M |