Stock Taper 
PENSERRA CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 StoneCo Ltd. | STNE | 164.34K | $1.78M |
 Honeywell International Inc. | HON | 161.56K | $36.17M |
 Fidelity National Information Services, Inc. | FIS | 161.46K | $6.28M |
 TPG Mortgage Investment Trust Inc | MITT | 161.24K | $1.28M |
 Skyworks Solutions, Inc. | SWKS | 160.77K | $10.9M |
 Invesco Mortgage Capital Inc. | IVR | 156.32K | $1.23M |
 Remitly Global, Inc. | RELY | 154.77K | $3.47M |
 MFA Financial, Inc. | MFA | 153.87K | $1.49M |
 Shutterstock, Inc. | SSTK | 153.36K | $2.14M |
 Synopsys, Inc. | SNPS | 149.95K | $66.89M |
 DigitalOcean Holdings, Inc. | DOCN | 148.59K | $23.33M |
 TPG RE Finance Trust, Inc. | TRTX | 148.06K | $1.24M |
 Franklin BSP Realty Trust, Inc. | FBRT | 145.25K | $1.18M |
 Applied Materials, Inc. | AMAT | 144.29K | $104.32M |
 Affirm Holdings, Inc. | AFRM | 140.63K | $11.47M |
 Arista Networks, Inc. | ANET | 140.23K | $23.82M |
 Credo Technology Group Holding Ltd | CRDO | 138.69K | $37.72M |
 PennyMac Mortgage Investment Trust | PMT | 138.48K | $1.56M |
 Amdocs Limited | DOX | 132.83K | $6.71M |
 Global Net Lease, Inc. | GNL | 131.87K | $1.18M |