Stock Taper 
PENSERRA CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Accenture plc | ACN | 8.78K | $1.09M |
 MGIC Investment Corporation | MTG | 8.61K | $242K |
 Ventas, Inc. | VTR | 8.5K | $754K |
 Marsh & McLennan Companies, Inc. | MRSH | 8.12K | $1.35M |
 Equity LifeStyle Properties, Inc. | ELS | 7.92K | $510K |
 Meritage Homes Corporation | MTH | 7.84K | $657K |
 Sterling Infrastructure, Inc. | STRL | 7.75K | $6.51M |
 Green Brick Partners, Inc. | GRBK | 7.59K | $607K |
 NetEase, Inc. | NTES | 7.57K | $969K |
 Centerspace | CSR | 7.38K | $414K |
 PDD Holdings Inc. | PDD | 7.38K | $562K |
 Seagate Technology Holdings plc | STX | 7.38K | $7.12M |
 Trex Company, Inc. | TREX | 7.26K | $362K |
 Zillow Group, Inc. Class C | Z | 7.15K | $225K |
 Iron Mountain Incorporated | IRM | 7.14K | $901K |
 La-Z-Boy Incorporated | LZB | 7.13K | $285K |
 Amphenol Corporation | APH | 7.05K | $1.24M |
 Jack Henry & Associates, Inc. | JKHY | 6.95K | $957K |
 Raymond James Financial, Inc. | RJF | 6.93K | $1.05M |
 Intuit Inc. | INTU | 6.9K | $1.8M |