Penserra Capital Management LLC
1,109 holdingsFiling period: 2026-06-30Current AUM: $12.75Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | 717.2K | $270.9M | $245.5M | 1.93% | +76.2K | 2026-06-30 |
| 2 | CSCO | Cisco Sys Inc | 2.17M | $255.0M | $241.8M | 1.90% | -129,269 | 2026-06-30 |
| 3 | NET | Cloudflare Inc | 816.1K | $200.2M | $267.5M | 2.10% | +87.5K | 2026-06-30 |
| 4 | NOC | Northrop Grumman Corp | 379.0K | $193.0M | $208.9M | 1.64% | +165.5K | 2026-06-30 |
| 5 | PANW | Palo Alto Networks Inc | 512.6K | $174.8M | $205.9M | 1.62% | -174,837 | 2026-06-30 |
| 6 | — | Horizon Quantum Holdings Ltd | 5.47M | $151.7M | $151.7M | 1.19% | -- | 2026-06-30 |
| 7 | — | Arqit Quantum Inc | 5.08M | $151.0M | $151.0M | 1.18% | +3.63M | 2026-06-30 |
| 8 | CRWD | Crowdstrike Hldgs Inc | 191.7K | $146.3M | $205.5M | 1.61% | -73,677 | 2026-06-30 |
| 9 | FTNT | Fortinet Inc | 907.4K | $139.4M | $167.9M | 1.32% | -247,616 | 2026-06-30 |
| 10 | MRVL | Marvell Technology Inc | 445.0K | $132.6M | $108.4M | 0.85% | -218,974 | 2026-06-30 |
| 11 | GD | General Dynamics Corp | 362.6K | $128.5M | $128.7M | 1.01% | +86.7K | 2026-06-30 |
| 12 | FFIV | F5 Inc | 302.3K | $125.7M | $138.9M | 1.09% | -22,557 | 2026-06-30 |
| 13 | NVDA | NVIDIA Corporation | 584.1K | $116.9M | $127.3M | 1.00% | +102.4K | 2026-06-30 |
| 14 | OKTA | Okta Inc | 842.9K | $115.0M | $190.6M | 1.50% | -233,101 | 2026-06-30 |
| 15 | ATEN | A10 Networks Inc | 3.07M | $114.6M | $82.5M | 0.65% | -526,067 | 2026-06-30 |
| 16 | RBRK | Rubrik Inc. | 1.38M | $110.8M | $187.3M | 1.47% | -159,168 | 2026-06-30 |
| 17 | TENB | Tenable Hldgs Inc | 2.95M | $108.9M | $143.6M | 1.13% | -436,076 | 2026-06-30 |
| 18 | LRCX | Lam Research Corp | 250.9K | $108.7M | $60.4M | 0.47% | -31,489 | 2026-06-30 |
| 19 | QLYS | Qualys Inc | 780.1K | $107.3M | $177.8M | 1.39% | +47.6K | 2026-06-30 |
| 20 | AMD | Advanced Micro Devices Inc | 184.6K | $107.2M | $103.4M | 0.81% | -61,632 | 2026-06-30 |
| 21 | MU | Micron Technology Inc | 92.3K | $106.6M | $85.8M | 0.67% | -93,052 | 2026-06-30 |
| 22 | VRNS | Varonis Sys Inc | 2.52M | $105.8M | $123.8M | 0.97% | -371,138 | 2026-06-30 |
| 23 | ARM | Arm Holdings PLC | 295.1K | $104.6M | $66.9M | 0.52% | -88,186 | 2026-06-30 |
| 24 | ZS | Zscaler Inc | 739.4K | $104.4M | $192.4M | 1.51% | +183.5K | 2026-06-30 |
| 25 | AMAT | Applied Matls Inc | 144.3K | $104.3M | $57.1M | 0.45% | -13,154 | 2026-06-30 |
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