Azimuth Capital Investment Management LLC: 13F holdings
CIK 19423642026Q2
| Positions | 313 |
|---|
| Reported value | $3.0bn |
|---|
| Filed | 2026-08-12 |
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Change since last quarter
| Positions | 313 (+13 vs prior quarter) |
|---|
| Reported value | $3.0bn (+11.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL Apple Inc | 447,943 | $129.6m | 4.4% |
| NVDA NVIDIA Corp | 617,650 | $123.6m | 4.2% |
| AVGO Broadcom Inc | 248,796 | $94.0m | 3.2% |
| MSFT Microsoft Corp | 222,948 | $83.2m | 2.8% |
| GOOGL Alphabet Inc Cl A | 226,010 | $80.8m | 2.7% |
| LLY Eli Lilly and Co | 61,611 | $73.9m | 2.5% |
| AMD Advanced Micro Devices Inc | 114,423 | $66.5m | 2.2% |
| MPWR Monolithic Power Systems Inc | 29,124 | $40.3m | 1.4% |
| GEV GE Vernova Inc | 33,052 | $38.8m | 1.3% |
| MRVL Marvell Technology Inc | 127,414 | $38.0m | 1.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1942364")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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