StockDriftsStockDriftsTop 50 Penserra Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 2.33% | 641.0K | $198.4M | +4.31%(+26.48K) | $119.06(+202.75%) | 2026-03-31 | |
| CSCO | CISCO SYS INC | 2.09% | 2.30M | $178.5M | -12.70%(-334.68K) | $54.27(+107.64%) | 2026-03-31 | |
| NET | CLOUDFLARE INC | 1.76% | 728.6K | $150.3M | +1.86%(+13.27K) | $104.41(+132.18%) | 2026-03-31 | |
| NOC | NORTHROP GRUMMAN CORP | 1.71% | 213.5K | $145.6M | -21.56%(-58.67K) | $486.50(+12.85%) | 2026-03-31 | |
| PANW | PALO ALTO NETWORKS INC | 1.29% | 687.4K | $110.2M | +9.23%(+58.09K) | $154.57(+125.18%) | 2026-03-31 | |
| CRWD | CROWDSTRIKE HLDGS INC | 1.22% | 265.3K | $103.6M | +13.59%(+31.75K) | $324.09(-40.15%) | 2026-03-31 | |
| FSLY | FASTLY INC | 1.21% | 3.54M | $102.8M | -39.34%(-2.29M) | $10.51(+72.51%) | 2026-03-31 | |
| GD | GENERAL DYNAMICS CORP | 1.11% | 275.9K | $94.7M | -16.38%(-54.06K) | $273.15(+36.75%) | 2026-03-31 | |
| FTNT | FORTINET INC | 1.11% | 1.16M | $94.4M | -10.32%(-132.90K) | $71.60(+118.24%) | 2026-03-31 | |
| FFIV | F5 INC | 1.1% | 324.9K | $94.0M | -18.20%(-72.26K) | $225.34(+81.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.27% | +41.52% |
| Top 20 Holdings Unweighted | +9.13% | +29.96% |
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