AiSiWhale

AI & tech investing

Boston Common Asset Management, LLC

CIK 1409427

13F filing for Q2 2026・No. 1,835

Holdings
US$1.69B
Quarter change
+US$134.16M
Entries
186
Net bought (estimate)
−US$64.78M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 13
  • Sold out 13
  • Cut 114
  • Added 43
  • Corporate actions 0
  • Unchanged 16

Largest holdings

186 stocks worth US$1.69B, options and bonds left out.

StockThis quarterValueWeight
TSMTSMC ADRCOMCutUS$126.68M7.51%
NVDANvidiaCOMCutUS$73M4.33%
AAPLAppleCOMCutUS$65.11M3.86%
MSFTMicrosoftCOMAddedUS$58.88M3.49%
GOOGLAlphabetCOMAddedUS$50.92M3.02%
AVGOBroadcomCOMCutUS$42.71M2.53%
GOOGAlphabet Inc.COMCutUS$38.91M2.31%
AMATApplied Materials Inc.COMAddedUS$35.57M2.11%
MSMorgan StanleyCOMCutUS$33.04M1.96%
VVisa IncCOMCutUS$30.47M1.81%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.