1y return+20.8%S&P 500 +20.9%
3y return+75.4%S&P 500 +68.5%
5y return+77.9%S&P 500 +74.5%
10y return+279.4%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $379 against $357 in the S&P 500.2
Los Angeles Capital Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANVIDIA Corp | $2.5B | 9.0% | −8.2% |
| AAPLApple Inc | $1.6B | 5.9% | −23.8% |
| MSFTMicrosoft Corp | $1.1B | 3.9% | −15.3% |
| AVGOBroadcom Inc | $975.5M | 3.6% | −13.3% |
| GOOGAlphabet Inc | $760.6M | 2.8% | |
| GOOGLAlphabet Inc | $696.3M | 2.6% | +6.4% |
| AMZNAmazon.com Inc | $558.0M | 2.1% | −4.9% |
| LLYEli Lilly & Co | $426.7M | 1.6% | −21.7% |
| METAMeta Platforms Inc | $386.0M | 1.4% | −3.4% |
| HWMHowmet Aerospace Inc | $341.2M | 1.3% | +38.3% |
| MUMicron Technology Inc | $332.1M | 1.2% | +5.0% |
| GEVGE Vernova Inc | $305.4M | 1.1% | +82.8% |
| LRCXLam Research Corp | $298.0M | 1.1% | −38.2% |
| AMDAdvanced Micro Devices Inc | $296.4M | 1.1% | +13.8% |
| APHAmphenol Corp | $268.6M | 1.0% | −21.8% |
| CCitigroup Inc | $234.8M | 0.9% | +173.7% |
| BACBank of America Corp | $220.8M | 0.8% | +63.1% |
| ALNYAlnylam Pharmaceuticals Inc | $219.6M | 0.8% | +726.5% |
| PSXPhillips 66 | $211.0M | 0.8% | +3.5% |
| EXPEExpedia Group Inc | $206.0M | 0.8% | +40.7% |
| TSLATesla Inc | $201.3M | 0.7% | +7.1% |
| ABBVAbbVie Inc | $197.1M | 0.7% | −37.9% |
| AMATApplied Materials Inc | $189.7M | 0.7% | −31.2% |
| ANETArista Networks Inc | $188.0M | 0.7% | −27.0% |
| BPOPPopular Inc | $180.5M | 0.7% | +62.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANVIDIA Corp | June 30, 2020 | +2006.7% | $2.5B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $975.5M |
| AMATApplied Materials Inc | June 30, 2020 | +1096.1% | $189.7M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $296.4M |
| APHAmphenol Corp | June 30, 2020 | +636.1% | $268.6M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $426.7M |
| GEVGE Vernova Inc | June 30, 2024 | +585.0% | $305.4M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $298.0M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $696.3M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $760.6M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $220.5M
- Carnival CorpCUSIP 143658300 was $113.8M
- DuPont de Nemours IncCUSIP 26614N102 was $17.5M
- MTGMGIC Investment Corp was $16.0M
- Garmin LtdCUSIP H2906T109 was $5.9M
- Janus Henderson Group PLCCUSIP G4474Y214 was $5.9M
- Apellis Pharmaceuticals IncCUSIP 03753U106 was $3.5M
- Catalyst Pharmaceuticals IncCUSIP 14888U101 was $3.1M
- Marex Group PLCCUSIP G5S37H101 was $2.6M
- PDDPDD Holdings Inc was $2.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.5% | +14.8% |
| March 31, 2026 | −4.1% | −4.6% |
| December 31, 2025 | +2.8% | +2.4% |
| September 30, 2025 | +8.9% | +7.8% |
| June 30, 2025 | +13.9% | +10.5% |
| March 31, 2025 | −6.4% | −4.6% |
| December 31, 2024 | +2.6% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +4.0% | +4.0% |
| March 31, 2024 | +11.7% | +10.0% |
| December 31, 2023 | +12.2% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +8.7% | +8.3% |
| March 31, 2023 | +6.6% | +7.0% |
| December 31, 2022 | +6.8% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −15.9% | −16.5% |
| March 31, 2022 | −7.3% | −4.9% |
| December 31, 2021 | +10.9% | +10.7% |
| September 30, 2021 | +0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Los Angeles Capital Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1177206&type=13F-HR&dateb=&owner=include&count=40CIK 1177206
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1177206/000117720626000006/Filed August 13, 2026 · accession 0001177206-26-000006