Fund HoldingsPenserra Capital Management LLC

Total Portfolio Value
$5.32M
Total Bought
$1.28M
Total Sold
$1.11M
Net Transaction
+$168.6K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
CHEVRON CORP NEW(CVX)0988,389+988,38901472.77%+147
CATERPILLAR INC(CAT)0401,795+401,79501192.23%+119
BROADCOM INC(AVGO)39,504129,139+89,635331442.71%+111
AMPLIFY ETF TR0992,716+992,71601001.87%+100
CME GROUP INC(CME)0422,507+422,5070891.67%+89
DUKE ENERGY CORP NEW(DUK)0651,004+651,0040631.19%+63
INTERNATIONAL BUSINESS MACHS(IBM)0387,896+387,8960631.19%+63
COCA COLA CO(KO)01,667,470+1,667,4700981.85%+98
WALMART INC(WMT)746,591969,965+223,3741191532.87%+34
WASTE MGMT INC DEL(WM)0168,671+168,6710300.57%+30
AGNICO EAGLE MINES LTD(AEM)0543,391+543,3910300.56%+30
CISCO SYS INC(CSCO)1,739,3582,157,826+418,468941092.05%+16
MICROSOFT CORP(MSFT)0486,296+486,29601833.44%+183
MCDONALDS CORP(MCD)0513,835+513,83501522.86%+152
ADVANCED MICRO DEVICES INC(AMD)0272,838+272,8380400.76%+40
AMERICAN TOWER CORP NEW(AMT)051,227+51,2270110.21%+11
TELEFONAKTIEBOLAGET LM ERICS(ERIC)01,663,679+1,663,6790100.20%+10
GOLDMAN SACHS GROUP INC(GS)0377,531+377,53101462.74%+146
INTEL CORP(INTC)733,469705,257-28,21226350.67%+9
VERIZON COMMUNICATIONS INC(VZ)02,005,780+2,005,7800761.42%+76
VISA INC(V)0655,943+655,94301713.21%+171
INNOVATOR ETFS TR
US EQTY PWR BUF
684,976869,719+184,74322310.57%+8
INNOVATOR ETFS TR
US EQTY PWR BUF
700,954902,663+201,70922300.57%+8
INNOVATOR ETFS TR
US EQTY PWR BUF
751,605957,028+205,42322300.57%+8
INNOVATOR ETFS TR
US EQT PWR BUF
730,613923,656+193,04322300.57%+8
INNOVATOR ETFS TR
US EQTY PWR BUF
735,252925,275+190,02322300.57%+8
INNOVATOR ETFS TR
US EQTY PWR BF
728,804910,698+181,89423300.57%+8
INNOVATOR ETFS TR
US EQTY PWR BUF
646,135809,856+163,72122300.57%+8
INNOVATOR ETFS TR
US EQTY PWR BUF
669,098843,033+173,93522300.56%+8
INNOVATOR ETFS TR
US EQTY PWR BUF
699,936870,442+170,50623300.57%+8
INNOVATOR ETFS TR
US EQTY PWR BUF
677,687837,601+159,91423300.57%+7
INNOVATOR ETFS TR
US EQTY PWR BUF
677,473832,463+154,99023300.57%+7
JOHNSON & JOHNSON(JNJ)0582,364+582,3640911.72%+91
INNOVATOR ETFS TR
US EQTY PWR BUF
674,952850,298+175,34622290.55%+7
FREEPORT-MCMORAN INC(FCX)1,500,3381,471,200-29,13856631.18%+7
BEYOND INC0214,494+214,494060.11%+6
CARNIVAL CORP0303,411+303,411060.11%+6
DATADOG INC(DDOG)108,157123,668+15,51110150.28%+5
QUALCOMM INC(QCOM)208,127195,300-12,82723280.53%+5
1 800 FLOWERS COM INC0423,440+423,440050.09%+5
NVIDIA CORPORATION(NVDA)93,05490,150-2,90440450.84%+4
MERCADOLIBRE INC(MELI)021,415+21,4150340.63%+34
UNITEDHEALTH GROUP INC(UNH)327,796321,425-6,3711651693.18%+4
MARRIOTT INTL INC NEW(MAR)016,224+16,224040.07%+4
ROYAL CARIBBEAN GROUP
COM
047,649+47,649060.12%+6
HOME DEPOT INC(HD)0355,903+355,90301232.32%+123
SALESFORCE INC(CRM)024,574+24,574060.12%+6
DEERE & CO(DE)0231,822+231,8220931.74%+93
STONECO LTD(STNE)0256,254+256,254050.09%+5
RYANAIR HOLDINGS PLC(RYAAY)035,948+35,948050.09%+5
SPDR SER TR
ST LON TREAS ETF
0108,360+108,360030.06%+3
SYNAPTICS INC(SYNA)027,351+27,351030.06%+3
AFFIRM HLDGS INC(AFRM)0185,872+185,872090.17%+9
E L F BEAUTY INC(ELF)024,839+24,839040.07%+4
GIGACLOUD TECHNOLOGY INC(GCT)0168,931+168,931030.06%+3
DRAFTKINGS INC NEW(DKNG)087,651+87,651030.06%+3
ALTERYX INC065,159+65,159030.06%+3
MAPLEBEAR INC(CART)0130,668+130,668030.06%+3
SENTINELONE INC(S)0110,631+110,631030.06%+3
MICROSTRATEGY INC(MSTR)04,777+4,777030.06%+3
AMPHASTAR PHARMACEUTICALS IN(AMPH)048,749+48,749030.06%+3
BERKSHIRE HATHAWAY INC DEL08,431+8,431030.06%+3
AMPLIFY ETF TR0107,632+107,632030.05%+3
COHERENT CORP(COHR)291,058284,526-6,53210120.23%+3
SAMSARA INC(IOT)085,688+85,688030.05%+3
ISHARES TR058,140+58,140030.06%+3
SERVICENOW INC(NOW)05,592+5,592040.07%+4
COMCAST CORP NEW(CCZ)061,547+61,547030.05%+3
DELTA AIR LINES INC DEL(DAL)066,749+66,749030.05%+3
ZSCALER INC(ZS)012,088+12,088030.05%+3
ORANGE(FNCTF)0226,482+226,482030.05%+3
SELECT SECTOR SPDR TR
ST STR CARE ETF
021,774+21,774030.06%+3
XP INC(XP)0249,131+249,131060.12%+6
DECKERS OUTDOOR CORP(DECK)03,823+3,823030.05%+3
TERADATA CORP DEL(TDC)058,712+58,712030.05%+3
SELECT SECTOR SPDR TR
ST STR STAPL ETF
040,470+40,470030.05%+3
SELECT SECTOR SPDR TR
ST STR UTIL ETF
044,802+44,802030.05%+3
BALLARD PWR SYS INC NEW0642,812+642,812020.04%+2
CRH PLC
ORD
034,031+34,031020.04%+2
INTERDIGITAL INC(IDCC)089,508+89,5080100.18%+10
KYNDRYL HLDGS INC(KD)464,715440,419-24,296790.17%+2
TAIWAN SEMICONDUCTOR MFG LTD(TSM)050,352+50,352050.10%+5
NUVEEN AMT FREE MUN CR INC F(NVG)851,167914,458+63,2919110.20%+2
ARISTA NETWORKS INC85,75475,383-10,37116180.33%+2
MARVELL TECHNOLOGY INC(MRVL)0267,380+267,3800160.30%+16
ECHOSTAR CORP(ECHO)0227,525+227,525040.07%+4
VTEX0274,329+274,329020.04%+2
GOLD FIELDS LTD(GFI)0185,900+185,900030.05%+3
CROWN CASTLE INC(CCI)095,419+95,4190110.21%+11
GITLAB INC(GTLB)029,527+29,527020.03%+2
CARVANA CO(CVNA)0125,941+125,941070.13%+7
WESTERN ASSET EMERGING MKTS
COM
01,176,985+1,176,9850110.20%+11
SUPER MICRO COMPUTER INC(SMCI)06,152+6,152020.03%+2
CLOUDFLARE INC(NET)021,791+21,791020.03%+2
ANALOG DEVICES INC(ADI)0102,037+102,0370200.38%+20
FIRST TR INTER DURATN PFD &(FPF)615,726661,513+45,7879110.20%+2
TIDEWATER INC NEW(TDW)023,145+23,145020.03%+2
LULULEMON ATHLETICA INC(LULU)04,393+4,393020.04%+2
COSTCO WHSL CORP NEW(COST)02,512+2,512020.03%+2
FOMENTO ECONOMICO MEXICANO S(FMX)018,809+18,809020.05%+2
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