Home/Smart Money/LOS ANGELES CAPITAL MANAGEMENT LLC
§ 13F · FUND PROFILE

LOS ANGELES CAPITAL MANAGEMENT LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $26718.3T (13F)Positions · 1320Turnover · 100% · Q4Filed · Feb 11, 2026
BIG MOVE · Q4
Media cut 1pp. Semiconductors lifted 4pp.
CONCENTRATION
43%
Top 10 holdings
NEW BUYS
+2499
+$29346.8T deployed
EXITS
0
No exits
SECTOR SHIFT
MEDIA → SEMICONDUCTORS
-1pp · +4pp
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 11, 2026
#TickerNameShares$ value% portΔ Q4
1NVDANVIDIA Corp14.36M$2914.0T9.9%NEW
2AAPLApple Inc8.39M$2276.6T7.8%NEW
3MSFTMicrosoft Corp3.78M$1987.0T6.8%NEW
4AVGOBroadcom Inc3.01M$1133.3T3.9%NEW
5METAMeta Platforms Inc1.53M$1016.6T3.5%NEW
6AMZNAmazon.com Inc3.52M$783.8T2.7%NEW
7GOOGAlphabet Inc2.51M$708.1T2.4%NEW
8GOOGLAlphabet Inc2.44M$687.3T2.3%NEW
9NFLXNetflix Inc535K$582.6T2.0%NEW
10ABBVAbbVie Inc2.33M$532.1T1.8%NEW
§ 02 · SECTOR ALLOCATION

Where the money is

Other41.0% (±0)
Technology19.4% (+3pp)
Semiconductors17.1% (+4pp)
Media11.2% (1pp)
Biotechnology6.6%
Aerospace & Defense4.3%
§ 03 · THE LOS SIGNAL

AC read

LOS ANGELES CAPITAL MANAGEMENT LLC is a Other fund managing $26718295.6 trillion in assets. The fund runs a massive portfolio of 1,320 positions, broad diversification across holdings, with the top 10 accounting for 43%. Trading activity is aggressive at 100% quarterly turnover, with 2499 new positions and 0 exits last quarter. Top sector allocations: Other (41%), Technology (19%), Semiconductors (17%).

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§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Busy quarter
+2499 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed