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Penserra Capital Management LLC
Penserra Capital Management LLC is an investment adviser headquartered in Orinda, California. Registered with the SEC since 2014, the firm manages assets primarily for investment companies, with a reported AUM of $11.5 billion as of July 2025. Penserra employs approximately 16 professionals and is recognized for its expertise in portfolio management, trading, and investment research for institutional clients.
Investment Strategy
Penserra Capital Management specializes in providing portfolio management and trading solutions for investment companies. Their approach focuses on delivering efficient and cost-effective investment management through index-based and customized portfolio strategies. The firm's philosophy emphasizes transparency, risk management, and leveraging advanced execution technology to maximize client outcomes, with a particular emphasis on serving institutional and fund clients.
Latest 13F Filing Activity
Penserra Capital Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,004 equity positions with a total 13F market value of $7B. The fund increased holdings in Broadcom Inc., Radware LTD, Cloudflare Inc. among other positions. Penserra Capital Management LLC reduced exposure to Fastly Inc., Vanguard Scottsdale FDS, Ishares TR among others.
Top Holdings
Equity Positions (1,004)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 3.63% | $260.0M | 943,262 | $123.13 | $275.65 | +$105.4M |
C CSCO | CISCO SYS INC | 2.49% | $178.6M | 2,574,839 | $53.78 | $69.38 | +$40.8M |
N NET | CLOUDFLARE INC | 2.04% | $146.5M | 748,107 | $104.26 | $195.83 | +$70.9M |
N NOC | NORTHROP GRUMMAN CORP | 1.91% | $136.8M | 273,681 | $475.56 | $499.98 | -$2.1M |
C CRWD | CROWDSTRIKE HLDGS INC | 1.85% | $132.5M | 260,246 | $309.58 | $509.31 | +$26.0M |
Industry Allocation
Investment Team (24)
| Name | Role | Location | |
|---|---|---|---|
A Amber Schwartz | Senior Vice President | Houston, TX , United States | |
 | Vice President | Chicago, IL , United States | |
 | Managing Director | United States | |
 | Senior Vice President | CA , United States | |
 | Portfolio Manager and Equity Analyst | Newport Beach, CA , United States | |
E Ernesto Tong | Managing Director, Portfolio Manager | San Francisco, CA , United States | |
F Francisco Ghiglino | Senior Vice President | New York, NY , United States | |
 | Senior Vice President | Chicago, IL , United States | |
J Jorge Madrigal | President and Chief Executive Officer | San Francisco, CA , United States | |
 | Senior Vice President | Chicago, IL , United States |
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