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.
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
Team (9)
| Name | Role | Location | |
|---|---|---|---|
A Amber Schwartz | Senior Vice President | Houston, TX , United States | |
 | Vice President | Chicago, IL , 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 | |
 | Vice President - ETF Portfolio Manager | CA , United States | |
K Kelly Harris | Vice President | Walnut Creek, CA , United States | |
 | Managing Director | Chicago, IL , United States | |
 | Junior Portfolio Manager | CA , United States |