Boston Common Asset Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Boston Common Asset Management, LLC reported 299 stock positions worth $3.6 billion. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 2.9% of the portfolio, followed by Microsoft (MSFT, 2.1%) and Nvidia (NVDA, 1.8%). Compared with Q1 2025, it opened 35 new positions, sold out of 28, added to 81 and reduced 165. The biggest buy was a new position in Siemens AG-Reg (SMAWF) and the biggest sale ASML (ASMLF, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001409427
- Portfolio Value
- $3.6B (Q2 2025)
- SEC Filing
- 0001409427-25-000007 ↗ filed Jul 22, 2025
Holdings Value
Holdings 299 stocks · $3.6B
| TSM Taiwan Semiconductor-SP ADR | 2.87% | 452,284 | $102.4M | Add +12.4% |
| MSFT Microsoft Corp. | 2.11% | 151,459 | $75.3M | Reduce -2.8% |
| NVDA Nvidia Corp. | 1.78% | 402,248 | $63.6M | Add +9.3% |
| AAPL Apple Inc. | 1.43% | 248,521 | $51.0M | Reduce -2.5% |
| NFLX Netflix Inc. | 1.30% | 34,761 | $46.5M | Reduce -5.6% |
| DTEGF Deutsche Telekom AG-Reg | 1.25% | 1,226,419 | $44.6M | Reduce -18.3% |
| OVCHF Oversea-Chinese Banking Corp. | 1.25% | 3,475,256 | $44.5M | Reduce -10.7% |
| SBGSF Schneider Electric SE | 1.17% | 157,776 | $41.8M | Reduce -4.2% |
| AVGO Broadcom Inc. | 1.15% | 148,541 | $40.9M | Reduce -6.5% |
| ORXCF Orix Corp. | 1.09% | 1,730,218 | $39.0M | Reduce -6.8% |
| HXSCF SK Hynix Inc. | 1.08% | 177,927 | $38.5M | Add +24.0% |
| SSEZF Sse PLC | 1.07% | 1,516,755 | $38.1M | Add +17.9% |
| IITSF Intesa Sanpaolo | 1.06% | 6,563,229 | $37.7M | Reduce -7.5% |
| BYDDF BYD Co. Ltd. Class H | 1.05% | 2,409,651 | $37.6M | Add +137.7% |
| SNGNF Singapore Telecommunications | 1.05% | 12,501,452 | $37.5M | Add +11.8% |
| SNEJF Sony Group Corp. | 1.04% | 1,431,841 | $37.0M | Reduce -19.5% |
| SMAWF Siemens AG-Reg | 0.98% | 136,593 | $34.9M | New |
| HDB HDFC Bank Ltd.-ADR | 0.97% | 451,858 | $34.6M | Add +5.8% |
| GOOGL Alphabet Inc. Class A | 0.96% | 193,376 | $34.1M | Add +13.5% |
| V Visa Inc. Class A | 0.93% | 93,661 | $33.3M | Reduce -6.8% |
| MIELF Mitsubishi Electric Corp. | 0.91% | 1,506,079 | $32.4M | Reduce -7.9% |
| MBFJF Mitsubishi Ufj Financial Gro | 0.91% | 2,354,318 | $32.3M | Reduce -9.3% |
| APHBF Alpha Bank SA | 0.91% | 9,205,976 | $32.3M | New |
| MS Morgan Stanley | 0.89% | 226,009 | $31.8M | Reduce -1.0% |
| CRM Salesforce Inc. | 0.89% | 116,177 | $31.7M | Add +44.8% |
| AXAHF AXA SA | 0.87% | 632,828 | $31.0M | Reduce -6.5% |
| PRYMF Prysmian SPA | 0.86% | 435,780 | $30.7M | Reduce -4.4% |
| NASPERS | 0.85% | 97,756 | $30.3M | New |
| INGVF ING Groep NV | 0.84% | 1,374,287 | $30.0M | Reduce -9.3% |
| HVRRF Hannover Rueck SE | 0.83% | 94,338 | $29.6M | Reduce -13.2% |
| Novo-Nordisk A/S Sedol# 707752 | 0.80% | 413,265 | $28.6M | Reduce -2.5% |
| RLXXF Relx PLC | 0.80% | 526,759 | $28.4M | Reduce -6.3% |
| KRYAF Kerry Group PLC-A | 0.79% | 254,852 | $28.0M | Reduce -4.5% |
| GOOG Alphabet Inc. Class C | 0.78% | 157,547 | $27.9M | Reduce -1.5% |
| LLY Eli Lilly & Co. | 0.78% | 35,763 | $27.9M | Add +31.0% |
| CL Colgate-Palmolive Co. | 0.77% | 302,551 | $27.5M | Add +2.2% |
| MCQEF Macquarie Group Ltd. | 0.77% | 182,941 | $27.4M | Reduce -22.9% |
| ASMXF Asm International NV | 0.71% | 39,693 | $25.3M | Add +81.8% |
| AZN Astrazeneca PLC | 0.71% | 182,435 | $25.3M | Reduce -1.9% |
| HOCPF Hoya Corp. | 0.70% | 211,436 | $25.1M | Add +7.9% |
| TMUS T-Mobile US Inc. | 0.68% | 102,357 | $24.4M | Reduce -8.6% |
| UNLYF Unilever PLC | 0.68% | 397,880 | $24.2M | Add +22.9% |
| AWK American Water Works Co. Inc. | 0.68% | 173,684 | $24.2M | Add +9.9% |
| ROCHE HOLDING AG-GENUSSCHEIN | 0.68% | 74,253 | $24.1M | Add +46.2% |
| BKNG Booking Holdings Inc. | 0.67% | 4,146 | $24.0M | Add +4.3% |
| VZ Verizon Communications Inc. | 0.67% | 551,019 | $23.8M | Add +18.0% |
| CRH CRH PLC | 0.66% | 257,803 | $23.7M | Reduce -9.4% |
| IDEXF Industria DE Diseno Textil filed as INDITEX | 0.66% | 454,735 | $23.6M | Reduce -5.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.65% | 188,694 | $23.3M | Reduce -4.0% |
| KTWIF Kurita Water Industries Ltd. | 0.64% | 578,154 | $22.8M | Reduce -7.4% |
| SAPGF Sap SE | 0.64% | 74,939 | $22.7M | Reduce -11.0% |
| TDHOF T&D Holdings Inc. filed as T&D HLDGS INC SHS | 0.63% | 1,025,988 | $22.5M | Reduce -11.9% |
| CB Chubb Ltd. | 0.62% | 76,673 | $22.2M | Reduce -12.4% |
| PIAIF Ping An Insurance Group Co. Class H | 0.61% | 3,450,228 | $21.9M | Reduce -4.8% |
| WAB Wabtec Corp. | 0.60% | 102,484 | $21.5M | Reduce -16.5% |
| MRK Merck & Co. Inc. | 0.60% | 269,727 | $21.4M | Reduce -10.2% |
| CNVVF Convatec Group PLC | 0.59% | 5,309,329 | $21.0M | Reduce -3.5% |
| PROSF Prosus NV | 0.58% | 368,226 | $20.5M | Reduce -6.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.57% | 46,063 | $20.5M | Reduce -9.6% |
| AMP Ameriprise Financial Inc. | 0.57% | 38,052 | $20.3M | Reduce -4.0% |
| PG The Procter & Gamble Co. | 0.57% | 127,284 | $20.3M | Reduce -21.1% |
| VRT Vertiv Holdings Co. Class A | 0.55% | 152,952 | $19.6M | Reduce -12.0% |
| AHODF Koninklijke Ahold Delhaize N filed as KON AHOLD DELHAIZE | 0.53% | 454,366 | $18.9M | Reduce -7.1% |
| KYCCF Keyence Corp. | 0.53% | 46,894 | $18.8M | Reduce -10.2% |
| CARR Carrier Global Corp. | 0.53% | 256,127 | $18.7M | Reduce -11.2% |
| NVSEF Novartis AG-Reg | 0.52% | 153,832 | $18.6M | Reduce -3.2% |
| INTU Intuit Inc. | 0.52% | 23,471 | $18.5M | Reduce -2.5% |
| DSMFF DSM-Firmenich AG | 0.51% | 172,369 | $18.3M | Reduce -4.6% |
| ADVANTEST CORP | 0.50% | 243,460 | $18.0M | New |
| ATLFF Atlas Copco AB-B SHS | 0.50% | 1,255,824 | $17.7M | Reduce -4.0% |
| DHR Danaher Corp. | 0.49% | 87,844 | $17.4M | Reduce -3.3% |
| AAIGF Aia Group Ltd. | 0.48% | 1,897,921 | $17.0M | Reduce -12.3% |
| AJINF Ajinomoto Co. Inc. | 0.48% | 626,430 | $17.0M | Reduce -31.0% |
| ASAZF Assa Abloy AB-B | 0.47% | 543,826 | $16.8M | Reduce -5.1% |
| CIHHF China Merchants Bank-H | 0.47% | 2,404,391 | $16.8M | Add +7.3% |
| NVS Novartis AG-Sponsored ADR | 0.47% | 138,583 | $16.8M | Reduce -7.9% |
| HD HYUNDAI ELECTRIC CO LTD | 0.46% | 44,135 | $16.6M | Add +5.3% |
| EMR Emerson Electric Co. | 0.46% | 122,805 | $16.4M | Reduce -21.3% |
| ASHTF Ashtead Group PLC | 0.46% | 255,088 | $16.3M | Reduce -2.7% |
| BABAF Alibaba Group Holding Ltd. | 0.45% | 1,156,869 | $16.2M | Add +121.1% |
| XYL Xylem Inc. | 0.45% | 125,029 | $16.2M | Reduce -1.8% |
| TTNDF Techtronic Industries Co. Ltd. | 0.44% | 1,442,233 | $15.9M | Add +459.0% |
| SAP Sap SE-Sponsored ADR | 0.43% | 50,300 | $15.3M | Reduce -6.7% |
| MELI MercadoLibre Inc. | 0.43% | 5,837 | $15.3M | Add +25.1% |
| SGGEF The Sage Group PLC | 0.42% | 884,518 | $15.2M | Reduce -3.9% |
| DLTEF Delta Electronics Inc. | 0.42% | 1,069,618 | $15.1M | Add +11.3% |
| BDRFF Beiersdorf AG | 0.41% | 117,768 | $14.7M | Reduce -4.0% |
| RHHBY Roche Holdings Ltd.-Spons ADR | 0.41% | 361,833 | $14.7M | Add +11.1% |
| ECL Ecolab Inc. | 0.41% | 54,382 | $14.7M | Reduce -3.6% |
| MET Metlife Inc. | 0.40% | 177,887 | $14.3M | Reduce -18.3% |
| TWODF Taylor Wimpey PLC | 0.40% | 8,731,180 | $14.2M | New |
| LRLCF L'oreal | 0.39% | 32,740 | $14.0M | Reduce -0.6% |
| CME Cme Group Inc. | 0.38% | 49,598 | $13.7M | Add +53.2% |
| DLR Digital Realty Trust Inc. | 0.38% | 78,242 | $13.6M | Add +19.9% |
| BHTIF Bharti Airtel Limited | 0.38% | 580,229 | $13.6M | Add +16.8% |
| COST Costco Wholesale Corp. | 0.38% | 13,676 | $13.5M | Reduce -3.5% |
| GILD Gilead Sciences Inc. | 0.38% | 122,085 | $13.5M | Reduce -8.3% |
| DGX Quest Diagnostics Inc. | 0.37% | 74,250 | $13.3M | New |
| CFRHF Cie Financiere Richemo-A Reg | 0.37% | 70,884 | $13.3M | Reduce -20.5% |
| AMGN Amgen Inc. | 0.37% | 47,460 | $13.3M | Reduce -4.5% |
Portfolio Sells Q1 2025 → Q2 2025
| ASMLF ASML Holding NV | Reduce -97.1% | 0.03% | −0.87 |
| KELRF Keisei Electric Railway Co. | Reduce -97.2% | 0.02% | −0.74 |
| NAPRF Naspers Ltd. Class N | Reduce -98.8% | 0.01% | −0.70 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.53 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.51 |
| DTEGF Deutsche Telekom AG-Reg | Reduce -18.3% | 1.25% | −0.43 |
| SNEJF Sony Group Corp. | Reduce -19.5% | 1.04% | −0.32 |
| AAPL Apple Inc. | Reduce -2.5% | 1.43% | −0.29 |
| OVCHF Oversea-Chinese Banking Corp. | Reduce -10.7% | 1.25% | −0.27 |
| BKRKY Bank Rakyat Indonesia-Un ADR | Sold out | 0.00% | −0.27 |
| JHIUF James Hardie Industries-Cdi | Reduce -93.7% | 0.02% | −0.27 |
| PG The Procter & Gamble Co. | Reduce -21.1% | 0.57% | −0.27 |
| MPNGF Meituan Class B | Reduce -44.4% | 0.18% | −0.27 |
| ALBKF Alpha Services and Holdings | Sold out | 0.00% | −0.24 |
| MU Micron Technology Inc. | Reduce -60.2% | 0.25% | −0.22 |
| TMUS T-Mobile US Inc. | Reduce -8.6% | 0.68% | −0.22 |
| MRK Merck & Co. Inc. | Reduce -10.2% | 0.60% | −0.22 |
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −0.21 |
| BALL Ball Corp. | Reduce -55.1% | 0.16% | −0.20 |
| KBH KB Home | Reduce -51.8% | 0.14% | −0.20 |
| TGVSF TRYG A/S | Reduce -41.4% | 0.27% | −0.19 |
| NTAP Netapp Inc. | Sold out | 0.00% | −0.18 |
| CB Chubb Ltd. | Reduce -12.4% | 0.62% | −0.18 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -9.6% | 0.57% | −0.18 |
| JEF Jefferies Financial Group Inc. | Sold out | 0.00% | −0.17 |
| SW Smurfit Westrock PLC | Reduce -23.6% | 0.36% | −0.17 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.17 |
| BKRKF Bank Rakyat Indonesia Perser | Reduce -36.7% | 0.20% | −0.16 |
| MBFJF Mitsubishi Ufj Financial Gro | Reduce -9.3% | 0.91% | −0.15 |
| HVRRF Hannover Rueck SE | Reduce -13.2% | 0.83% | −0.15 |
| SHENZHEN INOVANCE TECHNOLO-A | Reduce -47.3% | 0.13% | −0.14 |
| SILERGY CORP | Sold out | 0.00% | −0.14 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.14 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.14 |
| V Visa Inc. Class A | Reduce -6.8% | 0.93% | −0.14 |
| BNY Bank of New York Mellon Corp. | Reduce -31.5% | 0.29% | −0.13 |
| BABA Alibaba Group Holding-SP ADR | Reduce -93.2% | 0.01% | −0.13 |
| MET Metlife Inc. | Reduce -18.3% | 0.40% | −0.13 |
| CBRE CBRE Group Inc. Class A | Reduce -29.9% | 0.28% | −0.12 |
| TDHOF T&D Holdings Inc. | Reduce -11.9% | 0.63% | −0.12 |
| RXLSF Rexel SA | Sold out | 0.00% | −0.12 |
| MCQEF Macquarie Group Ltd. | Reduce -22.9% | 0.77% | −0.11 |
| LZRFF Localiza Rent A Car | Sold out | 0.00% | −0.11 |
| AZN Astrazeneca PLC | Reduce -1.9% | 0.71% | −0.11 |
| STLD Steel Dynamics Inc. | Reduce -25.6% | 0.25% | −0.11 |
| MNODF Mondi PLC | Sold out | 0.00% | −0.10 |
| AMGN Amgen Inc. | Reduce -4.5% | 0.37% | −0.10 |
| CRH CRH PLC | Reduce -9.4% | 0.66% | −0.10 |
| ELV Elevance Health Inc. | Reduce -22.5% | 0.17% | −0.10 |
| CFRHF Cie Financiere Richemo-A Reg | Reduce -20.5% | 0.37% | −0.09 |
Portfolio Buys Q1 2025 → Q2 2025
| SMAWF Siemens AG-Reg | New | 0.98% | +0.98 |
| APHBF Alpha Bank SA | New | 0.91% | +0.91 |
| NASPERS | New | 0.85% | +0.85 |
| TSM Taiwan Semiconductor-SP ADR | Add +12.4% | 2.87% | +0.84 |
| NVDA Nvidia Corp. | Add +9.3% | 1.78% | +0.57 |
| HXSCF SK Hynix Inc. | Add +24.0% | 1.08% | +0.51 |
| ADVANTEST CORP | New | 0.50% | +0.50 |
| ASMXF Asm International NV | Add +81.8% | 0.71% | +0.41 |
| TWODF Taylor Wimpey PLC | New | 0.40% | +0.40 |
| DGX Quest Diagnostics Inc. | New | 0.37% | +0.37 |
| JRONF Jeronimo Martins | New | 0.37% | +0.37 |
| LDNXF London Stock Exchange Group | New | 0.35% | +0.35 |
| ADYYF Adyen NV | New | 0.35% | +0.35 |
| TTNDF Techtronic Industries Co. Ltd. | Add +459.0% | 0.44% | +0.35 |
| AMADF Amadeus IT Group SA | New | 0.30% | +0.30 |
| KLAC KLA Corp. | New | 0.26% | +0.26 |
| SSEZF Sse PLC | Add +17.9% | 1.07% | +0.26 |
| CRM Salesforce Inc. | Add +44.8% | 0.89% | +0.23 |
| HD HYUNDAI ELECTRIC CO LTD | Add +5.3% | 0.46% | +0.21 |
| BABAF Alibaba Group Holding Ltd. | Add +121.1% | 0.45% | +0.19 |
| SNGNF Singapore Telecommunications | Add +11.8% | 1.05% | +0.18 |
| HUBB Hubbell Inc. | Add +146.8% | 0.28% | +0.18 |
| CTATF Contemporary Amperex Techn-A | New | 0.17% | +0.17 |
| ROCHE HOLDING AG-GENUSSCHEIN | Add +46.2% | 0.68% | +0.17 |
| CCI Crown Castle Inc. | New | 0.16% | +0.16 |
| GOOGL Alphabet Inc. Class A | Add +13.5% | 0.96% | +0.16 |
| PSZKF Pko Bank Polski SA | New | 0.15% | +0.15 |
| MELI MercadoLibre Inc. | Add +25.1% | 0.43% | +0.15 |
| TEL Te Connectivity PLC | New | 0.14% | +0.14 |
| ADVANCED MICRO-FABRICATION-A | New | 0.14% | +0.14 |
| DBUIF Dabur India Limited | New | 0.13% | +0.13 |
| CPLFF Cipla Ltd. | New | 0.12% | +0.12 |
| CME Cme Group Inc. | Add +53.2% | 0.38% | +0.12 |
| MNODF Mondi PLC | New | 0.12% | +0.12 |
| BKNG Booking Holdings Inc. | Add +4.3% | 0.67% | +0.12 |
| HDB HDFC Bank Ltd.-ADR | Add +5.8% | 0.97% | +0.11 |
| DLTEF Delta Electronics Inc. | Add +11.3% | 0.42% | +0.11 |
| ATEYY Advantest Corp.- Spon ADR | New | 0.10% | +0.10 |
| DLR Digital Realty Trust Inc. | Add +19.9% | 0.38% | +0.10 |
| LLY Eli Lilly & Co. | Add +31.0% | 0.78% | +0.10 |
| SLEGF Silergy Corp. | New | 0.09% | +0.09 |
| FBBPF Prologis Property Mexico SA | Add +49.5% | 0.25% | +0.09 |
| UNLYF Unilever PLC | Add +22.9% | 0.68% | +0.09 |
| ABT Abbott Laboratories | New | 0.09% | +0.09 |
| LNVGF Lenovo Group Ltd. | New | 0.08% | +0.08 |
| BHTIF Bharti Airtel Limited | Add +16.8% | 0.38% | +0.08 |
| SABESP CIA SANEAME | Add +41.0% | 0.19% | +0.07 |
| CIHHF China Merchants Bank-H | Add +7.3% | 0.47% | +0.07 |
| ADYEY Adyen NV-Unspon ADR | New | 0.07% | +0.07 |
| TTNDY Techtronic Industries-SP ADR | New | 0.07% | +0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 186 | $1.7B | TSM, NVDA, AAPL, MSFT, GOOGL |
| Q1 2026 | 186 | $1.6B | TSM, NVDA, AAPL, MSFT, GOOGL |
| Q4 2025Amended | 195 | $1.7B | TSM, NVDA, MSFT, AAPL, GOOGL |
| Q3 2025 | 299 | $3.6B | TSM, NVDA, MSFT, AAPL, GOOGL |
| Q2 2025 | 299 | $3.6B | TSM, MSFT, NVDA, AAPL, NFLX |
| Q1 2025 | 292 | $3.3B | TSM, MSFT, AAPL, DTEGF, BYDDF |
| Q4 2024 | 300 | $3.4B | TSM, AAPL, MSFT, DTEGF, SBGSF |
| Q3 2024 | 313 | $3.8B | TSM, SBGSF, DTEGF, PRYMF, MSFT |
| Q2 2024 | 314 | $3.9B | TSM, SBGSF, ORXCF, DTEGF, PRYMF |
| Q1 2024 | 304 | $4.2B | TSM, SBGSF, ORXCF, DTEGF, PRYMF |