Penserra Capital Management LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Penserra Capital Management LLC reported 1,136 stock positions worth $4.6 billion. Its top holding was Broadcom (AVGO) at 4.1% of the portfolio, followed by Cisco Systems (CSCO, 2.9%) and Palo Alto Networks (PANW, 2.2%). Compared with Q2 2024, it opened 110 new positions, sold out of 225, added to 418 and reduced 478. The biggest buy was Invesco S&P 500 Equal Weight (RSP, shares +2274%) and the biggest sale Unitedhealth (UNH, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- ORINDA, CA
- CIK
- 0001593324
- Portfolio Value
- $4.6B (Q3 2024)
- SEC Filing
- 0001593324-24-000010 ↗ filed Nov 12, 2024
Holdings Value
Holdings 1,136 stocks · $4.6B
| AVGO Broadcom Inc. | 4.09% | 1,094,054 | $188.7M | Reduce -20.1% |
| CSCO Cisco Systems Inc. | 2.86% | 2,479,643 | $132.0M | Reduce -31.7% |
| PANW Palo Alto Networks Inc. | 2.21% | 297,617 | $101.7M | Add +23.5% |
| RSP Invesco S&P 500 Equal Weight | 1.89% | 486,095 | $87.1M | Add +2274.4% |
| NOC Northrop Grumman Corp. | 1.87% | 163,306 | $86.2M | Reduce -14.9% |
| FTNT Fortinet Inc. | 1.76% | 1,044,749 | $81.0M | Reduce -22.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.75% | 287,156 | $80.5M | Add +9.8% |
| GD General Dynamics Corp. | 1.74% | 265,727 | $80.3M | Add +1.2% |
| BAH Booz Allen Hamilton Holdings | 1.61% | 456,109 | $74.2M | Reduce -2.2% |
| LDOS Leidos Holdings Inc. | 1.56% | 442,058 | $72.1M | Reduce -4.2% |
| NET Cloudflare Inc. Class A | 1.50% | 854,517 | $69.1M | Reduce -11.8% |
| CHKP Check Point Software Tech | 1.47% | 351,919 | $67.9M | Reduce -15.1% |
| GEN Gen Digital Inc. | 1.41% | 2,373,022 | $65.1M | Reduce -4.5% |
| FFIV F5 Inc. | 1.38% | 288,514 | $63.5M | Reduce -22.7% |
| CYBR Cyberark Software Ltd./Israel | 1.36% | 214,840 | $62.6M | Reduce -15.5% |
| ZS Zscaler Inc. | 1.29% | 346,669 | $59.3M | Reduce -10.2% |
| VGSH Vanguard Short-Term Treasury | 1.25% | 972,752 | $57.4M | Reduce -17.5% |
| OKTA Okta Inc. | 1.24% | 767,962 | $57.1M | Add +9.8% |
| S Sentinelone Inc. Class A | 1.18% | 2,266,403 | $54.2M | Reduce -22.4% |
| VRNS Varonis Systems Inc. | 1.11% | 906,294 | $51.2M | Reduce -19.1% |
| QLYS Qualys Inc. | 1.04% | 373,995 | $48.0M | Add +8.3% |
| TENB Tenable Holdings Inc. | 1.00% | 1,135,875 | $46.0M | Add +0.7% |
| RPD RAPID7 Inc. | 0.90% | 1,039,324 | $41.5M | Reduce -5.2% |
| PAPR Innovator U.S. Equity Power | 0.88% | 1,124,957 | $40.4M | Add +5.9% |
| PAUG Innovator U.S. Equity Power | 0.87% | 1,063,888 | $40.3M | Add +5.9% |
| PMAR Innovator U.S. Equity Power | 0.87% | 1,023,900 | $40.2M | Add +5.9% |
| PMAY Innovator U.S. Equity Power | 0.87% | 1,140,180 | $40.2M | Add +5.9% |
| PJUL Innovator U.S. Equity Power | 0.86% | 984,438 | $39.8M | Add +5.9% |
| PJAN Innovator U.S. Equity Power | 0.86% | 960,693 | $39.7M | Add +5.9% |
| PJUN Innovator U.S. Equity Power | 0.86% | 1,076,247 | $39.7M | Add +5.9% |
| PFEB Innovator U.S. Equity Power | 0.86% | 1,100,052 | $39.6M | Add +5.9% |
| PSEP Innovator U.S. Equity Power | 0.86% | 1,027,312 | $39.6M | Add +5.9% |
| PDEC Innovator U.S. Equity Power | 0.85% | 1,025,027 | $39.3M | Add +5.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.84% | 101,403 | $38.9M | Reduce -22.7% |
| POCT Innovator U.S. Equity Power | 0.84% | 996,634 | $38.8M | Add +5.9% |
| PNOV Innovator U.S. Equity Power | 0.84% | 1,047,934 | $38.7M | Add +5.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.84% | 221,389 | $38.6M | Reduce -26.1% |
| FSLY Fastly Inc. Class A | 0.83% | 5,075,127 | $38.4M | Add +18.8% |
| MELI MercadoLibre Inc. | 0.78% | 17,613 | $36.1M | Reduce -5.1% |
| RBRK Rubrik Inc. Class A | 0.77% | 1,099,835 | $35.4M | New |
| BSV Vanguard Short-Term Bond ETF | 0.69% | 405,011 | $31.9M | Reduce -43.2% |
| VPL Vanguard Ftse Pacific ETF | 0.62% | 363,366 | $28.5M | Add +750.3% |
| VGK Vanguard Ftse Europe ETF | 0.61% | 397,976 | $28.3M | Add +40.2% |
| SE Sea Ltd.-ADR | 0.57% | 276,974 | $26.1M | Reduce -7.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.53% | 103,439 | $24.5M | Reduce -9.7% |
| VCIT Vanguard Int-Term Corporate | 0.53% | 292,533 | $24.5M | Reduce -14.2% |
| PYPL PayPal Holdings Inc. | 0.52% | 305,489 | $23.8M | Reduce -12.2% |
| BND Vanguard Total Bond Market | 0.50% | 307,752 | $23.1M | Add +34.8% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.49% | 1,658,466 | $22.6M | Reduce -8.4% |
| PDD PDD Holdings Inc. | 0.46% | 157,950 | $21.3M | Reduce -18.8% |
| MA Mastercard Inc. Class A | 0.46% | 42,922 | $21.2M | Reduce -6.6% |
| CBRE GBL REAL ESTATE INC FD | 0.46% | 3,197,949 | $21.0M | New |
| V Visa Inc. Class A | 0.45% | 75,541 | $20.8M | Reduce -88.6% |
| AXP American Express Co. | 0.41% | 70,163 | $19.0M | Reduce -9.1% |
| FISV Fiserv Inc. | 0.41% | 104,209 | $18.7M | Reduce -14.0% |
| MBB iShares MBS ETF | 0.40% | 192,619 | $18.5M | New |
| MCHI iShares MSCI China ETF | 0.39% | 356,253 | $18.1M | Add +4.3% |
| MEGI Nylim CBRE GB Infra Mtrnd TF filed as NYLI CBRE GBL INFR MEGTRNDS | 0.39% | 1,192,227 | $17.8M | Add +25.7% |
| WDI Western Asset Divers Inc. | 0.37% | 1,097,616 | $17.2M | Add +15.9% |
| FAX Abrdn Asia-Pacific Income | 0.37% | 971,062 | $16.9M | Add +258.7% |
| XJQCX Nuveen Credit Strategies Inc. | 0.36% | 2,893,383 | $16.8M | Add +16.7% |
| AFRM Affirm Holdings Inc. | 0.36% | 406,630 | $16.6M | Reduce -1.8% |
| JFR Nuveen Floating Rate Income | 0.35% | 1,839,248 | $16.2M | Add +15.7% |
| HQH Abrdn Healthcare Investors | 0.35% | 867,129 | $16.1M | New |
| ECAT BlackRock ESG Cap All TRM TR | 0.35% | 904,950 | $16.1M | New |
| BCAT BlackRock Capital Alloc TR | 0.34% | 966,654 | $15.9M | New |
| BMEZ BlackRock HLTH Sci TRM TR II | 0.33% | 971,616 | $15.4M | New |
| CPNG Coupang Inc. | 0.33% | 619,635 | $15.2M | Reduce -22.1% |
| BTX BlackRock Tech & Priv Eqty | 0.33% | 1,996,835 | $15.1M | New |
| XYZ Block Inc. | 0.32% | 221,083 | $14.8M | Add +2.8% |
| TOST Toast Inc. Class A | 0.32% | 514,312 | $14.6M | Reduce -1.0% |
| BSTZ BlackRock Sci & Tech TRM TR | 0.31% | 754,457 | $14.5M | New |
| ASGI Abrdn Global Infrastructure | 0.31% | 715,171 | $14.5M | New |
| CPAY Corpay Inc. | 0.31% | 45,911 | $14.4M | Reduce -5.4% |
| BIV Vanguard Intermediate-Term B | 0.30% | 176,422 | $13.8M | Reduce -3.6% |
| IEF iShares 7-10 Year Treasury B | 0.30% | 140,906 | $13.8M | New |
| TLT iShares 20+ Year Treasury BD | 0.30% | 140,031 | $13.7M | New |
| FIS Fidelity National Info Serv | 0.30% | 163,814 | $13.7M | Reduce -6.8% |
| XCEM Columbia Em Core Ex-China | 0.30% | 419,546 | $13.7M | New |
| DFS Discover Financial Services | 0.29% | 96,293 | $13.5M | Reduce -11.9% |
| BAUG Innovator U.S. Equity Buffer | 0.29% | 313,574 | $13.4M | Add +26.1% |
| BMAY Innovator U.S. Equity Buffer | 0.29% | 337,001 | $13.3M | Add +26.1% |
| BAPR Innovator U.S. Equity Buffer | 0.29% | 304,367 | $13.2M | Add +26.1% |
| XFRAX BlackRock Fltng RT Inc. Strat | 0.29% | 999,625 | $13.2M | New |
| BMAR Innovator U.S. Equity Buffer | 0.29% | 292,374 | $13.2M | Add +26.1% |
| BJUL Innovator U.S. Equity Buffer | 0.29% | 300,979 | $13.1M | Add +26.1% |
| BJUN Innovator U.S. Equity Buffer | 0.28% | 320,191 | $13.0M | Add +26.1% |
| BSEP Innovator U.S. Equity Buffer | 0.28% | 309,289 | $13.0M | Add +26.1% |
| BJAN Innovator U.S. Equity Buffer | 0.28% | 278,460 | $13.0M | Add +26.1% |
| BFEB Innovator U.S. Equity Buffer | 0.28% | 308,581 | $12.9M | Add +26.1% |
| BDEC Innovator U.S. Equity Buffer | 0.28% | 298,639 | $12.9M | Add +26.1% |
| BOCT Innovator U.S. Equity Buffer | 0.27% | 298,452 | $12.7M | Add +26.1% |
| BNOV Innovator U.S. Equity Buffer | 0.27% | 330,984 | $12.6M | Add +26.1% |
| NVDA Nvidia Corp. | 0.27% | 103,168 | $12.5M | Reduce -75.9% |
| GPN Global Payments Inc. | 0.26% | 118,144 | $12.1M | Reduce -7.2% |
| WEX Wex Inc. | 0.26% | 56,926 | $11.9M | Reduce -4.4% |
| HQL Abrdn Life Sciences Investor | 0.25% | 776,002 | $11.7M | New |
| AVK Advent Convert & Income | 0.25% | 996,194 | $11.7M | New |
| HIX Western Asset High Inc. II | 0.25% | 2,554,526 | $11.5M | New |
| XIGDX Voya GLBL Eqty DVD & PRM Opp | 0.25% | 2,010,283 | $11.3M | New |
Other holdings (2): bonds, preferreds, convertibles and warrants · $5.3M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | 74,431 | $5.1M | Add +439.4% |
| RLJ LODGING TRUST (RLJ 1.95 PERP A) | CUM CONV PFD A | 10,957 | $285K | Add +22.5% |
Total filed on the 13F, all lines: $4.6B.
Portfolio Sells Q2 2024 → Q3 2024
| UNH Unitedhealth Group Inc. | Reduce -98.2% | 0.08% | −2.23 |
| MSFT Microsoft Corp. | Reduce -97.3% | 0.10% | −2.16 |
| CAT Caterpillar Inc. | Reduce -100.0% | 0.00% | −2.07 |
| AAPL Apple Inc. | Reduce -96.4% | 0.15% | −2.07 |
| HD Home Depot Inc. | Reduce -98.7% | 0.05% | −2.04 |
| PG The Procter & Gamble Co. | Reduce -100.0% | 0.00% | −2.04 |
| JPM JPMorgan Chase & Co. | Reduce -99.8% | 0.01% | −2.01 |
| GS Goldman Sachs Group Inc. | Reduce -100.0% | 0.00% | −1.95 |
| V Visa Inc. Class A | Reduce -88.6% | 0.45% | −1.75 |
| AMGN Amgen Inc. | Reduce -99.8% | 0.01% | −1.68 |
| HON Honeywell International Inc. | Reduce -96.3% | 0.11% | −1.64 |
| MRK Merck & Co. Inc. | Reduce -99.8% | 0.01% | −1.58 |
| WMT Walmart Inc. | Reduce -99.2% | 0.02% | −1.32 |
| VZ Verizon Communications Inc. | Reduce -98.3% | 0.04% | −1.30 |
| SOFR Amplify Samsung Sofr ETF | Sold out | 0.00% | −1.29 |
| TJX TJX Companies Inc. | Reduce -100.0% | 0.00% | −1.25 |
| CVX Chevron Corp. | Reduce -100.0% | 0.00% | −1.23 |
| FCX Freeport-McMoran Inc. | Reduce -100.0% | 0.00% | −1.22 |
| MCD McDonald's Corp. | Reduce -100.0% | 0.00% | −1.21 |
| CME Cme Group Inc. | Reduce -99.7% | 0.01% | −1.19 |
| IBM Intl Business Machines Corp. | Reduce -94.3% | 0.16% | −1.16 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −1.07 |
| MPC Marathon Petroleum Corp. | Reduce -100.0% | 0.00% | −0.83 |
| DE Deere & Co. | Reduce -99.3% | 0.01% | −0.81 |
| DUK Duke Energy Corp. | Reduce -100.0% | 0.00% | −0.40 |
| NVDA Nvidia Corp. | Reduce -75.9% | 0.27% | −0.40 |
| COP Conocophillips | Reduce -100.0% | 0.00% | −0.39 |
| ORCL Oracle Corp. | Reduce -92.3% | 0.06% | −0.33 |
| QCOM Qualcomm Inc. | Reduce -79.8% | 0.12% | −0.28 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.23 |
| OXFORD LANE CAP CORP | Sold out | 0.00% | −0.21 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -77.9% | 0.14% | −0.20 |
| PDI PIMCO Dynamic Income Fund | Sold out | 0.00% | −0.20 |
| PDO PIMCO Dynamic Income Opport | Sold out | 0.00% | −0.20 |
| PAXS PIMCO Access Income Fund | Sold out | 0.00% | −0.20 |
| ECC Eagle Point Credit Co. | Sold out | 0.00% | −0.20 |
| AMD Advanced Micro Devices | Reduce -71.1% | 0.19% | −0.19 |
| ANET Arista Networks Inc. | Reduce -84.7% | 0.08% | −0.19 |
| ADI Analog Devices Inc. | Reduce -81.4% | 0.09% | −0.18 |
| FPF First TR Interm Dur & Inc. | Sold out | 0.00% | −0.18 |
| INTC Intel Corp. | Reduce -74.0% | 0.09% | −0.17 |
| FSCO FS Credit Opportunities Corp. | Sold out | 0.00% | −0.17 |
| CEM Clearbridge MLP & Midstream | Sold out | 0.00% | −0.16 |
| XAODX Abrdn Total Dynamic Dividend | Sold out | 0.00% | −0.16 |
| WIW Western Asst Infl-LNK Opp | Sold out | 0.00% | −0.15 |
| DELL Dell Technologies -C | Reduce -85.4% | 0.04% | −0.15 |
| VVR Invesco Senior Income Trust | Sold out | 0.00% | −0.15 |
| XFFCX Flaherty & Crumrine Pref Inc. | Sold out | 0.00% | −0.14 |
| MUC BlackRock Munihold Ca QLTY | Sold out | 0.00% | −0.14 |
| CRDO Credo Technology Group Holdi | Sold out | 0.00% | −0.14 |
Portfolio Buys Q2 2024 → Q3 2024
| RSP Invesco S&P 500 Equal Weight | Add +2274.4% | 1.89% | +1.85 |
| PANW Palo Alto Networks Inc. | Add +23.5% | 2.21% | +1.17 |
| GD General Dynamics Corp. | Add +1.2% | 1.74% | +0.78 |
| RBRK Rubrik Inc. Class A | New | 0.77% | +0.77 |
| VPL Vanguard Ftse Pacific ETF | Add +750.3% | 0.62% | +0.58 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +9.8% | 1.75% | +0.48 |
| CBRE GBL REAL ESTATE INC FD | New | 0.46% | +0.46 |
| FSLY Fastly Inc. Class A | Add +18.8% | 0.83% | +0.43 |
| QLYS Qualys Inc. | Add +8.3% | 1.04% | +0.42 |
| PAPR Innovator U.S. Equity Power | Add +5.9% | 0.88% | +0.41 |
| OKTA Okta Inc. | Add +9.8% | 1.24% | +0.41 |
| PAUG Innovator U.S. Equity Power | Add +5.9% | 0.87% | +0.41 |
| PMAR Innovator U.S. Equity Power | Add +5.9% | 0.87% | +0.41 |
| PJUL Innovator U.S. Equity Power | Add +5.9% | 0.86% | +0.41 |
| PMAY Innovator U.S. Equity Power | Add +5.9% | 0.87% | +0.41 |
| PJUN Innovator U.S. Equity Power | Add +5.9% | 0.86% | +0.40 |
| MBB iShares MBS ETF | New | 0.40% | +0.40 |
| PJAN Innovator U.S. Equity Power | Add +5.9% | 0.86% | +0.40 |
| PSEP Innovator U.S. Equity Power | Add +5.9% | 0.86% | +0.40 |
| PFEB Innovator U.S. Equity Power | Add +5.9% | 0.86% | +0.40 |
| PDEC Innovator U.S. Equity Power | Add +5.9% | 0.85% | +0.39 |
| POCT Innovator U.S. Equity Power | Add +5.9% | 0.84% | +0.39 |
| PNOV Innovator U.S. Equity Power | Add +5.9% | 0.84% | +0.38 |
| TENB Tenable Holdings Inc. | Add +0.7% | 1.00% | +0.38 |
| VGK Vanguard Ftse Europe ETF | Add +40.2% | 0.61% | +0.37 |
| HQH Abrdn Healthcare Investors | New | 0.35% | +0.35 |
| ECAT BlackRock ESG Cap All TRM TR | New | 0.35% | +0.35 |
| BCAT BlackRock Capital Alloc TR | New | 0.34% | +0.34 |
| BMEZ BlackRock HLTH Sci TRM TR II | New | 0.33% | +0.33 |
| BTX BlackRock Tech & Priv Eqty | New | 0.33% | +0.33 |
| BSTZ BlackRock Sci & Tech TRM TR | New | 0.31% | +0.31 |
| ASGI Abrdn Global Infrastructure | New | 0.31% | +0.31 |
| FAX Abrdn Asia-Pacific Income | Add +258.7% | 0.37% | +0.31 |
| IEF iShares 7-10 Year Treasury B | New | 0.30% | +0.30 |
| TLT iShares 20+ Year Treasury BD | New | 0.30% | +0.30 |
| XCEM Columbia Em Core Ex-China | New | 0.30% | +0.30 |
| BND Vanguard Total Bond Market | Add +34.8% | 0.50% | +0.29 |
| XFRAX BlackRock Fltng RT Inc. Strat | New | 0.29% | +0.29 |
| HQL Abrdn Life Sciences Investor | New | 0.25% | +0.25 |
| AVK Advent Convert & Income | New | 0.25% | +0.25 |
| HIX Western Asset High Inc. II | New | 0.25% | +0.25 |
| XIGDX Voya GLBL Eqty DVD & PRM Opp | New | 0.25% | +0.25 |
| XAWPX Abrdn Global Premier Propert | New | 0.24% | +0.24 |
| ZTR Virtus Total Return Fund Inc. | New | 0.24% | +0.24 |
| MEGI Nylim CBRE GB Infra Mtrnd TF | Add +25.7% | 0.39% | +0.23 |
| JRI Nuveen Real Asset Inc. & GRW | New | 0.23% | +0.23 |
| MCHI iShares MSCI China ETF | Add +4.3% | 0.39% | +0.21 |
| NPCT Nuveen Core Plus Impact | New | 0.21% | +0.21 |
| VCLT Vanguard Long-Term Corp. Bond | New | 0.20% | +0.20 |
| EDD Morgan Stanley Emrg MRK Dom | New | 0.20% | +0.20 |
Options Activity Q2 2024 → Q3 2024
| JPMORGAN CHASE & CO | call | Sold out | 4,000 | $10Kbefore exit |
| TJX COS INC NEW | call | Sold out | 5,000 | $5Kbefore exit |
| PROCTER & GAMBLE CO | call | Sold out | 1,500 | $1Kbefore exit |
| AMGEN INC | call | Sold out | 750 | $0before exit |
| APPLE INC | call | Sold out | 3,000 | $0before exit |
| CISCO SYS INC | call | Sold out | 1,400 | $0before exit |
| COUPANG INC | call | Sold out | 240 | $0before exit |
| EMBRAER S.A. | call | Sold out | 120 | $0before exit |
| FREEPORT MCMORAN INC | call | Sold out | 8,000 | $0before exit |
| GOLD FIELDS LTD | call | Sold out | 300 | $0before exit |
| GOLDMAN SACHS GROUP INC | call | Sold out | 600 | $0before exit |
| MERCK & CO INC | call | Sold out | 2,000 | $0before exit |
| MICROSOFT CORP | call | Sold out | 700 | $0before exit |
| TAIWAN SEMICONDUCTOR MANUFAC | call | Sold out | 30 | $0before exit |
| ASML HLDG NV | call | Sold out | 6 | $0before exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q2 2024 → Q3 2024
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | Add +439.4% | 74,431 | $5.1M |
| RLJ LODGING TRUST (RLJ 1.95 PERP A) | CUM CONV PFD A | Add +22.5% | 10,957 | $285K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,124 | $13.0B | AVGO, CSCO, NET, NOC, PANW |
| Q1 2026 | 1,092 | $8.5B | AVGO, CSCO, NET, NOC, PANW |
| Q4 2025 | 1,059 | $8.4B | AVGO, CSCO, NOC, NET, PANW |
| Q3 2025 | 1,030 | $8.4B | AVGO, CSCO, NOC, NET, CRWD |
| Q2 2025 | 1,019 | $7.2B | AVGO, CSCO, NET, NOC, CRWD |
| Q1 2025 | 1,036 | $5.6B | AVGO, NOC, CSCO, GD, PANW |
| Q4 2024 | 1,092 | $5.5B | AVGO, CSCO, PANW, NOC, CRWD |
| Q3 2024 | 1,136 | $4.6B | AVGO, CSCO, PANW, RSP, NOC |
| Q2 2024 | 1,250 | $7.9B | UNH, MSFT, AAPL, V, CSCO |
| Q1 2024 | 1,237 | $8.0B | AVGO, CSCO, V, MSFT, HD |