Holdings
Azimuth Capital Investment Management LLC
As of Jun 30, 2026, Azimuth Capital Investment Management LLC reported 250 positions worth US$2.68B. Largest: Apple Inc, Nvidia Corporation and Broadcom Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 448K | US$130M | −6,898 | Jun 30, 2026 |
| Nvidia Corporation | 618K | US$124M | +33,924 | Jun 30, 2026 |
| Broadcom Inc. | 249K | US$94M | −3,045 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 242K | US$86.5M | −22,830 | Jun 30, 2026 |
| Microsoft Corp. | 223K | US$83.2M | −19,898 | Jun 30, 2026 |
| Eli Lilly And Company | 61,611 | US$73.9M | −4,987 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 114K | US$66.5M | −17,916 | Jun 30, 2026 |
| Monolithic Power Systems, Inc. | 29,124 | US$40.3M | −6,949 | Jun 30, 2026 |
| Ge Vernova Inc. | 33,052 | US$38.8M | +10,096 | Jun 30, 2026 |
| Marvell Technology, Inc. | 127K | US$38M | −105K | Jun 30, 2026 |