LA
Los Angeles Capital Management LLC's SEC 13F Portfolio ($25.4B)
Los Angeles Capital Management LLCCIK: 0001177206
Diversified strategyHigh-turnover trader
Total reported value
$25.4B
Reporting period: 2026-03-31 · Number of holdings: 2374
LOS ANGELES CAPITAL MANAGEMENT LLC disclosed 2374 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $25.4B and a quarterly turnover rate of 67.7%.
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Personality snowflake
- Concentration
- 8.86
- Portfolio Stability
- 67.75
- Momentum/Contrarian
- 55.68
- Sector conviction
- 57.19
- Diversification
- 100
- Sizing Uniformity
- 28.17
Los Angeles Capital Management LLC's disclosed holdings carry a Herfindahl concentration index of 0.022 — mathematically equivalent to about 45 equally-sized positions, well below its 2374 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 7.18), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Recent moves
Trim MSFT
-12.0% -$756.1M
Trim META
-53.5% -$610.7M
Trim NFLX
-14.8% -$538.8M
Trim GILD
-97.7% -$365.1M
Add T
+786.8% $285.8M
Trim MRK
-96.6% -$316.1M
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
The fund is hunting alpha by actively trimming overcrowded trades in AI mega-caps and executing a sharp capital rotation into defensive Telecom (T). This is active de-risking, cutting NVDA, META, MSFT, and NFLX while maintaining a massive 2,374-position umbrella. A positioning squeeze in tech yields direct cash to fund higher-yield tail exposure.
Macro & Fundamentals
Macro bet: Positioning against the AI infrastructure valuation multiple expansion by rotating capital out of hyper-growth tech into lower-beta sectors. The opposing thesis: Technology leaders retain unmatched pricing power and free cash flow generation, making any pullback a buying opportunity rather than a cycle peak.
Blind Spots / Risks
Structural vulnerability is a liquidity trap in the tail: despite 100% diversification rating, the holding count of 2,374 with only 28.17 position-sizing discipline creates thousands of nano-positions. High turnover guarantees transaction drag and slippage during drawdowns, while the 37.2% tech overweight is structurally tethered to just a handful of core names beneath the micro-diversified scatter.
Compiled by AI from public 13F filings; reflects historical positioning only and carries no investment recommendation.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 2374 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.17% | -0.76% | -7.04% | |
| 2 | AAPL | Apple INC | Stock-Tech | 7.22% | -0.54% | -13.87% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.85% | -1.92% | -12.01% | |
| 4 | AVGO | Broadcom INC | Stock-Tech | 3.63% | -0.23% | -0.99% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.45% | — | -13.67% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.07% | -0.27% | -25.00% | |
| 7 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.02% | -0.65% | -30.03% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.65% | +0.90% | +74.63% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.60% | -1.86% | -53.49% | |
| 10 | BKNG | Booking Holdings INC | Stock-Consumer Disc | 1.25% | +0.51% | +76.32% | |
| 11 | T | At&t INC | Stock-Comm Services | 1.25% | +1.15% | +786.78% | |
| 12 | ABBV | Abbvie INC | Stock-Healthcare | 1.08% | -0.73% | -45.92% | |
| 13 | NEM | Newmont CORP | Stock-Materials | 1.03% | — | -30.66% | |
| 14 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.02% | — | -1.35% | |
| 15 | APH | Amphenol Corp-cl A | Stock-Tech | 0.97% | — | -12.30% | |
| 16 | LRCX | Lam Research CORP | Stock-Tech | 0.94% | — | -2.84% | |
| 17 | TT | Trane Technologies plc | Stock-Industrials | 0.93% | — | +20.20% | |
| 18 | HIG | Hartford Insurance Group INC | Stock-Financials | 0.92% | +0.45% | +55.95% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.87% | +0.79% | +521.63% | |
| 20 | PSX | Phillips 66 | Stock-Energy | 0.87% | +0.50% | +53.01% | |
| 21 | VICI | Vici Properties INC | Stock-Real Estate | 0.85% | +0.85% | NEW | |
| 22 | VLO | Valero Energy CORP | Stock-Energy | 0.84% | +0.62% | +132.34% | |
| 23 | HWM | Howmet Aerospace INC | Stock-Industrials | 0.83% | — | -21.82% | |
| 24 | INCY | Incyte CORP | Stock-Healthcare | 0.80% | — | -6.29% | |
| 25 | ANET | Arista Networks INC | Stock-Tech | 0.73% | — | +3.25% | |
| 26 | GD | General Dynamics CORP | Stock-Industrials | 0.71% | — | -1.56% | |
| 27 | ALL | Allstate CORP | Stock-Financials | 0.69% | — | +31.36% | |
| 28 | TEL | TE Connectivity plc | Stock-Tech | 0.68% | — | +46.23% | |
| 29 | TSLA | Tesla INC | Stock-Consumer Disc | 0.65% | -0.54% | -43.50% | |
| 30 | HCA | Hca Healthcare INC | Stock-Healthcare | 0.60% | — | +11.59% | |
| 31 | FCX | Freeport-mcmoran INC | Stock-Materials | 0.56% | — | -10.24% | |
| 32 | GM | General Motors Co | Stock-Consumer Disc | 0.54% | — | +56.54% | |
| 33 | ES | Eversource Energy | Stock-Utilities | 0.53% | — | +165.26% | |
| 34 | EXEL | Exelixis INC | Stock-Healthcare | 0.52% | +0.37% | +174.32% | |
| 35 | EXPE | Expedia Group INC | Stock-Consumer Disc | 0.52% | — | +38.81% | |
| 36 | AMAT | Applied Materials INC | Stock-Tech | 0.51% | +0.50% | +3004.22% | |
| 37 | IDXX | Idexx Laboratories INC | Stock-Healthcare | 0.50% | — | +18.63% | |
| 38 | GEV | GE Vernova INC | Stock-Industrials | 0.49% | — | -9.66% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.49% | — | +2.55% | |
| 40 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.48% | — | +133.65% | |
| 41 | MRVL | Marvell Technology INC | Stock-Tech | 0.48% | +0.45% | +1325.24% | |
| 42 | EIX | Edison International | Stock-Utilities | 0.47% | — | -46.12% | |
| 43 | UHS | Universal Health Services-b | Stock-Healthcare | 0.47% | — | +95.85% | |
| 44 | VZ | Verizon Communications INC | Stock-Comm Services | 0.46% | — | +122.83% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | — | +192.70% | |
| 46 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.45% | -0.59% | -50.35% | |
| 47 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 0.45% | +0.45% | NEW | |
| 48 | AIG | American International Group | Stock-Financials | 0.44% | — | +305.37% | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.43% | — | -20.24% | |
| 50 | DELL | Dell Technologies -c | Stock-Tech | 0.43% | — | +303.02% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+5.3%
Performance Last 4 Quarters
+25.1%
Based on 79% of reported portfolio value with available pricing
- Stdev
- +13.7%
- Beta
- +1.03
- Alpha
- +0.9%
- Max Drawdown
- -8.8%
- Annualized Perf
- +20.9%
- Batting Avg vs S&P
- +55.6%
- Sortino
- +3.02
- Stutzer
- +0.43
- Treynor
- +0.19
- Sterling
- +1.22
- Calmar
- +2.38
- Information Ratio
- +0.65
- Tracking Error
- +2.4%
- Stdev Down
- +6.6%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +38.4%
- Worst 12 Months
- +6.3%
- Efficiency Ratio
- +0.63
- Sharpe
- +1.46
- Stdev Sectors
- +9.5%
- Skewness
- +0.12
- Kurtosis
- +0.21
- Upside Potential
- +4.58
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 2374 | $25.4B | 68 | |
| 2025-12-31 | 2499 | $29.3B | 24 | |
| 2025-09-30 | 1344 | $29.5B | 65 | |
| 2025-06-30 | 1320 | $26.7B | 0 | |
| 2025-03-31 | 1078 | $22.6B | 100 | |
| 2024-12-31 | 1098 | $24.6B | 0 | |
| 2024-09-30 | 1154 | $24.8B | 0 | |
| 2024-06-30 | 1165 | $28.0B | 0 | |
| 2024-03-31 | 1125 | $29.3B | 0 | |
| 2023-12-31 | 1120 | $26.8B | 0 | |
| 2023-09-30 | 1102 | $23.6B | 0 | |
| 2023-06-30 | 1148 | $24.9B | 0 | |
| 2023-03-31 | 1152 | $22.5B | 0 | |
| 2022-12-31 | 1183 | $20.6B | 0 | |
| 2022-09-30 | 1210 | $19.3B | 0 | |
| 2022-06-30 | 1307 | $20.3B | 0 | |
| 2022-03-31 | 1402 | $25.5B | 0 | |
| 2021-12-31 | 1376 | $26.8B | 0 | |
| 2021-09-30 | 1460 | $21.9B | 0 | |
| 2021-06-30 | 1518 | $22.7B | 100 | |
| 2021-03-31 | 1573 | $22.1B | 35 | |
| 2020-12-31 | 1502 | $23.4B | 26 | |
| 2020-09-30 | 1426 | $21.7B | 37 | |
| 2020-06-30 | 1447 | $20.8B | 38 | |
| 2020-03-31 | 1328 | $15.8B | 38 | |
| 2019-12-31 | 1259 | $20.0B | 33 | |
| 2019-09-30 | 1259 | $18.5B | 34 | |
| 2019-06-30 | 1331 | $18.6B | 30 | |
| 2019-03-31 | 1348 | $18.0B | 38 | |
| 2018-12-31 | 1259 | $16.1B | 42 | |
| 2018-09-30 | 1375 | $19.1B | 42 | |
| 2018-06-30 | 1428 | $18.1B | 42 | |
| 2018-03-31 | 1311 | $17.7B | 40 | |
| 2017-12-31 | 1309 | $18.3B | 38 | |
| 2017-09-30 | 1292 | $17.3B | 40 | |
| 2017-06-30 | 1185 | $15.9B | 57 | |
| 2017-03-31 | 1135 | $13.7B | 49 | |
| 2016-12-31 | 1151 | $12.8B | 40 | |
| 2016-09-30 | 1215 | $12.0B | 41 | |
| 2016-06-30 | 1228 | $11.8B | 41 | |
| 2016-03-31 | 1118 | $11.2B | 40 | |
| 2015-12-31 | 1120 | $10.9B | 34 | |
| 2015-09-30 | 1148 | $10.3B | 37 | |
| 2015-06-30 | 1200 | $10.7B | 34 | |
| 2015-03-31 | 1206 | $10.9B | 44 | |
| 2014-12-31 | 1107 | $10.9B | 48 | |
| 2014-09-30 | 1060 | $8.3B | 46 | |
| 2014-06-30 | 1190 | $10.4B | 41 | |
| 2014-03-31 | 1244 | $9.2B | 35 | |
| 2013-12-31 | 1268 | $8.9B | 33 | |
| 2013-09-30 | 1295 | $8.1B | 40 | |
| 2013-06-30 | 1302 | $7.1B | — |
Holding changes this quarter
Los Angeles Capital Management LLC's most significant position changes for 2026-03-31: New buy: Vici Properties INC (VICI); New buy: Carnival CORP LTD (CCL1EUR); New buy: AngloGold Ashanti plc (AU); Trim: Microsoft CORP (MSFT) — shares -12.01%; Trim: Meta Platforms Inc-class A (META) — shares -53.49%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | T | At&t INC | +1.2% | +786.78% | Add |
| 2 | LLY | Eli Lilly & Co | +0.9% | +74.63% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.8% | +521.63% | Add |
| 4 | VLO | Valero Energy CORP | +0.6% | +132.34% | Add |
| 5 | BKNG | Booking Holdings INC | +0.5% | +76.32% | Add |
| 6 | AMAT | Applied Materials INC | +0.5% | +3004.22% | Add |
| 7 | PSX | Phillips 66 | +0.5% | +53.01% | Add |
| 8 | MRVL | Marvell Technology INC | +0.5% | +1325.24% | Add |
| 9 | HIG | Hartford Insurance Group INC | +0.5% | +55.95% | Add |
| 10 | MORN | Morningstar INC | +0.4% | +581327.03% | Add |
| 11 | EXE | Expand Energy CORP | +0.4% | +2874.39% | Add |
| 12 | SYY | Sysco CORP | +0.4% | +65116.93% | Add |
| 13 | DPZ | Domino's Pizza INC | +0.4% | +164562.96% | Add |
| 14 | CVX | Chevron CORP | +0.4% | +4721.46% | Add |
| 15 | EXEL | Exelixis INC | +0.4% | +174.32% | Add |
| 16 | HAL | Halliburton Co | +0.4% | +59394.94% | Add |
| 17 | LULU | Lululemon Athletica INC | +0.4% | +3332.36% | Add |
| 18 | BPOP | Popular INC | +0.4% | +1951.97% | Add |
| 19 | AVGO | Broadcom INC | -0.2% | -0.99% | Trim |
| 20 | GOOGL | Alphabet Inc-cl A | -0.3% | -25.00% | Trim |
| 21 | COF | Capital One Financial CORP | -0.3% | -39.76% | Trim |
| 22 | SYF | Synchrony Financial | -0.3% | -46.32% | Trim |
| 23 | DAL | Delta Air Lines INC | -0.3% | -99.33% | Trim |
| 24 | VRTX | Vertex Pharmaceuticals INC | -0.3% | -77.86% | Trim |
| 25 | AXP | American Express Co | -0.3% | -94.82% | Trim |
| 26 | APP | Applovin Corp-class A | -0.3% | -95.05% | Trim |
| 27 | DXCM | Dexcom INC | -0.4% | -86.39% | Trim |
| 28 | WELL | Welltower INC | -0.4% | -97.85% | Trim |
| 29 | JNJ | Johnson & Johnson | -0.4% | -69.64% | Trim |
| 30 | STX | Seagate Technology Holdings plc | -0.4% | -86.39% | Trim |
| 31 | ADI | Analog Devices INC | -0.5% | -93.58% | Trim |
| 32 | NBIX | Neurocrine Biosciences INC | -0.5% | -88.45% | Trim |
| 33 | AAPL | Apple INC | -0.5% | -13.87% | Trim |
| 34 | TSLA | Tesla INC | -0.5% | -43.50% | Trim |
| 35 | PLTR | Palantir Technologies Inc-a | -0.6% | -50.35% | Trim |
| 36 | AMZN | Amazon.com INC | -0.7% | -30.03% | Trim |
| 37 | DIS | Walt Disney Co/the | -0.7% | -89.96% | Trim |
| 38 | AMD | Advanced Micro Devices | -0.7% | -62.38% | Trim |
| 39 | ABBV | Abbvie INC | -0.7% | -45.92% | Trim |
| 40 | GLW | Corning INC | -0.7% | -99.81% | Trim |
| 41 | NVDA | Nvidia CORP | -0.8% | -7.04% | Trim |
| 42 | GE | General Electric | -0.9% | -77.40% | Trim |
| 43 | MRK | Merck & Co. INC. | -1.1% | -96.58% | Trim |
| 44 | GILD | Gilead Sciences INC | -1.2% | -97.68% | Trim |
| 45 | NFLX | Netflix INC | -1.8% | -14.81% | Trim |
| 46 | META | Meta Platforms Inc-class A | -1.9% | -53.49% | Trim |
| 47 | MSFT | Microsoft CORP | -1.9% | -12.01% | Trim |
| 48 | VICI | Vici Properties INC | — | NEW | New buy |
| 49 | CCL1EUR | Carnival CORP LTD | — | NEW | New buy |
| 50 | AU | AngloGold Ashanti plc | — | NEW | New buy |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-08 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-11 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-20 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-07 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-05 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-04 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-04 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-05 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-05 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-06 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-06 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-03 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-04 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-06 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-02 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-05 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-06 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-03 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-08 | Amendment | View on EDGAR |
| 2021-09-30 | 2021-11-05 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-05 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-05 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-03-10 | Amendment | View on EDGAR |
| 2020-12-31 | 2021-02-04 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-02 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-05 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-04 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-07 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-07 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-29 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-25 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-11 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-05 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-31 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-27 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-05 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-06 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-09 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-10 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-07 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | Amendment | View on EDGAR |
| 2016-09-30 | 2016-11-09 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-08 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-06 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-09 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-12 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-13 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-06 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-09 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-12 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-12 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-12 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-04 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-10-31 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-06 | 13F-HR | View on EDGAR |
FAQ
What is Los Angeles Capital Management LLC and what type of investor is it?
Los Angeles Capital Management LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $25.4B, spread across 2374 disclosed positions.
What are Los Angeles Capital Management LLC's largest equity positions?
Based on the latest 13F filing, Los Angeles Capital Management LLC's top holdings by market value are:
1. Nvidia CORP (NVDA) — $2.3B (9.2%)
2. Apple INC (AAPL) — $1.8B (7.2%)
3. Microsoft CORP (MSFT) — $1.2B (4.8%)
4. Broadcom INC (AVGO) — $922.5M (3.6%)
5. Alphabet Inc-cl C (GOOG) — $622.1M (2.5%)
What changes did Los Angeles Capital Management LLC make in its most recent portfolio filing?
In the latest reported quarter, Los Angeles Capital Management LLC made 50 notable position adjustments: 3 new positions were initiated, 18 existing holdings were added to, 29 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Vici Properties INC (VICI); New buy: Carnival CORP LTD (CCL1EUR); New buy: AngloGold Ashanti plc (AU); Trim: Microsoft CORP (MSFT) — shares -12.01%; Trim: Meta Platforms Inc-class A (META) — shares -53.49%
What sectors does Los Angeles Capital Management LLC focus on?
Los Angeles Capital Management LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 37.2%
• Financials: 11.7%
• Health Care: 10.5%
• Communication Services: 9.3%
• Consumer Discretionary: 8.6%
• Industrials: 7.6%
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