PROFUND ADVISORS LLC — 13F Holdings & Portfolio

CIK 1129919 · latest 13F-HR filed 2026-08-11

PROFUND ADVISORS LLC manages $3.64B in 13F-reported U.S. long-equity assets across 1,175 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (12.01%), MU (4.86%), AVGO (4.43%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 162 new positions, exited 79, added to 489, and trimmed 352.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
7272 WISCONSIN AVENUE
21ST FLOOR
BETHESDA, MD 20814
Phone
(240) 497-6505
Filing Manager
PROFUND ADVISORS LLC
BETHESDA, MD
Signatory
Todd B. Johnson
Chief Investment Officer
Loading holdings…
AUM

$3.64B

Long-equity book

Holdings

1,175

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+162 / −79 / ↑489 / ↓352

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INC$130.8M +285.0%
  • NVIDIA CORPORATION$117.3M +36.7%
  • ADVANCED MICRO DEVICES INC$90.7M +226.7%
  • INTEL CORP$68.4M +265.9%
  • BROADCOM INC$50.6M +45.9%
Show all 489 →

Top Trims

  • NETFLIX INC.-$8.0M -23.4%
  • EXXON MOBIL CORP-$5.8M -25.8%
  • AGNICO EAGLE MINES LTD-$4.7M -42.9%
  • CHEVRON CORPORATION-$4.5M -27.4%
  • NEWMONT CORP-$4.0M -27.1%
Show all 352 →

New Positions

  • HONEYWELL INTL INC$6.0M
  • HONEYWELL AEROSPACE INC$5.5M
  • NEBIUS GROUP N.V.$4.2M
  • ROCKET LAB CORP$4.1M
  • THOMSON REUTERS CORP$2.1M
Show all 162 →

Exited Positions

  • HONEYWELL INTL INC$11.5M
  • APELLIS PHARMACEUTICALS INC$3.3M
  • THOMSON REUTERS CORP$2.6M
  • AMICUS THERAPEUTIC$2.1M
  • ARCELLX INC$2.1M
Show all 79 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $436.7M 12.01% 2,182,351 SH
2 MICRON TECHNOLOGY INC MU 595112103 $176.7M 4.86% 153,059 SH
3 BROADCOM INC AVGO 11135F101 $161.0M 4.43% 426,133 SH
4 APPLE INC AAPL 037833100 $146.8M 4.04% 507,454 SH
5 ADVANCED MICRO DEVICES INC AMD 007903107 $130.8M 3.60% 225,124 SH
6 MICROSOFT CORP MSFT 594918104 $97.3M 2.68% 260,957 SH
7 INTEL CORP INTC 458140100 $94.1M 2.59% 674,183 SH
8 AMAZON COM INC AMZN 023135106 $90.2M 2.48% 378,594 SH
9 APPLIED MATLS INC AMAT 038222105 $79.7M 2.19% 110,290 SH
10 LAM RESEARCH CORP LRCX 512807306 $75.3M 2.07% 173,756 SH
11 ALPHABET INC GOOGL 02079K305 $71.0M 1.95% 198,780 SH
12 TESLA INC TSLA 88160R101 $64.6M 1.78% 153,480 SH
13 ALPHABET INC GOOG 02079K107 $62.2M 1.71% 176,091 SH
14 META PLATFORMS INC META 30303M102 $60.1M 1.65% 106,678 SH
15 KLA CORP KLAC 482480100 $54.8M 1.51% 181,494 SH
16 CISCO SYS INC CSCO 17275R102 $45.2M 1.24% 384,516 SH
17 WALMART INC WMT 931142103 $42.0M 1.15% 370,547 SH
18 TEXAS INSTRS INC TXN 882508104 $37.5M 1.03% 125,868 SH
19 MARVELL TECHNOLOGY INC MRVL 573874104 $36.1M 0.99% 121,305 SH
20 COSTCO WHOLESALE CORPORATION COST 22160K105 $31.5M 0.87% 33,656 SH
21 SANDISK CORP SNDK 80004C200 $28.1M 0.77% 12,377 SH
22 QUALCOMM INC QCOM 747525103 $26.9M 0.74% 145,770 SH
23 ANALOG DEVICES INC ADI 032654105 $26.8M 0.74% 67,443 SH
24 NETFLIX INC. NFLX 64110L106 $26.4M 0.73% 369,450 SH
25 LINDE PLC LIN G54950103 $23.2M 0.64% 44,756 SH
26 PALO ALTO NETWORKS INC PANW 697435105 $23.2M 0.64% 67,899 SH
27 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $22.4M 0.62% 191,897 SH
28 AMGEN INC AMGN 031162100 $18.6M 0.51% 51,320 SH
29 WESTERN DIGITAL CORP WDC 958102105 $18.3M 0.50% 28,588 SH
30 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $18.0M 0.50% 18,691 SH
31 EXXON MOBIL CORP XOM 30231G102 $16.6M 0.46% 121,236 SH
32 CROWDSTRIKE HLDGS INC CRWD 22788C105 $16.2M 0.45% 21,276 SH
33 BOOKING HOLDINGS INC BKNG 09857L108 $14.9M 0.41% 83,742 SH
34 ASML HLDG NV ASML N07059210 $14.4M 0.40% 7,236 SH
35 T-MOBILE US INC TMUS 872590104 $14.2M 0.39% 84,853 SH
36 PEPSICO INC PEP 713448108 $14.1M 0.39% 103,967 SH
37 GILEAD SCIENCES INC GILD 375558103 $14.0M 0.39% 110,868 SH
38 APPLOVIN CORP APP 03831W108 $12.9M 0.35% 25,016 SH
39 ARM HOLDINGS PLC ARM 042068205 $12.6M 0.35% 35,479 SH
40 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $12.1M 0.33% 25,300 SH
41 CHEVRON CORPORATION CVX 166764100 $12.0M 0.33% 72,546 SH
42 VERTEX PHARMACEUTICALS INC VRTX 92532F100 $11.6M 0.32% 23,398 SH
43 ELI LILLY & CO LLY 532457108 $11.4M 0.31% 9,538 SH
44 INTUITIVE SURGICAL INC ISRG 46120E602 $11.4M 0.31% 28,577 SH
45 NEWMONT CORP NEM 651639106 $10.8M 0.30% 115,506 SH
46 TERADYNE INC TER 880770102 $10.5M 0.29% 21,708 SH
47 NXP SEMICONDUCTORS N V NXPI N6596X109 $9.8M 0.27% 34,916 SH
48 DATADOG INC DDOG 23804L103 $9.7M 0.27% 37,396 SH
49 SHOPIFY INC SHOP 82509L107 $9.6M 0.26% 84,041 SH
50 STARBUCKS CORP SBUX 855244109 $9.5M 0.26% 92,943 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $3.64B 1,175 0001129919-26-000003
2026-03-31 2026-04-27 $2.72B 1,092 0001129919-26-000002
2025-12-31 2026-02-06 $3.29B 1,249 0001129919-26-000001