Qtron Investments LLC — 13F Holdings & Portfolio

CIK 1768099 · latest 13F-HR filed 2026-05-15

Qtron Investments LLC manages $737.6M in 13F-reported U.S. long-equity assets across 421 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (6.11%), AAPL (5.41%), MSFT (3.71%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 30 new positions, exited 37, added to 152, and trimmed 171.

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.

Loading holdings…
AUM

$737.6M

Long-equity book

Holdings

421

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+30 / −37 / ↑152 / ↓171

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EXXON MOBIL CORP$2.2M +55.0%
  • ASML HLDG NV$1.2M +23.5%
  • VALERO ENERGY CORP$1.0M +187.2%
  • CATERPILLAR INC$1.0M +32.7%
  • JOHNSON & JOHNSON$972.6K +18.2%
Show all 152

Top Trims

  • MICROSOFT CORP-$9.2M -25.2%
  • ISHARES TR-$6.8M -27.0%
  • NVIDIA CORPORATION-$3.8M -7.7%
  • APPLE INC-$3.4M -7.9%
  • AMAZON COM INC-$2.5M -10.4%
Show all 171

New Positions

  • ASTRAZENECA PLC$3.0M
  • DEVON ENERGY CORP NEW$1.3M
  • CONSOLIDATED EDISON INC$1.2M
  • CBOE GLOBAL MKTS INC$1.0M
  • CHARTER COMMUNICATIONS INC$961.1K
Show all 30

Exited Positions

  • ASTRAZENECA PLC$2.8M
  • PAYCHEX INC$767.0K
  • DOMINION ENERGY INC$747.7K
  • ISHARES TR$733.1K
  • LAUDER ESTEE COS INC$669.5K
Show all 37
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 $45.0M 6.11% 258,206 SH
2 APPLE INC AAPL 037833100 $39.9M 5.41% 157,283 SH
3 MICROSOFT CORP MSFT 594918104 $27.4M 3.71% 73,930 SH
4 AMAZON COM INC AMZN 023135106 $21.7M 2.94% 104,032 SH
5 ISHARES TR INDA 46429B598 $18.5M 2.50% 394,235 SH
6 ALPHABET INC GOOGL 02079K305 $17.6M 2.38% 61,162 SH
7 ALPHABET INC GOOG 02079K107 $15.4M 2.08% 53,572 SH
8 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $15.3M 2.08% 45,325 SH
9 BROADCOM INC AVGO 11135F101 $15.0M 2.04% 48,523 SH
10 META PLATFORMS INC META 30303M102 $13.6M 1.84% 23,776 SH
11 TESLA INC TSLA 88160R101 $11.0M 1.50% 29,701 SH
12 JPMORGAN CHASE & CO JPM 46625H100 $9.3M 1.27% 31,775 SH
13 ELI LILLY & CO LLY 532457108 $7.9M 1.06% 8,536 SH
14 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $6.6M 0.90% 13,876 SH
15 JOHNSON & JOHNSON JNJ 478160104 $6.3M 0.86% 25,898 SH
16 ASML HLDG NV ASML N07059210 $6.3M 0.85% 4,745 SH
17 EXXON MOBIL CORP XOM 30231G102 $6.1M 0.83% 36,175 SH
18 WALMART INC WMT 931142103 $5.8M 0.78% 46,310 SH
19 VISA INC V 92826C839 $5.7M 0.77% 18,739 SH
20 COSTCO WHOLESALE CORPORATION COST 22160K105 $5.3M 0.72% 5,294 SH
21 MASTERCARD INCORPORATED MA 57636Q104 $4.8M 0.65% 9,557 SH
22 NETFLIX INC. NFLX 64110L106 $4.4M 0.60% 46,257 SH
23 ABBVIE INC ABBV 00287Y109 $4.4M 0.59% 20,070 SH
24 MICRON TECHNOLOGY INC MU 595112103 $4.4M 0.59% 12,897 SH
25 BANK AMERICA CORP BAC 060505104 $4.2M 0.57% 86,064 SH
26 CATERPILLAR INC CAT 149123101 $4.1M 0.55% 5,757 SH
27 GE AEROSPACE GE 369604301 $4.1M 0.55% 14,356 SH
28 LAM RESEARCH CORP LRCX 512807306 $4.0M 0.54% 18,629 SH
29 COCA COLA CO KO 191216100 $3.9M 0.52% 50,719 SH
30 PROCTER & GAMBLE CO PG 742718109 $3.8M 0.52% 26,594 SH
31 CHEVRON CORPORATION CVX 166764100 $3.6M 0.48% 17,234 SH
32 WELLS FARGO & CO WFC 949746101 $3.5M 0.47% 43,419 SH
33 GOLDMAN SACHS GROUP INC GS 38141G104 $3.2M 0.43% 3,781 SH
34 CISCO SYS INC CSCO 17275R102 $3.2M 0.43% 40,933 SH
35 APPLIED MATLS INC AMAT 038222105 $3.1M 0.43% 9,190 SH
36 HSBC HLDGS PLC HSBC 404280406 $3.0M 0.41% 36,970 SH
37 ROYAL BK CDA RY 780087102 $3.0M 0.41% 18,782 SH
38 KLA CORP KLAC 482480100 $3.0M 0.41% 2,043 SH
39 ADVANCED MICRO DEVICES INC AMD 007903107 $3.0M 0.40% 14,597 SH
40 ASTRAZENECA PLC AZN G0593M107 $3.0M 0.40% 14,990 SH
41 NEWMONT CORP NEM 651639106 $2.8M 0.38% 26,082 SH
42 HOME DEPOT INC HD 437076102 $2.8M 0.38% 8,525 SH
43 TJX COS INC NEW TJX 872540109 $2.7M 0.37% 17,173 SH
44 MERCK & CO INC MRK 58933Y105 $2.7M 0.36% 22,233 SH
45 MORGAN STANLEY MS 617446448 $2.7M 0.36% 16,107 SH
46 MITSUBISHI UFJ FINANCIAL GRO MUFG 606822104 $2.6M 0.35% 154,238 SH
47 ORACLE CORP ORCL 68389X105 $2.6M 0.35% 17,513 SH
48 INTERNATIONAL BUSINESS MACHS IBM 459200101 $2.5M 0.34% 10,385 SH
49 GE VERNOVA INC GEV 36828A101 $2.5M 0.33% 2,821 SH
50 GILEAD SCIENCES INC GILD 375558103 $2.4M 0.33% 17,241 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $737.6M 421 0001172661-26-002256
2025-12-31 2026-02-12 $769.3M 428 0001172661-26-000647
2025-09-30 2025-11-14 $807.6M 407 0001172661-25-005053