13F filer

Arizona State Retirement System

As of Jun 30, 2026 Filed Aug 7, 2026 CIK 1558481 SEC filings ↗

13F Value

$19.89B

Positions

2,071

Top Position

NVDA6.4%

Top 5

22.2%

Latest filing changes

vs Mar 31, 2026

1 AAPL Apple +1.2%+$13.5M

2 AMZN Amazon +1.9%+$11.8M

3 MSFT Microsoft +1.2%+$8.6M

4 GOOGL Alphabet Class A +1.3%+$7.5M

5 META Meta Platforms +2.1%+$7.1M

Holdings2,071

#
1	NVDA NVIDIA	6.4%	$1.28B	-3.8%	6.41M	6.8%	Common Stock
2	AAPL Apple	5.9%	$1.18B	+1.2%	4.07M	6.0%	Common Stock
3	MSFT Microsoft	3.7%	$730.2M	+1.2%	1.96M	4.2%	Common Stock
4	AMZN Amazon	3.2%	$640.1M	+1.9%	2.69M	3.2%	Common Stock
5	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 1,615,493 reported quantity $577,328,733 reported value	2.9%	$577.3M	+1.3%	1.62M	2.7%	Common Stock
6	AVGO Broadcom	2.4%	$471.5M	+1.1%	1.25M	2.2%	Common Stock
7	GOOG Alphabet Class C	2.3%	$453.2M	-3.8%	1.28M	2.2%	Common Stock
8	MU Micron Technology	1.8%	$361.2M	+1.5%	312.9K	0.6%	Common Stock
9	META Meta Platforms	1.7%	$343.2M	+2.1%	609.4K	2.0%	Common Stock
10	TSLA Tesla	1.7%	$328.5M	+0.8%	780.9K	1.7%	Common Stock
11	LLY Eli Lilly	1.3%	$267.3M	+1.2%	222.8K	1.2%	Common Stock
12	AMD Advanced Micro Devices	1.3%	$262.8M	+1.4%	452.4K	0.5%	Common Stock
13	JPM JPMorgan Chase	1.2%	$243.6M	-0.2%	744.3K	1.3%	Common Stock
14	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 385,899 reported quantity $193,100,001 reported value	1.0%	$193.1M	+2.4%	385.9K	1.1%	Common Stock
15	INTC Intel	0.9%	$170.2M	-1.5%	1.22M	0.3%	Common Stock
16	JNJ Johnson & Johnson	0.9%	$169.7M	+1.2%	668.3K	0.9%	Common Stock
17	V Visa	0.8%	$160.0M	+1.0%	466.5K	0.8%	Common Stock
18	AMAT Applied Materials	0.8%	$159.2M	+1.4%	220.2K	0.4%	Common Stock
19	XOM ExxonMobil Filing details 30231G102 Jun 30, 2026 1,153,365 reported quantity $157,688,063 reported value	0.8%	$157.7M	-0.2%	1.15M	1.1%	Common Stock
20	LRCX Lam Research Filing details 512807306 Jun 30, 2026 346,510 reported quantity $150,153,178 reported value	0.8%	$150.2M	+0.7%	346.5K	0.4%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing60

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.