13F filer

Congress Asset Management

As of Sep 30, 2026 Filed Oct 6, 2026 CIK 897378 SEC filings ↗
13F Value
$15.43B
Positions
406
Top Position
NVDA3.8%
Top 5
14.5%

Latest filing changes

vs Jun 30, 2026
1 HALO Halozyme Therapeutics +85.6%+$116.2M
2 GOOGL Alphabet Class A +21.1%+$74.0M
3 TSLA Tesla >999%+$72.6M
4 MU Micron Technology +99.0%+$62.8M
5 PLXS Plexus +204.0%+$55.2M
Holdings406
# Trend (4Q)
1 NVDA 3.8% $587.3M -2.2% 2.57M 3.2% Common Stock
2 AAPL 3.4% $530.9M -1.0% 1.59M 2.9% Common Stock
3 GOOGL
Filing details
  • 02079K305 Sep 30, 2026 1,235,195 reported quantity $425,005,995 reported value
2.8% $425.0M +21.1% 1.24M 2.2% Common Stock
4 MSFT 2.7% $411.0M -1.7% 801.2K 1.9% Common Stock
5 AVGO 1.9% $288.3M +11.2% 821.0K 1.7% Common Stock
6 HALO 1.6% $251.9M +85.6% 2.28M 0.6% Common Stock
7 ANET
Filing details
  • 040413205 Sep 30, 2026 1,049,467 reported quantity $213,660,893 reported value
1.4% $213.7M -10.8% 1.05M 1.2% Common Stock
8 LGND 1.3% $205.7M -0.2% 658.6K 1.3% Common Stock
9 META 1.3% $203.7M -3.9% 280.9K 1.0% Common Stock
10 RGEN 1.3% $196.2M +0.9% 1.02M 0.8% Common Stock
11 V 1.2% $187.6M -21.3% 522.2K 1.4% Common Stock
12 AMZN 1.2% $184.6M +1.0% 741.0K 1.1% Common Stock
13 COST 1.2% $183.0M -3.7% 201.0K 1.2% Common Stock
14 APH 1.2% $181.0M -12.0% 2.15M 1.3% Common Stock
15 MDB 1.1% $175.1M -1.7% 502.3K 1.1% — Common Stock
16 UFPT 1.1% $171.8M -15.8% 578.8K 1.1% Common Stock
17 ETN 1.1% $169.3M -4.6% 394.0K 1.1% Common Stock
18 ASML 1.1% $162.2M +1.5% 89.5K 1.1% Common Stock
19 WELL 1.0% $160.4M -3.4% 696.8K 1.0% Common Stock
20 MOG.A 1.0% $154.0M -0.6% 403.8K 1.1% 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 Filing20
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.