Allspring Global Investments Holdings, LLC

New 13F: Q3 2026

Allspring Global Investments Holdings, LLC filed its 13F for the quarter ended Sep 30, 2026 on Nov 4, 2026: $20.6B in AI and semiconductor stocks; $1.8B bought and $960.1M sold against its previous quarter, at the quarter's prices.

• added to Autodesk (ADSK): +$201.4M at the quarter's price
• added to NVIDIA (NVDA): +$165.5M at the quarter's price
• added to Apple (AAPL): +$152.5M at the quarter's price
• added to Microsoft (MSFT): +$125.4M at the quarter's price
• trimmed Amazon (AMZN): -$112.2M at the quarter's price
• added to Palantir (PLTR): +$106.6M at the quarter's price
• trimmed Vertiv (VRT): -$92.9M at the quarter's price
• trimmed Qnity Electronics (Q): -$92.5M at the quarter's price
• trimmed KLA (KLAC): -$87.0M at the quarter's price
• added to Intel (INTC): +$62.6M at the quarter's price

Allspring Global Investments Holdings, LLC declares $19.5B in 168 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 29.9% of its $65.2B 13F portfolio. Largest positions: NVIDIA (0.04% of the company) and Alphabet (0.04% of the company). Over time: $19.5B in 168 of these companies for Q2 2026, against $18.5B in 161 for Q4 2021 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $2.1B and sold $2.3B of these stocks, at the quarter's prices: a net sale of $262.6M; 18 new positions and 2 sold out.

Performance of its AI picks

The AI-stock portfolio Allspring Global Investments Holdings, LLC declared for Q2 2026 (Form 13F), held unchanged, returned -1.0% in Q3 2026 (SMH -7.1%), ranked 1374 of 1,785 active managers. Over the last 12 months, quarter after quarter: +34.3% (SMH +87.2%), ranked 390 of 1,360 active managers. Over three years, quarter after quarter: +156.0% (SMH +325.8%), ranked 278 of 784 active managers. Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

1. NVIDIA (NVDA): $1.7B, 8.8M shares, 0.04% of the company, 2.7% of its portfolio (added this quarter); held since Q4 2021
2. Alphabet (GOOGL): $1.7B, 4.8M shares, 0.04% of the company, 2.7% of its portfolio (added this quarter); held since Q4 2021
3. Apple (AAPL): $1.5B, 5.0M shares, 0.03% of the company, 2.3% of its portfolio (added this quarter); held since Q4 2021
4. Broadcom (AVGO): $1.2B, 3.1M shares, 0.07% of the company, 1.8% of its portfolio (added this quarter); held since Q4 2021
5. Amazon (AMZN): $1.1B, 4.6M shares, 0.04% of the company, 1.7% of its portfolio (added this quarter); held since Q4 2021
6. Microsoft (MSFT): $1.0B, 2.7M shares, 0.04% of the company, 1.6% of its portfolio (trimmed this quarter); held since Q4 2021
7. Qnity Electronics (Q): $667.2M, 4.4M shares, 2.1% of the company, 1.0% of its portfolio (trimmed this quarter); held since Q4 2025
8. American Electric Power (AEP): $613.8M, 4.5M shares, 0.83% of the company, 0.94% of its portfolio (added this quarter); held since Q4 2021
9. Keysight Technologies (KEYS): $535.9M, 1.6M shares, 0.94% of the company, 0.82% of its portfolio (trimmed this quarter); held since Q4 2021
10. Micron (MU): $524.0M, 507,643 shares, 0.04% of the company, 0.80% of its portfolio (added this quarter); held since Q4 2021
11. Meta Platforms (META): $490.5M, 800,288 shares, 0.03% of the company, 0.75% of its portfolio (added this quarter); held since Q4 2021
12. TSMC (TSM): $442.8M, 996,829 shares, 0.02% of the company, 0.68% of its portfolio (trimmed this quarter); held since Q4 2021
13. AMD (AMD): $441.9M, 816,984 shares, 0.05% of the company, 0.68% of its portfolio (added this quarter); held since Q4 2021
14. KLA (KLAC): $336.7M, 1.3M shares, 0.10% of the company, 0.52% of its portfolio (added this quarter); held since Q4 2021
15. onsemi (ON): $290.2M, 3.1M shares, 0.79% of the company, 0.45% of its portfolio (trimmed this quarter); held since Q4 2021

By sector

• Cloud & AI giants: $5.9B, 30% of its AI holdings, 6 companies
• Chips & compute: $5.0B, 26% of its AI holdings, 26 companies
• Power, electrical & cooling: $3.0B, 15% of its AI holdings, 42 companies
• Equipment & test: $2.2B, 11% of its AI holdings, 19 companies
• Interconnect: $864.1M, 4% of its AI holdings, 10 companies
• AI software: $863.8M, 4% of its AI holdings, 20 companies
• Memory & storage: $782.5M, 4% of its AI holdings, 6 companies
• Servers & systems: $435.6M, 2% of its AI holdings, 11 companies
• Optics: $287.6M, 1% of its AI holdings, 9 companies
• Neoclouds & data centers: $232.1M, 1% of its AI holdings, 19 companies

Biggest changes this quarter

• trimmed Teradyne (TER): -$459.6M at the quarter's price
• added to Apple (AAPL): +$431.5M at the quarter's price
• trimmed Microsoft (MSFT): -$321.8M at the quarter's price
• trimmed onsemi (ON): -$287.1M at the quarter's price
• added to Broadcom (AVGO): +$139.0M at the quarter's price
• trimmed Keysight Technologies (KEYS): -$137.1M at the quarter's price
• opened a position in MACOM (MTSI): +$126.9M at the quarter's price
• trimmed Marvell (MRVL): -$117.7M at the quarter's price
• trimmed Credo (CRDO): -$115.6M at the quarter's price
• trimmed Comfort Systems USA (FIX): -$106.2M at the quarter's price

Other holders of this size

• Situational Awareness LP: $19.5B in 18 of these companies
• Baird Financial Group, Inc.: $19.6B in 147 of these companies
• Rockefeller Capital Management L.P.: $19.4B in 217 of these companies
• Point72: $19.6B in 128 of these companies
• STATE OF WISCONSIN INVESTMENT BOARD: $19.2B in 198 of these companies
• Bank Julius Baer & Co. Ltd, Zurich: $19.8B in 108 of these companies
• DNB Asset Management AS: $19.2B in 170 of these companies
• Chevy Chase Trust Holdings, LLC: $19.8B in 98 of these companies

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