Epoch Investment Partners, Inc.

New 13F: Q3 2026

Epoch Investment Partners, Inc. filed its 13F for the quarter ended Sep 30, 2026 on Nov 13, 2026: $6.2B in AI and semiconductor stocks; $130.5M bought and $479.9M sold against its previous quarter, at the quarter's prices.

Epoch Investment Partners, Inc. declares $6.5B in 42 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 37.1% of its $17.6B 13F portfolio. Largest positions: NVIDIA (0.01% of the company) and Apple (0.01% of the company). Over time: $6.5B in 42 of these companies for Q2 2026, against $5.1B in 35 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $313.8M and sold $1.1B of these stocks, at the quarter's prices: a net sale of $798.5M; 2 sold out.

Performance of its AI picks

The AI-stock portfolio Epoch Investment Partners, Inc. declared for Q2 2026 (Form 13F), held unchanged, returned +1.0% in Q3 2026 (SMH -7.1%), ranked 1256 of 1,785 active managers. Over the last 12 months, quarter after quarter: +42.0% (SMH +87.2%), ranked 252 of 1,360 active managers. Over three years, quarter after quarter: +165.3% (SMH +325.8%), ranked 206 of 784 active managers. Over five years, quarter after quarter: +197.9% (SMH +389.8%), ranked 90 of 535 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): $504.5M, 2.5M shares, 0.01% of the company, 2.9% of its portfolio (added this quarter); held since Q2 2021
  2. Apple (AAPL): $456.1M, 1.6M shares, 0.01% of the company, 2.6% of its portfolio (added this quarter); held since Q4 2019 or earlier
  3. Broadcom (AVGO): $351.1M, 929,562 shares, 0.02% of the company, 2.0% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  4. Microsoft (MSFT): $338.3M, 906,851 shares, 0.01% of the company, 1.9% of its portfolio (added this quarter); held since Q4 2019 or earlier
  5. Applied Materials (AMAT): $332.7M, 460,151 shares, 0.06% of the company, 1.9% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  6. Alphabet (GOOGL): $301.1M, 844,913 shares, 0.01% of the company, 1.7% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  7. KLA (KLAC): $298.9M, 990,556 shares, 0.08% of the company, 1.7% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  8. Lam Research (LRCX): $256.8M, 592,701 shares, 0.05% of the company, 1.5% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  9. Cisco (CSCO): $254.7M, 2.2M shares, 0.06% of the company, 1.4% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  10. Dell (DELL): $229.2M, 531,131 shares, 0.08% of the company, 1.3% of its portfolio (trimmed this quarter); held since Q1 2023
  11. NetApp (NTAP): $227.6M, 1.5M shares, 0.75% of the company, 1.3% of its portfolio (trimmed this quarter); held since Q1 2022
  12. TSMC (TSM): $218.2M, 456,810 shares, 0.01% of the company, 1.2% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  13. EMCOR (EME): $198.8M, 239,577 shares, 0.55% of the company, 1.1% of its portfolio (trimmed this quarter); held since Q3 2024
  14. Meta Platforms (META): $194.0M, 344,368 shares, 0.01% of the company, 1.1% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  15. Hewlett Packard Enterprise (HPE): $186.0M, 4.1M shares, 0.31% of the company, 1.1% of its portfolio (trimmed this quarter); held since Q4 2023

By sector

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