PINNACLE ASSOCIATES LTD

PINNACLE ASSOCIATES LTD declares $3.2B in 120 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 35.3% of its $9.2B 13F portfolio. Largest positions: Apple (0.01% of the company) and Micron (0.02% of the company). Over time: $3.2B in 120 of these companies for Q2 2026, against $1.1B in 62 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $45.4M and sold $202.7M of these stocks, at the quarter's prices: a net sale of $157.3M; 11 new positions and 4 sold out.

Performance of its AI picks

The AI-stock portfolio PINNACLE ASSOCIATES LTD declared for Q2 2026 (Form 13F), held unchanged, returned -3.7% in Q3 2026 (SMH -7.1%), ranked 1484 of 1,783 active managers. Over the last 12 months, quarter after quarter: +54.2% (SMH +87.2%), ranked 141 of 1,359 active managers. Over three years, quarter after quarter: +184.8% (SMH +325.8%), ranked 134 of 783 active managers. Over five years, quarter after quarter: +171.4% (SMH +389.8%), ranked 180 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. Apple (AAPL) — $350.9M: 1.2M shares, 0.01% of the company, 3.8% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  2. Micron (MU) — $251.1M: 217,570 shares, 0.02% of the company, 2.7% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  3. Alphabet (GOOGL) — $242.2M: 681,604 shares, 0.01% of the company, 2.6% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  4. NVIDIA (NVDA) — $191.0M: 954,703 shares, 0.00% of the company, 2.1% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  5. Broadcom (AVGO) — $170.6M: 451,507 shares, 0.01% of the company, 1.9% of its portfolio (added this quarter); held since Q4 2019 or earlier
  6. Microsoft (MSFT) — $162.5M: 435,694 shares, 0.01% of the company, 1.8% of its portfolio (added this quarter); held since Q4 2019 or earlier
  7. Amazon (AMZN) — $129.9M: 545,210 shares, 0.01% of the company, 1.4% of its portfolio (added this quarter); held since Q4 2019 or earlier
  8. Caterpillar (CAT) — $117.2M: 110,066 shares, 0.02% of the company, 1.3% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  9. Meta Platforms (META) — $114.8M: 203,836 shares, 0.01% of the company, 1.3% of its portfolio (added this quarter); held since Q4 2019 or earlier
  10. Lam Research (LRCX) — $110.8M: 255,656 shares, 0.02% of the company, 1.2% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  11. Coherent (COHR) — $98.6M: 249,909 shares, 0.13% of the company, 1.1% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  12. Cisco (CSCO) — $82.8M: 704,734 shares, 0.02% of the company, 0.90% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  13. Applied Materials (AMAT) — $67.0M: 92,679 shares, 0.01% of the company, 0.73% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  14. Corning (GLW) — $66.4M: 259,947 shares, 0.03% of the company, 0.73% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  15. Ultra Clean (UCTT) — $57.0M: 399,934 shares, 0.88% of the company, 0.62% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier

By sector

Biggest changes this quarter

Other holders of this size

Follow PINNACLE ASSOCIATES LTD's SEC filings (Atom feed)

All holders · Who owns each AI company · All tracked companies · The AI market