AlphaYouLSV Asset Management
New First American Financial position and exited Tri Pointe Homes in Q2 2026.
$55.1B in this filing889 positionstop 10 = 14%
889 stock and fund positions worth $55.1B
Holdings are from Jun 30, 2026, not today. Filed Aug 6, 2026.
- 1GOOGLAlphabet Inc2.07%$1.1B - 3.2M shares+522K
- $1.0B - 2.4M shares-431K
- 3CSCOCisco Systems Inc1.52%$835.1M - 7.1M shares-939K
886 more on a paid plan
Free shows three. Paid plans unlock the full portfolio, every quarter, and what changed.
Unlock all 886 holdingsWhat is missing
This filing does not include cash, short positions, private investments, bonds, or many overseas holdings.