Azimuth Capital Investment Management LLC — 13F holdings

Azimuth Capital Investment Management LLC reported 313 holdings worth $2.96B in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

  1. AAPL APPLE INC — $130M (4.4%)
  2. NVDA NVIDIA CORPORATION — $124M (4.2%)
  3. AVGO BROADCOM INC — $94.0M (3.2%)
  4. MSFT MICROSOFT CORP — $83.2M (2.8%)
  5. GOOGL ALPHABET INC — $80.8M (2.7%)
  6. LLY ELI LILLY & CO — $73.9M (2.5%)
  7. AMD ADVANCED MICRO DEVICES INC — $66.5M (2.2%)
  8. MPWR MONOLITHIC PWR SYS INC — $40.3M (1.4%)
  9. GEV GE VERNOVA INC — $38.8M (1.3%)
  10. MRVL MARVELL TECHNOLOGY INC — $38.0M (1.3%)