Filing analysis
Aberdeen Group plc
13F-HR · period Q2 2026 · filed Jul 31, 2026
$71.22BReported 13F value
1,805Positions
5Other managers included
+45New
449Increased
409Reduced
−44Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| HONA Honeywell Aerospace Inc | $92.87M | 0.1% |
| BLBD Blue Bird Corporation | $40.73M | 0.1% |
| COHU Cohu, Inc. | $31.50M | 0.0% |
| CYD | $25.39M | 0.0% |
| FCFS FirstCash Holdings, Inc | $21.28M | 0.0% |
| KGS Kodiak Gas Services, Inc. | $19.45M | 0.0% |
| MLYS Mineralys Therapeutics, Inc. | $18.60M | 0.0% |
| JLL Jones Lang LaSalle… | $16.98M | 0.0% |
| BXDC | $15.17M | 0.0% |
| AMLX Amylyx Pharmaceuticals, Inc. | $13.25M | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| MU Micron Technology, Inc. | ▼ Trim | -4.6% | $948.41M |
| AAPL Apple Inc. | ▲ Add | +1.3% | $4.88B |
| GOOGL Alphabet Inc. | ▲ Add | +2.1% | $3.00B |
| TSLA Tesla, Inc. | ▲ Add | +18.6% | $2.15B |
| AMD Advanced Micro Devices, Inc. | ▼ Trim | -6.1% | $848.47M |
| AMZN Amazon.com, Inc. | ▲ Add | +5.8% | $2.86B |
| NVDA NVIDIA Corporation | ▼ Trim | -1.1% | $4.00B |
| GOOG Alphabet Inc. | ▼ Trim | -1.1% | $2.38B |
| INTC Intel Corp. | ▼ Trim | -9.9% | $493.81M |
| AMAT Applied Materials, Inc. | ▲ Add | +0.9% | $541.36M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.