SEI INVESTMENTS CO

CIK

350894

City

OAKS

State / Country

Stock

ARLO — Arlo Technologies, Inc.

Top Portfolio Positions

2,887 positions · $83,554,294,219 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	21,684,924	$3,781,850,745	4.53%
AAPL	Apple Inc. Technology	11,250,613	$2,855,293,072	3.42%
MSFT	Microsoft Corp Technology	7,000,712	$2,591,453,560	3.10%
AMZN	Amazon Com Inc Consumer Cyclical	10,492,826	$2,185,340,870	2.62%
AVGO	Broadcom Inc. Technology	5,075,086	$1,570,789,866	1.88%
GOOGL	Alphabet Inc. Communication Services	4,169,123	$1,198,873,009	1.43%
META	Meta Platforms, Inc. Communication Services	1,971,374	$1,127,882,205	1.35%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	2,591,510	$875,800,803	1.05%
LLY	ELI LILLY & Co Healthcare	767,347	$705,782,748	0.84%
MA	Mastercard Inc Financial Services	1,243,557	$621,355,689	0.74%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,260,959	299,435	+313.8%	Shares	Sole	2026-05-13
2025-12-31	$1,012,329	72,361	+55.4%	Shares	Sole	2026-02-13
2025-09-30	$789,072	46,553	+14.3%	Shares	Defined	2025-11-13
2025-06-30	$690,474	40,712	+90.7%	Shares	Defined	2025-08-14
2025-03-31	$210,674	21,345	-11.0%	Shares	Sole	2025-05-14
2024-12-31	$268,324	23,979	-80.8%	Shares	Sole	2025-02-11
2024-09-30	$1,514,475	125,060	-1.2%	Shares	Sole	2024-11-12
2024-06-30	$1,650,472	126,570	-0.1%	Shares	Sole	2024-08-13
2024-03-31	$1,602,716	126,697	-12.3%	Shares	Sole	2024-05-07
2023-12-31	$1,375,477	144,483	-5.6%	Shares	Sole	2024-02-14
2023-09-30	$1,576,785	153,086	-8.1%	Shares	Defined	2023-11-14
2023-06-30	$1,816,459	166,495	+40.1%	Shares	Defined	2023-08-11
2023-03-31	$720,164	118,839	+1.7%	Shares	Sole	2023-05-12
2022-12-31	$410,346	116,908	+6.5%	Shares	Sole	2023-02-10
2022-09-30	$509,169	109,735	+2.8%	Shares	Sole	2022-11-14
2022-06-30	$669,159	106,724	-31.6%	Shares	Sole	2022-08-15
2022-03-31	$1,382,142	155,998	+64.2%	Shares	Defined	2022-05-13
2021-12-31	$996,550	95,000	0.0%	Shares	Sole	2022-02-14
2021-09-30	$608,950	95,000	0.0%	Shares	Sole	2021-11-12
2021-06-30	$643,150	95,000	+21.9%	Shares	Sole	2021-08-06
2021-03-31	$489,601	77,962	-0.1%	Shares	Defined	2021-05-12
2020-12-31	$607,712	78,012	-12.1%	Shares	Defined	2021-02-08
2020-09-30	$466,835	88,752	+21.5%	Shares	Defined	2020-11-06
2020-06-30	$188,469	73,050	+2.8%	Shares	Sole	2020-08-17
2020-03-31	$172,651	71,050	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.