UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

CIK

861177

City

NEW YORK

State / Country

Stock

CGNX — Cognex Corp

Top Portfolio Positions

3,056 positions · $463,181,710,327 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	198,975,239	$34,701,281,677	7.49%
AAPL	Apple Inc. Technology	105,510,753	$26,777,573,998	5.78%
MSFT	Microsoft Corp Technology	63,832,188	$23,628,761,025	5.10%
AMZN	Amazon Com Inc Consumer Cyclical	73,870,444	$15,384,997,367	3.32%
GOOGL	Alphabet Inc. Communication Services	45,196,290	$12,996,645,147	2.81%
AVGO	Broadcom Inc. Technology	39,039,932	$12,083,249,345	2.61%
TSLA	Tesla, Inc. Consumer Cyclical	19,749,768	$7,341,976,247	1.59%
META	Meta Platforms, Inc. Communication Services	12,673,154	$7,250,691,590	1.57%
LLY	ELI LILLY & Co Healthcare	7,072,021	$6,504,632,749	1.40%
JPM	Jpmorgan Chase & Co Financial Services	18,698,779	$5,500,432,825	1.19%

Portfolio Trend

25 quarters · across all stocks

Holdings in CGNX

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$53,250,362	1,086,964	+206.1%	Shares	Defined	2026-05-13
2025-12-31	$12,775,485	355,072	-3.3%	Shares	Defined	2026-02-13
2025-09-30	$16,635,742	367,235	-37.9%	Shares	Sole	2025-11-14
2025-06-30	$18,766,119	591,618	+30.2%	Shares	Defined	2025-08-14
2025-03-31	$13,552,689	454,331	-2.7%	Shares	Defined	2025-05-19
2024-12-31	$16,742,636	466,889	+24.1%	Shares	Defined	2025-02-14
2024-09-30	$15,238,082	376,249	-8.9%	Shares	Defined	2024-11-14
2024-06-30	$19,307,949	412,916	+74.5%	Shares	Defined	2024-08-14
2024-03-31	$10,038,689	236,650	-0.8%	Shares	Defined	2024-05-15
2023-12-31	$9,953,985	238,476	-58.5%	Shares	Defined	2024-02-14
2023-09-30	$24,409,658	575,157	-9.1%	Shares	Defined	2023-11-13
2023-06-30	$35,449,843	632,807	0.0%	Shares	Defined	2023-08-11
2023-03-31	$31,355,581	632,807	+0.9%	Shares	Defined	2023-05-15
2022-12-31	$29,533,205	626,899	-2.0%	Shares	Defined	2023-02-14
2022-09-30	$26,520,990	639,831	+0.8%	Shares	Defined	2022-11-14
2022-06-30	$27,002,408	635,052	-5.7%	Shares	Defined	2022-08-12
2022-03-31	$51,966,691	673,580	-21.1%	Shares	Defined	2022-05-16
2021-12-31	$66,406,800	853,997	+43.2%	Shares	Defined	2022-02-14
2021-09-30	$47,856,839	596,570	-2.1%	Shares	Defined	2021-11-15
2021-06-30	$51,203,171	609,199	+0.3%	Shares	Defined	2021-08-16
2021-03-31	$50,408,371	607,403	+6.1%	Shares	Defined	2021-05-14
2020-12-31	$45,970,437	572,555	0.0%	Shares	Defined	2021-02-17
2020-09-30	$37,273,326	572,555	+1.6%	Shares	Defined	2020-11-13
2020-06-30	$33,642,541	563,338	-0.2%	Shares	Defined	2020-08-14
2020-03-31	$23,834,030	564,520	—	Shares	Defined	2020-05-15
No 13F history on record for this holder in this stock.