Stocks
FSLY
Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P.

CIK

1739439

City

NEW YORK

State / Country

NY

Stock

FSLY — Fastly, Inc.

Top Portfolio Positions

3,252 positions · $37,482,482,937 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
SPY	Spdr S&P 500 Etf Trust	2,946,267	$1,916,075,278	5.11%
AAPL	Apple Inc. Technology	6,683,923	$1,696,312,814	4.53%
NVDA	Nvidia Corp Technology	9,029,958	$1,574,824,671	4.20%
MSFT	Microsoft Corp Technology	4,033,392	$1,493,040,714	3.98%
GOOGL	Alphabet Inc. Communication Services	4,297,315	$1,235,735,897	3.30%
AMZN	Amazon Com Inc Consumer Cyclical	5,897,727	$1,228,319,598	3.28%
AVGO	Broadcom Inc. Technology	2,996,496	$927,445,472	2.47%
JPM	Jpmorgan Chase & Co Financial Services	2,409,554	$708,794,401	1.89%
QQQ	Invesco Qqq Trust, Series 1	1,130,072	$652,254,956	1.74%
META	Meta Platforms, Inc. Communication Services	1,054,928	$603,555,954	1.61%

Portfolio Trend

33 quarters · across all stocks

Holdings in FSLY

Compact Export CSV

Shares Held

Position Value (USD)

14 of 14 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$80,233	2,761	+466.9%	Shares	Defined	2026-05-14
2025-12-31	$4,957	487	-67.2%	Shares	Defined	2026-03-17
2022-12-31	$12,162	1,485	-59.9%	Shares	Defined	2023-03-06
2022-09-30	$33,919	3,703	-0.5%	Shares	Defined	2022-11-02
2022-06-30	$43,224	3,723	-12.1%	Shares	Defined	2022-08-12
2022-03-31	$73,604	4,235	+63.3%	Shares	Defined	2022-05-13
2021-12-31	$91,921	2,593	+9.4%	Shares	Defined	2022-02-14
2021-09-30	$95,883	2,371	-2.8%	Shares	Defined	2021-11-12
2021-06-30	$145,424	2,440	+19.3%	Shares	Defined	2021-08-10
2021-03-31	$137,587	2,045	-32.8%	Shares	Defined	2021-05-11
2020-12-31	$265,779	3,042	+86.6%	Shares	Defined	2021-02-12
2020-09-30	$152,698	1,630	-26.9%	Shares	Defined	2020-11-13
2020-06-30	$189,839	2,230	+696.4%	Shares	Defined	2020-08-12
2020-03-31	$5,314	280	—	Shares	Defined	2020-05-12
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