Stocks
FSLY
SEI INVESTMENTS CO

SEI INVESTMENTS CO

CIK

350894

City

OAKS

State / Country

PA

Stock

FSLY — Fastly, Inc.

Top Portfolio Positions

2,879 positions · $83,252,337,567 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	21,684,924	$3,781,850,745	4.54%
AAPL	Apple Inc. Technology	11,250,613	$2,855,293,072	3.43%
MSFT	Microsoft Corp Technology	7,000,712	$2,591,453,560	3.11%
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	1.89%
GOOGL	Alphabet Inc. Communication Services	4,169,123	$1,198,873,009	1.44%
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	0.85%
MA	Mastercard Inc Financial Services	1,243,557	$621,355,689	0.75%

Portfolio Trend

46 quarters · across all stocks

Holdings in FSLY

Compact Export CSV

Shares Held

Position Value (USD)

13 of 13 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,176,577	109,311	+61.6%	Shares	Sole	2026-05-13
2025-12-31	$688,442	67,627	+27.1%	Shares	Sole	2026-02-13
2025-09-30	$454,928	53,208	+226.8%	Shares	Sole	2025-11-13
2024-03-31	$211,203	16,284	-34.4%	Shares	Sole	2024-05-07
2023-12-31	$442,080	24,836	-19.7%	Shares	Sole	2024-02-14
2023-09-30	$592,792	30,923	+117.5%	Shares	Defined	2023-11-14
2023-06-30	$224,185	14,216	-47.3%	Shares	Sole	2023-08-11
2023-03-31	$479,288	26,987	+121.5%	Shares	Defined	2023-05-12
2022-06-30	$141,467	12,185	+118.3%	Shares	Sole	2022-08-15
2021-06-30	$332,627	5,581	+30.5%	Shares	Sole	2021-08-06
2020-12-31	$373,681	4,277	-34.8%	Shares	Sole	2021-02-08
2020-09-30	$614,259	6,557	-58.5%	Shares	Defined	2020-11-06
2020-06-30	$1,345,054	15,800	—	Shares	Defined	2020-08-17
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