TCW GROUP INC

CIK

850401

City

LOS ANGELES

State / Country

Stock

HEI — Heico Corp

Top Portfolio Positions

610 positions · $11,899,414,662 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	5,881,259	$1,025,691,569	8.62%
MSFT	Microsoft Corp Technology	1,495,489	$553,585,162	4.65%
AVGO	Broadcom Inc. Technology	1,608,331	$497,794,527	4.18%
AMZN	Amazon Com Inc Consumer Cyclical	2,380,835	$495,856,503	4.17%
META	Meta Platforms, Inc. Communication Services	553,528	$316,689,972	2.66%
GE	General Electric Co Industrials	891,914	$253,098,434	2.13%
ASML	Asml Holding NV Technology	151,180	$199,683,077	1.68%
ANET	Arista Networks, Inc. Technology	1,575,264	$193,410,912	1.63%
V	Visa Inc. Financial Services	626,371	$189,314,370	1.59%
COST	Costco Wholesale Corp /New Consumer Defensive	177,820	$177,185,181	1.49%

Portfolio Trend

25 quarters · across all stocks

Holdings in HEI

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$26,745,467	97,540	-11.1%	Shares	Defined	2026-05-14
2025-12-31	$35,509,471	109,736	-14.6%	Shares	Defined	2026-02-17
2025-09-30	$41,502,061	128,561	-8.4%	Shares	Defined	2025-11-14
2025-06-30	$46,020,368	140,306	-0.3%	Shares	Defined	2025-08-14
2025-03-31	$37,589,891	140,686	-15.9%	Shares	Defined	2025-05-07
2024-12-31	$39,766,769	167,270	-11.6%	Shares	Defined	2025-02-04
2024-09-30	$49,452,404	189,125	-5.4%	Shares	Defined	2024-11-19
2024-06-30	$44,723,788	200,008	+3.0%	Shares	Defined	2024-07-19
2024-03-31	$37,097,739	194,229	+10.3%	Shares	Defined	2024-05-10
2023-12-31	$31,499,364	176,102	+10.6%	Shares	Defined	2024-02-09
2023-09-30	$25,783,141	159,224	+6.1%	Shares	Defined	2023-11-15
2023-06-30	$26,552,323	150,064	+0.1%	Shares	Defined	2023-08-14
2023-03-31	$25,653,604	149,986	+17.2%	Shares	Defined	2023-05-15
2022-12-31	$19,664,075	127,988	-26.1%	Shares	Defined	2023-02-14
2022-09-30	$24,929,992	173,149	0.0%	Shares	Defined	2022-10-27
2022-06-30	$22,703,295	173,149	0.0%	Shares	Defined	2022-07-19
2022-03-31	$26,585,296	173,149	-7.5%	Shares	Defined	2022-04-19
2021-12-31	$26,981,830	187,088	+6.7%	Shares	Defined	2022-01-26
2021-09-30	$23,121,690	175,337	+14.5%	Shares	Defined	2021-10-26
2021-06-30	$21,349,244	153,129	+28.2%	Shares	Defined	2021-07-23
2021-03-31	$15,029,073	119,468	-1.4%	Shares	Defined	2021-05-05
2020-12-31	$16,039,862	121,147	+27.0%	Shares	Defined	2021-02-02
2020-09-30	$9,986,342	95,417	+16.3%	Shares	Defined	2020-10-30
2020-06-30	$8,175,086	82,038	-0.4%	Shares	Defined	2020-08-05
2020-03-31	$6,145,251	82,365	—	Shares	Defined	2020-05-05
No 13F history on record for this holder in this stock.