WELLINGTON MANAGEMENT GROUP LLP

CIK
0000902219
City
Boston
State / Country
MA

Top Portfolio Positions

1,479 positions · $523,990,534,726 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
140,709,109 $26,242,248,825 5.01%
MSFT
Microsoft Corp
48,909,443 $23,653,584,820 4.51%
AAPL
Apple Inc.
77,305,231 $21,016,200,096 4.01%
GOOGL
Alphabet Inc.
57,286,312 $17,930,615,656 3.42%
AVGO
Broadcom Inc.
Technology
47,387,622 $16,400,855,970 3.13%
AMZN
Amazon Com Inc
66,228,812 $15,286,934,379 2.92%
LLY
ELI LILLY & Co
13,357,185 $14,354,700,908 2.74%
MRK
Merck & Co., Inc.
86,435,458 $9,098,196,304 1.74%
MA
Mastercard Inc
13,497,638 $7,705,531,576 1.47%
WFC
Wells Fargo & Company/Mn
Financial Services
72,409,976 $6,748,609,760 1.29%

Portfolio Trend

51 quarters · across all stocks

Holdings in HLNE

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Shares Held

Position Value (USD)

22 of 22 shown
Report Date Value (USD) Shares
2025-12-31 $40,520,922 301,697
2025-09-30 $147,005,476 1,090,626
2025-06-30 $200,556,047 1,411,174
2025-03-31 $253,030,836 1,701,963
2024-09-30 $293,509,326 1,743,033
2024-06-30 $164,363,623 1,330,018
2024-03-31 $142,590,206 1,264,546
2023-09-30 $216,096,880 2,389,395
2023-06-30 $227,644,512 2,846,268
2023-03-31 $214,216,263 2,895,597
2022-12-31 $200,759,953 3,142,767
2022-09-30 $184,040,925 3,087,417
2022-06-30 $207,907,385 3,094,781
2022-03-31 $318,413,927 4,119,730
2021-12-31 $375,244,180 3,621,349
2021-09-30 $306,449,485 3,612,939
2021-06-30 $346,278,415 3,800,246
2021-03-31 $366,270,876 4,135,850
2020-12-31 $367,859,406 4,713,125
2020-09-30 $312,029,187 4,830,921
2020-06-30 $204,882,881 3,041,159
2020-03-31 $134,238,973 2,427,029