PANAGORA ASSET MANAGEMENT INC

CIK

883677

City

Boston

State / Country

MA

Stock

VMI — Valmont Industries Inc

Top Portfolio Positions

1,141 positions · $25,962,974,669 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
NVDA	Nvidia Corp Technology	11,061,703	$1,929,161,003	7.43%
AAPL	Apple Inc. Technology	6,315,538	$1,602,820,389	6.17%
MSFT	Microsoft Corp Technology	2,965,156	$1,097,611,796	4.23%
GOOGL	Alphabet Inc. Communication Services	3,016,115	$867,314,029	3.34%
AMZN	Amazon Com Inc Consumer Cyclical	3,499,027	$728,742,353	2.81%
AVGO	Broadcom Inc. Technology	1,961,353	$607,058,367	2.34%
META	Meta Platforms, Inc. Communication Services	1,018,696	$582,826,542	2.24%
TSLA	Tesla, Inc. Consumer Cyclical	885,719	$329,266,038	1.27%
MA	Mastercard Inc Financial Services	647,559	$323,559,329	1.25%
XOM	Exxon Mobil Corp Energy	1,768,403	$300,027,252	1.16%

Portfolio Trend

25 quarters · across all stocks

Holdings in VMI

Compact Export CSV

Shares Held

Position Value (USD)

12 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$22,955,696	57,451	-1.1%	Shares	Sole	2026-05-14
2025-12-31	$23,374,792	58,100	-9.6%	Shares	Sole	2026-02-13
2025-09-30	$24,924,059	64,282	+182.2%	Shares	Sole	2025-11-13
2025-06-30	$7,439,917	22,782	+5.2%	Shares	Sole	2025-08-13
2022-03-31	$5,165,451	21,649	0.0%	Shares	Sole	2022-05-12
2021-12-31	$5,423,074	21,649	+2351.8%	Shares	Sole	2022-02-10
2021-06-30	$208,432	883	0.0%	Shares	Sole	2021-08-11
2021-03-31	$209,862	883	+75.5%	Shares	Sole	2021-05-12
2020-12-31	$87,989	503	0.0%	Shares	Sole	2021-02-10
2020-09-30	$62,462	503	+25.8%	Shares	Sole	2020-11-13
2020-06-30	$45,448	400	0.0%	Shares	Sole	2020-08-12
2020-03-31	$42,392	400	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.