Allspring Global Investments Holdings, LLC
"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.
13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.
We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 16 quarters, returned +2.0% per quarter — versus +1.9% per quarter from simply owning every 13F stock. It beat that baseline in only 50.0% of quarters (excess t = -0.06, not statistically significant). Its filings tell you what it bought — not what you should buy.
Quarterly compounding, invested quarters only · entry after the actual SEC deadline plus a 2-day buffer
Top 20 holdings of 1873 · 2026 Q2
| Ticker | Value | Weight | QoQ |
|---|---|---|---|
| NVDA | $1.7B | | ADD +2% |
| AAPL | $1.5B | | ADD +41% |
| AVGO | $1.2B | | ADD +14% |
| AMZN | $1.1B | | ADD +3% |
| MSFT | $1.0B | | TRIM −24% |
| GOOGL | $995M | | ADD +13% |
| GOOG | $746M | | HOLD |
| Q | $667M | | HOLD |
| LH | $635M | | HOLD |
| AEP | $614M | | HOLD |
| RSG | $545M | | ADD +12% |
| KEYS | $536M | | TRIM −20% |
| MU | $524M | | ADD +12% |
| FE | $511M | | ADD +9% |
| OKTA | $510M | | ADD +2% |
| CHD | $505M | | ADD +3% |
| META | $491M | | HOLD |
| BKR | $480M | | HOLD |
| RPM | $460M | | ADD +8% |
| SARO | $457M | | HOLD |
QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.
New positions in 2026 Q2
Method & Limitations
Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry is the first trading session after the actual SEC filing deadline plus a 2-day buffer. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.