Pillar Pacific Capital Management LLC 13F Holdings · last filed Q1 2021
Pillar Pacific Capital Management LLC reported 307 securities worth $1.29B in its SEC 13F filing for Q1 2021 (period ended 2021-03-31). Top holdings: AAPL (3.81%), MSFT (3.00%), AMZN (2.68%). Among its top 25 positions this quarter: 15 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $49.2M | 3.81% | 402,919 | Added |
| 2 | MSFT | MICROSOFT CORP | $38.7M | 3.00% | 164,268 | Added |
| 3 | AMZN | AMAZON.COM INC | $34.7M | 2.68% | 11,208 | Trimmed |
| 4 | AMAT | APPLIED MATERIALS INC | $27.2M | 2.11% | 203,705 | Trimmed |
| 5 | TSM | TAIWAN SEMICONDUCTOR CO ADR | $27.2M | 2.10% | 229,638 | Trimmed |
| 6 | TMO | THERMO FISHER SCIENTIFIC INC | $23.9M | 1.85% | 52,277 | Trimmed |
| 7 | GOOGL | ALPHABET INC CL A | $22.5M | 1.74% | 10,921 | Added |
| 8 | PYPL | PAYPAL HOLDINGS INC | $22.5M | 1.74% | 92,675 | Trimmed |
| 9 | MA | MASTERCARD INC | $21.5M | 1.66% | 60,341 | Trimmed |
| 10 | INTU | INTUIT INC | $18.4M | 1.42% | 48,031 | Added |
| 11 | DE | DEERE & CO | $17.4M | 1.35% | 46,569 | Trimmed |
| 12 | UNP | UNION PACIFIC CORP | $17.1M | 1.32% | 77,479 | Added |
| 13 | NSC | NORFOLK SOUTHERN CORP | $17.0M | 1.31% | 63,223 | Added |
| 14 | LOW | LOWES COMPANIES INC | $16.8M | 1.30% | 88,084 | Added |
| 15 | DIS | WALT DISNEY CO | $16.7M | 1.29% | 90,465 | Added |
| 16 | AMGN | AMGEN INCORPORATED | $15.8M | 1.23% | 63,661 | Added |
| 17 | CSX | CSX CORP | $15.9M | 1.23% | 164,719 | Added |
| 18 | CRM | SALESFORCE.COM INC | $15.3M | 1.19% | 72,266 | Trimmed |
| 19 | BAC | BANK OF AMERICA CORP | $15.3M | 1.18% | 394,720 | Trimmed |
| 20 | HD | HOME DEPOT INC | $15.0M | 1.16% | 49,243 | Added |
| 21 | CAT | CATERPILLAR INC | $14.5M | 1.12% | 62,466 | Added |
| 22 | ADI | ANALOG DEVICES, INC | $14.3M | 1.11% | 92,401 | Added |
| 23 | COST | COSTCO WHSL CORP NEW | $14.0M | 1.08% | 39,684 | Added |
| 24 | INTC | INTEL CORP | $14.0M | 1.08% | 218,313 | Trimmed |
| 25 | ORCL | ORACLE CORPORATION | $14.0M | 1.08% | 199,386 | Added |
Source: SEC Form 13F filings · as of 2021-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR