DOSSIER · 13F-HR · Q1 2026

Boston Common Asset Management, LLC

Boston Common Asset's family office based in San Francisco, CA $1.6B in tracked AUM across 186 positions as of Q1 2026.

BC
Boston Common Asset·San Francisco, CA·Family Office
CIK 0001409427 · last filed Mar 31, 2026
Total AUM
$1.6B
2.8%
vs prior
Holdings
186
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
Top sector
Tech
24% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview

Boston Common Asset Management reports a 13F portfolio valued at $1.97 billion as of 2025-12-31, down 21.7% from $2.52 billion on 2025-09-30. The filing shows 196 reported holdings and substantial portfolio activity: 38 new positions and 38 full exits, with only 3 increases and 9 reductions among continuing positions. That mix (38 in / 38 out) implies a high realized turnover during the quarter.

By count the portfolio is diversified (196 names), but concentration is meaning...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
TSM
Taiwan Semiconductor Manufacturing Co., Ltd.
$97M288K6.3%
02
NVDA
NVIDIA Corp.
$70M402K4.5%
03
AAPL
Apple Inc.
$61M240K3.9%
04
MSFT
Microsoft Corp.
$53M144K3.4%
05
GOOGL
Alphabet Inc.
$40M141K2.6%
06
AVGO
Broadcom Inc
$38M124K2.5%
07
GOOG
Alphabet Inc.
$37M128K2.4%
08
NFLX
Netflix, Inc.
$34M352K2.2%
09
V
Visa Inc
$29M95K1.9%
10
MS
Morgan Stanley
$26M160K1.7%

Filing history

Filing history loading…