CLARIVEST ASSET MANAGEMENT LLC

PrivateCIK: 1388167
Location

SAN DIEGO, CA

844
Positions
$980.16M
Total AUM (reported)
24.51M
Total Shares

Allocation by class

TOTAL AUM$980.16M844 positions
COM$717.41M73.2%
CL A$69.83M7.1%
COM CL A$43.37M4.4%
SPONSORED ADS$23.35M2.4%
COM NEW$17.08M1.7%
CAP STK CL A$16.41M1.7%
MSCI INDIA ETF$15.82M1.6%

Portfolio Concentration

Top 316.5%4–1012.3%11–2510.7%Rest60.5%TOP 1028.8%0%100%
Top 3$161.51M16.5%
4–10$121.00M12.3%
11–25$104.70M10.7%
Rest$592.95M60.5%

Top 3 weight

16.5%

Top 10 weight

28.8%

Voting Authority Distribution

Total shares with voting rights: 24.51M

Sole

Full voting authority

12.41M

shares

% of voting shares50.6%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

12.10M

shares

% of voting shares49.4%

Investment Discretion (by position count)

Sole0
Shared0
Other844
Dominant voting typeSole · 50.6% of voting shares
Institutional Holdings844
Rows:

MICROSOFT CORP

DFND
COM
Shares125.93K
TypeSH
Market value$56.29M
5.74%
Sole
0.00
Shared
0.00
None
125.93K

NVIDIA CORPORATION

DFND
COM
Shares451.45K
TypeSH
Market value$55.77M
5.69%
Sole
0.00
Shared
0.00
None
451.45K

APPLE INC

DFND
COM
Shares234.80K
TypeSH
Market value$49.45M
5.05%
Sole
0.00
Shared
0.00
None
234.80K

AMAZON COM INC

DFND
COM
Shares138.46K
TypeSH
Market value$26.76M
2.73%
Sole
0.00
Shared
0.00
None
138.46K

META PLATFORMS INC

DFND
CL A
Shares50.25K
TypeSH
Market value$25.34M
2.59%
Sole
0.00
Shared
0.00
None
50.25K

ALPHABET INC

DFND
CAP STK CL A
Shares90.09K
TypeSH
Market value$16.41M
1.67%
Sole
0.00
Shared
0.00
None
90.09K

ISHARES TR

DFND
MSCI INDIA ETF
Shares283.61K
TypeSH
Market value$15.82M
1.61%
Sole
0.00
Shared
0.00
None
283.61K

ELI LILLY & CO

DFND
COM
Shares14.49K
TypeSH
Market value$13.12M
1.34%
Sole
0.00
Shared
0.00
None
14.49K

ALPHABET INC

DFND
CAP STK CL C
Shares70.71K
TypeSH
Market value$12.97M
1.32%
Sole
0.00
Shared
0.00
None
70.71K

TAIWAN SEMICONDUCTOR MFG LTD

DFND
SPONSORED ADS
Shares60.87K
TypeSH
Market value$10.58M
1.08%
Sole
0.00
Shared
0.00
None
60.87K

TEVA PHARMACEUTICAL INDS LTD

DFND
SPONSORED ADS
Shares600.82K
TypeSH
Market value$9.76M
1.00%
Sole
337K
Shared
0.00
None
263.82K

BROADCOM INC

DFND
COM
Shares5.71K
TypeSH
Market value$9.17M
0.94%
Sole
0.00
Shared
0.00
None
5.71K

VISA INC

DFND
COM CL A
Shares32K
TypeSH
Market value$8.40M
0.86%
Sole
0.00
Shared
0.00
None
32K

SALESFORCE INC

DFND
COM
Shares28.13K
TypeSH
Market value$7.23M
0.74%
Sole
0.00
Shared
0.00
None
28.13K

ABBVIE INC

DFND
COM
Shares42.04K
TypeSH
Market value$7.21M
0.74%
Sole
0.00
Shared
0.00
None
42.04K

ADOBE INC

DFND
COM
Shares12.92K
TypeSH
Market value$7.18M
0.73%
Sole
0.00
Shared
0.00
None
12.92K

MCKESSON CORP

DFND
COM
Shares11.52K
TypeSH
Market value$6.73M
0.69%
Sole
0.00
Shared
0.00
None
11.52K

CADENCE DESIGN SYSTEM INC

DFND
COM
Shares21.07K
TypeSH
Market value$6.49M
0.66%
Sole
0.00
Shared
0.00
None
21.07K

MASTERCARD INCORPORATED

DFND
CL A
Shares14.60K
TypeSH
Market value$6.44M
0.66%
Sole
0.00
Shared
0.00
None
14.60K

ADMA BIOLOGICS INC

DFND
COM
Shares575.25K
TypeSH
Market value$6.43M
0.66%
Sole
411.48K
Shared
0.00
None
163.78K

COSTCO WHSL CORP NEW

DFND
COM
Shares7.51K
TypeSH
Market value$6.38M
0.65%
Sole
0.00
Shared
0.00
None
7.51K

TESLA INC

DFND
COM
Shares30.51K
TypeSH
Market value$6.04M
0.62%
Sole
0.00
Shared
0.00
None
30.51K

NETFLIX INC

DFND
COM
Shares8.80K
TypeSH
Market value$5.94M
0.61%
Sole
0.00
Shared
0.00
None
8.80K

BLUE BIRD CORP

DFND
COM
Shares104.92K
TypeSH
Market value$5.65M
0.58%
Sole
65.79K
Shared
0.00
None
39.13K

APPLIED MATLS INC

DFND
COM
Shares23.93K
TypeSH
Market value$5.65M
0.58%
Sole
0.00
Shared
0.00
None
23.93K
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