RAFFERTY ASSET MANAGEMENT, LLC

PrivateCIK: 1389426
Location

NEW YORK, NY

📋 What this filing means

RAFFERTY ASSET MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 1133 equity positions with a total reported market value of $28.95B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

1133
Positions
$28.95B
Total AUM (reported)
256.45M
Total Shares

Allocation by class

TOTAL AUM$28.95B1133 positions
COM$17.74B61.3%
20 YR TR BD ETF$2.65B9.2%
COM NEW$1.31B4.5%
RUSSELL 2000 ETF$1.23B4.2%
CL A$1.07B3.7%
GOLD MINERS ETF$604.99M2.1%
CHINA LG-CAP ETF$523.06M1.8%

Portfolio Concentration

Top 319.0%4–1017.8%11–2520.9%Rest42.3%TOP 1036.8%0%100%
Top 3$5.50B19.0%
4–10$5.14B17.8%
11–25$6.06B20.9%
Rest$12.25B42.3%

Top 3 weight

19.0%

Top 10 weight

36.8%

Voting Authority Distribution

Total shares with voting rights: 256.45M

Sole

Full voting authority

256.45M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole1133
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1133
Rows:

ISHARES TR

SOLE
20 YR TR BD ETF
Shares30.40M
TypeSH
Market value$2.65B
9.15%
Sole
30.40M
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares8.72M
TypeSH
Market value$1.63B
5.62%
Sole
8.72M
Shared
0.00
None
0.00

ISHARES TR

SOLE
RUSSELL 2000 ETF
Shares4.98M
TypeSH
Market value$1.23B
4.23%
Sole
4.98M
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares2.65M
TypeSH
Market value$917.08M
3.17%
Sole
2.65M
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares3.73M
TypeSH
Market value$799.66M
2.76%
Sole
3.73M
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares2.71M
TypeSH
Market value$772.94M
2.67%
Sole
2.71M
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares2.74M
TypeSH
Market value$744.30M
2.57%
Sole
2.74M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares1.42M
TypeSH
Market value$686.48M
2.37%
Sole
1.42M
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares1.37M
TypeSH
Market value$614.92M
2.12%
Sole
1.37M
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
GOLD MINERS ETF
Shares7.05M
TypeSH
Market value$604.99M
2.09%
Sole
7.05M
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares2.29M
TypeSH
Market value$588.67M
2.03%
Sole
2.29M
Shared
0.00
None
0.00

ISHARES TR

SOLE
CHINA LG-CAP ETF
Shares13.66M
TypeSH
Market value$523.06M
1.81%
Sole
13.66M
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares2.65M
TypeSH
Market value$454.40M
1.57%
Sole
2.65M
Shared
0.00
None
0.00

QUALCOMM INC

SOLE
COM
Shares2.44M
TypeSH
Market value$417.25M
1.44%
Sole
2.44M
Shared
0.00
None
0.00

KLA CORP

SOLE
COM NEW
Shares341.78K
TypeSH
Market value$415.29M
1.43%
Sole
341.78K
Shared
0.00
None
0.00

TEXAS INSTRS INC

SOLE
COM
Shares2.38M
TypeSH
Market value$413.51M
1.43%
Sole
2.38M
Shared
0.00
None
0.00

NXP SEMICONDUCTORS N V

SOLE
COM
Shares1.89M
TypeSH
Market value$409.27M
1.41%
Sole
1.89M
Shared
0.00
None
0.00

ANALOG DEVICES INC

SOLE
COM
Shares1.49M
TypeSH
Market value$403.07M
1.39%
Sole
1.49M
Shared
0.00
None
0.00

INTEL CORP

SOLE
COM
Shares10.22M
TypeSH
Market value$377.00M
1.30%
Sole
10.22M
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MFG LTD

SOLE
SPONSORED ADS
Shares1.21M
TypeSH
Market value$368.56M
1.27%
Sole
1.21M
Shared
0.00
None
0.00

MONOLITHIC PWR SYS INC

SOLE
COM
Shares396.46K
TypeSH
Market value$359.34M
1.24%
Sole
396.46K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares551.29K
TypeSH
Market value$338.66M
1.17%
Sole
551.29K
Shared
0.00
None
0.00

MARVELL TECHNOLOGY INC

SOLE
COM
Shares3.96M
TypeSH
Market value$336.60M
1.16%
Sole
3.96M
Shared
0.00
None
0.00

ASML HOLDING N V

SOLE
N Y REGISTRY SHS
Shares314.09K
TypeSH
Market value$336.03M
1.16%
Sole
314.09K
Shared
0.00
None
0.00

MICROCHIP TECHNOLOGY INC.

SOLE
COM
Shares4.99M
TypeSH
Market value$318.05M
1.10%
Sole
4.99M
Shared
0.00
None
0.00
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