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TCW GROUP INC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000850401

$14.87B

disclosed book value

640

positions

7.2%

largest position share

Positions, as of 2026-06-30

top 100 of 640 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORPORATION5.4M$1.07B7.2%
2GOOGALPHABET INC1.7M$593.5M4%
3AVGOBROADCOM INC1.5M$566.0M3.8%
4ACLOTCW ETF TRUST8.8M$445.6M3%
5MSFTMICROSOFT CORP1.1M$419.1M2.8%
6MUMICRON TECHNOLOGY INC355,332$410.2M2.8%
7AMZNAMAZON COM INC1.6M$384.4M2.6%
8GEGE AEROSPACE849,374$317.4M2.1%
9METAMETA PLATFORMS INC500,761$282.1M1.9%
10KLACKLA CORP933,931$281.8M1.9%
11PANWPALO ALTO NETWORKS INC802,347$273.6M1.8%
12ASML HLDG NV132,437$263.5M1.8%
13ANETARISTA NETWORKS INC1.5M$260.1M1.7%
14SLNZTCW ETF TRUST4.3M$194.5M1.3%
15EATON CORP PLC444,884$189.6M1.3%
16VVISA INC546,556$187.5M1.3%
17VRTVERTIV HOLDINGS CO530,213$177.5M1.2%
18AAPLAPPLE INC552,157$159.8M1.1%
19VGVENTURE GLOBAL INC14.2M$158.5M1.1%
20JPMJPMORGAN CHASE & CO474,603$155.4M1%
21CDNSCADENCE DESIGN SYSTEM INC404,300$151.7M1%
22MAMASTERCARD INCORPORATED291,753$149.8M1%
23BNYBANK OF NY MELLON CORP1.0M$147.6M1%
24COSTCOSTCO WHOLESALE CORPORATION156,163$146.1M1%
25WELLWELLTOWER INC617,510$140.2M0.9%
26IBMINTERNATIONAL BUSINESS MACHS496,932$139.7M0.9%
27CSCOCISCO SYS INC1.2M$136.0M0.9%
28GOOGLALPHABET INC355,041$126.9M0.9%
29MCKMCKESSON CORP160,697$121.4M0.8%
30AMATAPPLIED MATLS INC165,174$119.4M0.8%
31MRVLMARVELL TECHNOLOGY INC389,776$116.1M0.8%
32AMEAMETEK INC478,478$115.8M0.8%
33TSMTAIWAN SEMICONDUCTOR MANUFAC232,711$111.1M0.7%
34MRKMERCK & CO INC845,538$108.7M0.7%
35EXMOCEXXON MOBIL CORP781,224$106.8M0.7%
36EQHEQUITABLE HLDGS INC2.3M$100.3M0.7%
37SPOTIFY TECHNOLOGY S A214,758$98.6M0.7%
38CSXCSX CORP2.1M$98.0M0.7%
39NOWSERVICENOW INC982,277$97.5M0.7%
40ISRGINTUITIVE SURGICAL INC239,746$95.3M0.6%
41JOHNSON CONTROLS INTERNATION651,046$95.1M0.6%
42SPYSTATE STR SPDR S&P 500 ETF T124,933$93.3M0.6%
43ORLYOREILLY AUTOMOTIVE INC1.0M$92.9M0.6%
44DISDISNEY WALT CO946,893$91.1M0.6%
45ABBVABBVIE INC359,980$90.6M0.6%
46AMKRAMKOR TECHNOLOGY INC1.0M$88.6M0.6%
47LITELUMENTUM HLDGS INC100,815$86.5M0.6%
48ICEINTERCONTINENTAL EXCHANGE IN700,843$86.3M0.6%
49GEVGE VERNOVA INC73,153$85.9M0.6%
50INTCINTEL CORP614,553$85.8M0.6%
51KDPKEURIG DR PEPPER INC2.6M$84.3M0.6%
52UNHUNITEDHEALTH GROUP INC201,129$83.6M0.6%
53PLTRPALANTIR TECHNOLOGIES INC702,491$82.0M0.6%
54UPSUNITED PARCEL SVCS INC758,915$81.6M0.5%
55ETRENTERGY CORP NEW697,282$80.1M0.5%
56DOCNDIGITALOCEAN HLDGS INC509,623$80.0M0.5%
57TSLATESLA INC184,346$77.5M0.5%
58CRWDCROWDSTRIKE HLDGS INC101,572$77.5M0.5%
59WCNWASTE CONNECTIONS INC464,660$77.5M0.5%
60NTAPNETAPP INC498,787$77.2M0.5%
61DDDUPONT DE NEMOURS INC556,823$75.5M0.5%
62SPGIS&P GLOBAL INC184,705$75.2M0.5%
63FCXFREEPORT MCMORAN INC1.2M$73.3M0.5%
64EQIXEQUINIX INC70,207$73.2M0.5%
65POWLPOWELL INDS INC252,633$72.3M0.5%
66ORCLORACLE CORP493,119$72.3M0.5%
67NINISOURCE INC1.5M$71.7M0.5%
68SHOPSHOPIFY INC609,503$69.6M0.5%
69TGTTARGET CORP526,368$68.7M0.5%
70TRANE TECHNOLOGIES PLC131,559$64.6M0.4%
71PFEPFIZER INC2.7M$64.3M0.4%
72APOAPOLLO GLOBAL MGMT INC514,955$60.9M0.4%
73CATCATERPILLAR INC56,805$60.5M0.4%
74BKRBAKER HUGHES COMPANY1.1M$59.7M0.4%
75BSXBOSTON SCIENTIFIC CORP1.4M$57.7M0.4%
76IDXXIDEXX LABS INC108,951$57.4M0.4%
77AMTAMERICAN TOWER CORP339,526$55.5M0.4%
78TMUST-MOBILE US INC330,142$55.4M0.4%
79BEBLOOM ENERGY CORP182,137$55.1M0.4%
80AKAMAKAMAI TECHNOLOGIES INC451,949$53.4M0.4%
81LENLENNAR CORP579,010$52.4M0.4%
82QQNITY ELECTRONICS INC297,276$48.5M0.3%
83APGAPI GROUP CORP1.1M$47.9M0.3%
84MSMORGAN STANLEY229,009$47.9M0.3%
85FLXRTCW ETF TRUST1.2M$46.6M0.3%
86JLLJONES LANG LASALLE INC149,265$46.3M0.3%
87DDOGDATADOG INC172,190$44.8M0.3%
88MSIMOTOROLA SOLUTIONS INC107,651$44.7M0.3%
89TECHNIPFMC PLC663,861$44.0M0.3%
90PWRQUANTA SVCS INC60,736$43.7M0.3%
91UNPUNION PAC CORP148,946$40.5M0.3%
92MIRMIRION TECHNOLOGIES INC2.3M$40.4M0.3%
93HPEHEWLETT PACKARD ENTERPRISE C884,670$39.9M0.3%
94CGNXCOGNEX CORP547,895$39.7M0.3%
95RDDTREDDIT INC219,594$38.1M0.3%
96CHDCHURCH & DWIGHT CO INC391,224$37.9M0.3%
97IGCBTCW ETF TRUST810,319$37.2M0.3%
98SRESEMPRA396,118$36.7M0.2%
99APHAMPHENOL CORP204,474$36.1M0.2%
100NEBIUS GROUP N.V.130,265$36.0M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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