LOGAN CAPITAL MANAGEMENT INC
•CIK: 1121330•Filing: Q4 2025
**LOGAN CAPITAL MANAGEMENT INC** manages $2.4B across a diversified portfolio of 275 positions. The fund exhibits significant concentration in mega-cap technology names, with top holdings including AAPL at $145.3M and AVGO at $99.4M. Further notable allocations include MSFT ($79.9M), AMZN ($75.8M), and a combined exposure to APH and KLAC exceeding $133M. This structure suggests a conviction-driven, large-cap growth mandate.
Total AUM
$2.4B
QoQ Performance
+0.3%
Positions
270
Top 10 Concentration
32.5%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL6.1%
AVGO4.2%
MSFT3.4%
AMZN3.2%
APH2.9%
KLAC2.8%
LCLG2.8%
APP2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other52.5%
Technology23.2%
Consumer6.4%
Financial4.7%
Healthcare4.7%
Communication2.6%
Industrial2.4%
Materials1.4%
🚪 Exited Positionssold since Q3 2025
+277 more exited positions
Changes from Q3 2025
↑74 increased
↓90 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023