Boston Common Asset Management, LLC
•CIK: 1409427•Filing: Q4 2025
**Boston Common Asset Management, LLC** manages $2.0B across a diversified portfolio of 196 positions. The fund maintains significant exposure to technology leaders, with top holdings including TSM at $164.7M and NVDA at $72.8M. Further concentration is evident in mega-cap tech names such as MSFT ($70.2M), AAPL ($66.8M), and GOOGL ($55.0M). This allocation profile suggests a conviction-driven, growth-oriented mandate focused on established market leaders.
Total AUM
$2.0B
QoQ Performance
-44.8%
Positions
182
Top 10 Concentration
32.1%
Latest Filing
Q4 2025
Top Holdings Allocation
TSM
TSM8.3%
NVDA3.7%
MSFT3.6%
AAPL3.4%
HDB2.8%
GOOGL2.8%
AVGO2.0%
GOOGL1.9%
📈 Biggest Buys
📉 Biggest Sells
—
MITSUBISHI ELEC CORP SHS
-99.2%
0.0% of portfolio
—
Intesa Sanpaolo S.p.A.
-98.6%
0.0% of portfolio
—
ORIX Corp.
-98.7%
0.0% of portfolio
—
Atlas Copco AB
-98.1%
0.0% of portfolio
—
Prosus NV
-99.0%
0.0% of portfolio
Sector Breakdown
Other57.8%
Technology19.6%
Financial8.4%
Healthcare5.7%
Communication3.6%
Materials2.2%
Consumer2.1%
Industrial0.2%
🚪 Exited Positionssold since Q3 2025
—
MITSUBISHI UFJ FIN
SOLD
$48.0M
—
SIEMENS AG
SOLD
$41.4M
—
SCHNEIDER ELECTRIC
SOLD
$41.2M
—
PRYSMIAN SPA
SOLD
$38.7M
—
SONY GROUP CORPORA
SOLD
$38.7M
+116 more exited positions
Changes from Q3 2025
NEW18 new positions
↑39 increased
↓127 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022