Banco Bilbao Vizcaya Argentaria, S.A. reported 642 positions worth $10.71B for the quarter ended Jun 30, 2026, up 10.8% on the prior quarter. It opened 44 new positions, added to 192, trimmed 395 and exited 35. Its largest holding is Nvidia Corp at 7.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SNDK Sandisk Corp | +35.7K | +215.5% | $79.15M | 1.08% |
| AMD Advanced Micro Devices Inc | +98.8K | +31.9% | $57.06M | 2.2% |
| AMZN Amazon Com Inc | +128.2K | +8.2% | $30.58M | 3.78% |
| AAPL Apple Inc. | +96.3K | +4.6% | $27.85M | 5.89% |
| NKE NIKE, Inc. | +582.2K | +359.6% | $23.97M | 0.286% |
| COHR Coherent Corp. | +61.8K | +667.6% | $23.95M | 0.257% |
| MSFT Microsoft Corp | +60.1K | +4.2% | $22.40M | 5.14% |
| CMI Cummins Inc | +27.5K | +471.2% | $19.62M | 0.222% |
| ROST Ross Stores, Inc. | +82.5K | +183.2% | $17.54M | 0.253% |
| GOOGL Alphabet Inc. | +46.0K | +3.6% | $16.43M | 4.37% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | -1.02M | -21.0% | $202.70M | 7.13% |
| GLD Spdr Gold Trust | -350.4K | -74.6% | $129.65M | 0.413% |
| INTC Intel Corp | -446.5K | -40.3% | $62.16M | 0.861% |
| NVO Novo Nordisk A S | -1.17M | -92.6% | $56.00M | 0.042% |
| PLTR Palantir Technologies Inc. | -386.7K | -51.6% | $45.09M | 0.395% |
| META Meta Platforms, Inc. | -67.6K | -12.3% | $37.97M | 2.52% |
| WFC Wells Fargo & Company | -418.4K | -54.3% | $34.55M | 0.272% |
| IBM International Business Machines Corp | -115.6K | -46.2% | $32.44M | 0.353% |
| JPM Jpmorgan Chase & Co | -90.3K | -34.6% | $29.54M | 0.522% |
| TSLA Tesla, Inc. | -68.0K | -43.4% | $28.53M | 0.347% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| VOD Vodafone Group Public Ltd Co | +241.7K | $3.20M | 0.03% |
| HONA Honeywell Aerospace Inc. | +9,546 | $2.11M | 0.02% |
| ACMR ACM Research, Inc. | +10.0K | $1.22M | 0.011% |
| FTAI FTAI Aviation Ltd. | +4,520 | $1.21M | 0.011% |
| JLL Jones Lang Lasalle Inc | +3,269 | $1.02M | <0.01% |
| ILMN Illumina, Inc. | +5,724 | $1.01M | <0.01% |
| LPLA LPL Financial Holdings Inc. | +3,433 | $965.07K | <0.01% |
| WPC W. P. Carey Inc. | +11.2K | $810.11K | <0.01% |
| ENTG Entegris Inc | +3,939 | $684.58K | <0.01% |
| UMC United Microelectronics Corp | +25.3K | $675.97K | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| HUBS Hubspot Inc | -14.1K | $3.44M | 0.036% |
| DOCU Docusign, Inc. | -45.5K | $2.15M | 0.022% |
| OTEX Open Text Corp | -99.7K | $2.15M | 0.022% |
| EPAM EPAM Systems, Inc. | -15.1K | $2.05M | 0.021% |
| SOFI SoFi Technologies, Inc. | -81.4K | $1.26M | 0.013% |
| FCFS FirstCash Holdings, Inc. | -5,467 | $1.01M | 0.01% |
| MGRC Mcgrath Rentcorp | -6,767 | $735.87K | <0.01% |
| UPBD Upbound Group, Inc. | -40.8K | $715.18K | <0.01% |
| TWLO Twilio Inc | -5,324 | $651.94K | <0.01% |
| CHWY Chewy, Inc. | -24.3K | $647.34K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 3.83M | $763.77M | 7.13% | -1.02M | -21.0% | Reduced | 0.02% |
| 2 | AAPL Apple Inc. | Technology | 2.18M | $631.25M | 5.89% | +96.3K | +4.6% | Added | 0.01% |
| 3 | MSFT Microsoft Corp | Technology | 1.48M | $550.69M | 5.14% | +60.1K | +4.2% | Added | 0.02% |
| 4 | GOOGL Alphabet Inc. | Technology | 1.31M | $468.34M | 4.37% | +46.0K | +3.6% | Added | 0.02% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 1.70M | $404.56M | 3.78% | +128.2K | +8.2% | Added | 0.02% |
| 6 | AVGO Broadcom Inc. | Technology | 965.9K | $364.62M | 3.4% | -55.1K | -5.4% | Reduced | 0.02% |
| 7 | MU Micron Technology Inc | Technology | 294.5K | $339.50M | 3.17% | -20.7K | -6.6% | Reduced | 0.03% |
| 8 | META Meta Platforms, Inc. | Technology | 480.6K | $269.81M | 2.52% | -67.6K | -12.3% | Reduced | 0.02% |
| 9 | AMD Advanced Micro Devices Inc | Technology | 408.7K | $236.02M | 2.2% | +98.8K | +31.9% | Added | 0.03% |
| 10 | GOOG Alphabet Inc. | Technology | 666.6K | $235.54M | 2.2% | -14.8K | -2.2% | Reduced | 0.01% |
| 11 | LRCX Lam Research Corp | Technology | 385.3K | $166.78M | 1.56% | +5,576 | +1.5% | Added | 0.03% |
| 12 | KLAC Kla Corp | Technology | 493.1K | $148.40M | 1.39% | +4,974 | +1.0% | Added | 0.04% |
| 13 | AMAT Applied Materials Inc | Technology | 195.9K | $141.57M | 1.32% | +1,912 | +1.0% | Added | 0.02% |
| 14 | PSNY Polestar Automotive Holding UK PLC | Consumer Discretionary | 7.76M | $133.71M | 1.25% | 0 | 0.0% | Unchanged | 8.48% |
| 15 | V Visa Inc. | Financial Services | 343.6K | $117.76M | 1.1% | -15.0K | -4.2% | Reduced | 0.02% |
Tip. Select a row to see that position’s full history at Banco Bilbao Vizcaya Argentaria.
As of its Q2 2026 13F filing, Banco Bilbao Vizcaya Argentaria, S.A.’s five largest positions were Nvidia Corp (NVDA) at 7.1%, Apple Inc. (AAPL) at 5.9%, Microsoft Corp (MSFT) at 5.1%, Alphabet Inc. (GOOGL) at 4.4%, Amazon Com Inc (AMZN) at 3.8% of the reported portfolio.
Banco Bilbao Vizcaya Argentaria, S.A. reported a 13F portfolio worth $10.71B across 642 positions for Q2 2026. That is up 10.8% from the previous quarter.
Its largest purchases by value were Sandisk Corp ($79.15M), Advanced Micro Devices Inc ($57.06M), Amazon Com Inc ($30.58M). It opened 44 new positions.
Its largest sales by value were Nvidia Corp ($202.70M), Spdr Gold Trust ($129.65M), Intel Corp ($62.16M). It exited 35 positions entirely.
From the Form 13F-HR reports Banco Bilbao Vizcaya Argentaria, S.A. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.