Rafferty Asset Management, LLC Incresed Positions in Q2 2025

Rafferty Asset Management, LLC

  • $29.4 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.82M
+ 21.65%
$94.31 - $157.99 $171M - $287M
10.2M $1.61B
AMD
Advanced Micro Devices Inc

Technology
2.43M
+ 55.97%
$78.21 - $143.81 $190M - $350M
6.77M $961M
AVGO
Broadcom Inc.

Technology
565K
+ 17.51%
$146.29 - $275.65 $82.6M - $156M
3.79M $1.04B
TSLA
Tesla, Inc.

Consumer Cyclical
695K
+ 21.12%
$221.86 - $362.89 $154M - $252M
3.98M $1.27B
MRVL
Marvell Technology, Inc.

Technology
3.06M
+ 111.01%
$49.38 - $79.97 $151M - $244M
5.81M $450M
QCOM
Qualcomm Inc

Technology
1.64M
+ 59.09%
$124.66 - $159.48 $205M - $262M
4.42M $704M
MU
Micron Technology Inc

Technology
1.13M
+ 37.87%
$64.72 - $127.91 $73.4M - $145M
4.13M $509M
MSFT
Microsoft Corp

Technology
197K
+ 16.14%
$354.56 - $497.45 $69.7M - $97.8M
1.41M $704M
IWM
Ishares Russell 2000 ETF

ETFs
649K
+ 10.64%
$174.82 - $215.79 $113M - $140M
6.75M $1.46B
MCHP
Microchip Technology Inc

Technology
1.8M
+ 41.0%
$35.34 - $71.6 $63.8M - $129M
6.2M $437M
KLAC
Kla Corp

Technology
119K
+ 30.87%
$576.53 - $902.94 $68.8M - $108M
506K $453M
NXPI
Nxp Semiconductors N.V.

Technology
690K
+ 56.27%
$153.5 - $218.72 $106M - $151M
1.92M $419M
ADI
Analog Devices Inc

Technology
581K
+ 47.52%
$164.6 - $238.02 $95.6M - $138M
1.8M $429M
INTC
Intel Corp

Technology
7.74M
+ 66.35%
$18.13 - $22.69 $140M - $176M
19.4M $434M
MPWR
Monolithic Power Systems Inc

Technology
140K
+ 36.07%
$455.19 - $737.73 $63.8M - $103M
529K $387M
TXN
Texas Instruments Inc

Technology
792K
+ 29.09%
N/A
3.51M $684M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
346K
+ 27.8%
$141.37 - $228.57 $48.9M - $79.1M
1.59M $360M
ON
On Semiconductor Corp

Technology
2.07M
+ 55.03%
$31.95 - $54.21 $66.2M - $112M
5.84M $306M
ASML
Asml Holding Nv

Technology
101K
+ 32.36%
$595.37 - $815.24 $60.2M - $82.4M
413K $331M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.5M
+ 30.03%
$41.45 - $54.46 $62.3M - $81.9M
6.51M $339M
AAPL
Apple Inc.

Technology
703K
+ 30.3%
$172.42 - $223.89 $121M - $157M
3.02M $621M
PLTR
Palantir Technologies Inc.

Technology
296K
+ 28.27%
$74.01 - $144.25 $21.9M - $42.7M
1.34M $183M
TER
Teradyne, Inc

Technology
857K
+ 65.41%
$67.96 - $91.05 $58.2M - $78M
2.17M $195M
META
Meta Platforms, Inc.

Communication Services
48K
+ 21.57%
$484.66 - $738.09 $23.3M - $35.4M
270K $200M
SWKS
Skyworks Solutions, Inc.

Technology
693K
+ 52.1%
$49.2 - $74.95 $34.1M - $52M
2.02M $151M
AMZN
Amazon Com Inc

Consumer Cyclical
152K
+ 14.93%
$167.32 - $223.3 $25.4M - $33.9M
1.17M $257M
ORCL
Oracle Corp

Technology
96.5K
+ 21.71%
$122.82 - $218.63 $11.9M - $21.1M
541K $118M
ENTG
Entegris Inc

Technology
772K
+ 64.35%
$62.92 - $86.2 $48.6M - $66.5M
1.97M $159M
QRVO
Qorvo, Inc.

Technology
472K
+ 63.62%
$50.81 - $84.91 $24M - $40.1M
1.21M $103M
STM
St Microelectronics N.V.

Technology
1.02M
+ 50.68%
$17.78 - $30.41 $18.1M - $30.9M
3.02M $91.9M
MKSI
Mks Instruments Inc

Technology
341K
+ 63.38%
$58.78 - $100.27 $20M - $34.2M
878K $87.2M
JPM
Jpmorgan Chase & CO

Financial Services
7.38K
+ 0.8%
$210.28 - $289.91 $1.55M - $2.14M
924K $268M
GOOGL
Alphabet Inc.

Communication Services
146K
+ 20.93%
$144.7 - $178.6 $21.2M - $26.1M
845K $149M
OLED
Universal Display Corp Pa

Technology
222K
+ 63.19%
$106.6 - $161.02 $23.7M - $35.8M
574K $88.7M
NFLX
Netflix Inc

Communication Services
8.72K
+ 15.48%
$855.86 - $1339.13 $7.46M - $11.7M
65K $87.1M
ASX
Ase Technology Holding Co., Ltd.

Technology
2.49M
+ 50.85%
$7.42 - $10.65 $18.5M - $26.5M
7.39M $76.4M
LSCC
Lattice Semiconductor Corp

Technology
692K
+ 63.3%
$37.84 - $56.0 $26.2M - $38.8M
1.79M $87.5M
NOW
Service Now, Inc.

Technology
13.8K
+ 22.67%
$721.65 - $1040.18 $9.99M - $14.4M
74.9K $77M
IBM
International Business Machines Corp

Technology
55.1K
+ 21.84%
$221.03 - $294.78 $12.2M - $16.2M
307K $90.6M
CSCO
Cisco Systems, Inc.

Technology
220K
+ 16.44%
$53.19 - $69.38 $11.7M - $15.3M
1.56M $108M
GE
General Electric CO

Industrials
53.2K
+ 26.19%
$166.81 - $257.39 $8.87M - $13.7M
256K $66M
INTU
Intuit Inc

Technology
10.2K
+ 10.61%
$544.07 - $787.63 $5.57M - $8.07M
107K $84.1M
UMC
United Microelectronics Corp

Technology
2.83M
+ 50.68%
$6.12 - $8.32 $17.3M - $23.5M
8.4M $64.3M
COF
Capital One Financial Corp

Financial Services
88.4K
+ 70.15%
$150.57 - $212.76 $13.3M - $18.8M
215K $45.6M
EWY
Ishares Inc Msci South Korea E

ETFs
97.8K
+ 11.02%
$48.92 - $72.65 $4.78M - $7.1M
985K $70.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
6.71K
+ 5.9%
$321.63 - $509.31 $2.16M - $3.42M
120K $61.3M
GOOG
Alphabet Inc.

Communication Services
70.4K
+ 18.17%
$146.58 - $180.01 $10.3M - $12.7M
458K $81.2M
APH
Amphenol Corp

Technology
69.8K
+ 21.18%
$59.09 - $98.75 $4.13M - $6.89M
399K $39.4M
ONTO
Onto Innovation Inc.

Technology
246K
+ 62.65%
$88.5 - $133.37 $21.8M - $32.9M
640K $64.6M
Activity Summary
Buys All Purchases 794 New Holdings 51 Increased Positions 743 Sells All Sells 282 Reductions 282 Sold out 0 Options Calls 0 Puts 0
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