Ami Asset Management
$851M 13F equity value
50 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 452,765 | $115M | 13.5% |
| TSM | TAIWAN SEMICONDUCTOR M F SPONS | 280,891 | $95M | 11.2% |
| AMZN | AMAZON.COM INC | 338,247 | $70M | 8.3% |
| MSFT | MICROSOFT CORP | 171,733 | $64M | 7.5% |
| LLY | ELI LILLY & CO | 59,804 | $55M | 6.5% |
| CHD | CHURCH & DWIGHT INC | 541,916 | $51M | 5.9% |
| LH | LABCORP HLDGS INC | 173,482 | $46M | 5.4% |
| PANW | PALO ALTO NETWORKS INC | 268,754 | $43M | 5.1% |
| CL | COLGATE PALMOLIVE CO | 498,079 | $42M | 5.0% |
| SCHW | CHARLES SCHWAB CORP NEW | 447,029 | $42M | 4.9% |
Track Ami Asset Management's 13F portfolio: $851M in reported holdings, 50 positions. Top holdings and quarterly changes on SentiSense.