Ami Asset Management
$1.0B 13F equity value
54 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Ami Asset Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 437,971 | $127M | 12.5% |
| TSM | TAIWAN SEMICONDUCTOR M F SPONS | 195,360 | $93M | 9.2% |
| AMZN | AMAZON.COM INC | 331,221 | $79M | 7.8% |
| LLY | ELI LILLY & CO | 58,726 | $70M | 6.9% |
| PANW | PALO ALTO NETWORKS INC | 198,453 | $68M | 6.7% |
| MSFT | MICROSOFT CORP | 165,895 | $62M | 6.1% |
| GLW | CORNING INC | 238,017 | $61M | 6.0% |
| WST | WEST PHARMACEUTICAL SVCS | 146,764 | $53M | 5.2% |
| CHD | CHURCH & DWIGHT INC | 532,861 | $52M | 5.1% |
| LH | LABCORP HLDGS INC | 170,555 | $48M | 4.7% |
Track Ami Asset Management's 13F portfolio: $1.0B in reported holdings, 54 positions. Top holdings and quarterly changes on SentiSense.
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