Institutions / Ami Asset Management Corp

Ami Asset Management Corp

CIK 1369702 · Institution · as of Mar 31, 2026
Portfolio value
$1.57B
Positions
96
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$1.57B-11.2%
$1.76B$1.66B$1.57BQ4 '25Q1 '26

Positions

96+5.5%
969491Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 96 →
CompanyClassValueShares% of portfolio
Apple Inc.$114.91M452,7657.3%
Alphabet Inc Class Class a$110.90M385,6507.1%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$94.93M280,8916.1%
Quanta Svcs Inc$78.20M142,4435.0%
Broadcom Inc$77.59M250,7005.0%
Amazon.com Inc$70.45M338,2474.5%
Netflix Inc$69.29M720,6814.4%
Microsoft Corp$63.57M171,7334.1%
ELI LILLY & Co$55.01M59,8043.5%
Ulta Beauty Inc$54.47M104,2013.5%
Church & Dwight Co Inc /De$50.57M541,9163.2%
Labcorp Holdings Inc.$46.29M173,4823.0%
Palo Alto Networks Inc$43.09M268,7542.8%
Colgate Palmolive Co$42.45M498,0792.7%
Schwab Charles Corp$42.01M447,0292.7%
Becton Dickinson & Co$41.49M263,9042.6%
Spotify Technology S a F$41.42M85,4182.6%
Waste Mgmt Inc Del$40.75M177,3572.6%
Servicenow Inc$39.66M379,3512.5%
West Pharmaceutical Services Inc$38.70M154,4012.5%
Mastercard Inc Class Class a$35.61M71,2702.3%
Zoetis Inc Class Class a$33.38M282,3692.1%
Crowdstrike Hldgs Inc Class a$32.84M84,1062.1%
Insulet Corp$31.55M150,3352.0%
Snowflake Inc.$26.60M176,3591.7%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
Exit79466l302$-46.14M-174K
-100.00%
medium
Q1 2026
as of
Trim74762e102$-31.12M-57K
-28.47%
142,443
4.99% of portfolio
medium
Q1 2026
as of
Addl8681t102$28.90M+60K
+230.73%
85,418
2.64% of portfolio
medium
Q1 2026
as of
Trim464287614$-24.62M-58K
-80.34%
14,131
0.38% of portfolio
medium
Q1 2026
as of
Trim02079k305$-23.95M-83K
-17.76%
385,650
7.08% of portfolio
medium
Q1 2026
as of
TrimMicrosoft Corp$-22.58M-61K
-26.21%
171,733
4.06% of portfolio
medium
Q1 2026
as of
Add81762p102$20.97M+201K
+112.20%
379,351
2.53% of portfolio
medium
Q1 2026
as of
Add22788c105$16.71M+43K
+103.60%
84,106
2.10% of portfolio
medium
Q1 2026
as of
AddSnowflake Inc.$15.79M+105K
+146.11%
176,359
1.70% of portfolio
medium
Q1 2026
as of
AddPalo Alto Networks Inc$12.15M+76K
+39.30%
268,754
2.75% of portfolio
medium