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Ami Asset Management Corp

All holdings · as of Mar 31, 2026

96 positions

CompanyClassValueShares% of portfolio
LIONSGATE STUDIOS CORP F$117.1K12,2150.0%
UPSTART HLDGS INC$225.4K8,7870.0%
SERVICETITAN INC CLASS A$240.9K3,7960.0%
ISHARES RUSSELL 1000 ETF$252.4K7080.0%
RAMBUS INC$253.8K2,9500.0%
Walt Disney Co$261.9K2,7170.0%
PALANTIR TECHNOLOGIES IN CLASS$292.6K2,0000.0%
HOME DEPOT, INC.$296.0K9000.0%
VIAVI SOLUTIONS INC.$341.7K10,2660.0%
PLANET LABS PBC CLASS CLASS A$373.9K13,3760.0%
ALPHABET INC CLASS CLASS C$374.9K1,3070.0%
INTERNATIONAL BUSINESS MACHINES CORP$378.9K1,5630.0%
ITRON, INC.$432.4K4,8240.0%
SPDR GOLD MINISHARES$469.8K5,0690.0%
SAILPOINT INC$475.1K35,8840.0%
GENIUS SPORTS LTD F$481.9K108,7800.0%
Freshpet, Inc.$484.7K8,2200.0%
SITEONE LANDSCAPE SUPPLY$487.0K3,6590.0%
GENEDX HLDGS CORP CLASS A$513.3K7,9930.0%
TTM TECHNOLOGIES INC$516.5K5,3020.0%
ONTO INNOVATION INC.$521.3K2,5420.0%
HALOZYME THERAPEUTICS IN$529.8K8,1970.0%
GUIDEWIRE SOFTWARE INC$529.9K3,5430.0%
BRIGHT HORIZONS FAMILY SOLUTIONS INC.$547.1K6,6610.0%
TRACTOR SUPPLY CO /DE$582.8K12,8660.0%
STARBUCKS CORP$595.5K6,6470.0%
CASELLA WASTE SYSTEMS INC$602.7K7,5960.0%
APPFOLIO INC CLASS CLASS A$684.8K4,3390.0%
E L F BEAUTY INC$688.1K11,3530.0%
CISCO SYS INC$722.0K9,3050.0%
DYCOM INDUSTRIES INC$780.3K2,3030.0%
Mirum Pharmaceuticals, Inc.$818.4K8,8590.1%
NUVATION BIO INC A CLASS A$825.5K192,4270.1%
FREEPORT-MCMORAN INC$834.9K14,2030.1%
ExlService Holdings Inc$869.9K28,5690.1%
CHEVRON CORP$870.4K4,2070.1%
VERA THERAPEUTICS INC CLASS A$883.1K21,9520.1%
GSK PLC ADR F SPONSORED ADR 1$938.9K17,0120.1%
GXO LOGISTICS INC$946.2K18,2490.1%
CYTOKINETICS INC$976.5K14,8160.1%
Sempra$979.5K10,0800.1%
NEXTERA ENERGY INC$982.8K10,5810.1%
PRIMORIS SVCS CORP$1.01M7,0290.1%
QUALCOMM INC/DE$1.02M7,9000.1%
SOUTHERN CO$1.02M10,5480.1%
DOMINOS PIZZA INC$1.03M2,8750.1%
PACKAGING CORP OF AMERICA$1.04M4,8840.1%
MCDONALD'S CORP$1.04M3,3420.1%
KINIKSA PHARMACEUTICAL F CLASS$1.06M21,9430.1%
EXPAND ENERGY Corp$1.15M10,5160.1%
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