Ami Asset Management Corp

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$1.57B
Q ending 2026-03-31
Prior quarter
$1.76B
Q ending 2025-12-31
Change
-11.2% QoQ · -8.4% YoY
Positions
96
reported holdings

Largest positions

All 96 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Apple IncAAPLShares$114.9M453K
Alphabet Inc Class Class AShares$110.9M386K
Taiwan Semiconductor M F SponsTSMShares$94.9M281K
Quanta Svcs IncShares$78.2M142K
Broadcom IncShares$77.6M251K
Amazon.Com IncAMZNShares$70.4M338K
Netflix IncShares$69.3M721K
Microsoft CorpMSFTShares$63.6M172K
Eli Lilly & CoLLYShares$55.0M60K
Ulta Beauty IncShares$54.5M104K
Church & Dwight IncCHDShares$50.6M542K
Labcorp Hldgs IncLHShares$46.3M173K
Palo Alto Networks IncPANWShares$43.1M269K
Colgate Palmolive CoCLShares$42.5M498K
Charles Schwab Corp NewSCHWShares$42.0M447K
Becton Dickinson & CoBDXShares$41.5M264K
Spotify Technology S A FShares$41.4M85K
Waste Mgmt Inc DelShares$40.8M177K
Servicenow IncShares$39.7M379K
West Pharmaceutical SvcsWSTShares$38.7M154K
Mastercard Inc Class Class AShares$35.6M71K
Zoetis Inc Class Class AShares$33.4M282K
Crowdstrike Hldgs Inc Class AShares$32.8M84K
Insulet CorpShares$31.5M150K
Snowflake Inc Class Class ASNOWShares$26.6M176K
Ecolab IncECLShares$26.5M100K
Costco Whsl Corp NewShares$22.3M22K
Synopsys IncSNPSShares$21.2M53K
Chewy Inc Class Class AShares$20.1M743K
Maplebear IncCARTShares$15.7M419K
Mccormick & Co Inc Class ClassMKCShares$15.4M306K
Cintas CorpCTASShares$12.4M74K
Mfc Ishares Tr Russell 1000 GrIWFShares$6.0M14K
State Street Spdr S&P 500 EtfShares$2.0M3K
Corning IncGLWShares$1.8M13K
Merit Med Sys IncMMSIShares$1.5M22K
Johnson & JohnsonJNJShares$1.5M6K
Scholar Rock Hldg CorpShares$1.4M29K
Madrigal PharmaceuticalsMDGLShares$1.4M3K
Cg Oncology IncCGONShares$1.4M20K
Vita Coco Co IncShares$1.3M27K
Merck & Co. Inc.Shares$1.3M10K
Veracyte IncShares$1.2M39K
Jpmorgan Chase & CoShares$1.2M4K
Arcutis BiotherapeuticsShares$1.2M51K
Pepsico IncPEPShares$1.2M8K
Expand Energy CorpEXEShares$1.2M11K
Kiniksa Pharmaceutical F ClassShares$1.1M22K
Mcdonalds CorpMCDShares$1.0M3K
Packaging Corp Of AmerPKGShares$1.0M5K
Dominos Pizza IncShares$1.0M3K
Southern CoSOShares$1.0M11K
Qualcomm IncQCOMShares$1.0M8K
Primoris Svcs CorpShares$1.0M7K
Nextera Energy IncShares$983K11K
SempraSREShares$979K10K
Cytokinetics IncShares$977K15K
Gxo Logistics IncShares$946K18K
Gsk Plc Adr F Sponsored Adr 1Shares$939K17K
Vera Therapeutics Inc Class AShares$883K22K
Chevron Corp NewCVXShares$870K4K
Exlservice Hldgs IncEXLSShares$870K29K
Freeport-Mcmoran IncShares$835K14K
Nuvation Bio Inc A Class AShares$826K192K
Mirum Pharmaceuticals InMIRMShares$818K9K
Dycom Inds IncDYShares$780K2K
Cisco Sys IncShares$722K9K
E L F Beauty IncShares$688K11K
Appfolio Inc Class Class AShares$685K4K
Casella Waste Sys Inc Class ClCWSTShares$603K8K
Starbucks CorpSBUXShares$596K7K
Tractor Supply Co ComTSCOShares$583K13K
Bright Horizons Family SBFAMShares$547K7K
Guidewire Software IncShares$530K4K
Halozyme Therapeutics InShares$530K8K
Onto Innovation IncONTOShares$521K3K
Ttm Technologies IncShares$517K5K
Genedx Hldgs Corp Class AShares$513K8K
Siteone Landscape SupplyShares$487K4K
Freshpet IncFRPTShares$485K8K
Genius Sports Ltd FShares$482K109K
Sailpoint IncShares$475K36K
Spdr Gold MinisharesShares$470K5K
Itron Inc Equity Class EquityITRIShares$432K5K
Ibm CorpIBMShares$379K2K
Alphabet Inc Class Class CShares$375K1K
Planet Labs Pbc Class Class AShares$374K13K
Viavi Solutions IncVIAVShares$342K10K
Home Depot IncHDShares$296K900
Palantir Technologies In ClassShares$293K2K
Disney Walt CoDISShares$262K3K
Rambus Inc DelRMBSShares$254K3K
Ishares Russell 1000 EtfIWBShares$252K708
Servicetitan Inc Class AShares$241K4K
Upstart Hldgs IncShares$225K9K
Lionsgate Studios Corp FShares$117K12K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.