Lynch Asset Management, Inc.: 13F holdings
CIK 19067192026Q2
| Positions | 52 |
|---|---|
| Reported value | $365.7m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 538,700 | $107.8m | 29.5% |
| GOOGL ALPHABET INC | 71,250 | $25.5m | 7.0% |
| AMD ADVANCED MICRO DEVICES INC | 35,400 | $20.6m | 5.6% |
| CRWD CROWDSTRIKE HLDGS INC | 19,675 | $15.0m | 4.1% |
| CMI CUMMINS INC | 19,050 | $13.6m | 3.7% |
| PANW PALO ALTO NETWORKS INC | 34,550 | $11.8m | 3.2% |
| AAPL APPLE INC | 39,700 | $11.5m | 3.1% |
| ABBV ABBVIE INC | 45,350 | $11.4m | 3.1% |
| GS GOLDMAN SACHS GROUP INC | 10,540 | $10.7m | 2.9% |
| AMZN AMAZON.COM INC | 42,650 | $10.2m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1906719")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.