FISHMAN JAY A LTD/MI: 13F holdings
CIK 10064072026Q2
| Positions | 79 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 79 (+3 vs prior quarter) |
|---|
| Reported value | $1.3bn (+12.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC COM | 882,533 | $255.4m | 20.3% |
| GOOGL ALPHABET INC CAP STK CL A | 379,225 | $135.5m | 10.8% |
| AMZN AMAZON COM INC COM | 420,043 | $100.1m | 8.0% |
| NVDA NVIDIA CORPORATION COM | 310,284 | $62.1m | 4.9% |
| MSFT MICROSOFT CORP COM | 148,531 | $55.4m | 4.4% |
| XPO XPO INC COM | 255,150 | $52.4m | 4.2% |
| META META PLATFORMS INC CL A | 92,981 | $52.4m | 4.2% |
| VRT VERTIV HOLDINGS CO COM CL A | 150,180 | $50.3m | 4.0% |
| JPM JPMORGAN CHASE & CO COM | 150,214 | $49.2m | 3.9% |
| BX BLACKSTONE INC COM | 359,909 | $42.4m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1006407")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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