LOM Asset Management Ltd: 13F holdings
CIK 20779072026Q2
| Positions | 279 |
|---|
| Reported value | $386.9m |
|---|
| Filed | 2026-08-04 |
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Change since last quarter
| Positions | 279 (+2 vs prior quarter) |
|---|
| Reported value | $386.9m (+11.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMAT APPLIED MATLS INC | 22,964 | $16.6m | 4.3% |
| GOOG ALPHABET INC | 46,214 | $16.3m | 4.2% |
| AVGO BROADCOM INC | 42,601 | $16.1m | 4.2% |
| NVDA NVIDIA CORPORATION | 59,414 | $11.9m | 3.1% |
| MU MICRON TECHNOLOGY INC | 9,168 | $10.6m | 2.7% |
| ADI ANALOG DEVICES INC | 22,410 | $8.9m | 2.3% |
| MSFT MICROSOFT CORP | 23,651 | $8.8m | 2.3% |
| AMZN AMAZON COM INC | 34,686 | $8.3m | 2.1% |
| JPM JPMORGAN CHASE & CO | 21,938 | $7.2m | 1.9% |
| AAPL APPLE INC | 24,030 | $7.0m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2077907")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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