AK GLOBAL ASSET MANAGEMENT, LLC

CIK

2105908

Location

OAKLAND, CA

Portfolio Value

Micro $60,640,604

Diversification

Diversified

Filing Date

Global Rank

#6,572 / 8,603 ▼ 779 · as of Mar 2026

Top Industry

Consumer Electronics 30.4%

3Y Alpha vs SPY

+21.0%

Period ended 3 months ago

Filed Apr 29, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+16.0%

SPY

+10.0%

Annualised alpha

+18.4%

Max drawdown

−9.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

30.4%

−3.3 pts

Top 5

64.4%

−7.8 pts

Top 10

86.1%

−0.4 pts

HHI

1,388

Diversified−350

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	45.6%	$27,637,829	6
Healthcare	16.3%	$9,897,784	2
Financial Services	11.2%	$6,808,149	4
Communication Services	10.1%	$6,122,043	2
Consumer Cyclical	9.8%	$5,961,502	2
Consumer Defensive	5.9%	$3,562,237	1
Industrials	1.1%	$651,060	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
BSX	Boston Scientific Corp	+4,760	20,325	$1,275,393
PLTR	Palantir Technologies Inc.	+2,800	15,825	$2,314,881
V	Visa Inc.	+2,740	11,085	$3,350,330
TSLA	Tesla, Inc.	+2,730	3,260	$1,211,905
META	Meta Platforms, Inc.	+772	4,237	$2,424,114
MS	Morgan Stanley	+150	3,350	$551,309
ORCL	Oracle Corp	+75	11,393	$1,676,024
LMT	Lockheed Martin Corp	+25	685	$414,007
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−6,250	8,633	$420,858
AAPL	Apple Inc.	−5,205	72,667	$18,442,157
NFLX	Netflix Inc	−4,300	38,460	$3,697,929
AMZN	Amazon Com Inc	−930	22,805	$4,749,597
MSFT	Microsoft Corp	−400	6,935	$2,567,128
HON	Honeywell International Inc	−325	1,000	$237,053
JPM	Jpmorgan Chase & Co	−175	8,450	$2,485,652
COST	Costco Wholesale Corp /New	−5	3,575	$3,562,237
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
TSM	Taiwan Semiconductor Manufacturing Co Ltd	6,532	$2,207,489
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
NVDA	Nvidia Corp	185,648	$34,623,352
PANW	Palo Alto Networks Inc	8,830	$1,626,486
TEM	Tempus AI, Inc.	18,455	$1,089,767
NOW	ServiceNow, Inc.	6,710	$1,027,904
CRM	Salesforce, Inc.	3,665	$970,895
CATY	Cathay General Bancorp	10,100	$488,739
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

19 positions · $60,640,604 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	72,667	-5,205	$18,442,157	−12.9%	30.41%
ABBV	AbbVie Inc. Healthcare	Held	39,645	0	$8,622,391	−4.8%	14.22%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	22,805	-930	$4,749,597	−13.3%	7.83%
NFLX	Netflix Inc Communication Services	Reduced	38,460	-4,300	$3,697,929	−7.8%	6.10%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,575	-5	$3,562,237	+15.4%	5.87%
V	Visa Inc. Financial Services	Added	11,085	+2,740	$3,350,330	+14.5%	5.52%
MSFT	Microsoft Corp Technology	Reduced	6,935	-400	$2,567,128	−27.6%	4.23%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,450	-175	$2,485,652	−10.6%	4.10%
META	Meta Platforms, Inc. Communication Services	Added	4,237	+772	$2,424,114	+6.0%	4.00%
PLTR	Palantir Technologies Inc. Technology	Added	15,825	+2,800	$2,314,881	−0.0%	3.82%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	6,532	NEW	$2,207,489	NEW	3.64%
ORCL	Oracle Corp Technology	Added	11,393	+75	$1,676,024	−24.0%	2.76%
BSX	Boston Scientific Corp Healthcare	Added	20,325	+4,760	$1,275,393	−14.1%	2.10%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,260	+2,730	$1,211,905	+408.5%	2.00%
MS	Morgan Stanley Financial Services	Added	3,350	+150	$551,309	−3.0%	0.91%
RMBS	Rambus Inc Technology	Held	5,000	0	$430,150	−6.4%	0.71%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	8,633	-6,250	$420,858	−48.6%	0.69%
LMT	Lockheed Martin Corp Industrials	Added	685	+25	$414,007	+29.7%	0.68%
HON	Honeywell International Inc Industrials	Reduced	1,000	-325	$237,053	−12.6%	0.39%