AMI ASSET MANAGEMENT CORP
Top Portfolio Positions
93 positions ·
$1,559,404,932 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
452,765 | $114,907,229 | 7.37% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
385,650 | $110,897,514 | 7.11% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
280,891 | $94,927,113 | 6.09% | |
| PWR |
Quanta Services, Inc.
Industrials
|
142,443 | $78,204,055 | 5.01% | |
| AVGO |
Broadcom Inc.
Technology
|
250,700 | $77,594,157 | 4.98% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
338,247 | $70,446,702 | 4.52% | |
| NFLX |
Netflix Inc
Communication Services
|
720,681 | $69,293,478 | 4.44% | |
| MSFT |
Microsoft Corp
Technology
|
171,733 | $63,570,404 | 4.08% | |
| LLY |
ELI LILLY & Co
Healthcare
|
59,804 | $55,005,925 | 3.53% | |
| ULTA |
Ulta Beauty, Inc.
Consumer Cyclical
|
104,201 | $54,466,904 | 3.49% |
Portfolio Trend
25 quarters · across all stocks
Holdings in VCYT
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,240,213 | 38,504 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,674,022 | 39,763 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,364,926 | 39,759 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,079,361 | 39,932 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,438,380 | 48,512 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,501,869 | 37,926 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,276,663 | 66,882 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,872,201 | 86,396 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,514,501 | 203,723 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $5,229,733 | 190,103 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $4,367,368 | 195,583 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $4,355,319 | 170,998 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,647,744 | 163,576 | Shares | Sole | 2023-04-21 | |
| No 13F history on record for this holder in this stock. | ||||||