LOM Asset Management Ltd
Top Portfolio Positions
206 positions ·
$252,288,580 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
43,959 | $13,605,750 | 5.39% | |
| NVDA |
Nvidia Corp
Technology
|
58,823 | $10,258,731 | 4.07% | |
| MSFT |
Microsoft Corp
Technology
|
23,297 | $8,623,850 | 3.42% | |
| AMAT |
Applied Materials Inc /De
Technology
|
23,711 | $8,104,182 | 3.21% | |
| ADI |
Analog Devices Inc
Technology
|
22,940 | $7,298,131 | 2.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
34,257 | $7,134,705 | 2.83% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
21,760 | $6,400,921 | 2.54% | |
| AAPL |
Apple Inc.
Technology
|
21,235 | $5,389,230 | 2.14% | |
| META |
Meta Platforms, Inc.
Communication Services
|
8,631 | $4,938,054 | 1.96% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
1,152 | $4,850,288 | 1.92% |
Portfolio Trend
4 quarters · across all stocks
Holdings in VPG
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,472 | 1,600 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $61,600 | 1,600 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $51,280 | 1,600 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $44,960 | 1,600 | Shares | Sole | 2025-11-19 | |
| No 13F history on record for this holder in this stock. | ||||||