account_balance
Investment manager · 13F filer · SEC CIK 1906719
Lynch Asset Management, Inc.
Reported value$393Mas of Sep 30, 2026
Positions52 0 new, 0 sold out
Top 10 weight67.5%NVDA alone is 31%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
31.3%
GOOGLAlphabet Inc.
6.3%
AMDAdvanced Micro Devices Inc
5.5%
CRWDCrowdStrike Holdings, Inc.
5.2%
PANWPalo Alto Networks Inc
3.6%Added +3%
AAPLApple Inc.
3.4%
MSFTMicrosoft Corp
3.3%
METAMeta Platforms, Inc.
3.3%
ABBVAbbVie Inc.
3.0%Trimmed −2%
AMZNAmazon.com Inc
2.7%
CMICummins Inc
2.7%Added +7%
GSGoldman Sachs Group Inc
2.4%
NVDANVIDIA Corp
31.3%
GOOGLAlphabet Inc.
6.3%
AMDAdvanced Micro Devices Inc
5.5%
CRWDCrowdStrike Holdings, Inc.
5.2%
PANW3.6%AAPLMSFT3.3%META3.3%ABBV3.0%AMZN2.7%CMI2.7%GS2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 31.3% HeldGOOGL Alphabet Inc. 6.3% HeldAMD Advanced Micro Devices Inc 5.5% HeldCRWD CrowdStrike Holdings, Inc. 5.2% HeldPANW Palo Alto Networks Inc 3.6% Added +3%AAPL Apple Inc. 3.4% HeldMSFT Microsoft Corp 3.3% HeldMETA Meta Platforms, Inc. 3.3% HeldABBV AbbVie Inc. 3.0% Trimmed −2%AMZN Amazon.com Inc 2.7% HeldCMI Cummins Inc 2.7% Added +7%GS Goldman Sachs Group Inc 2.4% Held
What changed
Biggest moves since Jun 30, 2026
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