account_balance
Investment manager · 13F filer · SEC CIK 2010854
Bochk Asset Management Ltd
Reported value$710Mas of Sep 30, 2026
Positions131 35 new, 48 sold out
Top 10 weight47.0%NVDA alone is 8%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
7.7%Added +14%
AAPLApple Inc.
7.3%Added +18%
MSFTMicrosoft Corp
6.7%Trimmed −6%
GOOGLAlphabet Inc.
5.9%Added +37%
AMZNAmazon.com Inc
4.8%Added +55%
AMDAdvanced Micro Devices Inc
3.8%Added +90%
FLTWFranklin Templeton ETF Tr
3.6%Trimmed −11%
MUMicron Technology Inc
2.6%Added +5%
METAMeta Platforms, Inc.
2.3%+7%
BEBloom Energy Corp
2.2%+36979%
INTCIntel Corp
2.1%Added +32%
NTAPNetApp, Inc.
1.7%
NVDANVIDIA Corp
7.7%Added +14%
AAPLApple Inc.
7.3%Added +18%
MSFTMicrosoft Corp
6.7%−6%
GOOGLAlphabet Inc.
5.9%+37%
AMZNAmazon.com Inc
4.8%+55%
AMDAdvanced Micro Devices Inc
3.8%
FLTWFranklin Templeton ETF Tr
3.6%
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 7.7% Added +14%AAPL Apple Inc. 7.3% Added +18%MSFT Microsoft Corp 6.7% Trimmed −6%GOOGL Alphabet Inc. 5.9% Added +37%AMZN Amazon.com Inc 4.8% Added +55%AMD Advanced Micro Devices Inc 3.8% Added +90%
FLTW Franklin Templeton ETF Tr 3.6% Trimmed −11%
MU Micron Technology Inc 2.6% Added +5%META Meta Platforms, Inc. 2.3% Added +7%BE Bloom Energy Corp 2.2% Added +36979%INTC Intel Corp 2.1% Added +32%NTAP NetApp, Inc. 1.7% NewWhat changed
Biggest moves since Jun 30, 2026
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