account_balance
Investment manager · 13F filer · SEC CIK 2077907
LOM Asset Management Ltd
Reported value$394Mas of Sep 30, 2026
Positions288 14 new, 5 sold out
Top 10 weight27.9%GOOG alone is 4%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGAlphabet Inc.
4.0%
AVGOBroadcom Inc.
3.6%Trimmed −4%
NVDANVIDIA Corp
3.4%
MSFTMicrosoft Corp
3.1%
AMATApplied Materials Inc
2.9%Trimmed −3%
MUMicron Technology Inc
2.5%Added +3%
ADIAnalog Devices Inc
2.2%
AMZNAmazon.com Inc
2.2%
AAPLApple Inc.
2.0%
JPMJPMorgan Chase & Co
1.9%
VEAVanguard Tax-Managed FDS
1.7%
METAMeta Platforms, Inc.
1.6%
GOOGAlphabet Inc.
4.0%
AVGOBroadcom Inc.
3.6%
NVDANVIDIA Corp
3.4%
MSFTMicrosoft Corp
3.1%
AMATApplied Materials Inc
2.9%
MUMicron Technology Inc
2.5%+3%
ADIAnalog Devices Inc
2.2%
AMZNAmazon.com Inc
2.2%
AAPLApple Inc.
2.0%
JPM1.9%VEA1.7%
METABoxes 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
GOOG Alphabet Inc. 4.0% HeldAVGO Broadcom Inc. 3.6% Trimmed −4%NVDA NVIDIA Corp 3.4% HeldMSFT Microsoft Corp 3.1% HeldAMAT Applied Materials Inc 2.9% Trimmed −3%MU Micron Technology Inc 2.5% Added +3%ADI Analog Devices Inc 2.2% HeldAMZN Amazon.com Inc 2.2% HeldAAPL Apple Inc. 2.0% HeldJPM JPMorgan Chase & Co 1.9% Held
VEA Vanguard Tax-Managed FDS 1.7% Held
META Meta Platforms, Inc. 1.6% HeldWhat changed
Biggest moves since Jun 30, 2026
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