Ak Global Asset Management, LLC
Net buyer this quarter
$118M
23
+$38.2M
80.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $37.3M | 31.57% | 0.00% | Not reported | Q4 2025 |
 AAPL | $20.9M | 17.67% | 0.00% | -0.8% | Q4 2025 |
 ABBV | $9.98M | 8.45% | 0.00% | Not reported | Q4 2025 |
 AMZN | $5.35M | 4.53% | 0.00% | -1.5% | Q4 2025 |
 GOOG | $5.32M | 4.50% | Not reported | -0.7% | Q4 2025 |
 V | $3.89M | 3.30% | 0.00% | +2.4% | Q4 2025 |
 TSM | $3.29M | 2.78% | 0.00% | +5.4% | Q1 2026 |
 COST | $3.17M | 2.69% | 0.00% | -5.2% | Q4 2025 |
 JPM | $2.88M | 2.44% | 0.00% | +4.1% | Q4 2025 |
 NFLX | $2.63M | 2.22% | 0.00% | -4.4% | Q4 2025 |
 MSFT | $2.47M | 2.09% | 0.00% | -4.7% | Q4 2025 |
 META | $2.34M | 1.98% | Not reported | -2.0% | Q4 2025 |
 PLTR | $1.83M | 1.55% | 0.00% | -0.6% | Q4 2025 |
 ORCL | $1.54M | 1.31% | 0.00% | -7.7% | Q4 2025 |
 TSLA | $1.38M | 1.17% | 0.00% | +0.6% | Q4 2025 |
 TEM | $1M | 0.85% | Not reported | Not reported | Q4 2025 |
 BSX | $862K | 0.73% | 0.00% | -0.6% | Q4 2025 |
 MS | $706K | 0.60% | 0.00% | +0.8% | Q4 2025 |
 CATY | $508K | 0.43% | 0.01% | Not reported | Q4 2025 |
 RMBS | $465K | 0.39% | 0.00% | -30.0% | Q4 2025 |
 BAC | $463K | 0.39% | 0.00% | -5.8% | Q4 2025 |
 LMT | $344K | 0.29% | 0.00% | -1.5% | Q4 2025 |
 AMAT | $289K | 0.24% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| AAPL | $18.4M | 17.34% | 0.00% | -6.7% | Q4 2025 |
| ABBV | $8.62M | 8.11% | 0.00% | Not reported | Q4 2025 |
| AMZN | $4.75M | 4.47% | 0.00% | -3.9% | Q4 2025 |
| GOOG | $4.31M | 4.06% | Not reported | +10.1% | Q4 2025 |
| NFLX | $3.7M | 3.48% | 0.00% | -10.1% | Q4 2025 |
| COST | $3.56M | 3.35% | 0.00% | -0.1% | Q4 2025 |
| V | $3.35M | 3.15% | 0.00% | +32.8% | Q4 2025 |
| MSFT | $2.57M | 2.41% | 0.00% | -5.5% | Q4 2025 |
| JPM | $2.49M | 2.34% | 0.00% | -2.0% | Q4 2025 |
| META | $2.42M | 2.28% | Not reported | +22.3% | Q4 2025 |
| PLTR | $2.32M | 2.18% | 0.00% | +21.5% | Q4 2025 |
| TSM | $2.21M | 2.08% | 0.00% | New | Q1 2026 |
| ORCL | $1.68M | 1.58% | 0.00% | +0.7% | Q4 2025 |
| BSX | $1.28M | 1.20% | 0.00% | +30.6% | Q4 2025 |
| TSLA | $1.21M | 1.14% | 0.00% | +515.1% | Q4 2025 |
| MS | $551K | 0.52% | 0.00% | +4.7% | Q4 2025 |
| RMBS | $430K | 0.40% | 0.00% | Not reported | Q4 2025 |
| BAC | $421K | 0.40% | 0.00% | -42.0% | Q4 2025 |
| LMT | $414K | 0.39% | 0.00% | +3.8% | Q4 2025 |
 HON | $226K | 0.21% | 0.00% | -24.5% | Q4 2025 |
| Q4 2025 | |||||
| NVDA | $34.6M | 30.27% | 0.00% | New | Q4 2025 |
| AAPL | $21.2M | 18.51% | 0.00% | New | Q4 2025 |
| ABBV | $9.06M | 7.92% | 0.00% | New | Q4 2025 |
| AMZN | $5.48M | 4.79% | 0.00% | New | Q4 2025 |
| GOOG | $4.26M | 3.73% | Not reported | New | Q4 2025 |
| NFLX | $4.01M | 3.51% | 0.00% | New | Q4 2025 |
| MSFT | $3.55M | 3.10% | 0.00% | New | Q4 2025 |
| COST | $3.09M | 2.70% | 0.00% | New | Q4 2025 |
| V | $2.93M | 2.56% | 0.00% | New | Q4 2025 |
| JPM | $2.78M | 2.43% | 0.00% | New | Q4 2025 |
| PLTR | $2.32M | 2.02% | 0.00% | New | Q4 2025 |
| META | $2.29M | 2.00% | Not reported | New | Q4 2025 |
| ORCL | $2.21M | 1.93% | 0.00% | New | Q4 2025 |
 PANW | $1.63M | 1.42% | 0.00% | New | Q4 2025 |
| BSX | $1.48M | 1.30% | 0.00% | New | Q4 2025 |
| TEM | $1.09M | 0.95% | Not reported | New | Q4 2025 |
 NOW | $1.03M | 0.90% | 0.00% | New | Q4 2025 |
 CRM | $971K | 0.85% | 0.00% | New | Q4 2025 |
| BAC | $819K | 0.72% | 0.00% | New | Q4 2025 |
| MS | $568K | 0.50% | 0.00% | New | Q4 2025 |
| CATY | $489K | 0.43% | 0.02% | New | Q4 2025 |
| RMBS | $459K | 0.40% | 0.00% | New | Q4 2025 |
| LMT | $319K | 0.28% | 0.00% | New | Q4 2025 |
| HON | $258K | 0.23% | 0.00% | New | Q4 2025 |
| TSLA | $238K | 0.21% | 0.00% | New | Q4 2025 |