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Hoffman, Alan N Investment Management 13F Holdings
Holdings from the most recent 13F from Hoffman, Alan N Investment Management
Filed: 2022-10-11 (Q3 2022) | Holdings: 10 | Value: $147.2M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - APPLE INC | 55.67% | $82.0M | +114.29% | -3.95% | +30.66% | ||
| AMZN - AMAZON COM INC | 21.85% | $32.2M | +139.12% | -15.31% | +17.64% | ||
| MSFT - MICROSOFT CORP | Add 6% ($940.2K) | 11.45% | $16.9M | +88.41% | +6.11% | +48.34% | |
| GOOGL - ALPHABET INC | Add 1925% ($6.0M) | 4.31% | $6.3M | +302.73% | -6.34% | +42.83% | |
| COST - COSTCO WHSL CORP NEW | Add 1% ($31.2K) | 3.69% | $5.4M | +120.56% | +1.89% | +19.76% | |
| GOOG - ALPHABET INC | Add 1900% ($2.7M) | 1.92% | $2.8M | +296.81% | -6.47% | +42.76% | |
| MGK - VANGUARD WORLD FD | Reduce 2% $(17.4K) | 0.56% | $818.0K | +160.78% | +5.31% | +37.95% | |
| DVY - ISHARES TR | 0.21% | $315.0K | +60.14% | +16.53% | +2.39% | ||
| SDY - SPDR SER TR | 0.19% | $286.0K | +42.46% | +14.52% | +2.48% | ||
| ADBE - ADOBE SYSTEMS INCORPORATED | 0.15% | $217.0K | -13.54% | +21.02% | +96.58% | ||
| TSLA - TESLA INC | Reduce 100% | 0.00% | $0.00 | ||||
| NVDA - NVIDIA CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||