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Hoffman, Alan N Investment Management 13F Holdings

Holdings from the most recent 13F from Hoffman, Alan N Investment Management

Filed: 2024-04-10 (Q1 2024) | Holdings: 14 | Value: $178.2M | Filing Link

PREMIUM

Author Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
AAPL - APPLE INC
Reduce 3% $(2.7M)
41.32%
$73.6M
+75.61%
+35.37%
+18.26%
AMZN - AMAZON COM INC
Reduce 3% $(1.6M)
25.25%
$45.0M
+44.05%
+4.45%
-1.00%
MSFT - MICROSOFT CORP
Reduce 1% $(166.2K)
18.17%
$32.4M
-1.60%
+6.97%
-8.08%
GOOGL - ALPHABET INC
6.11%
$10.9M
+149.73%
+18.40%
+0.63%
COST - COSTCO WHSL CORP NEW
4.82%
$8.6M
+38.33%
+15.92%
+32.42%
GOOG - ALPHABET INC
Reduce 4% $(127.9K)
1.71%
$3.0M
+146.27%
+18.42%
+1.15%
MGK - VANGUARD WORLD FD
Reduce 2% $(17.5K)
0.64%
$1.1M
+55.90%
+13.41%
+5.74%
NVDA - NVIDIA CORPORATION
Add 64% ($369.6K)
0.53%
$944.2K
+151.16%
+45.75%
+26.93%
TQQQ - PROSHARES TR
Add 1% ($8.7K)
0.35%
$615.9K
+163.49%
+33.62%
-17.41%
QQQ - INVESCO QQQ TR
Reduce 1% $(4.4K)
0.33%
$596.3K
+63.79%
+11.91%
+3.84%
ADBE - ADOBE INC
0.22%
$398.6K
-49.49%
+14.42%
-27.68%
SPY - SPDR S&P 500 ETF TR
Add 3% ($11.0K)
0.22%
$388.6K
+46.85%
+8.26%
+4.86%
SDY - SPDR SER TR
0.18%
$324.3K
+21.42%
+1.38%
+2.46%
DVY - ISHARES TR
Reduce 17% $(53.5K)
0.15%
$262.9K
+37.02%
+4.54%
+7.58%