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Hoffman, Alan N Investment Management 13F Holdings
Holdings from the most recent 13F from Hoffman, Alan N Investment Management
Filed: 2024-07-30 (Q2 2024) | Holdings: 14 | Value: $202.7M | 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 | Reduce 2% $(1.4M) | 43.92% | $89.0M | +33.32% | +2.14% | -5.83% | |
| AMZN - AMAZON COM INC | Reduce 1% $(398.9K) | 23.58% | $47.8M | +45.36% | +0.73% | +26.51% | |
| MSFT - MICROSOFT CORP | 16.98% | $34.4M | -0.54% | -3.19% | +27.85% | ||
| GOOGL - ALPHABET INC | Reduce 1% $(67.0K) | 6.45% | $13.1M | +125.93% | -1.10% | +11.31% | |
| COST - COSTCO WHSL CORP NEW | 4.92% | $10.0M | +22.97% | +6.55% | +14.96% | ||
| GOOG - ALPHABET INC | Reduce 1% $(30.3K) | 1.79% | $3.6M | +122.67% | -1.14% | +10.79% | |
| NVDA - NVIDIA CORPORATION | Add 933% ($1.2M) | 0.66% | $1.3M | +94.46% | +17.60% | +57.60% | |
| MGK - VANGUARD WORLD FD | Reduce 1% $(15.1K) | 0.61% | $1.2M | +45.03% | +4.75% | +25.04% | |
| QQQ - INVESCO QQQ TR | Reduce 2% $(14.9K) | 0.31% | $628.6K | +53.88% | +3.56% | +21.44% | |
| ADBE - ADOBE INC | 0.22% | $438.9K | -55.00% | -12.61% | -34.61% | ||
| SPY - SPDR S&P 500 ETF TR | Reduce 6% $(25.6K) | 0.19% | $378.8K | +37.50% | +3.90% | +16.57% | |
| SDY - SPDR SER TR | 0.16% | $314.3K | +14.54% | +2.87% | +4.11% | ||
| DVY - ISHARES TR | 0.13% | $258.2K | +24.92% | +4.70% | +7.80% | ||
| VRTX - VERTEX PHARMACEUTICALS INC | New Purchase | 0.10% | $206.2K | -14.17% | -6.13% | -9.89% | |
| TQQQ - PROSHARES TR | Reduce 100% | 0.00% | $0.00 | ||||