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Hoffman, Alan N Investment Management 13F Holdings
Holdings from the most recent 13F from Hoffman, Alan N Investment Management
Filed: 2024-10-07 (Q3 2024) | Holdings: 14 | Value: $207.7M | 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 | 47.24% | $98.1M | +31.46% | +8.32% | +15.59% | ||
| AMZN - AMAZON COM INC | Reduce 1% $(297.0K) | 22.05% | $45.8M | +47.87% | +22.11% | +23.81% | |
| MSFT - MICROSOFT CORP | 16.00% | $33.2M | +1.60% | +3.53% | +28.69% | ||
| GOOGL - ALPHABET INC | 5.73% | $11.9M | +138.43% | +18.44% | +49.87% | ||
| COST - COSTCO WHSL CORP NEW | Add 1% ($53.2K) | 5.03% | $10.5M | +15.07% | +5.92% | +4.88% | |
| GOOG - ALPHABET INC | Reduce 1% $(21.2K) | 1.58% | $3.3M | +135.14% | +18.24% | +49.03% | |
| NVDA - NVIDIA CORPORATION | 0.63% | $1.3M | +68.53% | +7.57% | +45.22% | ||
| MGK - VANGUARD WORLD FD | 0.61% | $1.3M | +38.67% | +8.36% | +28.57% | ||
| QQQ - INVESCO QQQ TR | Add 2% ($13.7K) | 0.31% | $654.0K | +48.34% | +6.49% | +26.84% | |
| SPY - SPDR S&P 500 ETF TR | Add 11% ($43.0K) | 0.21% | $442.4K | +31.93% | +3.69% | +19.44% | |
| ADBE - ADOBE INC | 0.20% | $409.0K | -50.02% | -14.80% | -29.18% | ||
| SDY - SPDR SER TR | 0.17% | $351.0K | +10.02% | -5.71% | +3.15% | ||
| DVY - ISHARES TR | 0.14% | $288.2K | +20.70% | -0.78% | +10.43% | ||
| VRTX - VERTEX PHARMACEUTICALS INC | 0.10% | $204.6K | -3.73% | -8.83% | -6.83% | ||