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Hoffman, Alan N Investment Management 13F Holdings
Holdings from the most recent 13F from Hoffman, Alan N Investment Management
Filed: 2025-07-31 (Q2 2025) | Holdings: 14 | Value: $202.8M | 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 1% $(949.1K) | 41.42% | $84.0M | +39.35% | +27.74% | ||
| AMZN - AMAZON COM INC | Reduce 3% $(1.8M) | 24.78% | $50.3M | +23.84% | +16.94% | ||
| MSFT - MICROSOFT CORP | 18.25% | $37.0M | -22.42% | -3.20% | |||
| COST - COSTCO WHSL CORP NEW | 5.62% | $11.4M | +6.83% | -1.08% | |||
| GOOGL - ALPHABET INC | Reduce 3% $(352.3K) | 5.60% | $11.4M | ||||
| GOOG - ALPHABET INC | Reduce 9% $(306.2K) | 1.47% | $3.0M | ||||
| NVDA - NVIDIA CORPORATION | Add 13% ($229.4K) | 0.98% | $2.0M | +26.07% | +18.84% | ||
| MGK - VANGUARD WORLD FD | Reduce 2% $(31.1K) | 0.64% | $1.3M | +17.48% | +12.78% | ||
| QQQ - INVESCO QQQ TR | 0.38% | $770.6K | +28.11% | +13.24% | |||
| SPY - SPDR S&P 500 ETF TR | Reduce 7% $(39.5K) | 0.24% | $494.9K | ||||
| META - META PLATFORMS INC | New Purchase | 0.17% | $349.9K | -21.09% | -16.11% | ||
| SDY - SPDR SERIES TRUST | 0.17% | $335.4K | |||||
| ADBE - ADOBE INC | 0.15% | $305.6K | -30.85% | -5.19% | |||
| DVY - ISHARES TR | 0.14% | $283.4K | +16.32% | +3.95% | |||
| VRTX - VERTEX PHARMACEUTICALS INC | Reduce 100% | 0.00% | $0.00 | ||||