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Hoffman, Alan N Investment Management 13F Holdings
Holdings from the most recent 13F from Hoffman, Alan N Investment Management
Filed: 2026-04-07 (Q1 2026) | Holdings: 13 | Value: $151.6M | 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 8% $(7.1M) | 51.82% | $78.6M | +13.35% | |||
| AMZN - AMAZON COM INC | Reduce 6% $(1.4M) | 14.36% | $21.8M | +20.20% | |||
| MSFT - MICROSOFT CORP | Reduce 6% $(1.1M) | 12.03% | $18.2M | +7.19% | |||
| GOOGL - ALPHABET INC | Reduce 2% $(170.8K) | 7.27% | $11.0M | ||||
| COST - COSTCO WHOLESALE CORPORATION | Reduce 2% $(159.4K) | 5.54% | $8.4M | -0.35% | |||
| MGK - VANGUARD WORLD FD | Add 2% ($115.4K) | 3.13% | $4.7M | +13.64% | |||
| GOOG - ALPHABET INC | Reduce 5% $(204.8K) | 2.79% | $4.2M | ||||
| NVDA - NVIDIA CORPORATION | Add 3% ($72.6K) | 1.51% | $2.3M | +18.94% | |||
| QQQ - INVESCO QQQ TR | 0.50% | $755.5K | +17.18% | ||||
| SPY - STATE STR SPDR S&P 500 ETF T | 0.31% | $463.0K | |||||
| NIO - NIO INC | Add 531% ($384.2K) | 0.30% | $456.5K | ||||
| SDY - SPDR SERIES TRUST | 0.24% | $360.6K | |||||
| DVY - ISHARES TR | 0.21% | $323.1K | +0.14% | ||||
| ADBE - ADOBE INC | Reduce 100% | 0.00% | $0.00 | ||||
| META - META PLATFORMS INC | Reduce 100% | 0.00% | $0.00 | ||||