AMS Capital as of June 30, 2023
Portfolio Holdings for AMS Capital
AMS Capital holds 14 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 18.9 | $16M | 47k | 340.53 | |
| Amazon (AMZN) | 17.4 | $15M | 113k | 130.36 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.8 | $8.3M | 83k | 100.92 | |
| AutoZone (AZO) | 8.5 | $7.3M | 2.9k | 2493.30 | |
| S&p Global (SPGI) | 7.6 | $6.5M | 16k | 400.90 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.3 | $6.3M | 52k | 119.70 | |
| Danaher Corporation (DHR) | 7.1 | $6.0M | 25k | 240.00 | |
| Sea Sponsord Ads (SE) | 6.9 | $5.8M | 100k | 58.04 | |
| Meta Platforms Cl A (META) | 5.7 | $4.9M | 17k | 287.00 | |
| Vtex Shs Cl A (VTEX) | 3.1 | $2.6M | 550k | 4.80 | |
| Guidewire Software (GWRE) | 2.8 | $2.4M | 32k | 76.07 | |
| Pinduoduo Sponsored Ads (PDD) | 2.8 | $2.4M | 34k | 69.14 | |
| TransDigm Group Incorporated (TDG) | 2.1 | $1.8M | 2.0k | 893.99 | |
| Yandex N V Shs Class A (NBIS) | 0.0 | $10k | 100k | 0.10 |
