AMS Capital as of Dec. 31, 2024
Portfolio Holdings for AMS Capital
AMS Capital holds 16 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 16.3 | $32M | 147k | 219.39 | |
| Microsoft Corporation (MSFT) | 13.5 | $27M | 64k | 421.50 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 12.8 | $26M | 129k | 197.49 | |
| Meta Platforms Cl A (META) | 12.6 | $25M | 43k | 585.51 | |
| Nu Hldgs Ord Shs Cl A (NU) | 7.6 | $15M | 1.5M | 10.36 | |
| Progressive Corporation (PGR) | 5.7 | $11M | 48k | 239.61 | |
| Visa Com Cl A (V) | 4.6 | $9.2M | 29k | 316.05 | |
| S&p Global (SPGI) | 4.6 | $9.2M | 18k | 498.04 | |
| TransDigm Group Incorporated (TDG) | 4.4 | $8.7M | 6.9k | 1267.27 | |
| Vtex Shs Cl A (VTEX) | 3.3 | $6.6M | 1.1M | 5.89 | |
| Pinduoduo Sponsored Ads (PDD) | 2.8 | $5.6M | 58k | 96.99 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.8 | $5.5M | 96k | 57.47 | |
| NVIDIA Corporation (NVDA) | 2.8 | $5.5M | 41k | 134.30 | |
| Coupang Cl A (CPNG) | 2.6 | $5.2M | 237k | 21.98 | |
| Workday Cl A (WDAY) | 1.9 | $3.7M | 14k | 258.00 | |
| Broadcom (AVGO) | 1.7 | $3.4M | 15k | 231.86 |
