AMS Capital as of March 31, 2025
Portfolio Holdings for AMS Capital
AMS Capital holds 16 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 15.0 | $36M | 97k | 375.39 | |
| Ishares Tr Core S&p500 Etf (IVV) | 14.2 | $34M | 61k | 561.90 | |
| Amazon (AMZN) | 13.1 | $32M | 167k | 190.26 | |
| Meta Platforms Cl A (META) | 11.0 | $27M | 46k | 576.37 | |
| Nu Hldgs Ord Shs Cl A (NU) | 8.8 | $21M | 2.1M | 10.24 | |
| Visa Com Cl A (V) | 5.7 | $14M | 40k | 350.46 | |
| NVIDIA Corporation (NVDA) | 5.6 | $14M | 125k | 108.38 | |
| TransDigm Group Incorporated (TDG) | 4.9 | $12M | 8.6k | 1383.30 | |
| Coupang Cl A (CPNG) | 4.2 | $10M | 462k | 21.93 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 4.1 | $10M | 191k | 52.34 | |
| Vtex Shs Cl A (VTEX) | 3.5 | $8.6M | 1.7M | 5.07 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.7 | $6.6M | 40k | 166.01 | |
| Pinduoduo Sponsored Ads (PDD) | 2.7 | $6.5M | 55k | 118.35 | |
| Workday Cl A (WDAY) | 2.5 | $6.2M | 26k | 233.53 | |
| S&p Global (SPGI) | 1.5 | $3.7M | 7.2k | 508.05 | |
| Spotify Technology S A SHS (SPOT) | 0.4 | $1000k | 1.8k | 550.05 |
