In the third quarter of 2024, star investor Ken Fisher and his asset manager Fisher Asset Management increased his holdings, some of them significantly, which led to some changes in the top ten of his portfolio.
Institutional investors are required to report their investments to the US Securities and Exchange Commission (SEC) quarterly using Form 13F if their total value exceeds $100 million. This regulation also applies to the asset manager Fisher Asset Management, led by star investor Ken Fisher. The company’s portfolio value was most recently around $244.09 billion.
The following ranking only considers equity investments and shows the ten largest positions in Fisher Asset Management’s portfolio. Data is based on September 30, 2024.
11th place: The ranking
Institutional investors are required to disclose their investments to the U.S. Securities and Exchange Commission on a quarterly basis via Form 13F if their total value exceeds $100 million. This also applies to star investor Ken Fisher’s asset manager Fisher Asset Management, whose portfolio value was most recently around $244.09 billion. The ten largest positions from the portfolio for the third quarter are listed below, sorted according to their percentage share of the portfolio. Only equity investments are taken into account, based on data from September 30, 2024.
Source: sec.gov, Image: Virojt Changyencham / Shutterstock.com
10th place: Walmart
The top 10 largest holdings in Fishers Depot are started by the US supermarket chain Walmart. In Q3, Fisher Asset Management purchased 2,107,197 securities. This brought the holding with 47,659,844 shares to a value of 3.85 billion US dollars and a portfolio share of 1.58 percent.
Source: sec.gov, Image: www.walmart.com
9th place: AMD
The US semiconductor company AMD went from eighth to ninth place. In the third quarter of this year, Fisher increased this position by 644,039 shares to a total of 23,795,236 shares. The holding was worth $3.90 billion as of the reporting date, making up 1.67 percent of the entire portfolio.
Source: sec.gov, Image: Maurice NORBERT / Shutterstock.com
8th place: Broadcom
The semiconductor company Broadcom rose from ninth to eighth place in the Fisher portfolio. Fisher increased his stake in the group by 21,168,095 shares, meaning he holds a total of 23,422,781 shares in the company worth $4.04 billion. The shareholding therefore amounted to 1.66 percent of the entire portfolio.
Source: sec.gov, Image: Ken Wolter / Shutterstock.com
7th place: Eli Lilly
US pharmaceutical company Eli Lilly is also represented in the 10 largest positions. With a value of 4.48 billion US dollars, the investment corresponded to a total of 1.84 percent of the entire portfolio. In the third quarter, Fisher purchased 169,391 shares for a total of 5,058,101 shares.
Source: sec.gov, Image: Jonathan Weiss / Shutterstock.com
6th place: TSMC
The next largest position in the stock market professional’s portfolio is Taiwan Semiconductor Manufacturing Co. (TSMC) with a share of 2.05 percent. Here too, the share certificates were accessed in the third quarter. Fisher increased his position by 359,854 shares and held a total of 28,767,106 securities worth around $4.99 billion as of the reporting date.
Source: sec.gov, Image: Michael Vi / Shutterstock.com
5th place: Alphabet A shares
The A shares of Google parent Alphabet land in fifth place in the ranking, after taking fourth place in the previous quarter. But here too, Fisher took action and bought 1,237,385 of the company’s securities. The total of 49,857,900 shares (8.27 billion US dollars) corresponded to 3.39 percent of the entire portfolio as of the reporting date.
Source: sec.gov, Image: Denis Linine / Shutterstock.com
4th place: Amazon
The Fisher Asset Management portfolio for the Internet giant Amazon is moving up one place. Fisher Asset Management bought 873,174 securities here in the last quarter, meaning a total of 44,653,571 securities were held. Its value was around $8.32 billion (3.41 percent) as of the reporting date.
Source: sec.gov, Image: Jonathan Weiss / Shutterstock.com
3rd place: NVIDIA
AI beneficiary NVIDIA is still in third place among the largest holdings in the Fisher portfolio. Here too, the asset manager increased its investment by 3,283,380 shares in the last quarter. The portfolio therefore contained a total of 96,720,707 shares, which were worth around $11.75 billion as of the reporting date and made up a total of 4.81 percent of the entire portfolio.
Source: sec.gov, Image: Below the Sky / Shutterstock.com
2nd place: Microsoft
The silver medal will go to Microsoft in the third quarter of 2024, after being in first place in the previous quarter. In the third quarter, Fisher Asset Management purchased 636,713 securities. The total of 27,904,450 shares had a value of around 12.01 billion US dollars as of the reporting date and thus accounted for a portfolio share of 4.92 percent.
Source: sec.gov, Image: Volodymyr Kyrylyuk / Shutterstock.com
1st place: Apple
Apple, the iGroup, is on the winner’s podium. After Fisher increased his holdings by 1,112,033 shares, the value of the total 58,615,053 shares held amounted to around 13.66 billion US dollars as of the reporting date. Apple thus had a share of 5.60 percent of the total portfolio.
Source: sec.gov, Image: Bocman1973 / Shutterstock.com
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