ADBE - Tracking Ken Fisher's Fisher Asset Management Portfolio - Q1 2024 Update

2024-05-09 22:26:54 ET

Summary

• Fisher's 13F portfolio value increased by 5% to $214B this quarter, with a decrease in the number of holdings from 1161 to 964.
• Microsoft, Apple, Nvidia, Amazon, and Alphabet are the five largest individual stock positions, accounting for 20% of the portfolio.
• Stake disposals include LVMH Moet Hennessy, while stake increases include Microsoft, Apple, Nvidia, Amazon, and Alphabet.

This article is part of a series that provides an ongoing analysis of the changes made to Kenneth Fisher’s 13F stock portfolio on a quarterly basis. It is based on Fisher Asset Management’s regulatory 13F Form filed on 05/09/2024. Please visit our Tracking Kenneth Fisher's Fisher Asset Management Holdings article for an idea on his investment style and philosophy and our previous update highlighting the fund’s moves in Q4 2023.

This quarter, Fisher’s 13F portfolio value increased ~5% from ~$203B to ~$214B. The number of holdings decreased from 1161 to 964. Significantly large stock positions decreased from 65 to 56. The five largest individual stock positions are Microsoft, Apple, Nvidia, Amazon.com, and Alphabet. Together, they account for ~20% of the 13F stock portfolio....

For further details see: