EdgeMarket › What Fishman Jay A Ltd/Mi reported owning
What Fishman Jay A Ltd/Mi reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.1BPositions
76Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 228.1M | 20.4% | 898.7K | 309.35 | +36.9% |
| GOOGL Alphabet Inc. | 110.2M | 9.8% | 383.2K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 87.8M | 7.8% | 421.6K | 258.63 | +15.6% |
| XPO XPO, Inc. | 55.3M | 4.9% | 284.3K | 197.74 | +56.1% |
| MSFT MICROSOFT CORP | 55.1M | 4.9% | 148.8K | 483.24 | -4.4% |
| NVDA NVIDIA CORP | 54.5M | 4.9% | 312.6K | 214.72 | +22.4% |
| META Meta Platforms, Inc. | 50.9M | 4.5% | 89.0K | 549.90 | -26.5% |
| JPM JPMORGAN CHASE & CO | 44.7M | 4.0% | 152.0K | 351.58 | +20.3% |
| VRT Vertiv Holdings Co | 43.4M | 3.9% | 173.4K | 261.95 | +105.4% |
| BX Blackstone Inc. | 40.9M | 3.7% | 355.5K | 143.38 | -12.8% |
| V VISA INC. | 31.1M | 2.8% | 103.0K | 371.04 | +7.9% |
| LLY ELI LILLY & Co | 28.4M | 2.5% | 30.9K | 1,255.40 | +78.0% |
| SYK STRYKER CORP | 24.5M | 2.2% | 74.5K | 329.45 | -15.9% |
| QXO QXO, Inc. | 23.6M | 2.1% | 1.2M | 13.76 | -28.6% |
| RDDT Reddit, Inc. | 20.3M | 1.8% | 151.1K | 153.29 | -29.8% |
| GEV GE Vernova Inc. | 19.2M | 1.7% | 21.9K | 956.85 | +58.3% |
| HD HOME DEPOT, INC. | 16.0M | 1.4% | 48.6K | 335.61 | -16.5% |
| COST COSTCO WHOLESALE CORP /NEW | 15.9M | 1.4% | 16.0K | 947.74 | -4.7% |
| ABBV AbbVie Inc. | 14.8M | 1.3% | 68.3K | 264.96 | +26.7% |
| TWI TITAN INTERNATIONAL INC | 14.7M | 1.3% | 2.1M | 7.15 | -16.1% |
| AXP AMERICAN EXPRESS CO | 14.1M | 1.3% | 46.7K | 336.00 | +8.9% |
| ARQT Arcutis Biotherapeutics, Inc. | 13.4M | 1.2% | 566.7K | 25.08 | +58.8% |
| GOOG Alphabet Inc. | 12.9M | 1.2% | 44.9K | 341.75 | +70.7% |
| CEG Constellation Energy Corp | 11.7M | 1.0% | 42.0K | 272.88 | -13.2% |
| GE GENERAL ELECTRIC CO | 11.3M | 1.0% | 39.7K | 348.37 | +30.7% |
| MRK Merck & Co., Inc. | 6.8M | 0.6% | 56.9K | 152.55 | +80.2% |
| SCHW SCHWAB CHARLES CORP | 5.8M | 0.5% | 62.1K | 112.30 | +17.6% |
| PFE PFIZER INC | 5.5M | 0.5% | 197.3K | 28.07 | +10.6% |
| VB Vanguard Morningstar Small-Cap ETF | 4.8M | 0.4% | 18.5K | 304.76 | +24.4% |
| ORCL ORACLE CORP | 4.2M | 0.4% | 28.3K | 146.47 | -37.7% |
| SHW SHERWIN WILLIAMS CO | 3.8M | 0.3% | 11.7K | 346.59 | -5.6% |
| JNJ JOHNSON & JOHNSON | 3.6M | 0.3% | 14.9K | 270.24 | +51.1% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 3.4M | 0.3% | 5.9K | 713.44 | +26.1% |
| RTX RTX Corp | 2.7M | 0.2% | 14.2K | 209.91 | +34.1% |
| unmapped CUSIP 084670702 | 2.5M | 0.2% | 5.1K | — | — |
| TJX TJX COMPANIES INC /DE/ | 2.2M | 0.2% | 14.0K | 140.53 | +1.6% |
| NEE NEXTERA ENERGY INC | 2.2M | 0.2% | 23.4K | 83.65 | +9.8% |
| VFF Village Farms International, Inc. | 1.6M | 0.1% | 575.4K | 2.72 | -4.9% |
| GD GENERAL DYNAMICS CORP | 1.6M | 0.1% | 4.7K | 384.29 | +21.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 1.5M | 0.1% | 4.4K | 418.95 | +83.3% |
| DE DEERE & CO | 1.5M | 0.1% | 2.6K | 647.47 | +31.4% |
| EHC Encompass Health Corp | 1.4M | 0.1% | 15.0K | 120.31 | -2.6% |
| LEN LENNAR CORP /NEW/ | 1.4M | 0.1% | 16.0K | 87.02 | -33.2% |
| DHR DANAHER CORP /DE/ | 1.3M | 0.1% | 7.1K | 218.85 | +3.5% |
| FITB FIFTH THIRD BANCORP | 1.2M | 0.1% | 24.9K | 54.82 | +27.2% |
| CBOE Cboe Global Markets, Inc. | 1.1M | 0.1% | 3.8K | 300.74 | +19.4% |
| PM Philip Morris International Inc. | 1.0M | 0.1% | 6.3K | 188.23 | +8.9% |
| BAC BANK OF AMERICA CORP /DE/ | 1.0M | 0.1% | 21.1K | 61.69 | +27.6% |
| APH AMPHENOL CORP /DE/ | 953.9K | 0.1% | 7.5K | 157.01 | +44.5% |
| RACE Ferrari N.V. | 913.8K | 0.1% | 2.7K | 436.54 | -6.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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