§ 13F · FUND PROFILE
LOM Asset Management Ltd.
AUM · $387M (13F)Positions · 279Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | 23K | $17M | 4.3% | −3% |
| 2 | GOOG | ALPHABET INC | 46K | $16M | 4.2% | −2% |
| 3 | AVGO | BROADCOM INC | 43K | $16M | 4.2% | −3% |
| 4 | NVDA | NVIDIA CORPORATION | 59K | $12M | 3.1% | +1% |
| 5 | MU | MICRON TECHNOLOGY INC | 9K | $11M | 2.7% | −20% |
| 6 | ADI | ANALOG DEVICES INC | 22K | $9M | 2.3% | −2% |
| 7 | MSFT | MICROSOFT CORP | 24K | $9M | 2.3% | +2% |
| 8 | AMZN | AMAZON COM INC | 35K | $8M | 2.1% | +1% |
| 9 | JPM | JPMORGAN CHASE & CO | 22K | $7M | 1.9% | +1% |
| 10 | AAPL | APPLE INC | 24K | $7M | 1.8% | +13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LOM SIGNAL
AC read
LOM Asset Management Ltd is a Other fund managing $387 million in assets. The fund runs a broad portfolio of 279 positions.
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