Aft, Forsyth & Company, Inc 13F annual report
Aft, Forsyth & Company, Inc is an investment fund managing more than $203 billion ran by Larry N.aft. There are currently 101 companies in Mr. N.aft’s portfolio. The largest investments include NVIDIA Corp and Microsoft, together worth $48.2 billion.
$203 billion Assets Under Management (AUM)
As of 6th August 2024, Aft, Forsyth & Company, Inc’s top holding is 318,524 shares of NVIDIA Corp currently worth over $39.4 billion and making up 19.4% of the portfolio value.
Relative to the number of outstanding shares of NVIDIA Corp, Aft, Forsyth & Company, Inc owns more than approximately 0.1% of the company.
In addition, the fund holds 19,837 shares of Microsoft worth $8.87 billion, whose value grew 0.1% in the past six months.
The third-largest holding is Apple Inc worth $8.57 billion and the next is Chipotle Mexican Grill worth $7.86 billion, with 12,550 shares owned.
Currently, Aft, Forsyth & Company, Inc's portfolio is worth at least $203 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Aft, Forsyth & Company, Inc
The Aft, Forsyth & Company, Inc office and employees reside in West Palm Beach, Florida. According to the last 13-F report filed with the SEC, Larry N.aft serves as the Member at Aft, Forsyth & Company, Inc.
Recent trades
In the most recent 13F filing, Aft, Forsyth & Company, Inc revealed that it had opened a new position in
Atlassian and bought 5,970 shares worth $1.06 billion.
This means they effectively own approximately 0.1% of the company.
Atlassian makes up
1.4%
of the fund's Technology sector allocation and has decreased its share price by approximately 0.1% in the past year.
The investment fund also strengthened its position in NVIDIA Corp by buying
287,729 additional shares.
This makes their stake in NVIDIA Corp total 318,524 shares worth $39.4 billion.
NVIDIA Corp dropped approximately 0.1% in the past year.
On the other hand, there are companies that Aft, Forsyth & Company, Inc is getting rid of from its portfolio.
Aft, Forsyth & Company, Inc closed its position in Atlassian Corp Plc on 13th August 2024.
It sold the previously owned 6,125 shares for $1.2 billion.
Larry N.aft also disclosed a decreased stake in Palo Alto Networks Inc by approximately 0.1%.
This leaves the value of the investment at $2.53 billion and 7,451 shares.
One of the smallest hedge funds
The two most similar investment funds to Aft, Forsyth & Company, Inc are Retirement Guys Formula and Boundary Creek Advisors L.P.. They manage $203 billion and $203 billion respectively.
Larry N.aft investment strategy
Aft, Forsyth & Company, Inc’s portfolio is diversified across 10 sectors.
Currently, their heaviest sector is Technology — making up 36.9% of
the total portfolio value.
The fund focuses on investments in the United States as
57.4% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
58% of the total holdings value.
On the other hand, small-cap stocks make up only 2.0% of the portfolio.
The average market cap of the portfolio companies is close to $213 billion.
The complete list of Aft, Forsyth & Company, Inc trades based on 13F SEC filings
These positions were updated on August 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| NVIDIA Corp |
934.34%
318,524
|
$39,350,451,000 | 19.38% |
| Microsoft Corporation |
5.08%
19,837
|
$8,866,173,000 | 4.37% |
| Apple Inc |
4.51%
40,676
|
$8,567,123,000 | 4.22% |
| Chipotle Mexican Grill |
4,900.00%
12,550
|
$7,862,578,000 | 3.87% |
| Eli Lilly Co |
9.16%
7,030
|
$6,364,821,000 | 3.13% |
| Amazon.com Inc. |
5.23%
29,138
|
$5,630,918,000 | 2.77% |
| Ishares Tr |
1.01%
319,452
|
$33,266,553,000 | 16.38% |
| Mastercard Incorporated |
5.12%
10,676
|
$4,710,032,000 | 2.32% |
| Visa Inc |
3.62%
16,784
|
$4,405,173,000 | 2.17% |
| Intuitive Surgical Inc |
4.52%
9,249
|
$4,114,418,000 | 2.03% |
| ServiceNow Inc |
3.38%
4,344
|
$3,417,295,000 | 1.68% |
| Alphabet Inc |
8.05%
23,025
|
$4,201,179,000 | 2.07% |
| Adobe Inc |
2.56%
5,017
|
$2,787,144,000 | 1.37% |
| Salesforce Inc |
7.16%
9,854
|
$2,533,498,000 | 1.25% |
| Palo Alto Networks Inc |
0.86%
7,451
|
$2,525,964,000 | 1.24% |
| Costco Whsl Corp New |
4.80%
2,775
|
$2,492,876,000 | 1.23% |
| Jpmorgan Chase Co. |
9.08%
12,026
|
$2,432,305,000 | 1.20% |
| Meta Platforms Inc |
1.19%
4,269
|
$2,152,515,000 | 1.06% |
| Home Depot, Inc. |
4.11%
6,235
|
$2,146,161,000 | 1.06% |
| Arm Holdings Plc |
33.58%
11,517
|
$1,884,411,000 | 0.93% |
| MercadoLibre Inc |
No change
1,108
|
$1,820,887,000 | 0.90% |
| Blackrock Inc. |
6.04%
2,194
|
$1,727,207,000 | 0.85% |
| Berkshire Hathaway Inc. |
8.15%
4,178
|
$1,699,610,000 | 0.84% |
| Thermo Fisher Scientific Inc. |
12.33%
3,051
|
$1,687,393,000 | 0.83% |
| Lockheed Martin Corp. |
8.79%
3,106
|
$1,450,689,000 | 0.71% |
| Spdr Ser Tr |
No change
64,020
|
$1,867,312,000 | 0.92% |
| Broadcom Inc |
9.84%
826
|
$1,326,168,000 | 0.65% |
| AMGEN Inc. |
9.61%
3,935
|
$1,229,470,000 | 0.61% |
| MongoDB Inc |
3.11%
4,832
|
$1,207,807,000 | 0.59% |
| Johnson Johnson |
2.08%
8,201
|
$1,198,698,000 | 0.59% |
| Atlassian Corp Plc |
Closed
6,125
|
$1,195,049,000 | |
| Abbvie Inc |
12.65%
6,543
|
$1,122,255,000 | 0.55% |
| Atlassian Corporation |
Opened
5,970
|
$1,055,974,000 | 0.52% |
| Asml Holding N V |
41.21%
1,028
|
$1,051,366,000 | 0.52% |
| Merck Co Inc |
6.93%
8,487
|
$1,050,691,000 | 0.52% |
| The Southern Co. |
No change
11,998
|
$930,685,000 | 0.46% |
| Arista Networks Inc |
8.99%
2,559
|
$896,878,000 | 0.44% |
| Spdr Sp 500 Etf Tr |
0.06%
1,602
|
$871,573,000 | 0.43% |
| Texas Instrs Inc |
11.00%
4,390
|
$853,987,000 | 0.42% |
| Lululemon Athletica inc. |
No change
2,705
|
$807,984,000 | 0.40% |
| Invesco Qqq Tr |
Closed
1,797
|
$797,740,000 | |
| Cava Group Inc |
No change
8,600
|
$797,650,000 | 0.39% |
| VanEck ETF Trust |
12.20%
37,412
|
$1,145,876,000 | 0.56% |
| Workday Inc |
5.51%
3,430
|
$766,811,000 | 0.38% |
| Invesco Exch Traded Fd Tr Ii |
5.69%
31,166
|
$746,730,000 | 0.37% |
| Teradyne, Inc. |
No change
4,911
|
$728,259,000 | 0.36% |
| Pepsico Inc |
8.75%
4,176
|
$688,743,000 | 0.34% |
| Stryker Corp. |
14.12%
2,020
|
$687,305,000 | 0.34% |
| Goldman Sachs Group, Inc. |
11.81%
1,515
|
$685,265,000 | 0.34% |
| Invesco Exchange Traded Fd T |
0.15%
61,524
|
$1,350,740,000 | 0.67% |
| Starbucks Corp. |
0.67%
8,305
|
$646,544,000 | 0.32% |
| Snowflake Inc. |
Closed
3,993
|
$645,269,000 | |
| Lam Research Corp. |
No change
595
|
$633,926,000 | 0.31% |
| Dell Technologies Inc |
31.52%
4,590
|
$633,007,000 | 0.31% |
| Procter And Gamble Co |
14.64%
3,838
|
$632,963,000 | 0.31% |
| American Express Co. |
17.69%
2,661
|
$616,155,000 | 0.30% |
| Moderna Inc |
No change
5,158
|
$612,513,000 | 0.30% |
| Cisco Sys Inc |
5.91%
12,742
|
$605,372,000 | 0.30% |
| Caterpillar Inc. |
No change
1,815
|
$604,577,000 | 0.30% |
| Crowdstrike Holdings Inc |
29.14%
1,551
|
$594,328,000 | 0.29% |
| Idexx Labs Inc |
1.81%
1,122
|
$546,638,000 | 0.27% |
| Gartner, Inc. |
No change
1,210
|
$543,363,000 | 0.27% |
| Automatic Data Processing In |
No change
2,161
|
$515,809,000 | 0.25% |
| On Hldg Ag |
No change
13,250
|
$514,100,000 | 0.25% |
| Zoetis Inc |
11.84%
2,941
|
$509,854,000 | 0.25% |
| Price T Rowe Group Inc |
14.43%
4,220
|
$486,588,000 | 0.24% |
| Coca-Cola Co |
13.81%
7,624
|
$485,268,000 | 0.24% |
| Citigroup Inc |
No change
7,591
|
$481,725,000 | 0.24% |
| Boeing Co. |
No change
2,565
|
$466,856,000 | 0.23% |
| Vanguard Whitehall Fds |
0.21%
3,808
|
$451,641,000 | 0.22% |
| Novo-nordisk A S |
No change
3,125
|
$446,063,000 | 0.22% |
| Union Pac Corp |
1.54%
1,924
|
$435,324,000 | 0.21% |
| Abbott Labs |
No change
4,184
|
$434,759,000 | 0.21% |
| Toast, Inc. |
13.99%
16,300
|
$420,051,000 | 0.21% |
| Booking Holdings Inc |
23.26%
106
|
$420,011,000 | 0.21% |
| J P Morgan Exchange Traded F |
35.10%
14,317
|
$802,599,000 | 0.40% |
| Apollo Global Mgmt Inc |
No change
3,500
|
$413,245,000 | 0.20% |
| Taiwan Semiconductor Mfg Ltd |
No change
2,340
|
$406,715,000 | 0.20% |
| Dexcom Inc |
8.76%
3,415
|
$387,193,000 | 0.19% |
| First Tr Exch Traded Fd Iii |
0.50%
33,663
|
$604,527,000 | 0.30% |
| Proshares Tr |
No change
3,763
|
$361,714,000 | 0.18% |
| Unitedhealth Group Inc |
33.40%
699
|
$355,973,000 | 0.18% |
| Intuit Inc |
7.17%
523
|
$343,721,000 | 0.17% |
| Chevron Corp. |
No change
2,169
|
$339,275,000 | 0.17% |
| Aflac Inc. |
No change
3,675
|
$328,214,000 | 0.16% |
| Hershey Company |
No change
1,765
|
$324,460,000 | 0.16% |
| 3M Co. |
0.03%
3,105
|
$317,259,000 | 0.16% |
| Enterprise Prods Partners L |
30.68%
10,491
|
$304,035,000 | 0.15% |
| Clorox Co. |
13.22%
2,055
|
$280,456,000 | 0.14% |
| Oracle Corp. |
17.26%
1,970
|
$278,164,000 | 0.14% |
| Honda Motor |
Opened
1,280
|
$273,331,000 | 0.13% |
| Advanced Micro Devices Inc. |
No change
1,632
|
$264,726,000 | 0.13% |
| Veeva Sys Inc |
90.49%
144
|
$264,266,000 | 0.13% |
| Accenture Plc Ireland |
No change
857
|
$260,022,000 | 0.13% |
| Vanguard Tax-managed Fds |
No change
5,200
|
$256,984,000 | 0.13% |
| Intel Corp. |
Closed
5,590
|
$246,910,000 | |
| Morgan Stanley |
No change
2,485
|
$241,517,000 | 0.12% |
| Pfizer Inc. |
12.81%
8,545
|
$239,089,000 | 0.12% |
| Illinois Tool Wks Inc |
14.29%
1,000
|
$236,960,000 | 0.12% |
| Exxon Mobil Corp. |
10.18%
2,014
|
$231,831,000 | 0.11% |
| First Tr Exchange-traded Fd |
0.02%
4,124
|
$225,831,000 | 0.11% |
| Super Micro Computer Inc |
Opened
268
|
$219,586,000 | 0.11% |
| Invesco Exch Traded Fd Tr Ii |
Closed
4,939
|
$219,279,000 | |
| Black Stone Minerals L.P. |
2.31%
13,934
|
$218,351,000 | 0.11% |
| Sherwin-Williams Co. |
No change
690
|
$205,917,000 | 0.10% |
| RTX Corp |
Opened
2,018
|
$202,587,000 | 0.10% |
| Mondelez International Inc. |
Closed
2,867
|
$200,690,000 | |
| No transactions found | |||
| Showing first 500 out of 107 holdings | |||
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