FISHMAN JAY A LTD/MI

CIK 0001006407 · TROY, MI · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

FISHMAN JAY A LTD/MI reported 79 positions worth $1.26B as of June 30, 2026 (13F filed July 29, 2026). Largest holding: AAPL (20.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.26B
2026 Q2
Positions
79
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
68.1%
Est. Net Flow (Q)
2026 Q2
10 / 79 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INC COMSH$255.4M20.32%882,533
2GOOGLALPHABET INC CAP STK CL ASH$135.5M10.79%379,225
3AMZNAMAZON COM INC COMSH$100.1M7.97%420,043
4NVDANVIDIA CORPORATION COMSH$62.1M4.94%310,284
5MSFTMICROSOFT CORP COMSH$55.4M4.41%148,531
6XPOXPO INC COMSH$52.4M4.17%255,150
7METAMETA PLATFORMS INC CL ASH$52.4M4.17%92,981
8VRTVERTIV HOLDINGS CO COM CL ASH$50.3M4.00%150,180
9JPMJPMORGAN CHASE & CO COMSH$49.2M3.91%150,214
10BXBLACKSTONE INC COMSH$42.4M3.37%359,909

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does FISHMAN JAY A LTD/MI hold as of Q2 2026?

FISHMAN JAY A LTD/MI reported 79 positions worth $1.26B in its Q2 2026 13F filing. Largest positions: AAPL (20.3%), GOOGL (10.8%), AMZN (8.0%), NVDA (4.9%) and MSFT (4.4%).

What did FISHMAN JAY A LTD/MI buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did FISHMAN JAY A LTD/MI sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.