LOM Asset Management Ltd

CIK 0002077907 · HAMILTON, null · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source

LOM Asset Management Ltd reported 279 positions worth $386.9M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: AMAT (4.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$386.9M
2026 Q2
Positions
279
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
28.8%
Est. Net Flow (Q)
2026 Q2
10 / 279 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AMATAPPLIED MATLS INCSH$16.6M4.29%22,964
2GOOGALPHABET INCSH$16.3M4.22%46,214
3AVGOBROADCOM INCSH$16.1M4.16%42,601
4NVDANVIDIA CORPORATIONSH$11.9M3.07%59,414
5MUMICRON TECHNOLOGY INCSH$10.6M2.74%9,168
6ADIANALOG DEVICES INCSH$8.9M2.30%22,410
7MSFTMICROSOFT CORPSH$8.8M2.28%23,651
8AMZNAMAZON COM INCSH$8.3M2.14%34,686
9JPMJPMORGAN CHASE & COSH$7.2M1.86%21,938
10AAPLAPPLE INCSH$7.0M1.80%24,030

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

Frequently Asked Questions

What stocks does LOM Asset Management Ltd hold as of Q2 2026?

LOM Asset Management Ltd reported 279 positions worth $386.9M in its Q2 2026 13F filing. Largest positions: AMAT (4.3%), GOOG (4.2%), AVGO (4.2%), NVDA (3.1%) and MU (2.7%).

What did LOM Asset Management Ltd buy in Q2 2026?

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

What did LOM Asset Management Ltd 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.