Stock Taper

AMI ASSET MANAGEMENT CORP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Eli Lilly and CompanyLLY58.73K$70.44M
Arm Holdings plc American Depositary SharesARM62.87K$22.29M
Mastercard IncorporatedMA68.43K$35.15M
Cintas CorporationCTAS70.85K$12.05M
Spotify Technology S.A.SPOT75.58K$34.7M
Space Exploration Technologies Corp.SPCX93.44K$15.96M
Ecolab Inc.ECL96.61K$26.92M
Ulta Beauty, Inc.ULTA99.35K$44.8M
Quanta Services, Inc.PWR101.33K$72.96M
The TJX Companies, Inc.TJX101.4K$15.36M
Axon Enterprise, Inc.AXON104.07K$58.34M
Insulet Corp.PODD129.81K$19.76M
West Pharmaceutical Services, Inc.WST146.76K$52.69M
Genius Sports LimitedGENI161.32K$977.59K
Microsoft CorporationMSFT165.9K$61.88M
Labcorp Holdings Inc.LH170.56K$47.76M
Waste Management, Inc.WM171.84K$38.3M
Nuvation Bio Inc.NUVB183.25K$1.04M
Taiwan Semiconductor Manufacturing Company LimitedTSM195.36K$93.3M
Palo Alto Networks, Inc.PANW198.45K$67.68M