LOM Asset Management Ltd — 13F Holdings & Portfolio
CIK 2077907 · latest 13F-HR filed 2026-05-05
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$347.9M
Long-equity book
Holdings
278
Distinct positions
Period
2026-03-31
Filed 2026-05-05
Q/Q Activity
+5 / −5 / ↑115 / ↓96
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NETFLIX INC.$2.4M +337.3%
- APPLIED MATLS INC$1.8M +28.8%
- CHEVRON CORPORATION$1.2M +36.2%
- SELECT SECTOR SPDR TR$1.1M +34.9%
- ANALOG DEVICES INC$1.1M +16.9%
Top Trims
- MICROSOFT CORP-$2.5M -22.7%
- BROADCOM INC-$2.4M -14.9%
- ALPHABET INC-$1.7M -11.2%
- BOOKING HOLDINGS INC-$1.2M -20.5%
- DISNEY WALT CO-$861.4K -81.3%
New Positions
- BOSTON SCIENTIFIC CORP$472.5K
- ROLLINS INC$92.9K
- BAIDU INC$22.3K
- WATERS CORP$8.6K
- VERSANT MEDIA GROUP INC$2.6K
Exited Positions
- PAYPAL HLDGS INC$408.7K
- BEST BUY INC$133.9K
- DIAGEO PLC$129.4K
- RENAISSANCERE HLDGS LTD$8.4K
- ABBOTT LABS$7.5K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 11135F101 | $13.6M | 3.91% | 43,959 | SH |
| 2 | ALPHABET INC | GOOG | 02079K107 | $13.5M | 3.89% | 47,114 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $10.3M | 2.95% | 58,823 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $8.6M | 2.48% | 23,297 | SH |
| 5 | APPLIED MATLS INC | AMAT | 038222105 | $8.1M | 2.33% | 23,711 | SH |
| 6 | VANGUARD INDEX FDS | VOO | 922908363 | $7.8M | 2.23% | 12,997 | SH |
| 7 | ANALOG DEVICES INC | ADI | 032654105 | $7.3M | 2.10% | 22,940 | SH |
| 8 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $7.2M | 2.08% | 112,747 | SH |
| 9 | AMAZON COM INC | AMZN | 023135106 | $7.1M | 2.05% | 34,257 | SH |
| 10 | JPMORGAN CHASE & CO | JPM | 46625H100 | $6.4M | 1.84% | 21,760 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $5.4M | 1.55% | 21,235 | SH |
| 12 | META PLATFORMS INC | META | 30303M102 | $4.9M | 1.42% | 8,631 | SH |
| 13 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $4.9M | 1.39% | 1,152 | SH |
| 14 | MASTERCARD INCORPORATED | MA | 57636Q104 | $4.8M | 1.39% | 9,696 | SH |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $4.8M | 1.39% | 10,088 | SH |
| 16 | TJX COS INC NEW | TJX | 872540109 | $4.8M | 1.39% | 30,252 | SH |
| 17 | CHEVRON CORPORATION | CVX | 166764100 | $4.7M | 1.35% | 22,714 | SH |
| 18 | ISHARES TR | IVV | 464287200 | $4.5M | 1.29% | 6,865 | SH |
| 19 | VISA INC | V | 92826C839 | $4.4M | 1.26% | 14,459 | SH |
| 20 | VANGUARD INDEX FDS | VBR | 922908611 | $4.3M | 1.24% | 19,880 | SH |
| 21 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $4.1M | 1.17% | 66,528 | SH |
| 22 | HONEYWELL INTL INC | HON | 438516106 | $4.0M | 1.14% | 17,498 | SH |
| 23 | CATERPILLAR INC | CAT | 149123101 | $3.9M | 1.12% | 5,516 | SH |
| 24 | HOME DEPOT INC | HD | 437076102 | $3.9M | 1.12% | 11,877 | SH |
| 25 | MICRON TECHNOLOGY INC | MU | 595112103 | $3.9M | 1.12% | 11,503 | SH |
| 26 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $3.8M | 1.11% | 5,912 | SH |
| 27 | ISHARES TR | IJH | 464287507 | $3.8M | 1.08% | 55,774 | SH |
| 28 | CENCORA INC | COR | 03073E105 | $3.7M | 1.06% | 11,715 | SH |
| 29 | INVESCO QQQ TR | QQQ | 46090E103 | $3.6M | 1.02% | 6,174 | SH |
| 30 | RTX CORPORATION | RTX | 75513E101 | $3.5M | 1.02% | 18,329 | SH |
| 31 | PROCTER & GAMBLE CO | PG | 742718109 | $3.4M | 0.98% | 23,679 | SH |
| 32 | FREEPORT MCMORAN INC | FCX | 35671D857 | $3.3M | 0.96% | 56,702 | SH |
| 33 | VANGUARD INTL EQUITY INDEX F | VGK | 922042874 | $3.3M | 0.94% | 39,498 | SH |
| 34 | NETFLIX INC. | NFLX | 64110L106 | $3.2M | 0.91% | 32,836 | SH |
| 35 | ENTERGY CORP NEW | ETR | 29364G103 | $3.0M | 0.85% | 26,326 | SH |
| 36 | MORGAN STANLEY | MS | 617446448 | $2.9M | 0.84% | 17,819 | SH |
| 37 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $2.9M | 0.83% | 13,487 | SH |
| 38 | SSR MINING IN | SSRM | 784730103 | $2.8M | 0.81% | 69,000 | SH |
| 39 | INVESCO EXCHANGE TRADED FD T | RPV | 46137V258 | $2.8M | 0.80% | 26,010 | SH |
| 40 | ISHARES GOLD TR | IAU | 464285204 | $2.8M | 0.80% | 31,500 | SH |
| 41 | LAM RESEARCH CORP | LRCX | 512807306 | $2.8M | 0.79% | 12,943 | SH |
| 42 | NEXTERA ENERGY INC | NEE | 65339F101 | $2.6M | 0.76% | 28,488 | SH |
| 43 | OREILLY AUTOMOTIVE INC | ORLY | 67103H107 | $2.6M | 0.75% | 28,196 | SH |
| 44 | ISHARES TR | IYH | 464287762 | $2.6M | 0.74% | 41,822 | SH |
| 45 | EXXON MOBIL CORP | XOM | 30231G102 | $2.6M | 0.74% | 15,121 | SH |
| 46 | MARATHON PETE CORP | MPC | 56585A102 | $2.6M | 0.74% | 10,494 | SH |
| 47 | COCA COLA CO | KO | 191216100 | $2.5M | 0.73% | 33,426 | SH |
| 48 | ISHARES TR | IJR | 464287804 | $2.5M | 0.72% | 20,226 | SH |
| 49 | PEPSICO INC | PEP | 713448108 | $2.5M | 0.72% | 16,119 | SH |
| 50 | ISHARES INC | EWJ | 46434G822 | $2.4M | 0.70% | 28,784 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-05 | $347.9M | 278 | 0002071844-26-000466 |
| 2025-12-31 | 2026-01-23 | $345.2M | 278 | 0002071844-26-000116 |