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AK GLOBAL ASSET MANAGEMENT, LLC — 13F Holdings & Portfolio

CIK 2105908 · latest 13F-HR filed 2026-04-29

Backtest portfolio

AK GLOBAL ASSET MANAGEMENT, LLC manages $106.3K in 13F-reported U.S. long-equity assets across 28 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVIDIA CORP (30.60%), AAPL (17.34%), ABBV (8.11%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 9 new positions, exited 12, added to 0, and trimmed 19.

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.

Loading holdings…
AUM

$106.3K

Long-equity book

Holdings

28

Distinct positions

Period

2026-03-31

Filed 2026-04-29

Q/Q Activity

+9 / −12 / ↑0 / ↓19

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0 →

Top Trims

  • APPLE INC-$21.2M -99.9%
  • ABBVIE INC-$9.0M -99.9%
  • AMAZON COM INC-$5.5M -99.9%
  • ALPHABET INC CLASS CLASS A-$4.3M -99.9%
  • NETFLIX INC-$4.0M -99.9%
Show all 19 →

New Positions

  • NVIDIA CORP$32.5K
  • ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF$2.6K
  • TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS$2.2K
  • ISHARES EXPANDED TECH SECTOR ETF$2.2K
  • ISHARES 20 YEAR TREASURY BOND ETF$2.2K
Show all 9 →

Exited Positions

  • NVIDIA CORPORATION$34.6M
  • ISHARES TR$2.1M
  • ISHARES TR$2.1M
  • ISHARES TR$1.8M
  • PALO ALTO NETWORKS INC$1.6M
Show all 12 →
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 NVIDIA CORP — 67066G107 $32.5K 30.60% 186,586 SH
2 APPLE INC AAPL 037833100 $18.4K 17.34% 72,667 SH
3 ABBVIE INC ABBV 00287Y109 $8.6K 8.11% 39,645 SH
4 AMAZON COM INC AMZN 023135106 $4.8K 4.47% 22,805 SH
5 ALPHABET INC CLASS CLASS A GOOG 02079K107 $4.3K 4.06% 14,995 SH
6 NETFLIX INC NFLX 64110L106 $3.7K 3.48% 38,460 SH
7 COSTCO WHSL CORP NEW COST 22160K105 $3.6K 3.35% 3,575 SH
8 VISA INC CLASS CLASS A V 92826C839 $3.4K 3.15% 11,085 SH
9 ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF EEM 464287234 $2.6K 2.44% 23,800 SH
10 MICROSOFT CORP MSFT 594918104 $2.6K 2.41% 6,935 SH
11 JPMORGAN CHASE CO JPM 46625H100 $2.5K 2.34% 8,450 SH
12 META PLATFORMS INC CLASS CLASS A META 30303M102 $2.4K 2.28% 4,237 SH
13 PALANTIR TECHNOLOGIES INCLASS CLASS A PLTR 69608A108 $2.3K 2.18% 15,825 SH
14 TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS TSM 874039100 $2.2K 2.08% 6,532 SH
15 ISHARES EXPANDED TECH SECTOR ETF IYE 464287796 $2.2K 2.06% 18,522 SH
16 ISHARES 20 YEAR TREASURY BOND ETF TLT 464287432 $2.2K 2.02% 24,825 SH
17 ORACLE CORP ORCL 68389X105 $1.7K 1.58% 11,393 SH
18 BOSTON SCIENTIFIC CORP BSX 101137107 $1.3K 1.20% 20,325 SH
19 TESLA INC TSLA 88160R101 $1.2K 1.14% 3,260 SH
20 TEMPUS AI INC CLASS A — 87989F101 $846 0.80% 18,705 SH
21 MORGAN STANLEY MS 617446448 $551 0.52% 3,350 SH
22 CATHAY GEN BANCORP — 14934L105 $504 0.47% 10,100 SH
23 RAMBUS INC DEL RMBS 750917106 $430 0.40% 5,000 SH
24 BANK OF AMERICA CORP BAC 060505104 $421 0.40% 8,633 SH
25 LOCKHEED MARTIN CORP LMT 539830109 $414 0.39% 685 SH
26 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES — 921908768 $343 0.32% 1,070 SH
27 HONEYWELL INTL INC HON 438516106 $226 0.21% 1,000 SH
28 VANECK GOLD MINERS ETF — 92189F101 $220 0.21% 2,400 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-29 $106.3K 28 0002105908-26-000002
2025-12-31 2026-01-21 $114.4M 31 0002105908-26-000001