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

CIK 2105908 · latest 13F-HR filed 2026-07-17

AK GLOBAL ASSET MANAGEMENT, LLC manages $118.1M in 13F-reported U.S. long-equity assets across 28 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (31.57%), AAPL (17.67%), ABBV (8.45%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 6, added to 22, and trimmed 0.

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.

Filer Information
Address
1300 CLAY ST
SUITE 600
OAKLAND, CA 94612
Phone
(510) 466-6338
Filing Manager
AK GLOBAL ASSET MANAGEMENT, LLC
OAKLAND, CA
Signatory
Antonio Kwan
Operations Manager
Loading holdings…
AUM

$118.1M

Long-equity book

Holdings

28

Distinct positions

Period

2026-06-30

Filed 2026-07-17

Q/Q Activity

+6 / −6 / ↑22 / ↓0

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • APPLE INC$20.8M +113053.5%
  • ABBVIE INC$10.0M +115607.1%
  • AMAZON COM INC$5.3M +112572.1%
  • ALPHABET INC$5.3M +123263.9%
  • VISA INC$3.9M +116141.0%
Show all 22

Top Trims

  • No decreased positions.
Show all 0

New Positions

  • NVIDIA CORPORATION$37.3M
  • TEMPUS AI INC$999.6K
  • CATHAY GEN BANCORP$508.3K
  • VANGUARD INDEX FDS$392.2K
  • ISHARES TR$303.5K
Show all 6

Exited Positions

  • NVIDIA CORP$32.5K
  • TEMPUS AI INC CLASS A$846
  • CATHAY GEN BANCORP$504
  • VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES$343
  • HONEYWELL INTL INC$226
Show all 6
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 CORPORATION NVDA 67066G104 $37.3M 31.57% 186,370 SH
2 APPLE INC AAPL 037833100 $20.9M 17.67% 72,117 SH
3 ABBVIE INC ABBV 00287Y109 $10.0M 8.45% 39,645 SH
4 AMAZON COM INC AMZN 023135106 $5.4M 4.53% 22,455 SH
5 ALPHABET INC GOOG 02079K107 $5.3M 4.50% 14,885 SH
6 VISA INC V 92826C839 $3.9M 3.30% 11,350 SH
7 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $3.3M 2.78% 6,887 SH
8 ISHARES TR EEM 464287234 $3.2M 2.71% 29,350 SH
9 COSTCO WHOLESALE CORPORATION COST 22160K105 $3.2M 2.69% 3,390 SH
10 ISHARES TR IYE 464287796 $3.1M 2.61% 18,832 SH
11 JPMORGAN CHASE & CO JPM 46625H100 $2.9M 2.44% 8,800 SH
12 NETFLIX INC. NFLX 64110L106 $2.6M 2.22% 36,785 SH
13 MICROSOFT CORP MSFT 594918104 $2.5M 2.09% 6,610 SH
14 META PLATFORMS INC META 30303M102 $2.3M 1.98% 4,152 SH
15 ISHARES TR TLT 464287432 $2.3M 1.92% 26,200 SH
16 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $1.8M 1.55% 15,725 SH
17 ORACLE CORP ORCL 68389X105 $1.5M 1.31% 10,518 SH
18 TESLA INC TSLA 88160R101 $1.4M 1.17% 3,280 SH
19 TEMPUS AI INC TEM 88023B103 $999.6K 0.85% 17,255 SH
20 BOSTON SCIENTIFIC CORP BSX 101137107 $862.1K 0.73% 20,200 SH
21 MORGAN STANLEY MS 617446448 $705.5K 0.60% 3,375 SH
22 CATHAY GEN BANCORP CATY 149150104 $508.3K 0.43% 8,200 SH
23 RAMBUS INC DEL RMBS 750917106 $464.6K 0.39% 3,500 SH
24 BANK OF AMER CORP BAC 060505104 $463.4K 0.39% 8,133 SH
25 VANGUARD INDEX FDS VTI 922908769 $392.2K 0.33% 1,060 SH
26 LOCKHEED MARTIN CORP LMT 539830109 $343.9K 0.29% 675 SH
27 ISHARES TR ICSH 46434V878 $303.5K 0.26% 6,000 SH
28 APPLIED MATLS INC AMAT 038222105 $289.2K 0.24% 400 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-17 $118.1M 28 0002105908-26-000003
2026-03-31 2026-04-29 $106.3K 28 0002105908-26-000002
2025-12-31 2026-01-21 $114.4M 31 0002105908-26-000001