DOSSIER · 13F-HR · Q2 2026

AK GLOBAL ASSET MANAGEMENT, LLC

$118M in tracked AUM across 28 positions as of Q2 2026.

AG
CIK 0002105908 · last filed Jun 30, 2026
Total AUM
$118M
as of Q2 2026
Holdings
28
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: AK GLOBAL ASSET MANAGEMENT, LLC
1. Portfolio Overview

As of the report date December 31, 2025, AK Global Asset Management, LLC manages a portfolio with a total market value of approximately $114.38 million. The portfolio consists of 31 individual holdings, indicating a focused investment strategy rather than a broad, fragmented approach.

The portfolio is characterized by a high conviction strategy with significant concentration risk. The ...

2. Key Holdings

The portfolio is heavily anchored in the "Magnificent Seven" and adjacent technology leaders, reflecting a strong bet on the secular growth of the technology sector.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$37M186K31.6%
02
AAPL
APPLE INC
$21M72K17.7%
03
ABBV
ABBVIE INC
$10M40K8.4%
04
AMZN
AMAZON COM INC
$5M22K4.5%
05
GOOG
ALPHABET INC
$5M15K4.5%
06
V
VISA INC
$4M11K3.3%
07
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$3M7K2.8%
08
EEM
ISHARES TR
$3M29K2.7%
09
COST
COSTCO WHOLESALE CORPORATION
$3M3K2.7%
10
IYE
ISHARES TR
$3M19K2.6%

Filing history

2026Q2Jun 30
$118M 11.1%
28 positionsView →
2026Q1Mar 31
$106M 7.0%
28 positionsView →
2025Q4Dec 31
$114M
31 positionsView →