Lynch Asset Management, Inc. — 13F holdings

Lynch Asset Management, Inc. reported 52 holdings worth $366M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

  1. NVDA NVIDIA CORPORATION — $108M (29.5%)
  2. GOOGL ALPHABET INC — $25.5M (7.0%)
  3. AMD ADVANCED MICRO DEVICES INC — $20.6M (5.6%)
  4. CRWD CROWDSTRIKE HLDGS INC — $15.0M (4.1%)
  5. CMI CUMMINS INC — $13.6M (3.7%)
  6. PANW PALO ALTO NETWORKS INC — $11.8M (3.2%)
  7. AAPL APPLE INC — $11.5M (3.1%)
  8. ABBV ABBVIE INC — $11.4M (3.1%)
  9. GS GOLDMAN SACHS GROUP INC — $10.7M (2.9%)
  10. AMZN AMAZON COM INC — $10.2M (2.8%)