AUGUSTINE ASSET MANAGEMENT INC — 13F holdings

AUGUSTINE ASSET MANAGEMENT INC reported 128 holdings worth $464M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

1. APP APPLOVIN CORP — $73.9M (16.0%)
2. AAPL APPLE INC — $46.6M (10.1%)
3. KGS KODIAK GAS SVCS INC — $32.3M (7.0%)
4. MSFT MICROSOFT CORP — $29.8M (6.4%)
5. TSM TAIWAN SEMICONDUCTOR MFG LTD — $25.3M (5.5%)
6. AAAU GOLDMAN SACHS PHYSICAL GOLD — $15.5M (3.4%)
7. JPM JPMorgan Chase & Co. — $11.5M (2.5%)
8. SLV ISHARES SILVER TR — $10.9M (2.3%)
9. MRK MERCK & CO INC — $10.4M (2.2%)
10. SHEL SHELL PLC — $10.4M (2.2%)