Lynch Asset Management, Inc.
SEC Form 13F institutional filer · CIK 0001906719
13F-HR · 44 reported holdings · 2026-03-31
Reported long-US-equity value
$0.29B
Top-10 concentration
65.4%
Lynch Asset Management, Inc. — $290M AUM allocation strategy
Lynch Asset Management, Inc. files SEC Form 13F and reports $290M of long US equity value across 44 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 49.7%, followed by Communication Services 10.6% and Industrials 7.1%.
The top 10 holdings account for 65% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Lynch Asset Management, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$290M
total across 44 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
65% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$PANW +7.9K sh · +$619K+$MSFT +5K sh · −$466K+$UNH +1.7K sh · −$430K
Biggest trims (shares)
−$CI −3.5K sh · −$1.02M−$DIS −400 sh · −$774K−$FDX −350 sh · +$1.02M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors36.9%—
- Interactive Media & Services10.6%—
- Systems Software9.3%—
- Technology Hardware, Storage & Peripherals3.4%—
- Construction Machinery & Heavy Transportation Equipment3.4%—
- Biotechnology3.4%—
- Investment Banking & Brokerage3.2%—
- Broadline Retail3.1%—
- Other holdings26.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 539K | $93.9M | +0 | 32.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 71.3K | $20.5M | +0 | 7.1% |
| $META | Meta Platforms Inc | 17.6K | $10.1M | +25 | 3.5% |
| $AAPL | Apple Inc | 39.7K | $10.1M | +0 | 3.5% |
| $CMI | Cummins Inc | 18.6K | $9.98M | +0 | 3.4% |
| $ABBV | AbbVie Inc | 45.4K | $9.86M | -300 | 3.4% |
| $MSFT | Microsoft Corporation | 25.4K | $9.41M | +5K | 3.2% |
| $GS | Goldman Sachs Group Inc | 11K | $9.34M | +0 | 3.2% |
| $AMZN | Amazon.com Inc | 42.6K | $8.88M | +0 | 3.1% |
| $CRWD | CrowdStrike Holdings Inc | 19.7K | $7.68M | +575 | 2.6% |
…and 34 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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