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Livermore
Livermore
ZHEN

Lynch Asset Management, Inc.

SEC CIK
0001906719
Latest filing
Aug 6, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed Apr 30, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
43
−3 vs. Q4 2023
Portfolio value
$212.6M
+$38.1M (+21.8%) vs. Q4 2023
Filed
Apr 30, 2024
SEC
Holdings of Lynch Asset Management, Inc. in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock54,900$49.6M23.3%−950−1.7%ReducedHistory
NVONovo Nordisk A SADR106,800$13.7M6.5%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock71,850$10.8M5.1%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock17,750$8.62M4.1%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock45,850$8.35M3.9%−1,500−3.2%ReducedHistory
AMZNAmazon Com IncStock42,900$7.74M3.6%00.0%UnchangedHistory
MSFTMicrosoft CorpStock17,850$7.51M3.5%00.0%UnchangedHistory
AAPLApple Inc.Stock38,970$6.68M3.1%−1,000−2.5%ReducedHistory
NOWServiceNow, Inc.Stock8,100$6.18M2.9%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock32,900$5.94M2.8%+500+1.5%AddedHistory
UNHUnitedHealth Group IncStock11,400$5.64M2.7%+400+3.6%AddedHistory
CMICummins IncStock18,050$5.32M2.5%00.0%UnchangedHistory
FDXFedEx CorpStock17,300$5.01M2.4%00.0%UnchangedHistory
CRWDCrowdStrike Holdings, Inc.Stock15,625$5.01M2.4%−1,025−6.2%ReducedHistory
GSGoldman Sachs Group IncStock11,050$4.62M2.2%00.0%UnchangedHistory
DISWalt Disney CoStock36,625$4.48M2.1%+3,950+12.1%AddedHistory
CVXChevron CorpStock27,150$4.28M2.0%00.0%UnchangedHistory
VVisa Inc.Stock13,200$3.68M1.7%00.0%UnchangedHistory
QCOMQualcomm IncStock20,900$3.54M1.7%00.0%UnchangedHistory
CICigna GroupStock9,600$3.49M1.6%00.0%UnchangedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF15,000$3.43M1.6%00.0%Unchanged–
EMREmerson Electric CoStock30,000$3.40M1.6%00.0%UnchangedHistory
MAMastercard IncStock6,925$3.33M1.6%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock11,600$3.30M1.6%+265+2.3%AddedHistory
CMGChipotle Mexican Grill IncCOM1,000$2.91M1.4%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock14,050$2.68M1.3%−300−2.1%ReducedHistory
NKENIKE, Inc.Stock26,850$2.52M1.2%+1,200+4.7%AddedHistory
CMCSAComcast CorpStock52,100$2.26M1.1%00.0%UnchangedHistory
ULTAUlta Beauty, Inc.Stock3,950$2.07M1.0%00.0%UnchangedHistory
AVBAvalonbay Communities IncCOM10,500$1.95M0.9%00.0%UnchangedHistory
HDHome Depot, Inc.Stock5,000$1.92M0.9%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock2,500$1.83M0.9%00.0%UnchangedHistory
TSLATesla, Inc.Stock9,700$1.71M0.8%+350+3.7%AddedHistory
JNJJohnson & JohnsonStock9,250$1.46M0.7%+1,000+12.1%AddedHistory
PFEPfizer IncStock44,500$1.23M0.6%+6,200+16.2%AddedHistory
Vanguard Star FDS921909768VG TL INTL STK F20,000$1.21M0.6%00.0%Unchanged–
PYPLPayPal Holdings, Inc.Stock15,500$1.04M0.5%−2,000−11.4%ReducedHistory
SBUXStarbucks CorpStock11,000$1.01M0.5%+700+6.8%AddedHistory
SPOTSpotify Technology S.A.Stock3,500$923.6K0.4%−2,600−42.6%ReducedHistory
ETSYEtsy IncCOM12,600$865.9K0.4%+600+5.0%AddedHistory
MRKMerck & Co., Inc.Stock5,650$745.5K0.4%00.0%UnchangedHistory
CCitigroup IncStock5,100$322.5K0.2%00.0%UnchangedHistory
GEHCGE HealthCare Technologies Inc.Stock2,500$227.3K0.1%+2,500NewHistory

Sold out since Q4 2023 (4)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Lynch Asset Management, Inc. sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
ROKURoku, IncCOM CL A3,100$284.1K0.2%History
WBAWalgreens Boots Alliance, Inc.COM10,000$261.1K0.1%History
JAKKJakks Pacific IncCOM NEW7,250$257.7K0.1%History
TWLOTwilio IncCL A2,800$212.4K0.1%History