Hoffman, Alan N Investment Management holds a concentrated book of 14 reported positions worth $169.3M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter they opened Vertex Pharmaceuticals Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 53% of the reported non-option book. Cloning the disclosed picks since 2024 would be +35% (+17.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Hoffman, Alan N Investment Management's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Excluding Apple Inc (53% of the book), the rest is a concentrated book:
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Hoffman, Alan N Investment Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 2 / 14 | $4.4B |
| Shanda Asset Management Holdings Ltd | 4 / 14 | $2.0B |
| Rising Stella Capital Pte. Ltd | 2 / 14 | $223.2M |
| Anchor Capital Management Group Inc | 2 / 14 | $123.6M |
| Ramsey Quantitative Systems | 2 / 14 | $95.0M |
| 9823 Capital, L.P. | 6 / 14 | $125.4M |
| I.G.Y. Ltd | 2 / 14 | $196.5M |
| Emerald Advisors, LLC | 8 / 14 | $614.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Hoffman, Alan N Investment Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $89.0M | 307.6K | 52.6% | ▼−0.7% Reduced · −2K sh | |
| 2 | Amazon Com Inc COM | $24.8M | 104.1K | 14.7% | ▼−0.4% Reduced · −408 sh | |
| 3 | Microsoft Corp COM | $17.2M | 46.2K | 10.2% | ▼−6.4% Reduced · −3K sh | |
| 4 | Alphabet Inc CAP STK CL A | $13.7M | 38.3K | 8.1% | ▼−0.1% Reduced · −47 sh | |
| 5 | Costco Wholesale Corporation COM | $7.8M | 8.3K | 4.6% | ▼−0.9% Reduced · −77 sh | |
| 6 | Vanguard World FD MEGA GRWTH IND | $5.9M | 67.3K | 3.5% | ▲+421% Added · +54K sh | |
| 7 | Alphabet Inc CAP STK CL C | $5.2M | 14.8K | 3.1% | —Held | |
| 8 | Nvidia Corporation COM | $2.7M | 13.3K | 1.6% | ▲+1.5% Added · +195 sh | |
| 9 | Invesco QQQ TR UNIT SER 1 | $962K | 1.3K | 0.6% | ▼−0.2% Reduced · −3 sh | |
| 10 | Nio Inc SPON ADS | $552K | 109.0K | 0.3% | ▲+44% Added · +33K sh | |
| 11 | State STR SPDR S&P 500 ETF T TR UNIT | $528K | 707 | 0.3% | ▼−0.7% Reduced · −5 sh | |
| 12 | SPDR Series Trust ST STR SP DIV | $376K | 2.5K | 0.2% | —Held | |
| 13 | Ishares TR SELECT DIVID ETF | $334K | 2.1K | 0.2% | —Held | |
| 14 | Vertex Pharmaceuticals Inc COM | $219K | 440 | 0.1% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Hoffman, Alan N Investment Management's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 9d | 14 | $169.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 7, 2026 | 7d | 13 | $151.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 6, 2026 | 6d | 15 | $177.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 8, 2025 | 8d | 15 | $229.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 1, 2025 | 32d | 14 | $202.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 9d | 14 | $193.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 14d | 13 | $221.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 7d | 14 | $207.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.