Lynch Asset Management, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 30, 2024), Lynch Asset Management, Inc. reported 43 stock positions worth $212.6 million. Its top holding was Nvidia (NVDA) at 23.3% of the portfolio, followed by Novo-Nordisk A/S-Spons ADR (NVO, 6.5%) and Alphabet Class A (GOOGL, 5.1%). Compared with Q4 2023, it opened 1 new position, sold out of 4, added to 10 and reduced 7. The biggest buy was Walt Disney (DIS, shares +12%) and the biggest sale Apple (AAPL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- NEWTOWN, PA
- CIK
- 0001906719
- Portfolio Value
- $212.6M (Q1 2024)
- SEC Filing
- 0001906719-24-000002 ↗ filed Apr 30, 2024
Holdings Value
Holdings 43 stocks · $212.6M
| NVDA Nvidia Corp. | 23.34% | 54,900 | $49.6M | Reduce -1.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 6.45% | 106,800 | $13.7M | No change |
| GOOGL Alphabet Inc. Class A | 5.10% | 71,850 | $10.8M | No change |
| META Meta Platforms Inc. Class A | 4.05% | 17,750 | $8.6M | No change |
| ABBV Abbvie Inc. | 3.93% | 45,850 | $8.3M | Reduce -3.2% |
| AMZN Amazon.com Inc. | 3.64% | 42,900 | $7.7M | No change |
| MSFT Microsoft Corp. | 3.53% | 17,850 | $7.5M | No change |
| AAPL Apple Inc. | 3.14% | 38,970 | $6.7M | Reduce -2.5% |
| NOW ServiceNow Inc. | 2.90% | 8,100 | $6.2M | No change |
| AMD Advanced Micro Devices | 2.79% | 32,900 | $5.9M | Add +1.5% |
| UNH Unitedhealth Group Inc. | 2.65% | 11,400 | $5.6M | Add +3.6% |
| CMI Cummins Inc. | 2.50% | 18,050 | $5.3M | No change |
| FDX FedEx Corp. | 2.36% | 17,300 | $5.0M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 2.36% | 15,625 | $5.0M | Reduce -6.2% |
| GS Goldman Sachs Group Inc. | 2.17% | 11,050 | $4.6M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.11% | 36,625 | $4.5M | Add +12.1% |
| CVX Chevron Corp. | 2.01% | 27,150 | $4.3M | No change |
| V Visa Inc. Class A | 1.73% | 13,200 | $3.7M | No change |
| QCOM Qualcomm Inc. | 1.66% | 20,900 | $3.5M | No change |
| CI The Cigna Group | 1.64% | 9,600 | $3.5M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 1.61% | 15,000 | $3.4M | No change |
| EMR Emerson Electric Co. | 1.60% | 30,000 | $3.4M | No change |
| MA Mastercard Inc. Class A | 1.57% | 6,925 | $3.3M | No change |
| PANW Palo Alto Networks Inc. | 1.55% | 11,600 | $3.3M | Add +2.3% |
| CMG Chipotle Mexican Grill Inc. | 1.37% | 1,000 | $2.9M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.26% | 14,050 | $2.7M | Reduce -2.1% |
| NKE Nike Inc. Class B | 1.19% | 26,850 | $2.5M | Add +4.7% |
| CMCSA Comcast Corp. Class A | 1.06% | 52,100 | $2.3M | No change |
| ULTA Ulta Beauty Inc. | 0.97% | 3,950 | $2.1M | No change |
| AVB Avalonbay Communities Inc. | 0.92% | 10,500 | $1.9M | No change |
| HD Home Depot Inc. | 0.90% | 5,000 | $1.9M | No change |
| COST Costco Wholesale Corp. | 0.86% | 2,500 | $1.8M | No change |
| TSLA Tesla Inc. | 0.80% | 9,700 | $1.7M | Add +3.7% |
| JNJ Johnson & Johnson | 0.69% | 9,250 | $1.5M | Add +12.1% |
| PFE Pfizer Inc. | 0.58% | 44,500 | $1.2M | Add +16.2% |
| VXUS Vanguard Total Intl Stock | 0.57% | 20,000 | $1.2M | No change |
| PYPL PayPal Holdings Inc. | 0.49% | 15,500 | $1.0M | Reduce -11.4% |
| SBUX Starbucks Corp. | 0.47% | 11,000 | $1.0M | Add +6.8% |
| SPOT Spotify Technology SA | 0.43% | 3,500 | $924K | Reduce -42.6% |
| ETSY Etsy Inc. | 0.41% | 12,600 | $866K | Add +5.0% |
| MRK Merck & Co. Inc. | 0.35% | 5,650 | $746K | No change |
| C Citigroup Inc. | 0.15% | 5,100 | $323K | No change |
| GEHC GE Healthcare Technology | 0.11% | 2,500 | $227K | New |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -2.5% | 3.14% | −1.27 |
| ABBV Abbvie Inc. | Reduce -3.2% | 3.93% | −0.28 |
| SPOT Spotify Technology SA | Reduce -42.6% | 0.43% | −0.22 |
| ROKU Roku Inc. | Sold out | 0.00% | −0.16 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.15 |
| JAKK Jakks Pacific Inc. | Sold out | 0.00% | −0.15 |
| PYPL PayPal Holdings Inc. | Reduce -11.4% | 0.49% | −0.13 |
| TWLO Twilio Inc. Class A | Sold out | 0.00% | −0.12 |
| IBM Intl Business Machines Corp. | Reduce -2.1% | 1.26% | −0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -6.2% | 2.36% | −0.08 |
| NVDA Nvidia Corp. | Reduce -1.7% | 23.34% | +7.48 |
Portfolio Buys Q4 2023 → Q1 2024
| DIS The Walt Disney Co. | Add +12.1% | 2.11% | +0.42 |
| GEHC GE Healthcare Technology | New | 0.11% | +0.11 |
| AMD Advanced Micro Devices | Add +1.5% | 2.79% | +0.06 |
| PFE Pfizer Inc. | Add +16.2% | 0.58% | −0.05 |
| JNJ Johnson & Johnson | Add +12.1% | 0.69% | −0.05 |
| SBUX Starbucks Corp. | Add +6.8% | 0.47% | −0.09 |
| ETSY Etsy Inc. | Add +5.0% | 0.41% | −0.15 |
| PANW Palo Alto Networks Inc. | Add +2.3% | 1.55% | −0.37 |
| NKE Nike Inc. Class B | Add +4.7% | 1.19% | −0.41 |
| TSLA Tesla Inc. | Add +3.7% | 0.80% | −0.53 |
| UNH Unitedhealth Group Inc. | Add +3.6% | 2.65% | −0.67 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 52 | $365.7M | NVDA, GOOGL, AMD, CRWD, CMI |
| Q1 2026 | 51 | $298.2M | NVDA, GOOGL, META, AAPL, CMI |
| Q4 2025 | 52 | $318.1M | NVDA, GOOGL, META, AAPL, ABBV |
| Q3 2025 | 56 | $312.6M | NVDA, GOOGL, META, ABBV, MSFT |
| Q2 2025 | 56 | $283.5M | NVDA, META, GOOGL, MSFT, AMZN |
| Q1 2025 | 44 | $222.8M | NVDA, GOOGL, META, ABBV, AAPL |
| Q4 2024 | 42 | $246.9M | NVDA, GOOGL, META, AAPL, NVO |
| Q3 2024 | 43 | $237.8M | NVDA, NVO, GOOGL, META, ABBV |
| Q2 2024 | 42 | $234.3M | NVDA, NVO, GOOGL, META, AAPL |
| Q1 2024 | 43 | $212.6M | NVDA, NVO, GOOGL, META, ABBV |