AMI ASSET MANAGEMENT CORP

Est. AUM

$1.57B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$114.9M	452765	7.34%	SOLE
2	ALPHABET INC CLASS CLASS A	COM	$110.9M	385650	7.08%	SOLE
3	TAIWAN SEMICONDUCTOR M F SPONS	COM	$94.9M	280891	6.06%	SOLE
4	QUANTA SVCS INC	COM	$78.2M	142443	4.99%	SOLE
5	BROADCOM INC	COM	$77.6M	250700	4.95%	SOLE
6	AMAZON.COM INC	COM	$70.4M	338247	4.50%	SOLE
7	NETFLIX INC	COM	$69.3M	720681	4.42%	SOLE
8	MICROSOFT CORP	COM	$63.6M	171733	4.06%	SOLE
9	ELI LILLY & CO	COM	$55.0M	59804	3.51%	SOLE
10	ULTA BEAUTY INC	COM	$54.5M	104201	3.48%	SOLE
11	CHURCH & DWIGHT INC	COM	$50.6M	541916	3.23%	SOLE
12	LABCORP HLDGS INC	COM	$46.3M	173482	2.96%	SOLE
13	PALO ALTO NETWORKS INC	COM	$43.1M	268754	2.75%	SOLE
14	COLGATE PALMOLIVE CO	COM	$42.5M	498079	2.71%	SOLE
15	CHARLES SCHWAB CORP NEW	COM	$42.0M	447029	2.68%	SOLE
16	BECTON DICKINSON & CO	COM	$41.5M	263904	2.65%	SOLE
17	SPOTIFY TECHNOLOGY S A F	COM	$41.4M	85418	2.64%	SOLE
18	WASTE MGMT INC DEL	COM	$40.8M	177357	2.60%	SOLE
19	SERVICENOW INC	COM	$39.7M	379351	2.53%	SOLE
20	WEST PHARMACEUTICAL SVCS	COM	$38.7M	154401	2.47%	SOLE
21	MASTERCARD INC CLASS CLASS A	COM	$35.6M	71270	2.27%	SOLE
22	ZOETIS INC CLASS CLASS A	COM	$33.4M	282369	2.13%	SOLE
23	CROWDSTRIKE HLDGS INC CLASS A	COM	$32.8M	84106	2.10%	SOLE
24	INSULET CORP	COM	$31.5M	150335	2.01%	SOLE
25	SNOWFLAKE INC CLASS CLASS A	COM	$26.6M	176359	1.70%	SOLE
26	ECOLAB INC	COM	$26.5M	99681	1.69%	SOLE
27	COSTCO WHSL CORP NEW	COM	$22.3M	22407	1.43%	SOLE
28	SYNOPSYS INC	COM	$21.2M	53467	1.35%	SOLE
29	CHEWY INC CLASS CLASS A	COM	$20.1M	742991	1.28%	SOLE
30	MAPLEBEAR INC	COM	$15.7M	418759	1.00%	SOLE
31	MCCORMICK & CO INC CLASS CLASS	COM	$15.4M	306237	0.99%	SOLE
32	CINTAS CORP	COM	$12.4M	73603	0.79%	SOLE
33	MFC ISHARES TR RUSSELL 1000 GR	ETF	$6.0M	14131	0.38%	SOLE
34	STATE STREET SPDR S&P 500 ETF	ETF	$2.0M	3086	0.13%	SOLE
35	CORNING INC	COM	$1.8M	12937	0.11%	SOLE
36	MERIT MED SYS INC	COM	$1.5M	21818	0.10%	SOLE
37	JOHNSON & JOHNSON	COM	$1.5M	6033	0.09%	SOLE
38	SCHOLAR ROCK HLDG CORP	COM	$1.4M	28530	0.09%	SOLE
39	MADRIGAL PHARMACEUTICALS	COM	$1.4M	2613	0.09%	SOLE
40	CG ONCOLOGY INC	COM	$1.4M	20129	0.09%	SOLE
41	VITA COCO CO INC	COM	$1.3M	26954	0.08%	SOLE
42	MERCK & CO. INC.	COM	$1.3M	10496	0.08%	SOLE
43	VERACYTE INC	COM	$1.2M	38504	0.08%	SOLE
44	JPMORGAN CHASE & CO	COM	$1.2M	4216	0.08%	SOLE
45	ARCUTIS BIOTHERAPEUTICS	COM	$1.2M	50863	0.08%	SOLE
46	PEPSICO INC	COM	$1.2M	7579	0.08%	SOLE
47	EXPAND ENERGY CORP	COM	$1.2M	10516	0.07%	SOLE
48	KINIKSA PHARMACEUTICAL F CLASS	COM	$1.1M	21943	0.07%	SOLE
49	MCDONALDS CORP	COM	$1.0M	3342	0.07%	SOLE
50	PACKAGING CORP OF AMER	COM	$1.0M	4884	0.07%	SOLE

1–50 of 96

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.