investment and portfolio - Fisher Asset Management, led by renowned investor Ken Fisher, has reported substantial portfolio growth in Q2 2025, with assets under management expanding from $231B to $252B. The portfolio maintains ...
a sophisticated balance of 986 holdings, with an increased concentration in top positions.
The firm's investment strategy continues to heavily favor technology sector leaders, with its largest positions concentrated in industry giants Nvidia, Microsoft, Apple, Amazon, and Alphabet. These top holdings collectively represent approximately 20% of the total portfolio value, reflecting Fisher's confident stance on the technology sector's long-term growth potential.
Notable portfolio adjustments during the quarter included significant stake increases in several key companies. The firm bolstered its positions in Apple, SAP, Home Depot, ASML, and Exxon Mobil, demonstrating a strategic diversification approach across technology, retail, and energy sectors. Conversely, the firm implemented tactical reductions in some of its major tech holdings, including Nvidia, Microsoft, Amazon, and Alphabet, likely aimed at risk management and portfolio rebalancing.
The adjustments reflect a nuanced approach to portfolio management, with Fisher's team actively managing exposure across sectors while maintaining strong conviction in core technology holdings. The increased stakes in energy and financial sectors suggest a tactical move to capitalize on value opportunities while maintaining the portfolio's growth-oriented foundation.
The firm's investment strategy continues to heavily favor technology sector leaders, with its largest positions concentrated in industry giants Nvidia, Microsoft, Apple, Amazon, and Alphabet. These top holdings collectively represent approximately 20% of the total portfolio value, reflecting Fisher's confident stance on the technology sector's long-term growth potential.
Notable portfolio adjustments during the quarter included significant stake increases in several key companies. The firm bolstered its positions in Apple, SAP, Home Depot, ASML, and Exxon Mobil, demonstrating a strategic diversification approach across technology, retail, and energy sectors. Conversely, the firm implemented tactical reductions in some of its major tech holdings, including Nvidia, Microsoft, Amazon, and Alphabet, likely aimed at risk management and portfolio rebalancing.
The adjustments reflect a nuanced approach to portfolio management, with Fisher's team actively managing exposure across sectors while maintaining strong conviction in core technology holdings. The increased stakes in energy and financial sectors suggest a tactical move to capitalize on value opportunities while maintaining the portfolio's growth-oriented foundation.