AK Global Asset Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists a total of 26 separate positions held by the firm, with a reported aggregate value of $127,711,865.
The portfolio is led by a significant position in Taiwan Semiconductor Manufacturing Company Sponsored ADS, which accounts for 184,770 shares valued at approximately $72.5 million. The firm also holds substantial stakes in NVIDIA Corporation, with 184,770 shares, and Netflix Inc., with 36,335 shares. Other notable holdings include Palantir Technologies Inc. Class A (15,725 shares), Alphabet Inc. Class C (14,835 shares), and Amazon.com Inc. (22,030 shares).
Within the financial services sector, the firm holds positions in JPMorgan Chase & Co. (8,800 shares), Bank of America Corp. (8,133 shares), and Morgan Stanley (3,375 shares). Technology and industrial names are also represented, including Apple Inc. (70,092 shares), Boston Scientific Corp. (20,200 shares), and Applied Materials Inc. (400 shares).
The filing indicates that all positions are held as sole voting power with no shared investment power.
