Bochk Asset Management Ltd Top Holdings and 13F Report (2026) About Bochk Asset Management LtdInvestment ActivityBochk Asset Management Ltd has $710.44 million in total holdings as of September 30, 2026.Bochk Asset Management Ltd owns shares of 131 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 32.20% of the portfolio was purchased this quarter.About 26.12% of the portfolio was sold this quarter.This quarter, Bochk Asset Management Ltd has purchased 144 new stocks and bought additional shares in 47 stocks.Bochk Asset Management Ltd sold shares of 34 stocks and completely divested from 49 stocks this quarter.Largest Holdings NVIDIA $54,536,916Apple $52,009,399Microsoft $47,667,387Alphabet $42,131,220Amazon.com $34,373,980 Largest New Holdings this Quarter 64110D104 - NetApp $11,953,552 Holding60770K107 - Moderna $7,760,571 Holding19260Q107 - Coinbase Global $7,440,182 Holding00246W103 - AXT $7,226,224 Holding79466L302 - Salesforce $6,215,608 Holding Largest Purchases this Quarter Bloom Energy 55,468 shares (about $15.36M)Advanced Micro Devices 21,040 shares (about $12.87M)Amazon.com 48,975 shares (about $12.20M)NetApp 56,900 shares (about $11.95M)Alphabet 32,846 shares (about $11.30M) Largest Sales this Quarter Robinhood Markets 68,408 shares (about $7.70M)Berkshire Hathaway 13,100 shares (about $6.52M)AbbVie 21,790 shares (about $5.70M)Cloudflare 15,200 shares (about $5.28M)JPMorgan Chase & Co. 13,300 shares (about $4.40M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBochk Asset Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$54,536,916$6,538,519 ▲13.6%238,7997.7%TechnologyAAPLApple$52,009,399$8,067,410 ▲18.4%156,1757.3%TechnologyMSFTMicrosoft$47,667,387$3,122,022 ▼-6.1%92,9376.7%TechnologyGOOGLAlphabet$42,131,220$11,301,652 ▲36.7%122,4465.9%Communication ServicesAMZNAmazon.com$34,373,980$12,202,121 ▲55.0%137,9654.8%Consumer DiscretionaryAMDAdvanced Micro Devices$27,192,732$12,871,430 ▲89.9%44,4503.8%TechnologyFLTWFranklin FTSE Taiwan ETF$25,809,876$3,328,192 ▼-11.4%236,2463.6%ETFMUMicron Technology$18,133,498$939,427 ▲5.5%17,0252.6%TechnologyMETAMeta Platforms$16,650,133$1,022,504 ▲6.5%22,9602.3%Communication ServicesBEBloom Energy$15,405,074$15,363,527 ▲36,978.7%55,6182.2%IndustrialsINTCIntel$15,028,750$3,600,889 ▲31.5%125,0002.1%TechnologyNTAPNetApp$11,953,552$11,953,552 ▲New Holding56,9001.7%TechnologyAVGOBroadcom$11,269,336$1,801,254 ▲19.0%32,0891.6%TechnologyBBCAJPMorgan BetaBuilders Canada ETF$11,106,8410.0%110,6701.6%ETFTSMTaiwan Semiconductor Manufacturing$10,089,098$4,083,357 ▲68.0%22,1161.4%TechnologyNOWServiceNow$9,652,070$4,263,528 ▲79.1%72,0251.4%TechnologyHOODRobinhood Markets$9,587,250$7,695,900 ▼-44.5%85,2201.3%FinanceTSLATesla$9,509,972$70,962 ▼-0.7%26,8031.3%Consumer DiscretionaryEWAiShares MSCI Australia ETF$9,323,8990.0%329,3501.3%ETFSNOWSnowflake$9,157,933$2,276,750 ▼-19.9%26,9701.3%TechnologyGILDGilead Sciences$8,943,000$5,991,810 ▲203.0%60,0001.3%HealthcareOKTAOkta$8,280,756$2,822,985 ▼-25.4%39,6001.2%TechnologyARISTA NETWORKS INC$8,184,318$2,809,542 ▲52.3%40,2001.2%COM SHSCIRCLE INTERNET GROUP INC$7,965,560$5,779,838 ▲264.4%96,9401.1%COM CL AMRNAModerna$7,760,571$7,760,571 ▲New Holding40,3001.1%HealthcareVEEVVeeva Systems$7,536,451$7,535,880 ▲1,320,000.0%26,4021.1%HealthcareCOINCoinbase Global$7,440,182$7,440,182 ▲New Holding39,9131.0%FinanceAXTIAXT$7,226,224$7,226,224 ▲New Holding93,3501.0%TechnologyASTERA LABS INC$7,137,199$4,698,804 ▲192.7%20,0501.0%COMZSZscaler$6,939,417$2,273,388 ▲48.7%34,7981.0%TechnologyMRKMerck & Co., Inc.$6,756,915$310,963 ▲4.8%46,5001.0%HealthcareJPMJPMorgan Chase & Co.$6,748,932$4,400,039 ▼-39.5%20,4000.9%FinanceVVisa$6,647,605$1,976,315 ▲42.3%18,5000.9%FinanceBRK.BBerkshire Hathaway$6,572,940$6,523,145 ▼-49.8%13,2000.9%FinanceCRMSalesforce$6,215,608$6,215,608 ▲New Holding27,0750.9%TechnologyARM HOLDINGS PLC$5,918,333$3,977,611 ▲205.0%20,4320.8%SPONSORED ADSTMOThermo Fisher Scientific$5,488,157$519,789 ▼-8.7%8,1300.8%HealthcareSAPSAP$5,376,699$72,968 ▲1.4%25,7900.8%TechnologyONTOOnto Innovation$5,272,957$917,304 ▲21.1%17,1300.7%TechnologyJNJJohnson & Johnson$5,268,326$1,220,451 ▲30.2%19,9000.7%HealthcareABBVAbbVie$5,179,482$5,700,046 ▼-52.4%19,8000.7%HealthcareGMGeneral Motors$5,120,500$5,120,500 ▲New Holding66,5000.7%Consumer DiscretionaryMSMorgan Stanley$4,984,120$2,501,464 ▼-33.4%26,5000.7%FinanceACNAccenture$4,877,642$4,877,642 ▲New Holding26,6000.7%TechnologyLLYEli Lilly and Company$4,801,882$2,846,417 ▼-37.2%4,1500.7%HealthcareLAM RESEARCH CORP$4,566,289$706,297 ▼-13.4%13,9000.6%COM NEWEXXONMOBIL HOLDINGS CORP$4,361,700$4,361,700 ▲New Holding26,8000.6%COM SHSISRGIntuitive Surgical$4,350,941$1,707,846 ▲64.6%10,7000.6%HealthcareBLACKROCK INC$4,180,246$2,804,469 ▲203.8%3,9500.6%COMORCLOracle$4,073,416$1,397,714 ▼-25.5%29,6680.6%TechnologyLITELumentum$4,019,074$3,959,827 ▲6,683.6%4,1380.6%TechnologyAMATApplied Materials$3,809,781$1,703,407 ▼-30.9%7,4500.5%TechnologyDELLDell Technologies$3,658,060$3,658,060 ▲New Holding6,8000.5%TechnologyCOSTCostco Wholesale$3,595,843$1,228,959 ▲51.9%3,9500.5%Consumer StaplesGSThe Goldman Sachs Group$3,556,422$3,641,956 ▼-50.6%3,9500.5%FinanceAMKRAmkor Technology$3,545,602$1,365,547 ▲62.6%67,6900.5%TechnologyMDTMedtronic$3,451,600$3,451,600 ▲New Holding40,0000.5%HealthcareKOCoca-Cola$3,425,984$2,255,296 ▼-39.7%39,8000.5%Consumer StaplesFCXFreeport-McMoRan$3,255,000$3,255,000 ▲New Holding46,5000.5%MaterialsNEMNewmont$3,068,044$1,568,624 ▲104.6%26,6000.4%MaterialsRUBRIK INC.$3,067,796$3,033,455 ▲8,833.3%26,8000.4%CL ACOREWEAVE INC$3,005,640$2,970,618 ▲8,482.1%34,5000.4%COM CL ACVXChevron$2,736,414$1,245,681 ▼-31.3%13,4000.4%EnergyXLUUtilities Select Sector SPDR Fund$2,642,480$2,642,480 ▲New Holding67,0000.4%ETFTXNTexas Instruments$2,604,837$784,252 ▲43.1%9,3000.4%TechnologyMPMP Materials$2,553,660$2,553,660 ▲New Holding54,0000.4%MaterialsCRWDCrowdStrike$2,448,938$1,376,700 ▲128.4%9,2500.3%TechnologyTEAMAtlassian$2,406,968$3,620,582 ▼-60.1%13,4250.3%TechnologyTWLOTwilio$2,398,172$2,398,172 ▲New Holding8,2000.3%TechnologyHUT 8 CORP$2,298,870$2,281,650 ▲13,250.0%26,7000.3%COMCATCaterpillar$2,148,594$4,345,835 ▼-66.9%2,6500.3%IndustrialsQQQInvesco QQQ$1,893,811$1,749,556 ▲1,212.8%2,5600.3%ETFWATWaters$1,757,560$1,757,560 ▲New Holding4,0000.2%HealthcareNETCloudflare$1,632,216$5,278,656 ▼-76.4%4,7000.2%TechnologyNSITInsight Enterprises$1,461,592$1,461,592 ▲New Holding9,3500.2%TechnologyFUTUFutu$1,444,1150.0%13,0630.2%FinanceQCOMQualcomm$1,352,694$763,766 ▼-36.1%7,3500.2%TechnologyWDAYWorkday$1,314,174$1,314,174 ▲New Holding6,9000.2%TechnologyASHRXtrackers Harvest CSI 300 China A-Shares ETF$1,150,082$1,150,082 ▲New Holding35,2030.2%ETFPANWPalo Alto Networks$1,120,414$2,097,796 ▼-65.2%2,8200.2%TechnologyGOOGAlphabet$841,627$466,132 ▲124.1%2,4700.1%Communication ServicesSPACE EXPLORATION TECHN CORP$817,058$648,698 ▲385.3%5,4160.1%CLASS A COM STKVSTVistra$675,149$675,149 ▲New Holding4,8800.1%UtilitiesPALANTIR TECHNOLOGIES INC$561,150$561,150 ▲New Holding3,0000.1%CL AXBISPDR S&P Biotech ETF$551,880$551,880 ▲New Holding3,5000.1%ETFPMPhilip Morris International$496,132$496,132 ▲New Holding2,6000.1%Consumer StaplesCOHRCoherent$446,106$417,325 ▲1,450.0%1,5500.1%TechnologyGLWCorning$322,896$1,491,472 ▼-82.2%2,1000.0%TechnologyEWYiShares MSCI South Korea ETF$301,587$100,529 ▲50.0%1,6500.0%ETFEWTiShares MSCI Taiwan ETF$282,250$169,350 ▼-37.5%2,5000.0%ETFUMCUnited Microelectronics$225,088$225,088 ▲New Holding9,1910.0%TechnologyWDCWestern Digital$196,327$123,613 ▲170.0%4320.0%TechnologyIEMGiShares Core MSCI Emerging Markets ETF$177,740$177,740 ▲New Holding2,1900.0%ETFACWIiShares MSCI ACWI ETF$169,8790.0%1,0700.0%ETFVGTVanguard Information Technology ETF$169,655$169,655 ▲New Holding1,3500.0%ETFXLKTechnology Select Sector SPDR Fund$158,5580.0%8100.0%ETFSTXSeagate Technology$155,875$118,982 ▲322.5%1690.0%TechnologyGNRSPDR S&P Global Natural Resources ETF$155,3370.0%2,1000.0%ETFVGKVanguard FTSE Europe ETF$147,560$147,560 ▲New Holding1,7000.0%ETFIRENIREN$147,454$147,454 ▲New Holding3,6070.0%TechnologyShowing largest 100 holdings. 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