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Ami Asset Management Corp.

CIK:0001369702
Investment Adviser
$2B AUM
89 holdings
Los Angeles, CA, United States
Founded:1994
15 employees
Latest filing:Sep 30, 2025

AMI Asset Management Corp is an independent investment management firm headquartered in Los Angeles, California, specializing in investment strategies for recurring revenue companies and high-quality growth equities. Established in 1994, AMI operates as an SEC-registered investment adviser with approximately 15 employees (mostly investment professionals) serving high net worth individuals, charitable organizations, pension plans, and families. The firm focuses on long-term investment objectives for institutions, families, and small businesses.

Investment Strategy

AMI Asset Management employs a quality-driven, long-term investment approach focused on identifying and investing in recurring revenue companies with enduring business models and strong financial characteristics. The firm emphasizes growth through stability and risk management by maintaining high standards for fundamental analysis and portfolio construction, serving a diverse client base including institutions and high-net-worth individuals.

Top Buys
G
GOOGLALPHABET INC CLASS A
+$30.4M
A
AAPLAPPLE INC
+$21.7M
C
CRWDCROWDSTRIKE HLDGS INC CLASS A
+$20.4M
S
SPOTSPOTIFY TECHNOLOGY S A F
+$18.8M
C
CARTMAPLEBEAR INC
+$16.7M
Top Sells
C
CYBRCYBERARK SOFTWARE LTD F
-$46.9M
I
IWFISHARES RUSSELL 1000 GROWTH ET
-$23.3M
S
STZCONSTELLATION BRANDS INC CLASS
-$14.8M
N
NFLXNETFLIX INC
-$12.3M
C
CLCOLGATE PALMOLIVE CO
-$7.4M

Top Holdings

M
MSFTMICROSOFT CORP
+6.9%$123.6M
A
AAPLAPPLE INC
+6.8%$121.8M
G
GOOGLALPHABET INC CLASS A
+6.5%$116.9M
N
NFLXNETFLIX INC
+5.1%$91.0M
P
PWRQUANTA SVCS INC
+4.7%$84.5M

Equity Positions (89)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP6.90%$123.6M238,643$126.28$517.95+$2.5M
A
AAPL
APPLE INC6.80%$121.8M478,170$29.02$254.63+$21.7M
G
GOOGL
ALPHABET INC CLASS A6.53%$116.9M480,870$46.30$243.10+$30.4M
N
NFLX
NETFLIX INC5.08%$91.0M75,876$638.00$1198.92-$12.3M
P
PWR
QUANTA SVCS INC4.72%$84.5M203,882$123.87$414.42+$6.0M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+15.2%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+8.5%
SEMICONDUCTORS & RELATED DEVICES
+7.6%
ELECTRONIC COMPUTERS
+6.8%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+6.2%