Ami Asset Management Corp.
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.
Latest 13F Filing Activity
Ami Asset Management Corp. filed their most recent 13F report on Sep 30, 2025 disclosing 89 equity positions with a total 13F market value of $2B. The fund increased holdings in Alphabet Inc. Class A, Apple Inc., Crowdstrike HLDGS Inc. Class A among other positions. Ami Asset Management Corp. reduced exposure to Cyberark Software LTD F, Ishares Russell 1000 Growth Et, Constellation Brands Inc. Class among others.
Top Holdings
Equity Positions (89)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.90% | $123.6M | 238,643 | $126.28 | $517.95 | +$2.5M |
A AAPL | APPLE INC | 6.80% | $121.8M | 478,170 | $29.02 | $254.63 | +$21.7M |
| ALPHABET INC CLASS A | 6.53% | $116.9M | 480,870 | $46.30 | $243.10 | +$30.4M | |
N NFLX | NETFLIX INC | 5.08% | $91.0M | 75,876 | $638.00 | $1198.92 | -$12.3M |
P PWR | QUANTA SVCS INC | 4.72% | $84.5M | 203,882 | $123.87 | $414.42 | +$6.0M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
R Rich Schimbor | Senior Equity Analyst | Los Angeles, CA , United States | |
A Andrew Z. | Portfolio Manager | Los Angeles, CA , United States | |
A Andrhe Cunha | Equity Analyst | Los Angeles, CA , United States | |
 | CIO and Portfolio Manager | Los Angeles, CA , United States |
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