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Chesapeake Asset Management LLC

CIK:0001079397
Investment Adviser
$721M AUM
323 holdings
New York, NY, United States
Founded:2001
7 employees
Latest filing:Sep 30, 2025

Chesapeake Asset Management LLC is a privately owned, SEC-registered investment advisory firm based in New York, NY. Founded in 2001, the firm specializes in serving individuals (including high-net-worth individuals), families, small businesses, endowments, and foundations. Chesapeake Asset Management employs approximately 7 professionals and emphasizes fiduciary responsibility, independence, customization, and transparency in its client relationships.

Investment Strategy

Chesapeake Asset Management employs a value-added, performance-driven investment approach that emphasizes long-term wealth creation for its clients. The firm constructs customized portfolios aligned with clients' objectives, using a fully transparent investment process. As a fiduciary, Chesapeake maintains independence and operates without outside affiliations to ensure full alignment of incentives. Their clients include high-net-worth individuals and families, small businesses, endowments, and foundations, with services tailored to both discretionary and non-discretionary mandates.

Top Buys
A
AAPLAPPLE INC
+$1.4M
B
BABoeing Co
+$778.8K
B
BKRBaker Hughes Co
+$754.8K
R
RRYDER SYS INC COM
+$730.9K
X
XMESPDR S&P METALS & MININGETF
+$658.0K
Top Sells
G
GGALGrupo Financiero Galicia ADR
-$1.9M
B
BBARBanco Bbva Argentina S A Spon ADR
-$1.1M
S
SPOTSpotify Technology SA
-$982.9K
G
GWREGUIDEWIRE SOFTWARE INC COM
-$869.4K
B
BMABanco Macro S.A Spon Ads Repstg CL B Spon ADR
-$859.8K

Top Holdings

M
MSFTMicrosoft Corp
+10.5%$11.8M
A
AAPLAPPLE INC
+6.5%$7.4M
L
LLYELI LILLY AND CO
+6.0%$6.8M
J
JPMJPMORGAN CHASE & CO
+5.3%$6.0M
S
SPOTSpotify Technology SA
+4.7%$5.3M

Equity Positions (287)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
Microsoft Corp10.49%$11.8M22,874$497.41$517.95+$435.7K
A
AAPL
APPLE INC6.54%$7.4M29,037$205.17$254.63+$1.4M
L
LLY
ELI LILLY AND CO5.99%$6.8M8,868$779.53$763.00-$170.8K
J
JPM
JPMORGAN CHASE & CO5.30%$6.0M18,986$289.91$315.43+$465.2K
S
SPOT
Spotify Technology SA4.68%$5.3M7,579$767.34$698.00-$982.9K

Options Positions (1)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
R
RGTI
RIGETTI COMPUTING INCNew
Put
$1.8K1$29.79$29.78+0.6+$1.8K

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+12.4%
PHARMACEUTICAL PREPARATIONS
+9.8%
ELECTRONIC COMPUTERS
+6.6%
NATIONAL COMMERCIAL BANKS
+5.8%
RADIO BROADCASTING STATIONS
+4.7%