Prospect Hill Management, LLC
Prospect Hill Management, LLC is a New Jersey-based registered investment adviser founded in 2000. The firm manages assets for a mix of high net worth individuals and a pooled investment vehicle, with a small staff of 2 employees. It primarily serves high net worth clients and is focused on long-term investment management.
Investment Strategy
Prospect Hill Management employs a discretionary investment management strategy focused on publicly traded U.S. equities. Its portfolio centers around large-cap growth companies, with significant holdings in technology, consumer goods, and major U.S. financials. The firm emphasizes personalized investment solutions tailored for high net worth individuals, seeking long-term capital appreciation through fundamental analysis and portfolio diversification.
Top Holdings
Equity Positions (15)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 53.68% | $104.0M | 506,986 | $132.76 | $205.17 | -$9.8M |
T TSLA | TESLA INC | 16.44% | $31.9M | 100,317 | $235.38 | $317.66 | +$5.9M |
A AMZN | AMAZON COM INC | 5.79% | $11.2M | 51,143 | $158.60 | $219.39 | +$1.4M |
N NFLX | NETFLIX INC | 4.27% | $8.3M | 6,176 | $373.19 | $1339.13 | +$2.5M |
I ISRG | INTUITIVE SURGICAL INC | 4.23% | $8.2M | 15,075 | $283.85 | $543.41 | +$700.9K |