The Analysis of AMI ASSET MANAGEMENT CORP's Holdings

Currently, AMI ASSET MANAGEMENT CORP holds 89 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in N/A (+41.6K shares, valued at $20.4M), N/A (+27.0K shares, valued at $18.8M), CART (+454.1K shares, valued at $16.7M); decreased their positions in IWF (-56.0K shares, valued at $26.2M), MSFT (-4.8K shares, valued at $2.5M), N/A (-10.0K shares, valued at $2.4M); initiated new positions in N/A (+41.6K shares, valued at $20.4M), N/A (+27.0K shares, valued at $18.8M), CART (+454.1K shares, valued at $16.7M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP238.6K shares-1.99%2025-09-302025-10-16

AAPL APPLE INC478.2K shares-1.90%2025-09-302025-10-16

ALPHABET INC CLASS A ALPHABET INC CLASS A480.9K shares-2.03%2025-09-302025-10-16

NETFLIX INC NETFLIX INC75.9K shares-1.58%2025-09-302025-10-16

QUANTA SVCS INC QUANTA SVCS INC203.9K shares-1.78%2025-09-302025-10-16

AMZN AMAZON.COM INC356.9K shares-1.92%2025-09-302025-10-16

BROADCOM INC BROADCOM INC224.9K shares-1.69%2025-09-302025-10-16

TSM TAIWAN SEMICONDUCTOR M F SPONS218.4K shares-0.71%2025-09-302025-10-16

Sponsored

ULTA BEAUTY INC ULTA BEAUTY INC109.8K shares-1.40%2025-09-302025-10-16

LH LABCORP HLDGS INC182.8K shares-1.98%2025-09-302025-10-16

BDX BECTON DICKINSON & CO274.9K shares1.63%2025-09-302025-10-16

CHD CHURCH & DWIGHT INC565.7K shares-2.67%2025-09-302025-10-16

INSULET CORP INSULET CORP159.0K shares-1.80%2025-09-302025-10-16

LLY ELI LILLY & CO62.9K shares-1.59%2025-09-302025-10-16

SCHW CHARLES SCHWAB CORP NEW472.3K shares-1.67%2025-09-302025-10-16

ZOETIS INC CLASS A ZOETIS INC CLASS A302.2K shares-3.85%2025-09-302025-10-16

Sponsored

MASTERCARD INC CLASS A MASTERCARD INC CLASS A75.3K shares-1.65%2025-09-302025-10-16

WST WEST PHARMACEUTICAL SVCS163.0K shares-1.39%2025-09-302025-10-16

SALESFORCE INC SALESFORCE INC177.8K shares-2.10%2025-09-302025-10-16

CL COLGATE PALMOLIVE CO518.2K shares-3.58%2025-09-302025-10-16

WASTE MGMT INC DEL WASTE MGMT INC DEL187.2K shares-1.85%2025-09-302025-10-16

PANW PALO ALTO NETWORKS INC198.0K shares-1.79%2025-09-302025-10-16

PINTEREST INC CLASS A PINTEREST INC CLASS A1.1M shares-1.94%2025-09-302025-10-16

SERVICENOW INC SERVICENOW INC38.3K shares-3.69%2025-09-302025-10-16

Sponsored

QCOM QUALCOMM INC207.2K shares52.61%2025-09-302025-10-16

CHEWY INC CLASS A CHEWY INC CLASS A808.7K shares-3.10%2025-09-302025-10-16

ECL ECOLAB INC105.1K shares-1.88%2025-09-302025-10-16

SNPS SYNOPSYS INC56.2K shares-3.24%2025-09-302025-10-16

MKC MCCORMICK & CO INC340.2K shares-2.52%2025-09-302025-10-16

COSTCO WHSL CORP NEW COSTCO WHSL CORP NEW23.7K shares-1.02%2025-09-302025-10-16

CROWDSTRIKE HLDGS INC CLASS A CROWDSTRIKE HLDGS INC CLASS A41.6K sharesnew addition2025-09-302025-10-16

SPOTIFY TECHNOLOGY S A F SPOTIFY TECHNOLOGY S A F27.0K sharesnew addition2025-09-302025-10-16

Sponsored

CART MAPLEBEAR INC454.1K sharesnew addition2025-09-302025-10-16

SNOW SNOWFLAKE INC73.0K sharesnew addition2025-09-302025-10-16

CTAS CINTAS CORP78.0K shares-1.84%2025-09-302025-10-16

IWF ISHARES RUSSELL 1000 GROWTH ET11.2K shares-83.34%2025-09-302025-10-16

SPDR BLOOMBERG 1 3 MNTH T BLL SPDR BLOOMBERG 1 3 MNTH T BLL55.9K shares-30.23%2025-09-302025-10-16

SPDR S&P 500 ETF SPDR S&P 500 ETF3.7K shares5.56%2025-09-302025-10-16

ARCUTIS BIOTHERAPEUTICS ARCUTIS BIOTHERAPEUTICS96.1K shares-15.62%2025-09-302025-10-16

CGON CG ONCOLOGY INC44.1K shares14.66%2025-09-302025-10-16

Sponsored

KINIKSA PHARMACEUTICAL F CLASS KINIKSA PHARMACEUTICAL F CLASS43.1K shares-0.08%2025-09-302025-10-16

MMSI MERIT MED SYS INC20.0K shares-0.18%2025-09-302025-10-16

JPMORGAN CHASE & CO JPMORGAN CHASE & CO5.3K shares-0.53%2025-09-302025-10-16

MDGL MADRIGAL PHARMACEUTICALS3.4K shares-0.41%2025-09-302025-10-16

VITA COCO CO INC VITA COCO CO INC34.0K shares-0.31%2025-09-302025-10-16

HD HOME DEPOT INC3.5K shares-0.74%2025-09-302025-10-16

PRIMORIS SVCS CORP PRIMORIS SVCS CORP10.0K shares-0.27%2025-09-302025-10-16

VERACYTE INC VERACYTE INC39.8K shares-0.43%2025-09-302025-10-16

Sponsored

GLW CORNING INC16.4K shares-1.04%2025-09-302025-10-16

EXLS EXLSERVICE HLDGS INC29.4K shares-0.34%2025-09-302025-10-16

JNJ JOHNSON & JOHNSON6.3K shares-0.86%2025-09-302025-10-16

EXE EXPAND ENERGY CORP10.9K sharesnew addition2025-09-302025-10-16

PEP PEPSICO INC8.2K shares29.94%2025-09-302025-10-16

PKG PACKAGING CORP OF AMER5.1K shares-1.09%2025-09-302025-10-16

SCHOLAR ROCK HLDG CORP SCHOLAR ROCK HLDG CORP29.5K shares-0.43%2025-09-302025-10-16

MCD MCDONALDS CORP3.5K shares-1.00%2025-09-302025-10-16

Sponsored

SO SOUTHERN CO11.1K shares-0.96%2025-09-302025-10-16

E L F BEAUTY INC E L F BEAUTY INC7.8K shares-0.45%2025-09-302025-10-16

DOMINOS PIZZA INC DOMINOS PIZZA INC2.3K shares-1.11%2025-09-302025-10-16

CVX CHEVRON CORP NEW6.4K shares-1.04%2025-09-302025-10-16

GENIUS SPORTS LTD F GENIUS SPORTS LTD F79.6K shares-0.42%2025-09-302025-10-16

SRE SEMPRA10.5K shares-1.05%2025-09-302025-10-16

VRNS VARONIS SYS INC16.3K shares-0.36%2025-09-302025-10-16

CVLT COMMVAULT SYS INC4.9K shares237.79%2025-09-302025-10-16

Sponsored

HALOZYME THERAPEUTICS IN HALOZYME THERAPEUTICS IN12.1K shares-38.58%2025-09-302025-10-16

GITLAB INC CLASS A GITLAB INC CLASS A19.0K shares-0.43%2025-09-302025-10-16

CYTOKINETICS INC CYTOKINETICS INC15.3K sharesnew addition2025-09-302025-10-16

GXO LOGISTICS INC GXO LOGISTICS INC15.6K shares-0.44%2025-09-302025-10-16

GSK PLC ADR F SPONSORED ADR 1 GSK PLC ADR F SPONSORED ADR 117.7K shares-0.98%2025-09-302025-10-16

APPFOLIO INC CLASS A APPFOLIO INC CLASS A2.7K shares-0.26%2025-09-302025-10-16

ROP ROPER TECHNOLOGIES INC1.5K shares-3.91%2025-09-302025-10-16

CWST CASELLA WASTE SYS INC CLASS A7.8K shares-0.33%2025-09-302025-10-16

Sponsored

BRAZE INC CLASS A BRAZE INC CLASS A24.8K shares-0.44%2025-09-302025-10-16

STEVANATO GROUP S P A F STEVANATO GROUP S P A F26.0K shares-0.42%2025-09-302025-10-16

SENTINELONE INC CLASS A SENTINELONE INC CLASS A37.8K shares-0.44%2025-09-302025-10-16

MERCK & CO. INC. MERCK & CO. INC.7.9K shares-0.99%2025-09-302025-10-16

ITRI ITRON INC EQUITY CLASS EQUITY4.9K shares-0.30%2025-09-302025-10-16

BROADRIDGE FINL SOLUTION BROADRIDGE FINL SOLUTION2.5K shares-0.52%2025-09-302025-10-16

SBUX STARBUCKS CORP6.8K shares-44.78%2025-09-302025-10-16

SIMPLY GOOD FOODS CO SIMPLY GOOD FOODS CO21.3K shares-0.40%2025-09-302025-10-16

Sponsored

CNMD CONMED CORP11.0K shares-0.44%2025-09-302025-10-16

SAILPOINT INC SAILPOINT INC21.5K sharesnew addition2025-09-302025-10-16

BFAM BRIGHT HORIZONS FAMILY S4.3K shares-0.44%2025-09-302025-10-16

UPSTART HLDGS INC UPSTART HLDGS INC9.1K sharesnew addition2025-09-302025-10-16

SERVICETITAN INC CLASS A SERVICETITAN INC CLASS A3.9K sharesnew addition2025-09-302025-10-16

WSC WILLSCOT HOLDINGS CO A CLASS C17.8K shares-0.36%2025-09-302025-10-16

PALANTIR TECHNOLOGIES IN CLASS PALANTIR TECHNOLOGIES IN CLASS2.0K shares0.00%2025-09-302025-10-16

SITEONE LANDSCAPE SUPPLY SITEONE LANDSCAPE SUPPLY2.2K shares-0.46%2025-09-302025-10-16

Sponsored

DIS DISNEY WALT CO2.0K shares-2.70%2025-09-302025-10-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available