Portfolio Value

$292.99B

Total Holdings

1-Year Return

+17.2%

About Ken Fisher and FISHER ASSET MANAGEMENT, LLC

Ken Fisher is the portfolio manager at FISHER ASSET MANAGEMENT, LLC, one of the closely tracked institutional investors in our database. Every quarter, institutional investment managers with over $100 million in assets under management are required to file a 13F report with the SEC, disclosing their long equity positions. These filings give retail investors a rare window into how professional money managers are allocating capital.

As of March 2026, Ken Fisher's 13F portfolio contains 20 positions with a disclosed market value of approximately $292.99 billion. This analysis covers their top holdings, recent portfolio changes, and key investment themes.

Over the past year, Ken Fisher's portfolio has delivered a +17.2% return, significantly outperforming the broader market.

Ken Fisher's Top 10 Holdings — March 2026

The following table shows Ken Fisher's largest disclosed stock positions ranked by portfolio weight as reported in the most recent 13F filing. These represent the highest-conviction bets in the portfolio:

#	Company	Ticker	Portfolio Weight	Market Value	Performance
1	NVIDIA CORP COM	NVDA	547.78%	$16049.7M	-0.0%
2	APPLE INC	AAPL	511.69%	$14992.2M	+6.8%
3	ISHARES TR 7 10YR TR BD ETF ADDED	IEF	442.52%	$12965.5M	-0.3%
4	MICROSOFT CORP	MSFT	417.61%	$12235.8M	-6.6%
5	ALPHABET INC CLASS A	GOOGL	407.08%	$11927.2M	+28.8%
6	AMAZON COM INC COM	AMZN	264.65%	$7754.1M	+5.1%
7	VANGUARD FDS INT TERM CORP	VCIT	240.04%	$7033.0M	-0.4%
8	GOLDMAN SACHS GROUP INC	GS	203.15%	$5952.2M	+10.4%
9	TAIWAN SEMICONDUCTOR MFG L ADR	TSM	188.22%	$5514.7M	+8.8%
10	CATERPILLAR INC	CAT	185.61%	$5438.4M	+20.1%

Data sourced from SEC 13F filings. Holdings reflect disclosed long equity positions. Options and short positions may not be reflected.

Portfolio Strategy & Concentration Analysis

Ken Fisher's investment approach reflects a highly concentrated portfolio strategy. The top position, NVIDIA CORP COM (NVDA), represents 547.8% of the total portfolio, while the top 5 holdings collectively account for 2326.7% of disclosed assets.

The portfolio saw no new positions this period, suggesting Ken Fisher is maintaining existing conviction levels and managing existing holdings rather than initiating new bets.

Additionally, Ken Fisher increased stakes in 20 existing positions, a sign of growing conviction in those holdings.

Best Performing Holdings in Ken Fisher's Portfolio

Based on available performance data, the following positions have been the strongest contributors to Ken Fisher's portfolio returns:

LLY

ELI LILLY CO

+40.8%

GOOGL

ALPHABET INC CLASS A

+28.8%

CAT

CATERPILLAR INC

+20.1%

CITIGROUP INC

+15.0%

MORGAN STANLEY

+11.7%

Understanding Ken Fisher's 13F Filing

A 13F filing is a quarterly disclosure required by the SEC for institutional investment managers that exercise discretion over $100 million or more in qualifying securities. These filings must be submitted within 45 days of the end of each calendar quarter.

Important caveats about 13F data:

Data is delayed by up to 45 days from the end of the quarter
Only long equity positions are disclosed — short positions are not required
Options positions are disclosed separately and may indicate hedging strategies
The portfolio may have changed significantly since the filing date
Not all positions need to be disclosed (some confidentiality provisions exist)

Despite these limitations, 13F filings remain one of the best public sources of information on how professional investors are positioning their portfolios. Use this data as one input among many, alongside your own research and risk tolerance.

How Retail Investors Can Use This Information

Following institutional 13F filings like Ken Fisher's can provide valuable investment insights — but it's important to use this information correctly:

Identify high-conviction ideas: Large positions and new entries signal where managers have the strongest conviction.
Spot emerging themes: Cross-portfolio analysis reveals sector rotations and macro themes playing out across institutional money.
Validate your own research: If an investor you respect owns a stock you're analyzing, that can reinforce your thesis.
Track changes over time: Watching a manager increase or decrease positions over multiple quarters shows conviction trends.
Don't blindly copy trades: Remember that institutional investors have different time horizons, risk tolerances, and information than retail investors.

You can track Ken Fisher's complete portfolio in real-time on Insider Edges, including historical holdings, sector breakdown, and performance data.

Other Top Investors to Follow

If you track Ken Fisher's portfolio, you may also be interested in following these other closely watched institutional investors:

Michael Burry Warren Buffett Ray Dalio Cathie Wood Bill Ackman

Track Ken Fisher's Portfolio in Real-Time

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Ken Fisher Portfolio March 2026 - Top Holdings & 13F Analysis

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