Augustine Asset Management Inc has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $356 Million distributed in 107 stocks.
Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $97.8M, Apple Inc. with a value of $35.1M, Microsoft Corp with a value of $29.3M, Taiwan Semiconductor Manufacturing CO LTD with a value of $23.8M, and Icici Bank LTD with a value of $11M.
Examining the 13F form we can see an increase of $70.2M in the current position value, from $286M to 356M.
Below you can find more details about Augustine Asset Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$356 Million
Technology: $195 Million
Financial Services: $45.3 Million
Healthcare: $34.5 Million
ETFs: $26.1 Million
Energy: $17.1 Million
Industrials: $14.4 Million
Consumer Cyclical: $6.75 Million
Basic Materials: $5.35 Million
Other: $11.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions