AI Portfolio Summary
In 2026 Q1, Prospect Hill Management, LLC maintained a portfolio of 14 distinct positions. The most significant new addition to the portfolio was PALANTIR TECHNOLOGIE, which now represents 0.29% of the total fund value. They heavily accumulated shares in TESLA INC, increasing their position by 0.2%. The fund also reduced its exposure to AMERICAN EXPRESS by 31.2%.
Total Positions
14
Quarter
2026 Q1
Top Holding
AAPL (57.2%)
Top 10 Concentration
98.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-14 of 14
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 57.18% | 55.59% |
#1
Prev: #1
|
6.5 | -500 | -0.1% |
P
S
|
505,476 | $128,284,754 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 16.67% | 18.26% |
#2
Prev: #2
|
6.0 | 164 | 0.2% |
P
S
|
100,616 | $37,403,998 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 4.90% | 4.92% |
#3
Prev: #3
|
3.5 | 50 | 0.1% |
P
S
|
52,743 | $10,984,785 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 3.84% | 3.81% |
#4
Prev: #4
|
3.0 | no change | no change |
P
S
|
30,020 | $8,611,537 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.57% | 3.46% |
#5
Prev: #5
|
2.4 | 500 | 1.8% |
P
S
|
27,870 | $8,014,297 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 2.99% | 3.31% |
#6
Prev: #6
|
1.7 | 125 | 0.9% |
P
S
|
14,575 | $6,718,929 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
NFLX
NETFLIX INC
|
ETF | 2.68% | 2.35% |
#7
2
Prev: #9
|
1.6 | 603 | 1.0% |
P
S
|
62,513 | $6,010,625 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
BAC
BANK OF AMERICA...
|
Financial Services | 2.55% | 2.61% |
#8
1
Prev: #7
|
2.0 | no change | no change |
P
S
|
117,500 | $5,728,125 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.47% | 2.40% |
#9
1
Prev: #8
|
1.5 | -21 | -0.1% |
P
S
|
31,813 | $5,548,187 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 1.40% | 1.65% |
#10
Prev: #10
|
1.1 | -850 | -11.9% |
P
S
|
6,300 | $3,147,858 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 0.66% | 0.70% |
#11
Prev: #11
|
1.3 | no change | no change |
P
S
|
3,000 | $1,474,590 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.61% | 0.65% |
#12
Prev: #12
|
0.7 | -25 | -1.0% |
P
S
|
2,405 | $1,375,973 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.29% | — |
#13
Prev: #—
|
3.6 | 4,450 | no change |
NEW
|
4,450 | $650,946 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.19% | 0.30% |
#14
1
Prev: #13
|
0.1 | -625 | -31.2% |
P
S
|
1,375 | $415,910 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 |
Showing 1-14 of 14 holdings