AMI ASSET MANAGEMENT CORP

LOS ANGELES, CA · CIK 1369702 · 13F filing filed 2026-07-21

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLos Angeles, CA

$1.7bn reported value +10.9% vs Q1 2026

99positions

48.1%in top 10

10 new 31 added 55 reduced 7 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	437,971	$126.7m7.30%	7.30%	Reduced -14.8k	-14,794 -3.3%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	308,696	$110.3m6.35%	6.35%	Reduced -77.0k	-76,954 -19.9%
3	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	195,360	$93.3m5.37%	5.37%	Reduced -85.5k	-85,531 -30.4%
4	BROADCOM INC COM AVGO	AVGO	243,566	$92.0m5.30%	5.30%	Reduced -7.1k	-7,134 -2.9%
5	AMAZON COM INC COM AMZN	AMZN	331,221	$78.9m4.55%	4.55%	Reduced -7.0k	-7,026 -2.1%
6	QUANTA SVCS INC COM PWR	PWR	101,326	$73.0m4.20%	4.20%	Reduced -41.1k	-41,117 -28.9%
7	ELI LILLY & CO COM LLY	LLY	58,726	$70.4m4.06%	4.06%	Reduced -1.1k	-1,078 -1.8%
8	PALO ALTO NETWORKS INC COM PANW	PANW	198,453	$67.7m3.90%	3.90%	Reduced -70.3k	-70,301 -26.2%
9	MICROSOFT CORP COM MSFT	MSFT	165,895	$61.9m3.56%	3.56%	Reduced -5.8k	-5,838 -3.4%
10	CORNING INC COM GLW	GLW	238,017	$60.8m3.50%	3.50%	Added +225.1k	+225,080 1739.8%
11	AXON ENTERPRISE INC COM AXON	AXON	104,067	$58.3m3.36%	3.36%	New
12	WEST PHARMACEUTICAL SVSC INC COM WST	WST	146,764	$52.7m3.03%	3.03%	Reduced -7.6k	-7,637 -5.0%
13	CHURCH & DWIGHT CO INC COM CHD	CHD	532,861	$51.6m2.97%	2.97%	Reduced -9.1k	-9,055 -1.7%
14	NETFLIX INC COM NFLX	NFLX	691,991	$49.4m2.84%	2.84%	Reduced -28.7k	-28,690 -4.0%
15	LABCORP HOLDINGS INC COM SHS LH	LH	170,555	$47.8m2.75%	2.75%	Reduced -2.9k	-2,927 -1.7%
16	ULTA BEAUTY INC COM ULTA	ULTA	99,349	$44.8m2.58%	2.58%	Reduced -4.9k	-4,852 -4.7%
17	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	57,602	$44.0m2.53%	2.53%	Reduced -26.5k	-26,504 -31.5%
18	COLGATE PALMOLIVE CO COM CL	CL	479,125	$43.9m2.53%	2.53%	Reduced -19.0k	-18,954 -3.8%
19	SCHWAB CHARLES CORP COM SCHW	SCHW	432,674	$39.9m2.30%	2.30%	Reduced -14.4k	-14,355 -3.2%
20	BECTON DICKINSON & CO COM BDX	BDX	257,257	$38.9m2.24%	2.24%	Reduced -6.6k	-6,647 -2.5%
21	WASTE MGMT INC DEL COM WM	WM	171,839	$38.3m2.21%	2.21%	Reduced -5.5k	-5,518 -3.1%
22	MASTERCARD INCORPORATED CL A MA	MA	68,431	$35.1m2.02%	2.02%	Reduced -2.8k	-2,839 -4.0%
23	MAPLEBEAR INC COM CART	CART	741,861	$35.1m2.02%	2.02%	Added +323.1k	+323,102 77.2%
24	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	75,584	$34.7m2.00%	2.00%	Reduced -9.8k	-9,834 -11.5%
25	SERVICENOW INC COM NOW	NOW	344,343	$34.2m1.97%	1.97%	Reduced -35.0k	-35,008 -9.2%
26	ECOLAB INC COM ECL	ECL	96,610	$26.9m1.55%	1.55%	Reduced -3.1k	-3,071 -3.1%
27	SYNOPSYS INC COM SNPS	SNPS	51,819	$23.1m1.33%	1.33%	Reduced -1.6k	-1,648 -3.1%
28	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	62,867	$22.3m1.28%	1.28%	New
29	COSTCO WHSL CORP NEW COM COST	COST	21,761	$20.4m1.17%	1.17%	Reduced -646	-646 -2.9%
30	INSULET CORP COM PODD	PODD	129,815	$19.8m1.14%	1.14%	Reduced -20.5k	-20,520 -13.7%
31	ZOETIS INC CL A ZTS	ZTS	262,509	$18.9m1.09%	1.09%	Reduced -19.9k	-19,860 -7.0%
32	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	93,435	$16.0m0.92%	0.92%	New
33	TJX COS INC NEW COM TJX	TJX	101,402	$15.4m0.88%	0.88%	New
34	MCCORMICK & CO INC COM NON VTG MKC	MKC	287,394	$14.5m0.83%	0.83%	Reduced -18.8k	-18,843 -6.2%
35	CINTAS CORP COM CTAS	CTAS	70,848	$12.0m0.69%	0.69%	Reduced -2.8k	-2,755 -3.7%
36	ISHARES TR RUS 1000 GRW ETF IWF	IWF	75,839	$9.4m0.54%	0.54%	Added +19.3k	+19,315 34.2%
37	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	3,085	$2.3m0.13%	0.13%	Reduced -1	-1 -0.0%
38	JOHNSON & JOHNSON COM JNJ	JNJ	6,149	$1.6m0.09%	0.09%	Added +116	+116 1.9%
39	QUALCOMM INC COM QCOM	QCOM	7,987	$1.5m0.08%	0.08%	Added +87	+87 1.1%
40	CG ONCOLOGY INC COM CGON	CGON	19,398	$1.4m0.08%	0.08%	Reduced -731	-731 -3.6%
41	MERCK & CO INC COM MRK	MRK	10,718	$1.4m0.08%	0.08%	Added +222	+222 2.1%
42	JPMORGAN CHASE & CO COM JPM	JPM	4,199	$1.4m0.08%	0.08%	Reduced -17	-17 -0.4%
43	VERA THERAPEUTICS INC CL A VERA	VERA	30,582	$1.3m0.08%	0.08%	Added +8.6k	+8,630 39.3%
44	ONTO INNOVATION INC COM ONTO	ONTO	3,227	$1.2m0.07%	0.07%	Added +685	+685 26.9%
45	CYTOKINETICS INC COM NEW CYTK	CYTK	14,261	$1.2m0.07%	0.07%	Reduced -555	-555 -3.8%
46	SCHOLAR ROCK HLDG CORP COM SRRK	SRRK	21,705	$1.2m0.07%	0.07%	Reduced -6.8k	-6,825 -23.9%
47	PACKAGING CORP AMER COM PKG	PKG	4,939	$1.2m0.07%	0.07%	Added +55	+55 1.1%
48	MADRIGAL PHARMACEUTICALS INC COM MDGL	MDGL	2,135	$1.1m0.07%	0.07%	Reduced -478	-478 -18.3%
49	DYCOM INDS INC COM DY	DY	2,220	$1.1m0.06%	0.06%	Reduced -83	-83 -3.6%
50	VERACYTE INC COM VCYT	VCYT	18,905	$1.1m0.06%	0.06%	Reduced -19.6k	-19,599 -50.9%
51	CISCO SYS INC COM CSCO	CSCO	9,414	$1.1m0.06%	0.06%	Added +109	+109 1.2%
52	GXO LOGISTICS INCORPORATED COMMON STOCK GXO	GXO	21,622	$1.1m0.06%	0.06%	Added +3.4k	+3,373 18.5%
53	NUVATION BIO INC COM CL A NUVB	NUVB	183,251	$1.0m0.06%	0.06%	Reduced -9.2k	-9,176 -4.8%
54	PEPSICO INC COM PEP	PEP	7,665	$1.0m0.06%	0.06%	Added +86	+86 1.1%
55	SOUTHERN CO COM SO	SO	10,769	$1.0m0.06%	0.06%	Added +221	+221 2.1%
56	KINIKSA PHARMACEUTICALS INTL ORD SHS CL A KNSA	KNSA	15,858	$1.0m0.06%	0.06%	Reduced -6.1k	-6,085 -27.7%
57	FREEPORT-MCMORAN INC CL B FCX	FCX	15,953	$1.0m0.06%	0.06%	Added +1.8k	+1,750 12.3%
58	MIRUM PHARMACEUTICALS INC COM MIRM	MIRM	8,532	$998.8k0.06%	0.06%	Reduced -327	-327 -3.7%
59	VITA COCO CO INC COM COCO	COCO	15,060	$996.1k0.06%	0.06%	Reduced -11.9k	-11,894 -44.1%
60	GENIUS SPORTS LIMITED SHARES CL A GENI	GENI	161,318	$977.6k0.06%	0.06%	Added +52.5k	+52,538 48.3%
61	ARCUTIS BIOTHERAPEUTICS INC COM ARQT	ARQT	37,121	$973.3k0.06%	0.06%	Reduced -13.7k	-13,742 -27.0%
62	EXPAND ENERGY CORPORATION COM EXE	EXE	10,633	$969.6k0.06%	0.06%	Added +117	+117 1.1%
63	LEVI STRAUSS & CO NEW CL A COM STK LEVI	LEVI	38,678	$960.4k0.06%	0.06%	New
64	HALOZYME THERAPEUTICS INC COM HALO	HALO	12,149	$950.9k0.05%	0.05%	Added +4.0k	+3,952 48.2%
65	NEXTERA ENERGY INC COM NEE	NEE	10,805	$948.4k0.05%	0.05%	Added +224	+224 2.1%
66	SEMPRA COM SRE	SRE	10,200	$945.6k0.05%	0.05%	Added +120	+120 1.2%
67	SENSIENT TECHNOLOGIES CORP COM SXT	SXT	7,576	$934.0k0.05%	0.05%	New
68	SERVICETITAN INC SHS CL A TTAN	TTAN	12,983	$918.0k0.05%	0.05%	Added +9.2k	+9,187 242.0%
69	MCDONALDS CORP COM MCD	MCD	3,381	$913.9k0.05%	0.05%	Added +39	+39 1.2%
70	GSK PLC SPONSORED ADR GSK	GSK	17,211	$902.2k0.05%	0.05%	Added +199	+199 1.2%
71	EXLSERVICE HOLDINGS INC COM EXLS	EXLS	34,412	$889.9k0.05%	0.05%	Added +5.8k	+5,843 20.4%
72	DOMINOS PIZZA INC COM DPZ	DPZ	2,975	$880.7k0.05%	0.05%	Added +100	+100 3.5%
73	PRIMORIS SVCS CORP COM PRIM	PRIM	8,827	$874.9k0.05%	0.05%	Added +1.8k	+1,798 25.6%
74	ISHARES TR RUS 1000 ETF IWB	IWB	1,953	$799.9k0.05%	0.05%	Added +1.2k	+1,245 175.8%
75	E L F BEAUTY INC COM ELF	ELF	10,799	$799.1k0.05%	0.05%	Reduced -554	-554 -4.9%
76	DICKS SPORTING GOODS INC COM DKS	DKS	3,408	$773.0k0.04%	0.04%	New
77	CASELLA WASTE SYS INC CL A CWST	CWST	7,315	$709.3k0.04%	0.04%	Reduced -281	-281 -3.7%
78	CHEVRON CORP NEW COM CVX	CVX	4,254	$705.1k0.04%	0.04%	Added +47	+47 1.1%
79	RAMBUS INC DEL COM RMBS	RMBS	5,273	$699.9k0.04%	0.04%	Added +2.3k	+2,323 78.8%
80	TTM TECHNOLOGIES INC COM TTMI	TTMI	3,606	$674.4k0.04%	0.04%	Reduced -1.7k	-1,696 -32.0%
81	STARBUCKS CORP COM SBUX	SBUX	6,383	$652.3k0.04%	0.04%	Reduced -264	-264 -4.0%
82	APPFOLIO INC COM CL A APPF	APPF	3,963	$635.5k0.04%	0.04%	Reduced -376	-376 -8.7%
83	HEALTHCARE SVCS GROUP INC COM HCSG	HCSG	25,869	$635.3k0.04%	0.04%	New
84	GUIDEWIRE SOFTWARE INC COM GWRE	GWRE	4,969	$611.4k0.04%	0.04%	Added +1.4k	+1,426 40.2%
85	SAILPOINT INC COM SAIL	SAIL	34,335	$502.7k0.03%	0.03%	Reduced -1.5k	-1,549 -4.3%
86	FRESHPET INC COM FRPT	FRPT	7,939	$469.4k0.03%	0.03%	Reduced -281	-281 -3.4%
87	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,582	$444.9k0.03%	0.03%	Added +19	+19 1.2%
88	PLANET LABS PBC COM CL A PL	PL	12,919	$428.0k0.02%	0.02%	Reduced -457	-457 -3.4%
89	SITEONE LANDSCAPE SUPPLY INC COM SITE	SITE	3,528	$403.6k0.02%	0.02%	Reduced -131	-131 -3.6%
90	ITRON INC COM ITRI	ITRI	4,658	$403.1k0.02%	0.02%	Reduced -166	-166 -3.4%
91	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	5,069	$402.6k0.02%	0.02%	Unchanged
92	INNODATA INC COM NEW INOD	INOD	5,156	$389.7k0.02%	0.02%	New
93	HOME DEPOT INC COM HD	HD	900	$317.4k0.02%	0.02%	Unchanged
94	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	3,683	$317.3k0.02%	0.02%	New
95	UPSTART HLDGS INC COM UPST	UPST	8,330	$295.1k0.02%	0.02%	Reduced -457	-457 -5.2%
96	VIAVI SOLUTIONS INC COM VIAV	VIAV	5,352	$255.6k0.01%	0.01%	Reduced -4.9k	-4,914 -47.9%
97	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	2,119	$247.2k0.01%	0.01%	Added +119	+119 6.0%
98	DISNEY WALT CO COM DIS	DIS	2,211	$212.8k0.01%	0.01%	Reduced -506	-506 -18.6%
99	LIONSGATE STUDIOS CORP COM LION	LION	12,215	$187.0k0.01%	0.01%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SNOWFLAKE INC SNOW	SNOW	176,359	$26.6m176.4k shares
CHEWY INC CHWY	CHWY	742,991	$20.1m743.0k shares
MERIT MED SYS INC MMSI	MMSI	21,818	$1.5m21.8k shares
TRACTOR SUPPLY CO TSCO	TSCO	12,866	$582.8k12.9k shares
BRIGHT HORIZONS FAM SOL IN D BFAM	BFAM	6,661	$547.1k6.7k shares
GENEDX HOLDINGS CORP WGS	WGS	7,993	$513.3k8.0k shares
ALPHABET INC GOOG	GOOG	1,307	$374.9k1.3k shares