Ken Fisher's Strategic Moves: Amazon.com Inc. Sees a -1.1% Portfolio Impact

GuruFocus News

Wed, May 14, 2025, 10:03 AM 4 min read

Ken Fisher (Trades, Portfolio) precocious submitted the 13F filing for the archetypal 4th of 2025, providing insights into his concern moves during this period. Ken Fisher (Trades, Portfolio) is the Chief Executive Officer and Chief Investment Officer of Fisher Investments. He has been penning Forbes' prestigious "Portfolio Strategy" file for implicit 2 decades, making him 1 of the longest-running columnists successful the magazine's 85+ twelvemonth history. During his galore years of wealth absorption and marketplace commentary, Ken has distinguished himself by making numerous, close marketplace calls, often successful nonstop absorption to Wall Street's statement forecast. He is the lad of legendary capitalist Philip A. Fisher, and Ken is the lone manufacture nonrecreational his begetter ever trained. Ken has besides written 3 large concern books, including the 1984 Dow Jones best-seller, Super Stocks, and has been published and/or interviewed successful galore large planetary concern and concern periodicals. The concern doctrine astatine Fisher Investments is based connected the thought that proviso and request of securities is the sole determinant of their pricing. Furthermore, they judge that each wide known accusation has already been priced into the market. The mode to adhd value, according to the Fisher strategy, is to "identify accusation not wide known, oregon to construe wide known accusation otherwise and correctly from different marketplace participants." Fisher Investments employs a squad of probe analysts to execute these tasks.

Ken Fisher (Trades, Portfolio) added a full of 117 stocks, among them:

• The astir important summation was Spotify Technology SA (NYSE:SPOT), with 2,028,898 shares, accounting for 0.48% of the portfolio and a full worth of $1.12 billion.

• The 2nd largest summation to the portfolio was HSBC Holdings PLC (NYSE:HSBC), consisting of 15,612,574 shares, representing astir 0.39% of the portfolio, with a full worth of $896.63 million.

• The 3rd largest summation was Lloyds Banking Group PLC (NYSE:LYG), with 132,122,777 shares, accounting for 0.22% of the portfolio and a full worth of $504.71 million.

Ken Fisher (Trades, Portfolio) besides accrued stakes successful a full of 398 stocks, among them:

• The astir notable summation was SAP SE (NYSE:SAP), with an further 7,875,567 shares, bringing the full to 12,993,705 shares. This accommodation represents a important 153.88% summation successful stock count, a 0.92% interaction connected the existent portfolio, with a full worth of $3.49 billion.

• The 2nd largest summation was UBS Group AG (NYSE:UBS), with an further 45,938,949 shares, bringing the full to 49,975,870. This accommodation represents a important 1,137.97% summation successful stock count, with a full worth of $1.53 billion.