Fishman Jay A LTD
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$1.1B
Holdings
81
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC COM
Q1 2026: Sold 1.3% (6.29M → 6.21M shares)
20.4%
02
$GOOGL
ALPHABET INC CAP STK CL A
Q1 2026: Sold 0.6% (2.50M → 2.48M shares)
9.8%
03
$AMZN
AMAZON COM INC COM
Q4 2025: New position (4.00M shares)
7.8%
04
$XPO
XPO INC COM
Q1 2026: Sold 16.8% (76.3k → 63.4k shares)
4.9%
05
$MSFT
MICROSOFT CORP COM
Q4 2025: New position (3.11M shares)
4.9%
06
$NVDA
NVIDIA CORPORATION COM
Q1 2026: Sold 10.4% (11.00M → 9.85M shares)
4.9%
07
$META
META PLATFORMS INC CL A
Q4 2025: New position (906.1k shares)
4.5%
08
$JPM
JPMORGAN CHASE & CO COM
Q1 2026: Increased +43.8% (1.11M → 1.59M shares)
4.0%
09
$VRT
VERTIV HOLDINGS CO COM CL A
Q1 2026: Sold 10.7% (211.9k → 189.3k shares)
3.9%
10
$BX
BLACKSTONE INC COM
Q4 2025: New position (301.4k shares)
3.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:31 UTC.