Peak Asset Management 13F annual report
Peak Asset Management is an investment fund managing more than $451 billion ran by John Mccorvie. There are currently 118 companies in Mr. Mccorvie’s portfolio. The largest investments include Microsoft and Apple Inc, together worth $49.8 billion.
Limited to 30 biggest holdings
$451 billion Assets Under Management (AUM)
As of 5th February 2024, Peak Asset Management’s top holding is 68,263 shares of Microsoft currently worth over $25.7 billion and making up 5.7% of the portfolio value.Relative to the number of outstanding shares of Microsoft, Peak Asset Management owns more than approximately 0.1% of the company.In addition, the fund holds 125,347 shares of Apple Inc worth $24.1 billion, whose value fell approximately 0.1% in the past six months. The third-largest holding is S&P Global Inc worth $18.6 billion and the next is Alphabet Inc worth $17.4 billion, with 124,795 shares owned.
Currently, Peak Asset Management's portfolio is worth at least $451 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Peak Asset Management
The Peak Asset Management office and employees reside in Louisville, Colorado. According to the last 13-F report filed with the SEC, John Mccorvie serves as the Partner at Peak Asset Management.
