Ken Fisher Portfolio

Ken Fisher’s portfolio can give you ideas about how a large investor spreads money, but you should not copy it blindly. Your income, savings, buying price, and ability to handle losses may be very different.

• Nvidia was the biggest reported holding at 5.42%.
• Apple made up 4.96% of the portfolio.
• The reported 13F portfolio was worth about $335.8 billion.
• Fisher Investments separately managed $441 billion for clients.
• The portfolio had more than 1,000 reported positions.
• The latest filing shows holdings as of 30 June 2026, not today’s live portfolio.
• Use the portfolio to find companies to research, not as a ready-made buying list.

No. Copying a famous investor can be risky because his money situation is completely different from yours.

Suppose Ravi drives an auto in Jaipur and has saved ₹80,000.

Ken Fisher’s firm manages hundreds of billions of dollars across many investments. Ravi may need his ₹80,000 for an emergency, school fees, house expenses, or auto repairs.

So, the same investment may suit a large fund but may not suit Ravi.

Before buying any stock, ask:

• Why am I buying this company?
• How much money can I afford to lose?
• When will I need this money?
• Can I handle a sharp fall in price?
• Do I understand what the company does?
• Am I buying after doing research, or only because Ken Fisher owns it?

The latest reported portfolio shows Nvidia and Apple as the two biggest holdings.

These figures show the portfolio reported for 30 June 2026. These should be treated as approximate INR conversions because the exchange rate changes.

They do not tell you what Fisher Asset Management owns today because the portfolio can change after the reporting date.

The biggest lesson is not which stock to buy.

The useful lesson is how a large investor spreads money.

Ken Fisher’s reported portfolio had more than 1,000 positions. Even Nvidia, the biggest holding, represented only 5.42% of the portfolio.

This shows that one company does not need to hold all your money.

Understand it with ₹1 lakh

Suppose you have ₹1 lakh to invest.

If 5.42% of ₹1 lakh was in one investment:

₹1 lakh × 5.42% = ₹5,420

This does not mean you should put ₹5,420 into Nvidia.

It simply shows how a 5.42% portfolio weight looks on ₹1 lakh.

Putting the entire ₹1 lakh into one stock would create much more risk if that stock falls.

Technology companies form a major part of the reported portfolio.

Large positions include:

• Nvidia
• Apple
• Alphabet
• Microsoft

However, the portfolio does not contain only technology companies.

It also includes:

• Bond investments
• Industrial companies
• Consumer companies
• Healthcare companies
• Financial companies
• Companies outside the US

This spreads money across different areas instead of depending on one company or industry.

Diversification can reduce concentration risk, but it cannot remove investment risk.

Nvidia was the biggest reported position as of 30 June 2026.

Fisher Asset Management increased its reported Nvidia holding by about 23.8 lakh shares during the quarter.

This only tells you that Nvidia was a major position in the portfolio.

It does not mean Nvidia is suitable for your money.

The securities quoted are for example purposes only and not a recommendation.

The latest quarterly filing shows that Fisher Asset Management increased some major positions during Q2 2026.

These numbers show changes reported for the quarter ended 30 June 2026.

A large investor buying more shares does not mean the share will rise or that you should buy it too.

Two numbers are commonly seen, but they mean different things.

AUM means assets under management.

In simple words, it is the value of money and investments that a company manages for its clients.

The ₹32,21,665 crore figure only covers securities reported through Form 13F. The ₹42,30,954 crore figure covers the firm's wider assets under management.

Ken Fisher is the founder, executive chairman, and co-chief investment officer of Fisher Investments.He started the firm in 1979.

Fisher Investments serves more than 2.1 lakh individuals, families, businesses, and institutions worldwide.

Ken Fisher has also written books and articles about investing.

Fisher Investments follows a top-down investment approach.

This means the firm first looks at the big picture instead of immediately asking, “Which share should we buy?”

The process looks at:

• Global economy
• Political developments
• Investor mood
• Countries
• Industries
• Individual companies

For a beginner, think about it this way:

First ask, “What is happening in the economy and market?”

Then ask, “Which industries may be affected?”

Only after that do you look at individual companies.

Your own money situation should come first.

Ask these questions:

1. Do I understand the company?
2. Why am I buying the stock?
3. What can make its price fall?
4. How long can I keep my money invested?
5. Will I need this money for an emergency?
6. Can I handle a big fall in price?
7. Am I buying because of research or only because a famous person owns it?

A famous investor owning a stock does not protect you from losing money.

Ken Fisher’s portfolio can help you understand how a large investor spreads money across different companies, industries, and assets.

The latest reported portfolio includes large positions in Nvidia, Apple, Alphabet, Caterpillar, and Microsoft.

But the more useful lesson is not to copy these stocks blindly.

Look at your own income, savings, goals, emergency needs, investment period, and ability to handle losses before making an investment decision.