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ADAMS EXPRESS CO
Long Only Manager
ADAMS EXPRESS CO is a Long Only Manager based in Los Altos, CA led by James Phillip Haynie, managing $3.0B across 93 long positions as of Q3 2025 with 36% Technology concentration.
CEOJames Phillip Haynie
- Portfolio Value
- $3.0B
- Positions
- 93
- Top Holding
- NVDA at 8.26%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ADAMS EXPRESS CO's portfolio (42.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $245.3M | 8.26% | -$2.5M Sold | 0.01% 1.3M shares | |
Software - Infrastructure Technology | $219.8M | 7.40% | -$5.2M Sold | 0.01% 424.3K shares | |
Consumer Electronics Technology | $209.5M | 7.06% | -$2.1M Sold | 0.01% 822.9K shares | |
Internet Content & Information Communication Services | $129.6M | 4.36% | -$1.8M Sold | 0.00% 533.0K shares | |
Specialty Retail Consumer Cyclical | $114.8M | 3.87% | — | 0.00% 522.7K shares | |
Internet Content & Information Communication Services | $90.7M | 3.06% | -$1.5M Sold | 0.00% 123.5K shares | |
Semiconductors Technology | $87.5M | 2.95% | -$659.8K Sold | 0.01% 265.2K shares | |
Banks - Diversified Financial Services | $64.3M | 2.17% | -$10.8M Sold | 0.01% 203.9K shares | |
Auto - Manufacturers Consumer Cyclical | $54.2M | 1.82% | — | 0.00% 121.8K shares | |
Unknown Unknown | $54.1M | 1.82% | +$1.3M Bought | — 2.5M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ADAMS EXPRESS CO's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for ADAMS EXPRESS CO
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