Klingman & Associates, LLC has disclosed its latest 13F-HR filing, revealing a total portfolio value of $2,405,294,224 as of September 30, 2026. This significant filing highlights the firm's investment strategy and positions within various sectors, particularly in technology and healthcare.
The report, filed on October 20, 2026, indicates that Klingman & Associates continues to manage a robust portfolio, reflecting its active role in the investment management industry. The firm has made substantial investments in major companies across diverse sectors, showcasing its strategic focus and investment acumen.
Background
Klingman & Associates, LLC is an investment management firm based in New York, NY. The firm is classified under the SEC as an 'other' entity type and operates without publicly traded tickers. The latest filing is part of a series of 13F-HR submissions, with the most recent prior filing occurring on July 29, 2026.
What the Filing Says
The filing reveals that Klingman & Associates holds a total of 423 positions in various companies. Notably, the firm has made significant investments in well-known corporations such as Apple Inc., Amazon.com Inc., and Alphabet Inc. This diverse portfolio reflects a strategic approach to asset management, focusing on high-value sectors.
Impact
This filing may have implications for various stakeholders, including investors, analysts, and competitors in the asset management space. The disclosure of significant holdings in major companies can influence market perceptions and investment strategies among peers. Additionally, the report provides insights into Klingman & Associates’ investment philosophy and market positioning.
What's Next
The filing does not specify what happens next for Klingman & Associates. However, continued monitoring of their investment strategies and future filings will be essential for understanding their evolving portfolio and market impact.