Filed: 4/9/2025ACC: 0001672594-25-000003
📋 What this filing means
DOUGLAS LANE & ASSOCIATES, LLC filed this quarterly 13F‑HR report disclosing 236 equity positions with a total reported market value of $6.79B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
236
Positions
$6.79B
Total AUM (reported)
102.64M
Total Shares
Allocation by class
COMMON$6.79B100.0%
Portfolio Concentration
Top 3$561.29M8.3%
4–10$919.59M13.6%
11–25$1.44B21.2%
Rest$3.86B56.9%
Top 3 weight
8.3%
Top 10 weight
21.8%
Voting Authority Distribution
Total shares with voting rights: 102.64M
Sole
Full voting authority
5.52M
shares
% of voting shares5.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
97.13M
shares
% of voting shares94.6%
Investment Discretion (by position count)
Sole236
Shared0
Other0
Dominant voting typeNone · 94.6% of voting shares
Institutional Holdings236
Rows:
NVIDIA CORP
SOLEShares1.94M
TypeSH
Market value$210.69M
3.10%
Sole
158.04K
Shared
0.00
None
1.79M
JPMORGAN CHASE & CO
SOLEShares746.80K
TypeSH
Market value$183.19M
2.70%
Sole
40.65K
Shared
0.00
None
706.16K
QUALCOMM INC
SOLEShares1.09M
TypeSH
Market value$167.40M
2.47%
Sole
69.86K
Shared
0.00
None
1.02M
MICROSOFT CORP
SOLEShares390.90K
TypeSH
Market value$146.74M
2.16%
Sole
37.91K
Shared
0.00
None
352.98K
ALPHABET INC CAP STK CL C
SOLEShares914.88K
TypeSH
Market value$142.93M
2.11%
Sole
52.03K
Shared
0.00
None
862.85K
VISA INC CL A
SOLEShares397.01K
TypeSH
Market value$139.14M
2.05%
Sole
28.37K
Shared
0.00
None
368.64K
GODADDY INC CL A
SOLEShares743.09K
TypeSH
Market value$133.86M
1.97%
Sole
53.80K
Shared
0.00
None
689.29K
AMERICAN EXPRESS CO
SOLEShares476.38K
TypeSH
Market value$128.17M
1.89%
Sole
33.79K
Shared
0.00
None
442.59K
GE AEROSPACE NEW
SOLEShares571.88K
TypeSH
Market value$114.46M
1.69%
Sole
37.17K
Shared
0.00
None
534.71K
TRANSDIGM GROUP INC
SOLEShares82.62K
TypeSH
Market value$114.29M
1.68%
Sole
7.61K
Shared
0.00
None
75.02K
REINSURANCE GROUP AMERICA INC
SOLEShares578.60K
TypeSH
Market value$113.93M
1.68%
Sole
44.17K
Shared
0.00
None
534.43K
MASTERCARD INC CL A
SOLEShares207.25K
TypeSH
Market value$113.60M
1.67%
Sole
15.33K
Shared
0.00
None
191.92K
MORGAN STANLEY NEW
SOLEShares950.28K
TypeSH
Market value$110.87M
1.63%
Sole
60.53K
Shared
0.00
None
889.75K
JOHNSON & JOHNSON
SOLEShares617.67K
TypeSH
Market value$102.44M
1.51%
Sole
16.25K
Shared
0.00
None
601.43K
BRISTOL-MYERS SQUIBB CO
SOLEShares1.67M
TypeSH
Market value$101.62M
1.50%
Sole
101.80K
Shared
0.00
None
1.56M
NESTLE S A SPON ADR
SOLEShares983.33K
TypeSH
Market value$99.29M
1.46%
Sole
60.10K
Shared
0.00
None
923.23K
BLACKSTONE INC
SOLEShares704.04K
TypeSH
Market value$98.41M
1.45%
Sole
75.12K
Shared
0.00
None
628.91K
AMERICAN TOWER CORP NEW
SOLEShares439.14K
TypeSH
Market value$95.56M
1.41%
Sole
34.13K
Shared
0.00
None
405.01K
THERMO FISHER SCIENTIFIC INC
SOLEShares187.20K
TypeSH
Market value$93.15M
1.37%
Sole
13.32K
Shared
0.00
None
173.87K
DELTA AIR LINES INC NEW
SOLEShares2.08M
TypeSH
Market value$90.50M
1.33%
Sole
125.02K
Shared
0.00
None
1.95M
HALEON PLC ADR
SOLEShares8.61M
TypeSH
Market value$88.59M
1.31%
Sole
447.58K
Shared
0.00
None
8.16M
BANK OF AMERICA CORP
SOLEShares2.12M
TypeSH
Market value$88.34M
1.30%
Sole
47.08K
Shared
0.00
None
2.07M
CHEVRON CORP NEW
SOLEShares494.41K
TypeSH
Market value$82.71M
1.22%
Sole
32.35K
Shared
0.00
None
462.06K
COMCAST CORP NEW CL A
SOLEShares2.22M
TypeSH
Market value$82.05M
1.21%
Sole
139.21K
Shared
0.00
None
2.08M
EQUINIX INC
SOLEShares97.57K
TypeSH
Market value$79.55M
1.17%
Sole
7.08K
Shared
0.00
None
90.49K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPSOLE | COMMON | 1.94M | SH | $210.69M 3.10% | 158.04K | 0.00 | 1.79M |
JPMORGAN CHASE & COSOLE | COMMON | 746.80K | SH | $183.19M 2.70% | 40.65K | 0.00 | 706.16K |
QUALCOMM INCSOLE | COMMON | 1.09M | SH | $167.40M 2.47% | 69.86K | 0.00 | 1.02M |
MICROSOFT CORPSOLE | COMMON | 390.90K | SH | $146.74M 2.16% | 37.91K | 0.00 | 352.98K |
ALPHABET INC CAP STK CL CSOLE | COMMON | 914.88K | SH | $142.93M 2.11% | 52.03K | 0.00 | 862.85K |
VISA INC CL ASOLE | COMMON | 397.01K | SH | $139.14M 2.05% | 28.37K | 0.00 | 368.64K |
GODADDY INC CL ASOLE | COMMON | 743.09K | SH | $133.86M 1.97% | 53.80K | 0.00 | 689.29K |
AMERICAN EXPRESS COSOLE | COMMON | 476.38K | SH | $128.17M 1.89% | 33.79K | 0.00 | 442.59K |
GE AEROSPACE NEWSOLE | COMMON | 571.88K | SH | $114.46M 1.69% | 37.17K | 0.00 | 534.71K |
TRANSDIGM GROUP INCSOLE | COMMON | 82.62K | SH | $114.29M 1.68% | 7.61K | 0.00 | 75.02K |
REINSURANCE GROUP AMERICA INCSOLE | COMMON | 578.60K | SH | $113.93M 1.68% | 44.17K | 0.00 | 534.43K |
MASTERCARD INC CL ASOLE | COMMON | 207.25K | SH | $113.60M 1.67% | 15.33K | 0.00 | 191.92K |
MORGAN STANLEY NEWSOLE | COMMON | 950.28K | SH | $110.87M 1.63% | 60.53K | 0.00 | 889.75K |
JOHNSON & JOHNSONSOLE | COMMON | 617.67K | SH | $102.44M 1.51% | 16.25K | 0.00 | 601.43K |
BRISTOL-MYERS SQUIBB COSOLE | COMMON | 1.67M | SH | $101.62M 1.50% | 101.80K | 0.00 | 1.56M |
NESTLE S A SPON ADRSOLE | COMMON | 983.33K | SH | $99.29M 1.46% | 60.10K | 0.00 | 923.23K |
BLACKSTONE INCSOLE | COMMON | 704.04K | SH | $98.41M 1.45% | 75.12K | 0.00 | 628.91K |
AMERICAN TOWER CORP NEWSOLE | COMMON | 439.14K | SH | $95.56M 1.41% | 34.13K | 0.00 | 405.01K |
THERMO FISHER SCIENTIFIC INCSOLE | COMMON | 187.20K | SH | $93.15M 1.37% | 13.32K | 0.00 | 173.87K |
DELTA AIR LINES INC NEWSOLE | COMMON | 2.08M | SH | $90.50M 1.33% | 125.02K | 0.00 | 1.95M |
HALEON PLC ADRSOLE | COMMON | 8.61M | SH | $88.59M 1.31% | 447.58K | 0.00 | 8.16M |
BANK OF AMERICA CORPSOLE | COMMON | 2.12M | SH | $88.34M 1.30% | 47.08K | 0.00 | 2.07M |
CHEVRON CORP NEWSOLE | COMMON | 494.41K | SH | $82.71M 1.22% | 32.35K | 0.00 | 462.06K |
COMCAST CORP NEW CL ASOLE | COMMON | 2.22M | SH | $82.05M 1.21% | 139.21K | 0.00 | 2.08M |
EQUINIX INCSOLE | COMMON | 97.57K | SH | $79.55M 1.17% | 7.08K | 0.00 | 90.49K |
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