Burgundy Asset Management is an investment fund managing more than $8.15 trillion ran by Karen Mintz. There are currently 99 companies in Mrs. Mintz’s portfolio. The largest investments include Alphabet Inc and Microsoft, together worth $634 billion.
Limited to 30 biggest holdings
$8.15 trillion Assets Under Management (AUM)
As of 2nd November 2023, Burgundy Asset Management’s top holding is 2,487,132 shares of Alphabet Inc currently worth over $325 billion and making up 4.0% of the portfolio value.Relative to the number of outstanding shares of Alphabet Inc, Burgundy Asset Management owns more than approximately 0.1% of the company.In addition, the fund holds 978,312 shares of Microsoft worth $309 billion, whose value grew 18.3% in the past six months. The third-largest holding is Allison Transmission Hldgs I worth $272 billion and the next is SS&C Technologies Inc worth $242 billion, with 4,614,844 shares owned.
Currently, Burgundy Asset Management's portfolio is worth at least $8.15 trillion. 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 Burgundy Asset Management
The Burgundy Asset Management office and employees reside in Toronto, Ontario, Canada. According to the last 13-F report filed with the SEC, Karen Mintz serves as the VP, Chief Compliance Officer & Associate General Counsel at Burgundy Asset Management.
