Q1 2026 Holdings
Filed 2026-05-14 | 19 holdings | $458.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $146.5M | 305,787 | 32.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $69.6M | 334,201 | 15.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $54.8M | 190,573 | 12.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $50.8M | 137,237 | 11.1% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $40.2M | 70,315 | 8.8% |
| Costco Wholesale Corporation(COST) | COM | 22160K105 | $37.2M | 37,339 | 8.1% |
| Taiwan Semiconductor Manufac(TSM) | SPONSORED ADS | 874039100 | $27.9M | 82,433 | 6.1% |
| Apple Inc(AAPL) | COM | 037833100 | $18.2M | 71,545 | 4.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $9.3M | 53,300 | 2.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $3.1M | 12,798 | 0.7% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $718.1K | 1 | 0.2% |