Q3 2023 Holdings
Filed 2023-11-09 | 311 holdings | $58.9B | 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 | $977.4M | 2,790,178 | 1.7% |
| Elevance Health Inc(ELV) | COM | 036752103 | $1.0B | 2,379,046 | 1.8% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $1.2B | 12,375,416 | 2.0% |
| Willis Towers Watson PLC LTD(WTW) | SHS | G96629103 | $1.2B | 5,524,990 | 2.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $1.2B | 3,983,740 | 2.0% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $1.2B | 6,048,160 | 2.1% |
| Linde PLC(LIN) | SHS | G54950103 | $1.2B | 3,295,967 | 2.1% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $1.4B | 2,828,299 | 2.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.6B | 12,028,568 | 2.7% |
| Arch Cap Group LTD(ACGL) | ORD | G0450A105 | $2.1B | 25,720,132 | 3.5% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $2.1B | 10,157,468 | 3.5% |