Q3 2024 Holdings
Filed 2024-11-14 | 24 holdings | $552.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vornado Rlty TR(VNO) | SH BEN INT | 929042109 | $229.9M | 5,834,481 | 41.6% |
| Ishares Msci Japan ETF (PCQ)(EWJ) | MSCI JPN ETF NEW | 46434G822 | $62.2M | 869,500 | 11.3% |
| Coinbase Global Inc(COIN) | COM CL A | 19260Q107 | $45.7M | 256,399 | 8.3% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $23.9M | 137,478 | 4.3% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $13.9M | 81,788 | 2.5% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $13.7M | 23,997 | 2.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $13.7M | 73,289 | 2.5% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $13.5M | 29,238 | 2.4% |
| Apple Inc(AAPL) | COM | 037833100 | $13.4M | 57,594 | 2.4% |
| Visa Inc(V) | COM CL A | 92826C839 | $13.4M | 48,658 | 2.4% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $13.3M | 177,268 | 2.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $13.3M | 30,865 | 2.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $13.3M | 79,346 | 2.4% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $12.9M | 105,982 | 2.3% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $10.0M | 16,103 | 1.8% |
| CSX Corp(CSX) | COM | 126408103 | $9.5M | 274,749 | 1.7% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $9.3M | 169,855 | 1.7% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $8.8M | 27,264 | 1.6% |
| Oracle Corp(ORCL) | COM | 68389X105 | $6.7M | 39,224 | 1.2% |
| Offerpad Solutions Inc(OPAD) | COM CL A | 67623L307 | $5.6M | 1,379,507 | 1.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $3.2M | 1,541 | 0.6% |
| Danaher Corporation(DHR) | COM | 235851102 | $2.9M | 10,328 | 0.5% |
| Vacasa Inc | CL A NEW | 91854V206 | $355.4K | 126,492 | 0.1% |
| Nebius Group N.V.(NBIS) | SHS CLASS A | N97284108 | $0 | 95,488 | 0.0% |