Q4 2024 Holdings
Filed 2025-02-14 | 24 holdings | $556.8M | 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 | $245.3M | 5,834,481 | 44.1% |
| Ishares Msci Japan ETF (PCQ)(EWJ) | MSCI JPN ETF NEW | 46434G822 | $58.3M | 869,500 | 10.5% |
| Coinbase Global Inc(COIN) | COM CL A | 19260Q107 | $57.7M | 232,346 | 10.4% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $13.2M | 25,455 | 2.4% |
| Apple Inc(AAPL) | COM | 037833100 | $12.6M | 50,118 | 2.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $12.4M | 64,925 | 2.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $12.2M | 55,492 | 2.2% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $11.8M | 20,222 | 2.1% |
| Salesforce Inc(CRM) | COM | 79466L302 | $11.5M | 34,498 | 2.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $11.5M | 36,400 | 2.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $11.4M | 27,149 | 2.1% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $11.4M | 21,575 | 2.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $11.3M | 57,382 | 2.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $10.9M | 23,997 | 2.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $10.7M | 79,592 | 1.9% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $9.2M | 59,794 | 1.6% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $9.0M | 159,029 | 1.6% |
| CSX Corp(CSX) | COM | 126408103 | $8.9M | 276,649 | 1.6% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $6.9M | 664,444 | 1.2% |
| Danaher Corporation(DHR) | COM | 235851102 | $6.5M | 28,365 | 1.2% |
| Oracle Corp(ORCL) | COM | 68389X105 | $5.7M | 33,933 | 1.0% |
| Offerpad Solutions Inc(OPAD) | COM CL A | 67623L307 | $3.9M | 1,379,507 | 0.7% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $3.8M | 2,241 | 0.7% |
| Vacasa Inc | CL A NEW | 91854V206 | $619.8K | 126,492 | 0.1% |