Q1 2025 Holdings
Filed 2025-05-15 | 24 holdings | $531.6M | 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 | $215.8M | 5,834,481 | 40.6% |
| Ishares Msci Japan ETF (PCQ)(EWJ) | MSCI JPN ETF NEW | 46434G822 | $59.6M | 869,500 | 11.2% |
| Coinbase Global Inc(COIN) | COM CL A | 19260Q107 | $40.0M | 232,346 | 7.5% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $26.4M | 158,914 | 5.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $17.1M | 32,059 | 3.2% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $16.8M | 33,862 | 3.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $15.3M | 43,540 | 2.9% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $15.0M | 27,349 | 2.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $14.2M | 37,807 | 2.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $13.1M | 68,980 | 2.5% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $13.0M | 83,295 | 2.4% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $12.4M | 21,580 | 2.3% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $12.0M | 110,356 | 2.2% |
| CSX Corp(CSX) | COM | 126408103 | $9.9M | 336,818 | 1.9% |
| Somnigroup International Inc(SGI) | COM | 88023U101 | $9.7M | 161,638 | 1.8% |
| Oracle Corp(ORCL) | COM | 68389X105 | $7.9M | 56,445 | 1.5% |
| Danaher Corporation(DHR) | COM | 235851102 | $7.6M | 37,116 | 1.4% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $6.8M | 44,538 | 1.3% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $6.8M | 664,444 | 1.3% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $5.1M | 2,622 | 1.0% |
| Apple Inc(AAPL) | COM | 037833100 | $3.0M | 63,228 | 0.6% |
| Offerpad Solutions Inc(OPAD) | COM CL A | 67623L307 | $2.3M | 1,379,507 | 0.4% |
| Sofi Technologies Inc(SOFI) | COM | 83406F102 | $1.1M | 94,356 | 0.2% |
| Vacasa Inc | CL A NEW | 91854V206 | $680.5K | 126,492 | 0.1% |