Q1 2024 Holdings
Filed 2024-04-16 | 60 holdings | $371.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| T-Mobile US Inc(TMUS) | COM | 872590104 | $14.1M | 86,363 | 3.8% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $15.9M | 32,132 | 4.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $16.1M | 89,140 | 4.3% |
| Visa Inc(V) | COM CL A | 92826C839 | $16.4M | 58,894 | 4.4% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $18.1M | 43,087 | 4.9% |
| Intuit(INTU) | COM | 461202103 | $18.4M | 28,336 | 5.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $21.7M | 281,477 | 5.8% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $27.8M | 182,715 | 7.5% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $28.5M | 31,537 | 7.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $33.9M | 80,549 | 9.1% |