Q1 2025 Holdings
Filed 2025-05-14 | 96 holdings | $5.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| T-Mobile US Inc(TMUS) | COM | 872590104 | $175.8M | 659,276 | 3.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $177.0M | 1,144,768 | 3.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $180.1M | 338,226 | 3.1% |
| Arista Networks Inc(ANET) | COM SHS | 040413205 | $209.1M | 2,698,217 | 3.6% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $219.8M | 400,983 | 3.8% |
| Netflix Inc(NFLX) | COM | 64110L106 | $224.2M | 240,454 | 3.8% |
| JPMorgan Chase & Co.(JPM) | COM | 46625H100 | $224.5M | 915,071 | 3.8% |
| Apple Inc(AAPL) | COM | 037833100 | $242.3M | 1,090,861 | 4.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $288.1M | 767,559 | 4.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $302.2M | 1,588,395 | 5.2% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $310.3M | 538,455 | 5.3% |