Q2 2026 Holdings
Filed 2026-08-13 | 10 holdings | $218.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $59.0M | 165,000 | 27.0% |
| Taiwan Semiconductor MFG LTD(TSM) | Sponsored ADS | 874039100 | $34.6M | 72,500 | 15.8% |
| Apple Inc(AAPL) | COM | 037833100 | $28.9M | 100,000 | 13.2% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $27.8M | 385,000 | 12.7% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $22.5M | 30 | 10.3% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $17.0M | 10,000 | 7.8% |
| Crocs Inc(CROX) | COM | 227046109 | $9.5M | 78,500 | 4.3% |
| Progressive Corp(PGR) | COM | 743315103 | $8.7M | 40,000 | 4.0% |
| Berkley W R Corp(WRB) | COM | 084423102 | $7.1M | 100,000 | 3.2% |
| Adobe Inc(ADBE) | COM | 00724F101 | $3.6M | 17,500 | 1.6% |