Q1 2021 Holdings
Filed 2021-05-17 | 11 holdings | $3.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cargurus Inc(CARG) | COM CL A | 141788109 | $2.4M | 100,000 | 79.5% |
| Coca Cola Co(KO) | COM | 191216100 | $316.3K | 6,000,000 | 10.6% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $144.6K | 375 | 4.8% |
| IAC Interactivecorp New | COM | 44891N109 | $64.9K | 300,000 | 2.2% |
| BK of America Corp(BAC) | COM | 060505104 | $31.0K | 800,000 | 1.0% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $18.8K | 807,920 | 0.6% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $14.9K | 160,000 | 0.5% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $9.8K | 181,826 | 0.3% |
| Match Group Inc New(MTCH) | COM | 57667L107 | $6.9K | 50,000 | 0.2% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $4.6K | 30,000 | 0.2% |
| Argan Inc(AGX) | COM | 04010E109 | $1.7K | 31,716 | 0.1% |