Q4 2022 Holdings
Filed 2023-01-23 | 30 holdings | $4.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $611.6M | 1,979,918 | 13.6% |
| American Express Co(AXP) | COM | 025816109 | $566.9M | 3,836,937 | 12.6% |
| Moodys Corp(MCO) | COM | 615369105 | $522.3M | 1,874,769 | 11.6% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $520.4M | 1,553,601 | 11.5% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $484.3M | 1,392,761 | 10.7% |
| Deere & Co(DE) | COM | 244199105 | $471.2M | 1,098,976 | 10.5% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $371.1M | 10,610,587 | 8.2% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $288.2M | 143,027 | 6.4% |
| Cable One Inc(CABO) | COM | 12685J105 | $188.8M | 265,223 | 4.2% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $169.5M | 499,761 | 3.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $117.6M | 490,513 | 2.6% |
| Ryanair Holdings PLC(RYAAY) | SPONSORED ADS | 783513203 | $75.8M | 1,014,369 | 1.7% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $62.6M | 820,683 | 1.4% |
| Direxion SHS ETF TR(QQQE) | NAS100 EQL WGT | 25459Y207 | $10.1M | 158,239 | 0.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $7.9M | 38,059 | 0.2% |
| FOX Corp(FOXA) | CL A COM | 35137L105 | $7.3M | 239,241 | 0.2% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $7.2M | 173,643 | 0.2% |
| Ishares TR(EWU) | MSCI UK ETF NEW | 46435G334 | $5.2M | 168,417 | 0.1% |
| Wayfair Inc(W) | CL A | 94419L101 | $4.9M | 149,430 | 0.1% |
| Ishares Inc(URTH) | MSCI WORLD ETF | 464286392 | $3.0M | 27,716 | 0.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $2.6M | 6,649 | 0.1% |
| Ishares TR(AAXJ) | MSCI AC ASIA ETF | 464288182 | $2.4M | 37,582 | 0.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $1.4M | 3 | 0.0% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $1.1M | 28,625 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $1.0M | 26,220 | 0.0% |
| Vanguard Intl Equity Index F(VGK) | FTSE EUROPE ETF | 922042874 | $948.7K | 17,112 | 0.0% |
| Lendingclub Corp(LC) | COM NEW | 52603A208 | $871.2K | 99,000 | 0.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $553.4K | 1,575 | 0.0% |
| Ishares Inc(ESGE) | ESG AWR MSCI EM | 46434G863 | $268.8K | 8,938 | 0.0% |
| Vanguard World FD(VSGX) | ESG INTL STK ETF | 921910725 | $226.8K | 4,610 | 0.0% |