Q1 2023 Holdings
Filed 2023-05-02 | 31 holdings | $5.0B | 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 | $616.7M | 1,997,155 | 12.3% |
| Moodys Corp(MCO) | COM | 615369105 | $587.7M | 1,920,355 | 11.7% |
| American Express Co(AXP) | COM | 025816109 | $566.7M | 3,435,313 | 11.3% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $549.5M | 1,593,710 | 10.9% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $513.3M | 1,412,576 | 10.2% |
| Deere & Co(DE) | COM | 244199105 | $459.3M | 1,112,487 | 9.1% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $400.3M | 10,560,126 | 8.0% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $383.9M | 144,728 | 7.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $341.5M | 1,184,360 | 6.8% |
| Cable One Inc(CABO) | COM | 12685J105 | $189.5M | 269,929 | 3.8% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $180.5M | 504,739 | 3.6% |
| Ryanair Holdings PLC(RYAAY) | SPONSORED ADS | 783513203 | $100.0M | 1,060,289 | 2.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $67.5M | 825,938 | 1.3% |
| Direxion SHS ETF TR(QQQE) | NAS100 EQL WGT | 25459Y207 | $11.3M | 156,386 | 0.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $9.0M | 40,047 | 0.2% |
| FOX Corp(FOXA) | CL A COM | 35137L105 | $8.5M | 250,348 | 0.2% |
| Ishares Inc(URTH) | MSCI WORLD ETF | 464286392 | $7.6M | 64,911 | 0.2% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $6.8M | 181,809 | 0.1% |
| Ishares TR(EWU) | MSCI UK ETF NEW | 46435G334 | $6.4M | 199,454 | 0.1% |
| Wayfair Inc(W) | CL A | 94419L101 | $5.4M | 156,098 | 0.1% |
| Ishares TR(AAXJ) | MSCI AC ASIA ETF | 464288182 | $4.2M | 61,383 | 0.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $2.7M | 6,579 | 0.1% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $2.2M | 55,788 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $1.4M | 3 | 0.0% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $1.1M | 26,220 | 0.0% |
| Vanguard Intl Equity Index F(VGK) | FTSE EUROPE ETF | 922042874 | $1.0M | 17,112 | 0.0% |
| Lendingclub Corp(LC) | COM NEW | 52603A208 | $713.8K | 99,000 | 0.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $592.3K | 1,575 | 0.0% |
| Ishares Inc(ESGE) | ESG AWR MSCI EM | 46434G863 | $281.4K | 8,938 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $227.6K | 1,380 | 0.0% |
| Vanguard World FD(VSGX) | ESG INTL STK ETF | 921910725 | $227.3K | 4,342 | 0.0% |