Q2 2025 Holdings
Filed 2025-08-14 | 7 holdings | $995.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coupang Inc(CPNG) | CL A | 22266T109 | $691.4M | 23,078,672 | 69.5% |
| Carvana Co(CVNA) | CL A | 146869102 | $213.3M | 632,924 | 21.4% |
| Boston Omaha Corp(BOC) | CL A COM STK | 101044105 | $34.3M | 2,444,473 | 3.4% |
| Samsara Inc(IOT) | COM CL A | 79589L106 | $29.2M | 734,181 | 2.9% |
| Nelnet Inc(NNI) | CL A | 64031N108 | $23.9M | 197,211 | 2.4% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $2.1M | 13,372 | 0.2% |
| Textron Inc(TXT) | COM | 883203101 | $1.3M | 16,000 | 0.1% |