Q3 2023 Holdings
Filed 2023-11-14 | 12 holdings | $327.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del CL(BRK/B) | CL B NEW | 084670702 | $108.4M | 309,439 | 33.1% |
| Microsoft Corp COM(MSFT) | COM | 594918104 | $63.6M | 201,414 | 19.4% |
| Tesla Inc(TSLA) | COM | 88160R101 | $46.4M | 185,632 | 14.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $30.4M | 239,201 | 9.3% |
| Apple Inc(AAPL) | COM | 037833100 | $29.2M | 170,714 | 8.9% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $21.1M | 37,264 | 6.4% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $15.6M | 30,859 | 4.8% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $4.4M | 95,327 | 1.3% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $3.8M | 12,500 | 1.1% |
| Blackstone Inc(BX) | COM | 09260D107 | $3.2M | 29,405 | 1.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $549.0K | 10,000 | 0.2% |
| Berkshire Hathaway Inc(BRK/A) | CL A | 084670108 | $531.5K | 1 | 0.2% |