Q1 2024 Holdings
Filed 2024-05-10 | 15 holdings | $374.1M | 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 | $135.7M | 322,667 | 36.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $84.0M | 199,715 | 22.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $64.1M | 355,241 | 17.1% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $28.0M | 38,236 | 7.5% |
| Apple Inc(AAPL) | COM | 037833100 | $16.5M | 96,421 | 4.4% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $15.6M | 31,537 | 4.2% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $7.0M | 14,500 | 1.9% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $5.9M | 7,610 | 1.6% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $3.5M | 45,042 | 0.9% |
| Taiwan Semiconductor MFG LTD(TSM) | SPON ADS | 874039100 | $3.3M | 24,180 | 0.9% |
| Tesla Inc(TSLA) | COM | 88160R101 | $3.2M | 18,392 | 0.9% |
| CRH PLC(CRH) | ORD | G25508105 | $3.2M | 37,045 | 0.9% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $2.9M | 30,035 | 0.8% |
| Berkshire Hathaway Inc(BRK/A) | CL A | 084670108 | $634.4K | 1 | 0.2% |
| Pepsico Inc(PEP) | COM | 713448108 | $525.0K | 3,000 | 0.1% |