Q1 2025 Holdings
Filed 2025-05-15 | 11 holdings | $415.7M | 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 | $167.9M | 315,188 | 40.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $77.5M | 407,455 | 18.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $44.4M | 118,324 | 10.7% |
| Costco Wholesale Corp New(COST) | COM | 22160K105 | $41.1M | 43,461 | 9.9% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $23.9M | 41,469 | 5.7% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $17.8M | 244,220 | 4.3% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $13.9M | 83,802 | 3.3% |
| Chubb Limited(CB) | COM | H1467J104 | $13.9M | 46,031 | 3.3% |
| Apple Inc(AAPL) | COM | 037833100 | $11.2M | 50,614 | 2.7% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $3.3M | 30,100 | 0.8% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $798.4K | 1 | 0.2% |