Q3 2025 Holdings
Filed 2025-11-12 | 14 holdings | $472.6M | 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 | $158.6M | 315,410 | 33.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $68.2M | 310,659 | 14.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $63.0M | 121,588 | 13.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $38.6M | 158,614 | 8.2% |
| Costco Wholesale Corp New(COST) | COM | 22160K105 | $35.5M | 38,403 | 7.5% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $34.0M | 46,265 | 7.2% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $24.2M | 246,692 | 5.1% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $16.4M | 87,725 | 3.5% |
| Apple Inc(AAPL) | COM | 037833100 | $15.6M | 61,181 | 3.3% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $8.6M | 30,714 | 1.8% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $4.1M | 21,903 | 0.9% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $3.6M | 20,000 | 0.8% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $1.7M | 12,500 | 0.3% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $754.2K | 1 | 0.2% |