Q3 2025 Holdings
Filed 2025-11-14 | 6 holdings | $322.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $109.4M | 145 | 33.9% |
| Ishares TR(SGOV) | 0-3 MNTH TREASRY | 46436E718 | $57.0M | 566,000 | 17.7% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $54.9M | 415,004 | 17.0% |
| Crocs Inc(CROX) | COM | 227046109 | $52.8M | 632,250 | 16.4% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $43.6M | 650,447 | 13.5% |
| Fiserv Inc(FISV) | COM | 337738108 | $4.8M | 37,000 | 1.5% |