Q2 2026 Holdings
Filed 2026-08-14 | 11 holdings | $144.8M | 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 | $99.1M | 198,007 | 68.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $21.7M | 91,221 | 15.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $9.0M | 12 | 6.2% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $6.5M | 3,800 | 4.5% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $5.4M | 9,600 | 3.7% |
| Ishares Inc(EWZ) | MSCI BRAZIL ETF | 464286400 | $2.1M | 62,000 | 1.5% |
| LGI Homes Inc(LGIH) | COM | 50187T106 | $318.4K | 5,000 | 0.2% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $278.2K | 2,000 | 0.2% |
| Noah Hldgs LTD(NOAH) | SPON ADS | 65487X102 | $159.8K | 16,000 | 0.1% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $147.0K | 11,000 | 0.1% |
| Ishares IncCall | CALL | 464286900 | $72.1K | 220 | 0.0% |