Q2 2026 Holdings
Filed 2026-08-14 | 5 holdings | $256.0M | 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 | $108.6M | 145 | 42.4% |
| Crocs Inc(CROX) | COM | 227046109 | $69.6M | 577,170 | 27.2% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $31.7M | 415,004 | 12.4% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $27.2M | 628,907 | 10.6% |
| Ishares TR(SGOV) | 0-3 MTH TREASURY | 46436E718 | $18.9M | 188,000 | 7.4% |