Q1 2025 Holdings
Filed 2025-05-15 | 8 holdings | $116.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $33.3M | 150,000 | 28.5% |
| Berkshire Hathaway Inc Del(BRK/A) | CL A | 084670108 | $24.0M | 30 | 20.5% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $20.9M | 135,000 | 17.9% |
| Taiwan Semiconfuctor Mfg LTD(TSM) | Sponsored ADS | 874039100 | $13.3M | 80,000 | 11.4% |
| Alibaba Group Hldg LTD(BABA) | Sponsored ADS | 01609W102 | $9.9M | 75,000 | 8.5% |
| Berkley W R Corp(WRB) | COM | 084423102 | $7.0M | 99,064 | 6.0% |
| Applied Matls Inc | COM | 138222105 | $5.1M | 35,000 | 4.4% |
| Nvdia Corporation(NVDA) | COM | 67066G104 | $3.3M | 30,000 | 2.8% |