Q2 2025 Holdings
Filed 2025-08-14 | 7 holdings | $128.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $29.1M | 165,000 | 22.6% |
| Taiwan Semiconfuctor Mfg LTD(TSM) | Sponsored ADS | 874039100 | $24.9M | 110,000 | 19.4% |
| Apple Inc(AAPL) | COM | 037833100 | $22.1M | 107,500 | 17.2% |
| Berkshire Hathaway Inc Del(BRK/A) | CL A | 084670108 | $21.9M | 30 | 17.0% |
| Nvdia Corporation(NVDA) | COM | 67066G104 | $15.0M | 95,000 | 11.7% |
| Applied Matls Inc | COM | 138222105 | $8.2M | 45,000 | 6.4% |
| Berkley W R Corp(WRB) | COM | 084423102 | $7.3M | 100,000 | 5.7% |