Q3 2025 Holdings
Filed 2025-11-13 | 10 holdings | $156.0M | 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 | $40.1M | 165,000 | 25.7% |
| Taiwan Semiconfuctor Mfg LTD(TSM) | Sponsored ADS | 874039100 | $30.7M | 110,000 | 19.7% |
| Apple Inc(AAPL) | COM | 037833100 | $25.5M | 100,000 | 16.3% |
| Berkshire Hathaway Inc Del(BRK/A) | CL A | 084670108 | $22.6M | 30 | 14.5% |
| Nvdia Corporation(NVDA) | COM | 67066G104 | $17.7M | 95,000 | 11.4% |
| Applied Matls Inc | COM | 138222105 | $9.2M | 45,000 | 5.9% |
| Berkley W R Corp(WRB) | COM | 084423102 | $7.7M | 100,000 | 4.9% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $2.0M | 30,000 | 1.3% |
| Nvdia Corporation | PUT | 67066G954 | $236.3K | 450 | 0.2% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $233.7K | 100 | 0.1% |