Q1 2025 Holdings
Filed 2025-05-15 | 11 holdings | $2.2B | 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 | $448.5M | 2,900,000 | 20.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $341.6M | 910,000 | 15.2% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $336.2M | 2,025,000 | 15.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $315.8M | 1,660,000 | 14.1% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $253.4M | 55,000 | 11.3% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $179.0M | 4,850,000 | 8.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $105.1M | 300,000 | 4.7% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $92.1M | 250,000 | 4.1% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $89.3M | 155,000 | 4.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $46.6M | 50,000 | 2.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $36.4M | 500,000 | 1.6% |