Q4 2023 Holdings
Filed 2024-01-25 | 13 holdings | $1.8B | 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 | $479.6M | 3,500,000 | 26.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $300.4M | 2,180,000 | 16.3% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $294.4M | 817,832 | 15.9% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $254.2M | 750,000 | 13.8% |
| Apple Inc(AAPL) | COM | 037833100 | $207.7M | 1,093,000 | 11.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $101.2M | 703,000 | 5.5% |
| Netflix Inc(NFLX) | COM | 64110L106 | $95.9M | 201,000 | 5.2% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $70.2M | 200,000 | 3.8% |
| Salesforce Inc(CRM) | COM | 79466L302 | $44.0M | 191,000 | 2.4% |