Q2 2025 Holdings
Filed 2025-08-14 | 9 holdings | $2.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| BK of America Corp(BAC) | COM | 060505104 | $493.6M | 10,431,387 | 18.4% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $482.3M | 4,608,000 | 17.9% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $448.2M | 2,543,300 | 16.7% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $436.1M | 897,749 | 16.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $434.8M | 2,451,300 | 16.2% |
| East West Bancorp Inc(EWBC) | COM | 27579R104 | $280.4M | 2,776,351 | 10.4% |
| Occidental Pete Corp(OXY) | COM | 674599105 | $61.6M | 1,466,500 | 2.3% |
| Sable Offshore Corp(SOC) | COM | 78574H104 | $29.5M | 1,343,000 | 1.1% |
| Apple Inc(AAPL) | COM | 037833100 | $22.7M | 110,600 | 0.8% |