Q2 2026 Holdings
Filed 2026-08-14 | 8 holdings | $3.7B | 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 | $908.9M | 2,543,300 | 24.5% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $866.1M | 2,451,300 | 23.4% |
| PDD Holdings Inc(PDD) | SPON ADS | 722304102 | $820.9M | 10,761,119 | 22.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $554.6M | 1,108,318 | 15.0% |
| East West Bancorp Inc(EWBC) | COM | 27579R104 | $358.4M | 2,776,351 | 9.7% |
| Crocs Inc(CROX) | COM | 227046109 | $107.0M | 887,093 | 2.9% |
| Tencent Music Entertainm(TME) | SPON ADS | 88034P109 | $55.0M | 6,590,836 | 1.5% |
| Apple Inc(AAPL) | COM | 037833100 | $32.0M | 110,600 | 0.9% |