Q1 2025 Holdings
Filed 2025-05-14 | 10 holdings | $65.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Netflix Inc(NFLX) | COM | 64110L106 | $8.7M | 9,300 | 13.3% |
| Berkshire Hathaway Inc de(BRK/B) | CL B NEW | 084670702 | $8.2M | 15,400 | 12.5% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $7.0M | 37,000 | 10.8% |
| Tesla Inc(TSLA) | COM | 88160R101 | $7.0M | 27,100 | 10.7% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $6.8M | 13,700 | 10.4% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $6.4M | 88,300 | 9.8% |
| Servicenow Inc(NOW) | COM | 81762P102 | $5.9M | 7,400 | 9.0% |
| Adobe Inc(ADBE) | COM | 00724F101 | $5.5M | 14,400 | 8.4% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $5.4M | 49,800 | 8.3% |
| Advanced Micro Devices in(AMD) | COM | 007903107 | $4.4M | 43,000 | 6.8% |