Q2 2025 Holdings
Filed 2025-08-14 | 10 holdings | $268.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Netflix Inc(NFLX) | COM | 64110L106 | $32.8M | 24,503 | 12.2% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $27.8M | 176,229 | 10.4% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $27.7M | 297,032 | 10.3% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $26.9M | 189,921 | 10.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $26.6M | 121,094 | 9.9% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $26.2M | 48,252 | 9.8% |
| Servicenow Inc(NOW) | COM | 81762P102 | $26.2M | 25,498 | 9.8% |
| Tesla Inc(TSLA) | COM | 88160R101 | $26.0M | 81,774 | 9.7% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $25.6M | 52,632 | 9.5% |
| Adobe Inc(ADBE) | COM | 00724F101 | $22.6M | 58,434 | 8.4% |