Q3 2025 Holdings
Filed 2025-11-06 | 10 holdings | $573.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $132.0M | 262,632 | 23.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $121.9M | 555,094 | 21.3% |
| Netflix Inc(NFLX) | COM | 64110L106 | $79.7M | 66,503 | 13.9% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $75.7M | 467,921 | 13.2% |
| Tesla Inc(TSLA) | COM | 88160R101 | $36.4M | 81,774 | 6.3% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $32.9M | 176,229 | 5.7% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $29.1M | 297,032 | 5.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $23.5M | 25,498 | 4.1% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $21.6M | 48,252 | 3.8% |
| Adobe Inc(ADBE) | COM | 00724F101 | $20.6M | 58,434 | 3.6% |