Q2 2026 Holdings
Filed 2026-08-11 | 10 holdings | $744.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $261.7M | 1,098,009 | 35.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $144.9M | 289,632 | 19.5% |
| Netflix Inc.(NFLX) | COM | 64110L106 | $102.8M | 1,440,030 | 13.8% |
| Tesla Inc(TSLA) | COM | 88160R101 | $65.5M | 155,774 | 8.8% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $49.6M | 85,421 | 6.7% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $35.3M | 176,229 | 4.7% |
| Adobe Inc(ADBE) | COM | 00724F101 | $31.5M | 153,434 | 4.2% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $21.4M | 297,032 | 2.9% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $19.2M | 48,252 | 2.6% |
| Servicenow Inc(NOW) | COM | 81762P102 | $12.7M | 127,490 | 1.7% |