CIK 1759760
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Technology Hardware & Equipment | 36.72% | 1 |
| Unclassified | 21.91% | 1 |
| Semiconductors & Semiconductor Equipment | 12.68% | 3 |
| Commercial Services & Supplies | 10.09% | 1 |
| Automobiles & Components | 6.34% | 1 |
| Software & IT Services | 5.32% | 3 |
| Oil, Gas & Consumable Fuels | 3.33% | 1 |
| Software | 1.97% | 5 |
| Insurance | 0.81% | 1 |
| Entertainment | 0.73% | 1 |
| Banks | 0.10% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Information Technology | 36.72% |
| 2 | BRK.B | BERKSHIRE HATHAWAY INC | Financials | 21.91% |
| 3 | NVDA | NVIDIA CORP | Information Technology | 12.07% |
| 4 | PDD | PDD Holdings Inc. | Industrials | 10.09% |
| 5 | TSLA | Tesla, Inc. | Consumer Discretionary | 6.34% |
| 6 | GOOG | Alphabet Inc. | Communication Services | 5.31% |
| 7 | OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | 3.33% |
| 8 | MSFT | MICROSOFT CORP | Information Technology | 1.88% |
| 9 | UNH | UNITEDHEALTH GROUP INC | Financials | 0.81% |
| 10 | DIS | Walt Disney Co | Communication Services | 0.73% |
19/19 names classified · sector 100.0% of weight · industry 78.1% · mkt cap 89.7%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 100.0% of the book is sector-classified (unclassified names shown, never dropped).
Classified: 67.6% of book weight (13/19 names) · unclassified 32.4%: BRK.B, PDD, TSM, CRCL, CRWD, SNOW. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
| # | Security | Shares | Value | Weight | Δ QoQ |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 28,945,607 | $7.3B | 36.7% | TRIM −11% |
| 2 | BRK.BBERKSHIRE HATHAWAY INC DEL | 9,147,796 | $4.4B | 21.9% | ADD 27% |
| 3 | NVDANVIDIA CORPORATION | 13,843,775 | $2.4B | 12.1% | ADD 91% |
| 4 | PDDPDD HOLDINGS INC | 19,748,294 | $2.0B | 10.1% | ADD 71% |
| 5 | TSLATESLA INC | 3,408,900 | $1.3B | 6.3% | NEW |
| 6 | GOOGALPHABET INC | 3,706,000 | $1.1B | 5.3% | ADD 100% |
| 7 | OXYOCCIDENTAL PETE CORP | 10,261,500 | $667M | 3.3% | TRIM −22% |
| 8 | MSFTMICROSOFT CORP | 1,016,000 | $376M | 1.9% | ADD 18% |
| 9 | UNHUNITEDHEALTH GROUP INC | 601,400 | $163M | 0.8% | NEW |
| 10 | DISDISNEY WALT CO | 1,511,800 | $146M | 0.7% | ADD 112% |
| 11 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 751,200 | $71M | 0.4% | ADD 432% |
| 12 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 151,200 | $51M | 0.3% | TRIM −88% |
| 13 | CRCLCIRCLE INTERNET GROUP INC | 200,000 | $19M | 0.1% | NEW |
| 14 | PLTRPALANTIR TECHNOLOGIES INC | 60,000 | $9M | 0.0% | NEW |
| 15 | SNPSSYNOPSYS INC | 10,000 | $4M | 0.0% | NEW |
| 16 | CRWDCROWDSTRIKE HLDGS INC | 10,000 | $4M | 0.0% | NEW |
| 17 | SNOWSNOWFLAKE INC | 10,000 | $2M | 0.0% | NEW |
| 18 | TEMTEMPUS AI INC | 20,000 | $904,400 | 0.0% | TRIM −82% |
| 19 | INODINNODATA INC | 10,000 | $386,200 | 0.0% | NEW |
| Security | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| AAPLAPPLE INC | 40.9M | 34.2M | 35.1M | 34.8M | 32.4M | 28.9M | $7.3B |
| BRK.BBERKSHIRE HATHAWAY INC DEL | 3.6M | 3.4M | 3.4M | 5.2M | 7.2M | 9.1M | $4.4B |
| NVDANVIDIA CORPORATION | — | 645K | 965K | 598K | 7.2M | 13.8M | $2.4B |
| PDDPDD HOLDINGS INC | 7.2M | 7.8M | 8.7M | 8.6M | 11.5M | 19.7M | $2.0B |
| TSLATESLA INC | — | — | — | — | — | 3.4M | $1.3B |
| GOOGALPHABET INC | 3.8M | 1.1M | 1.9M | 1.8M | 1.9M | 3.7M | $1.1B |
| OXYOCCIDENTAL PETE CORP | 13.6M | 13.8M | 13.6M | 13.6M | 13.2M | 10.3M | $667M |
| MSFTMICROSOFT CORP | — | 299K | 279K | 279K | 859K | 1.0M | $376M |
| UNHUNITEDHEALTH GROUP INC | — | — | — | — | — | 601K | $163M |
| DISDISNEY WALT CO | 746K | 723K | 723K | 723K | 712K | 1.5M | $146M |
| CRDOCREDO TECHNOLOGY GROUP HOLDI | — | — | — | — | 141K | 751K | $71M |
| TSMTAIWAN SEMICONDUCTOR MFG LTD | — | 272K | 260K | 260K | 1.2M | 151K | $51M |
| CRCLCIRCLE INTERNET GROUP INC | — | — | — | — | — | 200K | $19M |
| PLTRPALANTIR TECHNOLOGIES INC | — | — | — | — | — | 60K | $9M |
| SNPSSYNOPSYS INC | — | — | — | — | — | 10K | $4M |
Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
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