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CIK 0001454424 • 6 13F filings • May 15, 2025 – Aug 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED DRAIN SYS INC DEL | COM | $5.8M | 0.6% | 40,000 SH | New |
| AIRBNB INC | COM CL A | $9.0M | 0.9% | 66,000 SH | New |
| ALPHABET INC | CAP STK CL A | $97.0M | 10.1%Prev: 8.2% | 310,000 SH | Increased-6,240 SH |
| AMAZON COM INC | COM | $57.6M | 6.0%Prev: 5.8% | 249,660 SH | Increased |
| APOLLO GLOBAL MGMT INC | COM | $9.1M | 1.0% | 63,000 SH | New |
| APPLE INC | COM | $68.5M | 7.2%Prev: 6.8% | 252,000 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $88.9M | 9.3%Prev: 9.4% | 176,800 SH | Decreased |
| BLACKSTONE INC | COM | $29.3M | 3.1%Prev: 3.4% | 190,000 SH | Decreased |
| BOEING CO | COM | $13.0M | 1.4%Prev: 1.2% | 60,000 SH | Increased+9,000 SH |
| BOOKING HOLDINGS INC | COM | $10.7M | 1.1% | 2,000 SH | New |
| CLOUDFLARE INC | CL A COM | $9.9M | 1.0%Prev: 1.3% | 50,000 SH | Decreased-5,000 SH |
| CONSTELLATION BRANDS INC | CL A | $1.1M | 0.1%Prev: 0.1% | 7,825 SH | Increased |
| DANAHER CORPORATION | COM | $9.2M | 1.0% | 40,000 SH | New |
| ELEVANCE HEALTH INC FORMERLY | COM | $7.0M | 0.7%Prev: 0.7% | 20,000 SH | Increased |
| ELI LILLY & CO | COM | $9.7M | 1.0%Prev: 0.7% | 9,000 SH | Increased |
| EQUINIX INC | COM | $9.2M | 1.0%Prev: 1.0% | 12,000 SH | Decreased |
| FIDELITY NATIONAL FINANCIAL | COM SHS | $2.5M | 0.3%Prev: 0.3% | 45,000 SH | Decreased |
| FISERV INC | COM | $8.7M | 0.9%Prev: 2.8% | 130,000 SH | Decreased-76,000 SH |
| GE VERNOVA INC | COM | $7.2M | 0.8% | 11,000 SH | New |
| HILTON WORLDWIDE HLDGS INC | COM | $14.6M | 1.5%Prev: 1.4% | 50,800 SH | Increased |
| HYATT HOTELS CORP | COM CL A | $13.1M | 1.4%Prev: 1.2% | 82,000 SH | Increased |
| ILLUMINA INC | COM | $5.1M | 0.5% | 39,000 SH | New |
| JPMORGAN CHASE & CO. | COM | $25.8M | 2.7%Prev: 2.7% | 80,000 SH | Increased |
| LIVE NATION ENTERTAINMENT IN | COM | $12.3M | 1.3%Prev: 1.5% | 86,000 SH | Decreased |
| LOCKHEED MARTIN CORP | COM | $16.9M | 1.8%Prev: 1.9% | 35,000 SH | Decreased |
| LOWES COS INC | COM | $28.9M | 3.0%Prev: 3.2% | 120,000 SH | Decreased |
| MASTERCARD INCORPORATED | CL A | $38.0M | 4.0%Prev: 4.0% | 66,500 SH | Increased |
| META PLATFORMS INC | CL A | $31.7M | 3.3%Prev: 3.7% | 48,000 SH | Decreased |
| MICROSOFT CORP | COM | $49.3M | 5.2%Prev: 5.6% | 102,000 SH | Decreased |
| NETFLIX INC | COM | $19.7M | 2.1%Prev: 2.7% | 210,500 SH | Decreased+189,450 SH |
| NVIDIA CORPORATION | COM | $13.4M | 1.4%Prev: 1.4% | 72,000 SH | Decreased |
| NVR INC | COM | $27.5M | 2.9%Prev: 3.2% | 3,766 SH | Decreased |
| PALANTIR TECHNOLOGIES INC | CL A | $20.4M | 2.1%Prev: 2.5% | 115,000 SH | Decreased-15,000 SH |
| PALO ALTO NETWORKS INC | COM | $9.9M | 1.0%Prev: 1.2% | 54,000 SH | Decreased |
| QXO INC | COM NEW | $10.0M | 1.0%Prev: 1.1% | 520,000 SH | Increased |
| RTX CORPORATION | COM | $18.5M | 1.9%Prev: 1.8% | 101,000 SH | Increased |
| SERVICENOW INC | COM | $10.7M | 1.1%Prev: 1.4% | 70,000 SH | Decreased+56,000 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $47.7M | 5.0%Prev: 5.0% | 70,000 SH | Increased |
| TRANSDIGM GROUP INC | COM | $23.0M | 2.4%Prev: 2.4% | 17,300 SH | Increased |
| UBER TECHNOLOGIES INC | COM | $14.7M | 1.5%Prev: 1.9% | 179,600 SH | Decreased |
| UNION PAC CORP | COM | $17.3M | 1.8%Prev: 1.9% | 75,000 SH | Decreased |
| VISA INC | COM CL A | $34.7M | 3.6%Prev: 3.6% | 99,000 SH | Increased |
| 13F-HR |
| 0001172661-26-003108 |
| $936.8M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003318 | $866.8M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002046 | $845.0M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002009 | $825.8M | View |