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CIK 0002045104 • 4 13F filings • May 14, 2025 – Aug 11, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $20.6M | 3.6%Prev: 4.2% | 58,434 SH | Decreased-95,000 SH |
| ADVANCED MICRO DEVICES INC | COM | $75.7M | 13.2%Prev: 6.7% | 467,921 SH | Increased+382,500 SH |
| AMAZON COM INC | COM | $121.9M | 21.3%Prev: 35.1% | 555,094 SH | Decreased-542,915 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $132.0M | 23.0%Prev: 19.5% | 262,632 SH | Decreased-27,000 SH |
| INTUITIVE SURGICAL INC | COM NEW | $21.6M | 3.8%Prev: 2.6% | 48,252 SH | Increased |
| NETFLIX INC | COM | $79.7M | 13.9% | 66,503 SH | New |
| NVIDIA CORPORATION | COM | $32.9M | 5.7%Prev: 4.7% | 176,229 SH | Decreased |
| SERVICENOW INC | COM | $23.5M | 4.1%Prev: 1.7% | 25,498 SH | Increased-101,992 SH |
| TESLA INC | COM | $36.4M | 6.3%Prev: 8.8% | 81,774 SH | Decreased-74,000 SH |
| UBER TECHNOLOGIES INC | COM | $29.1M | 5.1%Prev: 2.9% | 297,032 SH | Increased |
| 13F-HR |
| 0002045104-25-000007 |
| $268.5M |
| View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0002045104-25-000004 | $65.4M | View |