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CIK 0001759760 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $375.3M | 2.1%Prev: 3.4% | 2,560,500 SH | Decreased-216,830 SH |
| ALPHABET INC | CAP STK CL C | $582.2M | 3.3%Prev: 3.0% | 1,855,400 SH | Increased+44,900 SH |
| APPLE INC | COM | $8.80B | 50.3%Prev: 60.4% | 32,358,507 SH | Decreased-2,470,600 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $10.6M | 0.1%Prev: 0.5% | 9,900 SH | Decreased-70,100 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.61B | 20.6%Prev: 17.8% | 7,176,196 SH | Increased+1,984,896 SH |
| COREWEAVE INC | COM CL A | $21.5M | 0.1% | 299,900 SH | New |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $20.3M | 0.1% | 141,300 SH | New |
| DISNEY WALT CO | COM | $81.0M | 0.5%Prev: 0.6% | 712,000 SH | Decreased-11,000 SH |
| MICROSOFT CORP | COM | $415.4M | 2.4%Prev: 1.0% | 859,000 SH | Increased+579,800 SH |
| NVIDIA CORPORATION | COM | $1.35B | 7.7%Prev: 0.8% | 7,237,100 SH | Increased+6,639,300 SH |
| OCCIDENTAL PETE CORP | COM | $541.7M | 3.1%Prev: 4.4% | 13,172,600 SH | Decreased-383,500 SH |
| PDD HOLDINGS INC | SPONSORED ADS | $1.31B | 7.5%Prev: 7.7% | 11,536,694 SH | Increased+2,962,500 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $372.1M | 2.1%Prev: 0.5% | 1,224,384 SH | Increased+964,400 SH |
| TEMPUS AI INC | CL A | $6.5M | 0.0% | 110,000 SH | New |
| 13F-HR |
| 0001759760-26-000007 |
| $19.10B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-005091 | $11.53B | View |
| May 19, 2026 | Q1 2026 | 13F-HR | 0001759760-26-000005 | $20.00B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001085146-25-003301 | $12.00B | View |