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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 | $28.9M | 0.2%Prev: 3.7% | 301,400 SH | Decreased-3,444,830 SH |
| ALPHABET INC | CAP STK CL C | $695.6M | 3.6%Prev: 3.0% | 1,968,600 SH | Increased+23,200 SH |
| APPLE INC | COM | $7.84B | 41.1%Prev: 62.5% | 27,098,707 SH | Increased-8,019,900 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $4.62B | 24.2%Prev: 14.2% | 9,229,696 SH | Increased+5,848,396 SH |
| CIRCLE INTERNET GROUP INC | COM CL A | $12.5M | 0.1% | 200,000 SH | New |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $190.7M | 1.0% | 701,200 SH | New |
| DISNEY WALT CO | COM | $164.3M | 0.9%Prev: 0.8% | 1,706,600 SH | Increased+983,600 SH |
| INNODATA INC | COM NEW | $756K | 0.0% | 10,000 SH | New |
| MICROSOFT CORP | COM | $281.3M | 1.5%Prev: 1.2% | 754,100 SH | Increased+474,900 SH |
| NVIDIA CORPORATION | COM | $1.26B | 6.6%Prev: 1.3% | 6,280,675 SH | Increased+5,315,875 SH |
| OCCIDENTAL PETE CORP | COM | $498.4M | 2.6%Prev: 4.9% | 10,261,500 SH | Decreased-3,294,600 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $7.0M | 0.0% | 60,000 SH | New |
| PDD HOLDINGS INC | SPONSORED ADS | $1.91B | 10.0%Prev: 7.9% | 25,022,094 SH | Increased+16,359,400 SH |
| SNOWFLAKE INC | COM SHS | $2.5M | 0.0% | 10,000 SH | New |
| SYNOPSYS INC | COM | $4.5M | 0.0% | 10,000 SH | New |
| TEMPUS AI INC | CL A | $1.2M | 0.0% | 20,000 SH | New |
| TESLA INC | COM | $1.42B | 7.4% | 3,380,400 SH | New |
| UNITEDHEALTH GROUP INC | COM | $166.1M | 0.9% | 399,600 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 |