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CIK 0001709323 • 7 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $796.1M | 22.3%Prev: 19.1% | 2,543,300 SH | Increased |
| ALPHABET INC | CAP STK CL C | $769.2M | 21.6%Prev: 18.5% | 2,451,300 SH | Increased |
| APPLE INC | COM | $30.1M | 0.8%Prev: 0.9% | 110,600 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $451.3M | 12.6%Prev: 14.0% | 897,749 SH | Decreased |
| BK OF AMERICA CORP | COM | $573.7M | 16.1%Prev: 16.7% | 10,431,387 SH | Increased |
| CROCS INC | COM | $53.7M | 1.5% | 628,159 SH | New |
| EAST WEST BANCORP INC | COM | $312.0M | 8.7%Prev: 9.1% | 2,776,351 SH | Increased |
| OCCIDENTAL PETE CORP | COM | $60.3M | 1.7%Prev: 2.1% | 1,466,500 SH | Decreased |
| PDD HOLDINGS INC | SPONSORED ADS | $522.5M | 14.6%Prev: 18.9% | 4,608,000 SH | Decreased |
| 13F-HR |
| 0002043585-26-000022 |
| $3.70B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0002043585-25-000010 | $2.69B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0002043585-26-000013 | $3.20B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0002043585-25-000004 | $2.21B | View |