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CIK 0001765388 • 7 13F filings • Apr 16, 2025 – Oct 20, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $24.3M | 0.9% | 45,643 SH | |
| BOOKING HLDGS INC | COM | $216.5M | 8.0% | 46,991 SH | |
| CISCO SYS INC | COM | $158.0M | 5.9% | 2,561,113 SH | |
| COMCAST CORP NEW | CL A | $229.2M | 8.5% | 6,212,291 SH | |
| CROWN HLDGS INC | COM | $214.6M | 8.0% | 2,404,099 SH | |
| HCA HEALTHCARE INC | COM | $118.0M | 4.4% | 341,437 SH | |
| MASTERCARD INCORPORATED | CL A | $206.8M | 7.7% | 377,235 SH | |
| MICROSOFT CORP | COM | $386.9M | 14.4% | 1,030,688 SH | |
| NEWS CORP NEW | CL A | $134.6M | 5.0% | 4,946,609 SH | |
| NEWS CORP NEW | CL B | $18.5M | 0.7% | 609,566 SH | |
| RYANAIR HOLDINGS PLC | SPONSORED ADS | $201.4M | 7.5% | 4,753,672 SH | |
| STATE STR CORP | COM | $361.0M | 13.4% | 4,031,992 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $103.5M | 3.8% | 623,621 SH | |
| TEXAS INSTRS INC | COM | $263.3M | 9.8% | 1,465,342 SH | |
| VISA INC | COM CL A | $55.5M | 2.1% | 158,339 SH |
| 13F-HR |
| 0001765388-25-000007 |
| $3.18B |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0001765388-26-000004 | $3.45B | View |
| Jul 21, 2025 | Q2 2025 | 13F-HR | 0001765388-25-000004 | $3.15B | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001765388-26-000003 | $2.96B | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001765388-25-000003 | $2.69B | View |