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CIK 0001349353 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIRBNB INC | COM CL A | $2.7M | 0.6% | 20,118 SH | New |
| ALPHABET INC | CAP STK CL A | $12.9M | 2.8%Prev: 12.0% | 73,210 SH | Decreased-117,363 SH |
| AMAZON COM INC | COM | $93.2M | 20.1%Prev: 15.2% | 424,723 SH | Increased+90,522 SH |
| AMPHENOL CORP NEW | CL A | $494K | 0.1% | 5,000 SH | New |
| APPLE INC | COM | $12.6M | 2.7%Prev: 4.0% | 61,329 SH | Decreased-10,216 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $729K | 0.2%Prev: 0.2% | 1 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $155.3M | 33.5%Prev: 32.0% | 319,643 SH | Increased+13,856 SH |
| CHIPOTLE MEXICAN GRILL INC | COM | $5.5M | 1.2% | 98,123 SH | New |
| CHUBB LIMITED | COM | $6.7M | 1.4% | 22,996 SH | New |
| COSTCO WHOLESALE CORP NEW | COM | $40.5M | 8.7% | 40,933 SH | New |
| JOHNSON & JOHNSON | COM | $3.4M | 0.7%Prev: 0.7% | 21,985 SH | Increased+9,187 SH |
| META PLATFORMS INC | CL A | $33.0M | 7.1%Prev: 8.8% | 44,652 SH | Decreased-25,663 SH |
| MICROSOFT CORP | COM | $61.7M | 13.3%Prev: 11.1% | 123,970 SH | Increased-13,267 SH |
| NVIDIA CORP | COM | $2.4M | 0.5% | 15,000 SH | New |
| UBER TECHNOLOGIES INC | COM | $32.6M | 7.0% | 349,606 SH | New |
| Q2 2026 |
| 13F-HR |
| 0000919574-26-005290 |
| $464.1M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001349353-25-000008 | $463.5M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0000919574-26-003005 | $458.3M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001349353-25-000005 | $415.7M | View |