Disclosed positions
| ALPHABET INC | GOOGL | CAP STK CL A | $25,693,474 | 71,896 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $24,113,294 | 48,189 | SH | None |
| META PLATFORMS INC | META | CL A | $22,174,474 | 39,366 | SH | None |
| NU HLDGS LTD | NU | ORD SHS CL A | $20,719,303 | 1,550,846 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $16,500,512 | 48,782 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $13,230,351 | 40,419 | SH | None |
| MICROSOFT CORP | MSFT | COM | $13,212,741 | 35,421 | SH | None |
| TAIWAN SEMI | TSM | COM | $12,979,875 | 27,179 | SH | None |
| ELEVANCE HEALTH INC | ELV | COM | $11,282,848 | 29,175 | SH | None |
| VISA INC | V | COM CL A | $11,211,152 | 32,677 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $8,903,210 | 21,421 | SH | None |
| OREILLY AUTOMOTIVE INC | ORLY | COM | $7,601,017 | 82,539 | SH | None |
| CDW CORP | CDW | COM | $7,137,621 | 50,751 | SH | None |
| LOWES COS INC | LOW | COM | $7,112,125 | 32,256 | SH | None |
| APPLE INC | AAPL | COM | $6,519,860 | 22,532 | SH | None |
| BOOKING HOLDINGS INC | BKNG | COM | $5,642,365 | 31,656 | SH | None |
| ON HLDG AG NAMEN AKT A | ONON | COM | $5,255,159 | 148,367 | SH | None |
| DEERE & CO | DE | COM | $4,687,699 | 7,390 | SH | None |
| WELLS FARGO CO NEW | WFC | COM | $4,556,191 | 55,133 | SH | None |
| ADOBE SYSTEMS INCORPORATED | ADBE | COM | $4,354,830 | 21,241 | SH | None |
| BK OF AMERICA CORP | BAC | COM | $3,887,233 | 68,221 | SH | None |
| SPOTIFY TECHNOLOGY S A | SPOT | SHS | $3,130,807 | 6,819 | SH | None |
| TESLA INC | TSLA | COM | $1,762,314 | 4,190 | SH | None |
| SPDR S&P 500 ETF TR | SPY | TR UNIT | $1,320,289 | 1,768 | SH | None |
| WISDOMTREE TR | DXJ | JAPN HEDGE EQT | $728,784 | 4,200 | SH | None |
| CATERPILLAR INC | CAT | COM | $645,329 | 606 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $606,822 | 600 | SH | None |
| UBER TECHNOLOGIES INC | UBER | COM | $552,024 | 7,650 | SH | None |
| AMAZON COM INC | AMZN | COM | $464,048 | 1,947 | SH | None |
| KKR & CO INC | KKR | COM | $153,089 | 1,668 | SH | None |
| NIKE | NKE | COM | $101,352 | 2,469 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,767 | 5 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.