13F value (AUM)
$19.1B
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| AAPL | APPLE INC | 41.1% | $7.8B | 27.1M | +15.3% |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | 24.2% | $4.6B | 9.2M | -5.5% |
| PDD | PDD HOLDINGS INC | 10.0% | $1.9B | 25.0M | +29.1% |
| TSLA | TESLA INC | 7.4% | $1.4B | 3.4M | -11.9% |
| NVDA | NVIDIA CORPORATION | 6.6% | $1.3B | 6.3M | +16.9% |
| GOOG | ALPHABET INC | 3.6% | $695.6M | 2.0M | -1.4% |
| OXY | OCCIDENTAL PETE CORP | 2.6% | $498.4M | 10.3M | +17.9% |
| MSFT | MICROSOFT CORP | 1.5% | $281.3M | 754.1K | +38.7% |
| — | CREDO TECHNOLOGY GROUP HOLDI | 1.0% | $190.7M | 701.2K | — |
| UNH | UNITEDHEALTH GROUP INC | 0.9% | $166.1M | 399.6K | -10.5% |
| DIS | DISNEY WALT CO | 0.9% | $164.3M | 1.7M | +6.2% |
| BABA | ALIBABA GROUP HLDG LTD | 0.2% | $28.9M | 301.4K | +38.1% |
| CRCL | CIRCLE INTERNET GROUP INC | 0.1% | $12.5M | 200.0K | +52.4% |
| PLTR | PALANTIR TECHNOLOGIES INC | 0.0% | $7.0M | 60.0K | +22.7% |
| SNPS | SYNOPSYS INC | 0.0% | $4.5M | 10.0K | +11.8% |
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| TRIM | NVDA | NVIDIA CORPORATION | 13.8M | 6.3M | -54.6% | -$1.2B |
| TRIM | GOOG | ALPHABET INC | 3.7M | 2.0M | -46.9% | -$367.5M |
| ADD | PDD | PDD HOLDINGS INC | 19.7M | 25.0M | +26.7% | -$109.2M |
| TRIM | MSFT | MICROSOFT CORP | 1.0M | 754.1K | -25.8% | -$94.8M |
| EXIT | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 151.2K | 0 | -100.0% | -$51.1M |
| NEW | BABA | ALIBABA GROUP HLDG LTD | — | 301.4K | — | +$28.9M |
| TRIM | UNH | UNITEDHEALTH GROUP INC | 601.4K | 399.6K | -33.6% | +$3.4M |