Holdings
| BAC BANK OF AMERICA CORP | $517.1M | 25.4% | 18,081,133 | +3,494,146 | +24.0% | Added |
| MU MICRON TECHNOLOGY INC | $411.9M | 20.2% | 6,826,079 | −4,650,444 | −40.5% | Reduced |
| GOOG ALPHABET INC-CL C | $316.6M | 15.5% | 3,044,000 | — | — | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $277.2M | 13.6% | 897,749 | — | — | Held |
| GOOGL ALPHABET INC-CL A | $263.8M | 12.9% | 2,543,300 | — | — | Held |
| EWBC EAST WEST BANCORP INC | $127.4M | 6.2% | 2,296,300 | +2,296,300 | — | New |
| AAPL APPLE INC | $125.3M | 6.1% | 759,600 | — | — | Held |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.