Holdings
| GOOGL ALPHABET INC-CL A | $731.4M | 22.8% | 2,543,300 | — | — | Held |
| GOOG ALPHABET INC-CL C | $703.2M | 22.0% | 2,451,300 | — | — | Held |
| PDD PDD HOLDINGS INC | $470.8M | 14.7% | 4,608,000 | — | — | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $430.2M | 13.4% | 897,749 | — | — | Held |
| EWBC EAST WEST BANCORP INC | $296.4M | 9.3% | 2,776,351 | — | — | Held |
| BAC BANK OF AMERICA CORP | $146.2M | 4.6% | 2,997,987 | −7,433,400 | −71.3% | Reduced |
| OXY OCCIDENTAL PETROLEUM CORP | $95.3M | 3.0% | 1,466,500 | — | — | Held |
| CROX CROCS INC | $73.6M | 2.3% | 887,093 | +258,934 | +41.2% | Added |
| TME TENCENT MUSIC ENTERTAINM-ADR | $61.2M | 1.9% | 6,590,836 | +6,590,836 | — | New |
| SPGI S&P GLOBAL INC | $51.7M | 1.6% | 121,463 | +121,463 | — | New |
| HRB H&R BLOCK INC | $51.6M | 1.6% | 1,626,906 | +1,626,906 | — | New |
| MCO MOODY'S CORP | $51.4M | 1.6% | 117,784 | +117,784 | — | New |
| AAPL APPLE INC | $28.1M | 0.9% | 110,600 | — | — | Held |
| MSCI MSCI INC | $10.2M | 0.3% | 18,939 | +18,939 | — | New |
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.