Holdings
| MU MICRON TECHNOLOGY INC | $634.4M | 33.9% | 11,476,523 | — | — | Held |
| BAC BANK OF AMERICA CORP | $454.1M | 24.2% | 14,586,987 | — | — | Held |
| GOOG ALPHABET INC-CL C | $332.9M | 17.8% | 152,200 | +66,300 | +77.2% | Added |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $245.1M | 13.1% | 897,749 | — | — | Held |
| AAPL APPLE INC | $103.9M | 5.5% | 759,600 | — | — | Held |
| GOOGL ALPHABET INC-CL A | $103.3M | 5.5% | 47,400 | +47,400 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| META META PLATFORMS INC-CLASS A | 876,200 | $194.8M |
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.