Holdings
| BAC BANK OF AMERICA CORP | $518.7M | 29.0% | 18,081,133 | — | — | Held |
| GOOG ALPHABET INC-CL C | $368.2M | 20.6% | 3,044,000 | — | — | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $306.1M | 17.1% | 897,749 | — | — | Held |
| GOOGL ALPHABET INC-CL A | $304.4M | 17.0% | 2,543,300 | — | — | Held |
| AAPL APPLE INC | $147.3M | 8.2% | 759,600 | — | — | Held |
| EWBC EAST WEST BANCORP INC | $146.6M | 8.2% | 2,776,351 | +480,051 | +20.9% | Added |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| MU MICRON TECHNOLOGY INC | 6,826,079 | $411.9M |
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.