Holdings
| BAC BANK OF AMERICA CORP | $493.6M | 18.4% | 10,431,387 | −3,415,246 | −24.7% | Reduced |
| PDD PDD HOLDINGS INC | $482.3M | 17.9% | 4,608,000 | +4,608,000 | — | New |
| GOOGL ALPHABET INC-CL A | $448.2M | 16.7% | 2,543,300 | — | — | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $436.1M | 16.2% | 897,749 | — | — | Held |
| GOOG ALPHABET INC-CL C | $434.8M | 16.2% | 2,451,300 | — | — | Held |
| EWBC EAST WEST BANCORP INC | $280.4M | 10.4% | 2,776,351 | — | — | Held |
| OXY OCCIDENTAL PETROLEUM CORP | $61.6M | 2.3% | 1,466,500 | — | — | Held |
| SOC SABLE OFFSHORE CORP | $29.5M | 1.1% | 1,343,000 | — | — | Held |
| AAPL APPLE INC | $22.7M | 0.8% | 110,600 | — | — | 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.