Holdings
| MU MICRON TECHNOLOGY INC | $814.6M | 37.9% | 11,476,523 | — | — | Held |
| BAC BANK OF AMERICA CORP | $524.6M | 24.4% | 12,358,987 | — | — | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $245.0M | 11.4% | 897,749 | +897,749 | — | New |
| GOOG ALPHABET INC-CL C | $228.9M | 10.7% | 85,900 | — | — | Held |
| META META PLATFORMS INC-CLASS A | $194.3M | 9.0% | 572,600 | — | — | Held |
| AAPL APPLE INC | $107.5M | 5.0% | 759,600 | — | — | Held |
| PDD PDD HOLDINGS INC | $32.9M | 1.5% | 363,165 | — | — | 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.