Holdings
| MU MICRON TECHNOLOGY INC | $1.07B | 40.1% | 11,476,523 | — | — | Held |
| BAC BANK OF AMERICA CORP | $649.0M | 24.4% | 14,586,987 | +2,228,000 | +18.0% | Added |
| META META PLATFORMS INC-CLASS A | $294.7M | 11.1% | 876,200 | +303,600 | +53.0% | Added |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $268.4M | 10.1% | 897,749 | — | — | Held |
| GOOG ALPHABET INC-CL C | $248.6M | 9.3% | 85,900 | — | — | Held |
| AAPL APPLE INC | $134.9M | 5.1% | 759,600 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| PDD PDD HOLDINGS INC | 363,165 | $32.9M |
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.