Amsterdam, P7CIK 13674014 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
250 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 2.28M | $712.56M | 6.1% | −339.4K | Reduced |
| 2 | Microsoft Corp | 1.36M | $658.35M | 5.6% | +23.5K | Added |
| 3 | Kkr & Co Inc | 3.88M | $494.34M | 4.2% | +79.4K | Added |
| 4 | Booking Holdings Inc |
| 92.3K |
| $494.23M |
| 4.2% |
| +8.8K |
| Added |
| 5 | Meta Platforms Inc | 714.6K | $471.69M | 4.0% | +21.2K | Added |
| 6 | Nxp Semiconductors N V | 2.10M | $454.98M | 3.9% | +227.0K | Added |
| 7 | Markel Group Inc | 204.9K | $440.38M | 3.8% | +23.6K | Added |
| 8 | Amazon Com Inc | 1.82M | $419.75M | 3.6% | +51.0K | Added |
| 9 | Brown & Brown Inc | 4.54M | $361.73M | 3.1% | +2.59M | Added |
| 10 | Taiwan Semiconductor Mfg Ltd | 950.7K | $288.91M | 2.5% | −143.9K | Reduced |
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