Cape Town, T3CIK 14919985 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
96 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Anglogold Ashanti PLC | 15.96M | $1.38B | 59.6% | −1.96M | Reduced |
| 2 | Microsoft Corp | 148.9K | $72.03M | 3.1% | −26.7K | Reduced |
| 3 | Berkshire Hathaway Inc Del | 91 | $68.69M | 3.0% | 0 | Held |
| 4 | Alphabet Inc |
| 176.6K |
| $55.28M |
| 2.4% |
| −7.2K |
| Reduced |
| 5 | Nvidia Corporation | 294.7K | $54.96M | 2.4% | +3.0K | Added |
| 6 | Johnson & Johnson | 136.8K | $28.30M | 1.2% | +29.6K | Added |
| 7 | Tko Group Holdings Inc | 133.2K | $27.84M | 1.2% | 0 | Held |
| 8 | Booking Holdings Inc | 5.0K | $27.01M | 1.2% | +380 | Added |
| 9 | Jpmorgan Chase & Co. | 80.7K | $26.00M | 1.1% | +4.1K | Added |
| 10 | Apple Inc | 93.2K | $25.35M | 1.1% | +20.4K | Added |
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