Beverly Hills, CACIK 16980604 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
12 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Meta Platforms Inc | 702.1K | $463.44M | 23.1% | 0 | Held |
| 2 | Alphabet Inc | 1.03M | $322.38M | 16.1% | 0 | Held |
| 3 | Hca Healthcare Inc | 404.1K | $188.64M | 9.4% | −21.0K | Reduced |
| 4 | Heico Corp New |
| 652.7K |
| $164.76M |
| 8.2% |
| 0 |
| Held |
| 5 | Credit Accep Corp Mich | 358.1K | $158.79M | 7.9% | −2.2K | Reduced |
| 6 | Msci Inc | 256.6K | $147.23M | 7.3% | 0 | Held |
| 7 | Netflix Inc | 1.56M | $146.71M | 7.3% | +1.44M | Added |
| 8 | Unitedhealth Group Inc | 407.5K | $134.51M | 6.7% | 0 | Held |
| 9 | Brown & Brown Inc | 1.43M | $113.87M | 5.7% | +332.5K | Added |
| 10 | Karooooo Ltd | 2.20M | $100.13M | 5.0% | 0 | Held |
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