New York, NYCIK 17203504 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
11 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 165.0K | $51.65M | 32.1% | 0 | Held |
| 2 | Taiwan Semiconductor Mfg Ltd | 110.0K | $33.43M | 20.8% | 0 | Held |
| 3 | Apple Inc | 100.0K | $27.19M | 16.9% | 0 | Held |
| 4 | Berkshire Hathaway Inc Del |
| 30 |
| $22.64M |
| 14.1% |
| 0 |
| Held |
| 5 | Berkley W R Corp | 100.0K | $7.01M | 4.4% | 0 | Held |
| 6 | Paypal Hldgs Inc | 95.0K | $5.55M | 3.4% | +65.0K | Added |
| 7 | Applied Matls Inc | 20.0K | $5.14M | 3.2% | −25.0K | Reduced |
| 8 | Shift4 Pmts Inc | 70.0K | $4.41M | 2.7% | +70.0K | New |
| 9 | Molina Healthcare Inc | 10.0K | $1.74M | 1.1% | +10.0K | New |
| 10 | Uber Technologies Inc | 13.0K | $1.06M | 0.7% | +13.0K | New |
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