Palo Alto, CACIK 17597604 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
14 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 32.36M | $8.80B | 50.3% | −2.47M | Reduced |
| 2 | Berkshire Hathaway Inc Del | 7.18M | $3.61B | 20.6% | +1.98M | Added |
| 3 | Nvidia Corporation | 7.24M | $1.35B | 7.7% | +6.64M | Added |
| 4 | Pdd Holdings Inc |
| 11.54M |
| $1.31B |
| 7.5% |
| +2.96M |
| Added |
| 5 | Alphabet Inc | 1.86M | $582.22M | 3.3% | +44.9K | Added |
| 6 | Occidental Pete Corp | 13.17M | $541.66M | 3.1% | −383.5K | Reduced |
| 7 | Microsoft Corp | 859.0K | $415.43M | 2.4% | +579.8K | Added |
| 8 | Alibaba Group Hldg Ltd | 2.56M | $375.32M | 2.1% | −216.8K | Reduced |
| 9 | Taiwan Semiconductor Mfg Ltd | 1.22M | $372.08M | 2.1% | +964.4K | Added |
| 10 | Disney Walt Co | 712.0K | $81.00M | 0.5% | −11.0K | Reduced |
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