Luxembourg, N4CIK 20874621 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 | 58.9K | $18.43M | 17.3% | +58.9K | New Position |
| 2 | Amazon Com Inc | 78.7K | $18.18M | 17.1% | +78.7K | New Position |
| 3 | Markel Group Inc | 7.0K | $15.12M | 14.2% | +7.0K | New Position |
| 4 | Visa Inc |
| 34.0K |
| $11.92M |
| 11.2% |
| +34.0K |
| New Position |
| 5 | Microsoft Corp | 20.5K | $9.91M | 9.3% | +20.5K | New Position |
| 6 | Nvr Inc | 1.4K | $9.87M | 9.3% | +1.4K | New Position |
| 7 | Netflix Inc | 72.7K | $6.81M | 6.4% | +72.7K | New Position |
| 8 | Booking Holdings Inc | 1.2K | $6.68M | 6.3% | +1.2K | New Position |
| 9 | Mastercard Incorporated | 9.4K | $5.37M | 5.0% | +9.4K | New Position |
| 10 | Floor & Decor Hldgs Inc | 60.2K | $3.67M | 3.4% | +60.2K | New Position |
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