Latest 13F portfolio for 2026-06-30. SEC filing 0002043585-26-000022
| Ticker | Issuer | Weight | Value |
|---|---|---|---|
| GOOGL | ALPHABET INC | 24.55% | $908.9M |
| GOOG | ALPHABET INC | 23.39% | $866.1M |
| PDD | PDD HOLDINGS INC | 22.17% | $820.9M |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 14.98% | $554.6M |
| EWBC | EAST WEST BANCORP INC | 9.68% | $358.4M |
| CROX | CROCS INC | 2.89% | $107.0M |
| TME | TENCENT MUSIC ENTERTAINM | 1.49% | $55.0M |
| AAPL | APPLE INC | 0.86% | $32.0M |