| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 8.23% | 11,774,440 | $2,585,313,703 | 29,963 | 0.26% | $219.57 | 13F |
| MSFT | MICROSOFT CORP | 6.52% | 3,953,701 | $2,047,819,283 | 8,838 | 0.22% | $517.95 | 13F |
| UNH | UNITEDHEALTH GROUP INC | 5.95% | 5,414,512 | $1,869,631,142 | 42,892 | 0.8% | $345.3 | 13F |
| WDAY | WORKDAY INC | 5.87% | 7,664,302 | $1,845,027,357 | 1,915,069 | 33.31% | $240.73 | 13F |
| ASML | ASML HOLDING N V | 4.76% | 1,546,571 | $1,497,220,206 | 320,700 | 26.16% | $968.09 | 13F |
| DHR | DANAHER CORPORATION | 3.9% | 6,182,207 | $1,225,684,285 | 3,322,689 | 116.2% | $198.26 | 13F |
| LEN | LENNAR CORP | 3.79% | 9,455,043 | $1,191,713,596 | 418,386 | 4.63% | $126.04 | 13F |
| HUM | HUMANA INC | 3.28% | 3,965,492 | $1,031,702,025 | 16,018 | 0.41% | $260.17 | 13F |
| SAP | SAP SE | 2.56% | 3,012,552 | $804,983,957 | 4,772 | 0.16% | $267.21 | 13F |
| PTC | PTC INC | 1.61% | 2,497,626 | $507,067,987 | 881 | 0.04% | $203.02 | 13F |
| LBRDK | LIBERTY BROADBAND CORP | 1.33% | 6,564,102 | $417,083,063 | 98,450 | 1.52% | $63.54 | 13F |
| INTU | INTUIT | 1.18% | 543,968 | $371,481,140 | 21,682 | 4.15% | $682.91 | 13F |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 0.08% | 50,873 | $25,575,892 | 39 | 0.08% | $502.74 | 13F |
| PHM | PULTE GROUP INC | 0.05% | 125,144 | $16,535,277 | 7,716 | 6.57% | $132.13 | 13F |
| SPY | SPDR S&P 500 ETF TR | 0.01% | 7,010 | $4,670,202 | 3,447 | 96.74% | $666.22 | 13F |
| JPM | JPMORGAN CHASE & CO. | 0.00128% | 1,273 | $401,542 | 164 | 14.79% | $315.43 | 13F |
| DIS | DISNEY WALT CO | 0.00122% | 3,337 | $382,086 | 209 | 6.68% | $114.5 | 13F |