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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 24.55% | 2,543,300 | $908,899,121 | No Change | $357.37 | 13F | |
| GOOG | ALPHABET INC | 23.39% | 2,451,300 | $866,117,829 | No Change | $353.33 | 13F | |
| PDD | PDD HOLDINGS INC | 22.17% | 10,761,119 | $820,858,157 | 6,153,119 | 133.53% | $76.28 | 13F |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 14.98% | 1,108,318 | $554,591,244 | 210,569 | 23.46% | $500.39 | 13F |
| EWBC | EAST WEST BANCORP INC | 9.68% | 2,776,351 | $358,399,151 | No Change | $129.09 | 13F | |
| CROX | CROCS INC | 2.89% | 887,093 | $107,018,900 | No Change | $120.64 | 13F | |
| TME | TENCENT MUSIC ENTERTAINM | 1.49% | 6,590,836 | $55,033,481 | No Change | $8.35 | 13F | |
| AAPL | APPLE INC | 0.86% | 110,600 | $32,003,216 | No Change | $289.36 | 13F | |
| BAC | BK OF AMERICA CORP | -2,997,987 | Exited | 13F | ||||
| HRB | BLOCK H & R INC | -1,626,906 | Exited | 13F | ||||
| MSCI | MSCI INC | -18,939 | Exited | 13F | ||||
| MCO | MOODYS CORP | -117,784 | Exited | 13F | ||||
| OXY | OCCIDENTAL PETE CORP | -1,466,500 | Exited | 13F | ||||
| SPGI | S&P GLOBAL INC | -121,463 | Exited | 13F |