United American Securities Inc. (d/b/a UAS Asset Management) Quant / Systematic

CIK: 0001349353 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $414,717 (100.0% shares, 0.0% debt)

Holdings (15)

BRK/B BERKSHIRE HATHAWAY INC DEL 34.7%

Value ($000) $143,948 Shares 317,569 Est. Cost $199.82 Unrealized +131.1%

AMZN AMAZON COM INC 19.2%

Value ($000) $79,531 Shares 362,508 Est. Cost $131.84 Unrealized +55.2%

MSFT MICROSOFT CORP 12.2%

Value ($000) $50,628 Shares 120,114 Est. Cost $171.18 Unrealized +146.7%

COST COSTCO WHOLESALE CORP NEW 8.3%

Value ($000) $34,563 Shares 37,721 Est. Cost $502.26 Unrealized +83.7%

META META PLATFORMS INC 5.8%

Value ($000) $24,086 Shares 41,137 Est. Cost $471.94 Unrealized +23.9%

AAPL APPLE INC 5.6%

Value ($000) $23,089 Shares 92,201 Est. Cost $118.06 Unrealized +98.6%

TSM TAIWAN SEMICONDUCTOR MFG LTD 3.9%

Value ($000) $16,113 Shares 81,588 Est. Cost $154.78 Unrealized —

GOOGL ALPHABET INC 3.8%

Value ($000) $15,887 Shares 83,924 Est. Cost $174.14 Unrealized 0.0%

CB CHUBB LIMITED 2.7%

Value ($000) $11,120 Shares 40,246 Est. Cost $270.79 Unrealized +3.9%

UBER UBER TECHNOLOGIES INC 1.2%

Value ($000) $4,956 Shares 82,163 Est. Cost $70.64 Unrealized +1.1%

TSLA TESLA INC 1.0%

Value ($000) $4,047 Shares 10,021 Est. Cost $321.74 Unrealized 0.0%

— ROCKET LAB USA INC 0.8%

Value ($000) $3,124 Shares 122,640 Est. Cost $25.47 Unrealized —

ASML ASML HLDG N V 0.7%

Value ($000) $2,772 Shares 4,000 Est. Cost $693.08 Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%

Value ($000) $681 Shares 1 Est. Cost $165023.42 Unrealized +319.7%

MANU MANCHESTER UTD PLC NEW 0.0%

Value ($000) $174 Shares 10,000 Est. Cost $16.87 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY INC DEL	317,569	$143,948	34.7%	$199.82	+131.1%	CL B NEW	084670702
AMZN	AMAZON COM INC	362,508	$79,531	19.2%	$131.84	+55.2%	COM	023135106
MSFT	MICROSOFT CORP	120,114	$50,628	12.2%	$171.18	+146.7%	COM	594918104
COST	COSTCO WHOLESALE CORP NEW	37,721	$34,563	8.3%	$502.26	+83.7%	COM	22160K105
META	META PLATFORMS INC	41,137	$24,086	5.8%	$471.94	+23.9%	CL A	30303M102
AAPL	APPLE INC	92,201	$23,089	5.6%	$118.06	+98.6%	COM	037833100
TSM	TAIWAN SEMICONDUCTOR MFG LTD	81,588	$16,113	3.9%	$154.78	—	SPONSORED ADS	874039100
GOOGL	ALPHABET INC	83,924	$15,887	3.8%	$174.14	0.0%	CAP STK CL A	02079K305
CB	CHUBB LIMITED	40,246	$11,120	2.7%	$270.79	+3.9%	COM	H1467J104
UBER	UBER TECHNOLOGIES INC	82,163	$4,956	1.2%	$70.64	+1.1%	COM	90353T100
TSLA	TESLA INC	10,021	$4,047	1.0%	$321.74	0.0%	COM	88160R101
—	ROCKET LAB USA INC	122,640	$3,124	0.8%	$25.47	—	COM	773122106
ASML	ASML HLDG N V	4,000	$2,772	0.7%	$693.08	—	N Y REGISTRY SHS	N07059210
BRK/A	BERKSHIRE HATHAWAY INC DEL	1	$681	0.2%	$165023.42	+319.7%	CL A	084670108
MANU	MANCHESTER UTD PLC NEW	10,000	$174	0.0%	$16.87	0.0%	ORD CL A	G5784H106