Location: Palo Alto, CA
CIK: 0001759760 · Show all filings
Period: Q2 2026 (← Previous)
Filing Date: Aug 14, 2026
Total Value: $19.1B (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 27,098,707 | $7.841B | 41.1% | — | — | COM | 037833100 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 9,229,696 | $4.618B | 24.2% | — | — | CL B NEW | 084670702 |
| PDD | PDD HOLDINGS INC | 25,022,094 | $1.909B | 10.0% | — | — | SPONSORED ADS | 722304102 |
| TSLA | TESLA INC | 3,380,400 | $1.422B | 7.4% | — | — | COM | 88160R101 |
| NVDA | NVIDIA CORPORATION | 6,280,675 | $1.257B | 6.6% | — | — | COM | 67066G104 |
| GOOG | ALPHABET INC | 1,968,600 | $696M | 3.6% | — | — | CAP STK CL C | 02079K107 |
| OXY | OCCIDENTAL PETE CORP | 10,261,500 | $498M | 2.6% | — | — | COM | 674599105 |
| MSFT | MICROSOFT CORP | 754,100 | $281M | 1.5% | — | — | COM | 594918104 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 701,200 | $191M | 1.0% | — | — | ORDINARY SHARES | G25457105 |
| UNH | UNITEDHEALTH GROUP INC | 399,600 | $166M | 0.9% | — | — | COM | 91324P102 |
| DIS | DISNEY WALT CO | 1,706,600 | $164M | 0.9% | — | — | COM | 254687106 |
| BABA | ALIBABA GROUP HLDG LTD | 301,400 | $28.93M | 0.2% | — | — | SPONSORED ADS | 01609W102 |
| CRCL | CIRCLE INTERNET GROUP INC | 200,000 | $12.53M | 0.1% | — | — | COM CL A | 172573107 |
| PLTR | PALANTIR TECHNOLOGIES INC | 60,000 | $7M | 0.0% | — | — | CL A | 69608A108 |
| SNPS | SYNOPSYS INC | 10,000 | $4.461M | 0.0% | — | — | COM | 871607107 |
| SNOW | SNOWFLAKE INC | 10,000 | $2.545M | 0.0% | — | — | COM SHS | 833445109 |
| TEM | TEMPUS AI INC | 20,000 | $1.159M | 0.0% | — | — | CL A | 88023B103 |
| INOD | INNODATA INC | 10,000 | $756K | 0.0% | — | — | COM NEW | 457642205 |