Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 82,433 | 126,214 | +43,781 | 27,858 | 60,276 | 12.99% | +32,418 |
| NVIDIA CORPORATION(NVDA) | 53,300 | 104,240 | +50,940 | 9,296 | 20,857 | 4.49% | +11,562 |
| AMAZON COM INC(AMZN) | 334,201 | 332,113 | -2,088 | 69,604 | 79,156 | 17.06% | +9,552 |
| SPACE EXPLORATION TECHN CORP | 0 | 53,865 | +53,865 | 0 | 9,203 | 1.98% | +9,203 |
| ALPHABET INC(GOOG) | 190,573 | 178,077 | -12,496 | 54,801 | 63,639 | 13.71% | +8,838 |
| ELI LILLY & CO(LLY) | 0 | 4,200 | +4,200 | 0 | 5,038 | 1.09% | +5,038 |
| BERKSHIRE HATHAWAY INC DEL | 305,787 | 296,964 | -8,823 | 146,533 | 148,598 | 32.02% | +2,065 |
| AIRBNB INC | 0 | 4,000 | +4,000 | 0 | 572 | 0.12% | +572 |
| BERKSHIRE HATHAWAY INC DEL | 1 | 1 | 0 | 718 | 749 | 0.16% | +31 |
| APPLE INC(AAPL) | 71,545 | 58,513 | -13,032 | 18,157 | 16,931 | 3.65% | -1,226 |
| JOHNSON & JOHNSON(JNJ) | 12,798 | 0 | -12,798 | 3,128 | 0 | — | -3,128 |
| COSTCO WHOLESALE CORPORATION(COST) | 37,339 | 35,587 | -1,752 | 37,206 | 33,291 | 7.17% | -3,915 |
| META PLATFORMS INC(META) | 70,315 | 21,609 | -48,706 | 40,229 | 12,172 | 2.62% | -28,057 |
| MICROSOFT CORP(MSFT) | 137,237 | 36,466 | -100,771 | 50,801 | 13,603 | 2.93% | -37,198 |