Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BERKSHIRE HATHAWAY INC DEL | 317,569 | 315,188 | -2,381 | 143,948 | 167,863 | 40.38% | +23,915 |
| UBER TECHNOLOGIES INC(UBER) | 82,163 | 244,220 | +162,057 | 4,956 | 17,794 | 4.28% | +12,838 |
| COSTCO WHOLESALE CORP NEW(COST) | 37,721 | 43,461 | +5,740 | 34,563 | 41,105 | 9.89% | +6,542 |
| NVIDIA CORP(NVDA) | 0 | 30,100 | +30,100 | 0 | 3,262 | 0.78% | +3,262 |
| CHUBB LIMITED COM | 40,246 | 46,031 | +5,785 | 11,120 | 13,901 | 3.34% | +2,781 |
| BERKSHIRE HATHAWAY INC DEL | 1 | 1 | 0 | 681 | 798 | 0.19% | +118 |
| MANCHESTER UTD PLC NEW ORD CL A | 10,000 | 0 | -10,000 | 174 | 0 | — | -173 |
| META PLATFORMS INC(META) | 41,137 | 41,469 | +332 | 24,086 | 23,901 | 5.75% | -185 |
| AMAZON COM INC(AMZN) | 362,508 | 407,455 | +44,947 | 79,531 | 77,522 | 18.65% | -2,008 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 81,588 | 83,802 | +2,214 | 16,113 | 13,911 | 3.35% | -2,202 |
| ASML HLDG N V N Y REGISTRY SHS | 4,000 | 0 | -4,000 | 2,772 | 0 | — | -2,772 |
| ROCKET LAB USA INC | 122,640 | 0 | -122,640 | 3,124 | 0 | — | -3,124 |
| TESLA INC(TSLA) | 10,021 | 0 | -10,021 | 4,047 | 0 | — | -4,047 |
| MICROSOFT CORP(MSFT) | 120,114 | 118,324 | -1,790 | 50,628 | 44,418 | 10.68% | -6,210 |
| APPLE INC(AAPL) | 92,201 | 50,614 | -41,587 | 23,089 | 11,243 | 2.70% | -11,846 |
| ALPHABET INC(GOOG) | 83,924 | 0 | -83,924 | 15,887 | 0 | — | -15,887 |