Fund HoldingsUnited American Securities Inc. (d/b/a UAS Asset Management)

Total Portfolio Value
$393.54M
Total Bought
$72.33M
Total Sold
$14.35M
Net Transaction
+$57.99M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
AMAZON COM INC(AMZN)239,201295,820+56,61930,40744,94711.42%+14,540
MICROSOFT CORP(MSFT)201,414205,629+4,21563,59677,32519.65%+13,728
TESLA INC(TSLA)185,632225,631+39,99946,44956,06514.25%+9,616
BERKSHIRE HATHAWAY INC DEL CL309,439322,062+12,623108,396114,86729.19%+6,470
COSTCO WHSL CORP NEW(COST)37,26441,196+3,93221,05327,1936.91%+6,140
COSTAR GROUP INC(CSGP)065,230+65,23005,7001.45%+5,700
NVIDIA CORPORATION(NVDA)07,750+7,75003,8380.98%+3,838
APPLE INC(AAPL)170,714170,683-3129,22832,8628.35%+3,634
TAIWAN SEMICONDUCTOR MFG LTD(TSM)025,000+25,00002,6000.66%+2,600
LILLY ELI & CO(LLY)04,200+4,20002,4480.62%+2,448
SCHWAB CHARLES CORP(SCHW)10,00041,075+31,0755492,8260.72%+2,277
FIGS INC(FIGS)0300,000+300,00002,0850.53%+2,085
INTEL CORP(INTC)020,000+20,00001,0050.26%+1,005
UNITEDHEALTH GROUP INC(UNH)30,85930,714-14515,55916,1704.11%+611
NOVO-NORDISK AS(NVO)05,000+5,00005170.13%+517
SNOWFLAKE INC(SNOW)02,500+2,50004980.13%+498
UBS GROUP AG(UBS)015,000+15,00004640.12%+464
VERTEX PHARMACEUTICALS INC(VRTX)01,000+1,00004070.10%+407
BERKSHIRE HATHAWAY INC1105315430.14%+11
BLACKSTONE INC(BX)29,4050-29,4053,1500-3,150
UBER TECHNOLOGIES INC(UBER)95,32719,252-76,0754,3841,1850.30%-3,199
META PLATFORMS INC(META)12,5000-12,5003,7530-3,753
Page 1 of 1