Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| UBER TECHNOLOGIES INC(UBER) | 125,000 | 385,000 | +260,000 | 8,991 | 27,782 | 12.71% | +18,790 |
| ALPHABET INC(GOOG) | 165,000 | 165,000 | 0 | 47,447 | 58,966 | 26.97% | +11,519 |
| MERCADOLIBRE INC(MELI) | 4,180 | 10,000 | +5,820 | 7,227 | 16,974 | 7.76% | +9,747 |
| CROCS INC(CROX) | 41,500 | 78,500 | +37,000 | 3,445 | 9,470 | 4.33% | +6,025 |
| ADOBE INC(ADBE) | 0 | 17,500 | +17,500 | 0 | 3,588 | 1.64% | +3,588 |
| APPLE INC(AAPL) | 100,000 | 100,000 | 0 | 25,379 | 28,936 | 13.24% | +3,557 |
| BERKSHIRE HATHAWAY INC DEL | 30 | 30 | 0 | 21,544 | 22,466 | 10.28% | +921 |
| PROGRESSIVE CORP(PGR) | 40,000 | 40,000 | 0 | 7,930 | 8,738 | 4.00% | +808 |
| Berkley W R Corp | 100,000 | 100,000 | 0 | 6,628 | 7,053 | 3.23% | +425 |
| Applied MATLS Inc | 6,000 | 0 | -6,000 | 2,051 | 0 | — | -2,051 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 110,000 | 72,500 | -37,500 | 37,175 | 34,624 | 15.84% | -2,551 |