Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHABET INC(GOOG) | 1,110,600 | 1,945,400 | +834,800 | 173,509 | 345,095 | 2.99% | +171,585 |
| NVIDIA CORPORATION(NVDA) | 645,100 | 964,800 | +319,700 | 69,916 | 152,429 | 1.32% | +82,513 |
| MICROSOFT CORP(MSFT) | 299,200 | 279,200 | -20,000 | 112,317 | 138,877 | 1.20% | +26,560 |
| DISNEY WALT CO(DIS) | 723,000 | 723,000 | 0 | 71,360 | 89,659 | 0.78% | +18,299 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 271,792 | 259,984 | -11,808 | 45,117 | 58,884 | 0.51% | +13,766 |
| MODERNA INC(MRNA) | 83,000 | 0 | -83,000 | 2,353 | 0 | — | -2,353 |
| PDD HOLDINGS INC(PDD) | 7,753,900 | 8,662,694 | +908,794 | 917,674 | 906,638 | 7.86% | -11,037 |
| ALIBABA GROUP HLDG LTD(BABA) | 3,982,130 | 3,746,230 | -235,900 | 526,557 | 424,860 | 3.68% | -101,697 |
| OCCIDENTAL PETE CORP(OXY) | 13,826,100 | 13,556,100 | -270,000 | 682,456 | 569,492 | 4.94% | -112,965 |
| BERKSHIRE HATHAWAY INC DEL | 3,381,300 | 3,381,300 | 0 | 1,800,813 | 1,642,534 | 14.24% | -158,279 |
| APPLE INC(AAPL) | 34,224,181 | 35,118,607 | +894,426 | 7,602,217 | 7,205,285 | 62.47% | -396,933 |