Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ISHARES TR | 0 | 383,000 | +383,000 | 0 | 38,553 | 11.20% | +38,553 |
| NETFLIX INC.(NFLX) | 0 | 279,480 | +279,480 | 0 | 26,872 | 7.80% | +26,872 |
| ALPHABET INC(GOOG) | 101,155 | 100,035 | -1,120 | 31,662 | 28,766 | 8.36% | -2,895 |
| BERKSHIRE HATHAWAY INC DEL | 67 | 63 | -4 | 50,572 | 45,243 | 13.14% | -5,329 |
| MARKEL GROUP INC(MKL) | 22,905 | 22,555 | -350 | 49,238 | 43,172 | 12.54% | -6,066 |
| TESLA INC(TSLA) | 62,100 | 54,735 | -7,365 | 27,928 | 20,348 | 5.91% | -7,580 |
| AMAZON COM INC(AMZN) | 316,285 | 312,530 | -3,755 | 73,005 | 65,091 | 18.91% | -7,914 |
| BROOKFIELD CORP(BN) | 1,413,462 | 1,392,742 | -20,720 | 64,864 | 56,364 | 16.37% | -8,500 |
| TRUPANION INC(TRUP) | 776,490 | 776,490 | 0 | 29,017 | 19,886 | 5.78% | -9,132 |
| BURFORD CAP LTD ORD SHS | 1,835,072 | 0 | -1,835,072 | 16,369 | 0 | — | -16,369 |