Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AMAZON COM INC(AMZN) | 485,375 | 483,850 | -1,525 | 73,748 | 87,277 | 24.72% | +13,529 |
| BERKSHIRE HATHAWAY INC DEL | 71 | 71 | 0 | 38,526 | 45,045 | 12.76% | +6,519 |
| MICROSOFT CORP(MSFT) | 89,165 | 89,165 | 0 | 33,530 | 37,513 | 10.62% | +3,984 |
| MONDAY COM LTD SHS | 86,165 | 86,165 | 0 | 16,183 | 19,462 | 5.51% | +3,279 |
| TRUPANION INC(TRUP) | 299,870 | 425,070 | +125,200 | 9,149 | 11,736 | 3.32% | +2,587 |
| MARKEL GROUP INC(MKL) | 22,135 | 22,135 | 0 | 31,429 | 33,678 | 9.54% | +2,248 |
| BURFORD CAP LTD ORD SHS | 1,017,470 | 1,035,380 | +17,910 | 15,873 | 16,535 | 4.68% | +662 |
| BROOKFIELD CORP(BN) | 1,615,220 | 1,547,135 | -68,085 | 64,803 | 64,779 | 18.35% | -24 |
| SHOPIFY INC(SHOP) | 261,490 | 259,940 | -1,550 | 20,370 | 20,060 | 5.68% | -311 |
| ALPHABET INC(GOOG) | 138,140 | 112,780 | -25,360 | 19,297 | 17,022 | 4.82% | -2,275 |